Off-season is not light Taiwan LED packaging 1 quarter revenue challenge new record

February 24th news: by the TV backlight and general lighting applications back to temperature. LED factory since March to restore the past season optimistic about the growth trajectory, is expected to the first quarter of 2011 off-season, some packaging factory expected revenue in the first quarter compared with the fourth quarter of 2010 is expected to grow 10% or more, and even have the opportunity to challenge high. While the upstream epitaxial plant view is more conservative, estimates of revenue in the first quarter compared with the previous quarter, flat or slightly growth.

Taiwan LED packaging factory in January 2011 officially shipped to Wang Qi benefit Japanese LEDTVSMD packaging products, as well as the lighting order back to temperature driven, monthly revenue reached a record high, NT $400 million, the monthly increase of 53%. With Japanese customer growth momentum expansion, expected in 2011 first quarter results will be expected to reach the quarter increased 10~15%, single quarter revenue forecast is expected to exceed 1 billion 100 million yuan, have the opportunity to challenge the record in the third quarter of 2010, the single season record a record high of 1 billion 120 million yuan.

Also from Taiwan LED packaging plant in the East Bay in January revenue reached 530 million yuan, while reduce the number of days in February, but the East Bay said, has been prepared in advance inventory, performance is expected to be flat or slightly increased in the month, March is expected to LEDTV heavy volume shipments driven by 700 million yuan monthly revenue highs have the opportunity to return to 2010. Drive East Bay single quarter revenue is expected to quarter by 10~15%.

Industry leading packaging factory Everlight January revenue of 1 billion 175 million yuan, while the previous month fell by nearly 1, but in March revenue will rebound sharply, the tablet computer (TabletPC) LED backlight is also expected on the 3~4 month production shipments, market expectations, billion light first quarter performance will have the opportunity to challenge the 10% quarter growth performance. Equivalent to about 4 billion 240 million yuan. As for Huaxing is also expected in the LED low temperature lamp shipped back to temperature, and LED lighting products new customer orders shipped under a single season performance, have the opportunity to quarter by 15%, equivalent to 400 million yuan performance.

In contrast, upstream of the LED plant view is more conservative, Taigu revenues in January amounted to 205 million yuan, the monthly increase of 5.08%, the Korean factory orders back to temperature, in March will be the volume of shipments, estimated first quarter revenue will increase by 5 ~ 10% season, and although canyuan January revenue rose slightly, but is expected from February to March revenue will be monthly growth, annual revenue for February to break the bottom of the Convention, the overall revenue in the first quarter and the fourth quarter is expected to equal, estimated at about 1 billion 100 million yuan.

LED leading grain crystal power plant in January was 1 billion 388 million yuan, is the traditional off-season, as expected revenue growth, month by 3.5%, expected in February are still affected by the decrease in the number of working days, with the Korean brand customers and orders the end of inventory adjustment continued warming, March revenue will resume the season market level. Estimated that first quarter revenue will be expected with the previous quarter will be flat or reduced less than 5%, ~47 was about 4 billion 600 million yuan.