Taiwan LED chip factory hit a record high in July

According to LEDinside, an industry research institute, the total revenue of LED manufacturers in Taiwan in July 2010 was about 10.853 billion yuan, up 2.7% (YoY+80%) compared with the revenue of 10.56 billion yuan in June 2010. Among them, LED chip factory's total revenue in July was 4.97 billion yuan, an increase of 7.6% compared with June; LED packaging manufacturers' revenue in July was 5.88 billion, down 1.1% from June.

The LED Industry Index (LEDX) compiled by LEDinside observes the industry through the performance of the LED industry market value. At present, the LED Epitaxial Index (Chip LEDX) has dropped back to 3,833 points, and the LED Package Index (Package LEDX) has also reached 4,955 points. Although the output value of Taiwan's LED manufacturers continued to write a new high in a single month, but the recent adjustment of inventory by Korean customers, international TV brands to drive price competition, leading to more negative views in the market, but also caused the LED industry index to be higher than the beginning of this year, The decline is nearly 20%, which runs counter to the fundamentals.

Looking at the overall upstream chip factory revenue in Taiwan in July, the overall chip factory revenue increased by 86% compared with the same period last year. Most of the extension manufacturers have continued to record new highs because of the continuous movement of the machines. In July, Jingdian's monthly revenue reached 1.902 billion yuan; Taigu and New Century Optoelectronics' July revenues also increased significantly due to TV backlight orders.

Since last year, global extension manufacturers have expanded significantly. Aixtron and Veeco, the world's leading equipment manufacturers, also recently announced their second-quarter earnings. Aixtron's second-quarter revenue reached 198 million euros (QoQ+24%). The single amount reached 175 million euros (QoQ + 4%). Veeco also followed closely, with revenues of $253 million (QoQ+55%) in the second quarter. Aixtron and Veeco have received more than 600-700 orders this year, especially under the subsidy policy of local governments in China. In the next two years, China will be the region with the largest increase in MOCVD equipment in the world, so the increase in capital expenditure in China will also Drive the booming equipment industry, such as testing and picking equipment. There are even opportunities to drive upstream raw materials such as sapphire substrates, MO Source and more.

In the downstream LED packaging plant segment, Everlight's July revenue was 1.72 billion, ranking the leading LED industry. However, from the LED package factory revenue observation, in the case of NB demand and high panel inventory, some manufacturers' revenue has begun to be slightly affected. As the backlight market faces short-term inventory adjustments, the revenue growth of each package factory is slowing down. Therefore, manufacturers are observing when the lighting market will pick up the bar and support demand.

CREE also announced its earnings figures for April-June 2010. The second quarter revenue was 265 million US dollars (QoQ+13%), with a gross margin of 50%, net profit of 52 million, EPS 0.48 (GAAP), revenue. Bright performance with profitability. It is expected that in the third quarter, with the support of lighting demand, it will be expected to offset the weakness of the backlight market. The revenue is expected to have a 2-6% growth potential.

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