Trapped in the traditional off-season Taiwan LED packaging factory committed"

LED entered the traditional off-season, packaging plant in the East Bay, Lunda, Edison lack energy, in October compared to September revenue small increase or decline. Donper said, with China mainland TV customers get the next wave of subsidies for home appliances, the fourth backlight orders will gradually return, then continued to work China lextar direct type backlight TV machine.

Mainland TV downturn in demand, the impact of different packaging plants in Taiwan LED. Donper October revenues of NT $530 million yuan (below), the monthly increase of 3.31%; 1 billion 59 million lextar month minus 7.02% yuan, 218 million yuan; Edison, month minus 7.23%. If compared with the same period last year, the East Bay greatly reduced by nearly 4, mainly higher proportion of backlight revenues, the impact of the end of the mainland by the greater impact of home appliance subsidies.

In contrast, the main high power packaging of the device, because of the focus on the lighting market, not affected by the downturn in demand for television, October revenue increased by 35% over last year. LED vertical integration is due to the combination of Wellypower factory lextar effect, October revenue growth of 24% over the same period last year.

Ronda said, in the fourth quarter of LED backlight is the traditional off-season, TV application demand is relatively weak; lighting applications, in order to reduce the market price should be caused by the decline in profits, a large number of Ronda lighting assembly line to the mainland, and through vertical integration itself in order to reduce the cost of ronda.

East Bay pointed out that the mainland TV customer inventory adjustments in the third quarter has been temporarily ended, so the East revenue in September hit the bottom, began to grow slightly in October, the fourth quarter revenue will grow month by month. Backlight orders are slowly returning signs, while the development of the new East backlight packaging products, is also expected to increase market share.

Lighting part of Europe and the United States gradually banned incandescent lamps and provide energy subsidies, East Asia Lighting customers in the fourth quarter of an increase in the amount of orders, resulting in lighting revenues accounted for more than 25% in October. At present, the East single month revenue compared with the same period last year, significantly lower, East Bay is expected to be after December, a single month revenue is expected to exceed last year's performance.

Sen Sen said, LED lighting has entered the traditional off-season, Europe and the United States Christmas orders have been shipped, so customers pull goods is not active.

Due to the LED lighting market is showing price competition, customers are waiting to see whether there is a lower price, so the following are short orders, orders visibility is only about a month. However, the prospects of LED's bright prospects, this year has invested 450 million yuan to expand the capacity of the two sides, due to the demand for Ying Mingnian orders.