According to statistics, in May 2008 the Taiwan listed LED companies total revenue of 6 billion 95 million yuan, 6 billion 102 million yuan in April fell slightly, the annual growth rate of about 8.4%. LED chip factory in May, the total revenue of 2 billion 859 million yuan, an increase of $1.7% from the previous month, LED packaging manufacturers in May revenue of about $3 billion 235 million, down from last month by 1.6%.
On May Taiwan whole chip factory revenue, including forepi, upstream epitaxial Dingyuan, new century, Guangjia and Guang Lei rewrite the record high. Revenue growth momentum mainly from the opening of new capacity, but the growth rate has generally slowed down. Only gallium gallium revenue growth rate is still as high as 17.5%, while the wide spectrum of management will also be compared to last year's revenue of $08 last year as the goal of this year's growth of 50%. In addition, the leading manufacturers of crystal electric performance compared to April fell 4%, mainly due to small and medium sized customers to adjust inventory, while the demand for mobile phones is not apparent, visibility is not high.
Figure 1: May 2008 LED chip manufacturers revenue ranking
Unit: NT $(million)
Apr-08
May-08
MoM
YoY
Crystal electric Epistar
One thousand and fifty-five
One thousand and thirteen
-4.0%
6.9%
Opto Tech
Six hundred and forty-seven
Six hundred and sixty-five
2.7%
0.1%
Ding Yuan Tyntek
Two hundred and ninety
Three hundred and eleven
7.1%
22.9%
Wide gallium Huga
Two hundred
Two hundred and thirty-six
17.8%
85.7%
Can circle FOREPI
One hundred and sixty-one
One hundred and sixty-two
0.5%
35%
Hua Shang Arima OptoELectronic
One hundred and fifty
One hundred and sixty-two
7.6%
-50.2%
New century Genesis Photonics
One hundred and twenty-three
One hundred and twenty-seven
3.6%
47.3%
Taigu Tekcore
Eighty-nine
Ninety-two
3.5%
38.9%
Uni-Light Touchtek
Ninety-five
Ninety-two
-2.7%
113.2%
Total
Two thousand eight hundred and eleven
Two thousand eight hundred and fifty-nine
1.7%
As for the downstream part of the LED package, in May compared to a slight decline in overall revenue in April 1.6%, but the annual growth rate of growth of 8.1%. Downstream packaging macro Qi, East Bay, Huaxing and other manufacturers fell significantly. Billion light May revenue of 960 million yuan, the monthly growth rate of 1.6%. Billion light pointed out that in May the mobile phone needs of the poor, small and medium size backlight panel demand is also very common, the market heat is not as expected, mainly by Lamp and Display and other traditional LED product support, so in May revenue growth of 1.6% over performance. But now from the customer's orders, there will be more obvious improvement in July.
Figure 2: May 2008 LED packaging manufacturers revenue ranking
Unit: NT $(million)
8-Mar
8-Apr
MoM
YoY
Billion light Everlight
Nine hundred and forty-five
Nine hundred and sixty
1.6%
26%
Lite-On Lite
Nine hundred and twenty-eight
Nine hundred and twenty-four
-0.4%
9%
Baihong BRIGHT LED
Three hundred and twenty-three
Three hundred and thirty-three
3.3%
17.5%
Dong Bei Unity Opto
Two hundred and ninety-two
Two hundred and forty-eight
-15.1%
-6.2%
Hong Qi Harvatek
Two hundred and sixty-three
Two hundred and thirty-eight
-9.5%
-11.8%
Advanced electric Advanced Optoelectronic Technology Inc.
One hundred and seventy-nine
One hundred and eighty-eight
5.1%
-0.3%
AI Sen Edison Opto
Ninety-eight
One hundred
2%
13.3%
Li Chau TAIWAN OASIS
One hundred and two
Ninety-six
-5.5%
-25.9%
Huaxing Ledtech
One hundred
Eighty-seven
-13.3%
-19.0%
Camp UPEC
Sixty-three
Sixty-three
-0.5%
Total
Three thousand two hundred and ninety-one
Three thousand two hundred and thirty-six
-1.7%
Future outlook
Outlook 2008 in June, due to the semi annual report of the month, the downstream customers are generally reluctant to pull goods at this time, improve inventory levels. This also means that in June revenue growth compared to the limited space in May. But with the second half of the traditional mobile phone and consumer electronics season approaching, LED industry is still generally optimistic about Q3's booming market. Coupled with the second half of the LED NB backlight source shipments will have substantial growth, estimated to be able to provide LED NB backlight source of the leading manufacturers of revenue will have better performance in 2008.
Source: LEDinside
Contact: mack
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E-mail: mack@archled.net
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