LED industry boom second quarter recovery activity, according to ITIS's latest forecast, the second quarter of this year, Taiwan LED (including epitaxy and packaging) output value of about 22 billion 900 million yuan, not only can be compared with the first quarter growth of 33%, also terminated with 4 quarter decline trend, than the same period last year slightly growth, however, the third year of Ji Chengchang's life ITIS, have reservations.
ITIS industry analyst Huang Mengjiao pointed out that due to the recent global economic concerns again, and portable (especially high order mobile phone terminal products has been replaced by OLED), to reduce the demand for LED backlight, LED backlight TV in addition, continues to reduce the use amount in order to reduce the cost for the design, and LED lighting contribute to the overall output value proportion is still low, so the second half of the year 8% of this year's growth momentum and growth forecast at present to be retained, do not rule out the possible future under repair.
According to ITIS statistics, Taiwan LED output value reached 17 billion 200 million yuan in the first quarter of this year, compared with the previous quarter fell by 10%, compared with the same period last year fell by 15% in. In the second quarter, since the beginning of the manufacturers inventory pressure has been slow trend, some manufacturers have begun to receive back urgent orders, to enhance the rate to more than 80% by the majority of Taiwan LED plant capacity, therefore ITIS estimates, the second quarter of 2012 Taiwan LED output value of 22 billion 900 million yuan, compared with the first quarter will grow 33% compared to the same period last year slightly. The growth of 0.88%.
LED industry last year by LEDTV's market penetration and LED lighting market growth than expected, coupled with the LED component prices fell 30%~50% year, affecting the overall output value of Taiwan LED, 2011 annual output value of 89 billion 200 million yuan, about 8% decline compared with 2010.
ITIS on the first half of this year, the state estimate, in 2012 the output value of about 89 billion 200 million yuan, will be able to grow by about 8% over last year.
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