Taiwan listed cabinet LED plant revenue in December 2011 decreased by 1

According to statistics, in December 2011 the Taiwan listed LED vendor revenue totaled about 6 billion 540 million yuan NT, monthly decline rate of about 11.99%, annual rate of decline of 19.6%, the main reason for the overall market demand continues to slump, LED grains and packaging manufacturers revenue failed to extend the first half of the rally and flat, many LED manufacturers are still facing pressure on the stock, continues to actively seek a breakthrough way.

Points, the downstream point of view, although part of the short single effect of continuous fermentation, but Taiwan listed cabinet LED crystal plant in December revenues of 2 billion 640 million yuan, a decrease of $16.5%, an annual decline of 30.2%. The institutional analysis, the grain size of LED plant in December revenues decline more than 3 years, the main reason is that by December 2010, the tablet computer products backlight LCD TV demand pull, higher revenue base, but since last year, facing the market price sharp slide pile up in excess of requirement, therefore, affected by revenue. The year 2011, LED grain factory revenue of NT $45 billion 400 million, minus 7% slightly compared with 2010.

But for LED packaging manufacturers terminal application market is relatively less affected by upstream but also benefit from the recent pile up in excess of requirement, the backlight market demand replenishment, December revenue of NT $3 billion 900 million, 8.66% month recession, the recession of about 10.3%. In the year 2011, LED packaging factory revenue of NT $54 billion 920 million, minus 3% slightly compared with 2010.

Industry estimates, to 2015, LED lighting market size of up to $7 billion 600 million, because the mainland has lighting production base and a complete supply chain, coupled with the domestic market potential, development, many manufacturers are optimistic about the mainland LED lighting market to speed up the layout, including EPISTAR and Yankon and NVC cooperation, billion light in Shanghai Benjamin, canyuan cooperation with NVC. On the day before lighting brands PHILPS announced the establishment of LED lamp factory in Chengdu, PHILPS is also in the mainland in second large investment, in addition, LED vendors such as Lite science, Lunda also actively into the international companies in supply chain. Each goal is continuing to try to maximize the proportion of lighting products revenue, stepping up training to early layout of the lighting market.