In March 2010, the output value of LED Taiwan factory hit a record high

According to the LEDinside data of the industrial research institute, the total revenue of Taiwan-listed LED manufacturers in March 2010 totaled NT$8.24 billion, up 32.5% from the February 2010 revenue of 6.219 billion yuan (YoY+72.8%). . Among them, LED chip factory's total revenue in March was 3.584 billion yuan, an increase of 27% from February; LED packaging manufacturers' revenue in March was 4.656 billion, up 37% from February.

The LED Industry Index (LEDX) compiled by LEDinside observes the industry through the performance of the LED industry market value. At present, the index of the LED Epitaxy Index (Chip LEDX) has reached 4733 points, and the LED Package Index (Package LEDX) has also reached 5335 points. As LED manufacturers' revenues continue to write record highs, the LED industry index has almost returned to its all-time high in January 2010.

Observing the revenue of Taiwan's overall epitaxial plant in March, revenue in March was 3.584 billion yuan, up 27% from the previous month (MoM+27%, YoY +76%). At present, the demand for large-size backlights is strong. In addition to the recent increase in the shipment target of LED-backlit TVs by Korean TV brand manufacturers, the LED-backlit LCD panels of Taiwanese panel makers have also begun to be officially shipped, making the LED production capacity gap of the epi-plating factory more enlarge.

LEDinside believes that the visibility of the upstream LED industry is at least around June 2010. As the production of epitaxial MOCVD machines is gradually moved in and installed, the revenue of most epitaxial manufacturers will continue to grow. As for the quaternary LED chip, as the demand for LED display screens and traffic lights continues to appear, the capacity utilization rate of some manufacturers' quaternary products has also increased.

Considering the yield problem of LED upstream manufacturers after purchasing MOCVD, although LED upstream has been expanding, the average difference in the capacity of each contribution and the strength of each manufacturer is one of the focus of future LED supply and demand.

Source: LEDinside, new Ronda chip revenue

Source: LEDinside, new Ronda chip revenue

As for the downstream LED packaging factory, the overall revenue in March 2010 was 4.656 billion yuan, a monthly increase of 37%, and an annual increase of 70%. At present, the overall demand for LEDs has been fully warmed up. Whether it is mobile phones, medium and large size backlights, etc., orders have increased significantly. At present, the focus of the market is still on the backlight application of LCD TVs. Most Taiwanese package manufacturers are still in certification or small shipment stage. In the lighting application part, although Q1 has fallen sharply in 2010, demand has continued to increase. After the official merger of the LED factory of AUO Group and Kaiding and Ronda, under the loyalty of AUO Group's orders, the packaging revenue in March reached NT$530 million, and also paid a very bright transcript.

Source: LEDinside, eliminating Kaiding, adding new Ronda package revenue

Source: LEDinside, eliminating Kaiding, adding new Ronda package revenue

LEDX index description

LEDX is an index index compiled by LEDinside for observing LED industry trends. With the rise of environmental protection and energy conservation issues, LEDs are both energy-saving and environmentally friendly. Not only do many public buildings in various countries begin to replace LED bulbs, but also their applications are new and future market imagination space. Big increase, LED long-term trend is optimistic. Therefore, LEDinside uses this LEDX index to observe the market's perception and confidence level of LED prospects, and in order to further analyze the changes in industrial structure, set up two indexes of upstream chip factory and downstream packaging factory: Chip-LEDX & Package - LEDX provides market participants as a reference indicator.

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