Terminal market depressed LED plant revenue decreased by 18.9% in August

By application of terminal product sales as expected, and led prices too fast, affecting the client components to lower inventory level under the Taiwan in August this year, listed LED companies total revenue of about 8 billion 415 million yuan, month minus 2.69%, minus 18.9% years. However, with the end of the Christmas demand, as well as the new model of LED backlight TV began peatlands, backlight market has also been the emergence of a single effect, so depressed for a long time the LED industry a little respite.

Observation of LED chip factory revenue performance, the second quarter LED manufacturers face to the portfolio adjustment, although the size of the backlight demand is still the main market development of LED manufacturers, but in the double impact of sluggish inventory pressure and terminal market demand, LED chip manufacturers revenues continue to face pressure, August Taiwan listed LED chip factory revenue at 3 billion 720 million month, by 5.9%, 23.9% years of recession.

The whole chip factory only canyuan (3061-TW) is better than the August revenue, mainly because the first half was affected by reduced Korean orders, the base is relatively low, after the start of August revenue gradually stabilized, the monthly growth of 14.6%, up to 380 million.

LED manufacturers said that since September, there are some urgent single appeared, mostly in the use of tablet or mobile phone backlight, and part of the panel's LED backlight TV new models have begun to volume. Also bring some hope for the industry has long been dull. From the point of view of LED packaging factory in August revenue, although the sustained downturn, demand for grain prices fell, backlight application market, August Taiwan listed LED packaging factory revenue reached 4 billion 690 million yuan, compared with the same period last year, a substantial reduction of 14.5% months, the reduction rate of -0.01%.

Early in the lighting market layout of the manufacturers, such as lextar (3698-TW) revenue growth momentum mainly comes from lighting products, the proportion of total revenue of nearly 4, the August package performance and bright business revenue reached 760 million, the monthly growth of 17.9%. Lextar since the beginning of the year has been received by the large LED lighting project orders, and gradually open the case of delivery, the current LED lamp for bulk shipments, monthly shipments reached 20-30 million, the second quarter published the latest Japanese JEL801 conforms to the GX16 specification joint tube also has a large number of shipments.

LEDinside pointed out that the LED lighting market as a whole is still showing steady growth, but as the industry expected fast, and in May to August for commercial lighting of the season, from October to December for residential lighting season, if Japan's Eco-Point policy in the second half of the two start, is expected to push up the LED for residential lighting market.