Taiwan's LED chip plant Q2 revenue increased by more than 20%

With the LED TV terminal demand in the second quarter, strong, LED chip makers such as Jingdian, Yuen-Yuan and other companies in the first four to five months to shout capacity fully loaded, and other companies have almost 80% of the production rate is good Performance, 9 listed LED chip manufacturers, in addition to light Lei, Taigu, other manufacturers in the second quarter revenue increased by 20 to 50%. Outlook LED TV and lighting demand will continue to prosper until the third quarter. However, in the second quarter, when revenues have been boosted, it is estimated that the third quarter revenue growth rate of most manufacturers will converge to 5% to 15%.

Although the majority of LED chip plant revenues grew significantly in the second quarter, but from the June revenue point of view, there are still manufacturers affected by inventory factors in the mid-year inventory, the monthly revenue decline, such as Guanglei, Guanghan, Guangyu, Ding Yuan. Among them, June's revenue reached NT$130 million in June, still ranking at the high level since March of this year, but compared with the high performance of innovation of RMB 149 million in May, the monthly recession was as high as 12.55%.

On the other hand, the LED makers, Jingdian and Yuyuan, benefited from the adoption rate and reached full capacity between April and May. The production capacity continued to be tight and some orders were deferred until June, so the revenue for this month still showed slight growth. Jingdian’s revenue in June reached NT$1.73 billion, a month-on-month increase of 4.34%, while Can-yuan was 422 million yuan, a slight increase from the previous month. It also supported the overall LED chip plant's June revenue to be flat.

Looking forward to the third quarter, affected by European debt, the demand for Korean LED TV orders will start to slow from July, but with the Mainland's energy-saving appliance subsidies program, coupled with LED TV and CCFL TV prices approaching, it is estimated that LED TV demand remains It will continue to improve. LED lighting part, with the brand factory pushes the low price LED light bulb of 10-15 dollars to stimulate the market and the increase of LED street lamp pilot quotation in some countries, will also pay attention to the third quarter revenue, it is estimated that this year LED chip factory camp The highest peak will still be in the third quarter, about 5 to 15% more than in the second quarter.