Taiwan LED chip packaging and testing plant June revenue ranking

According to LEDinside, a global energy market research firm, TrendForce's Green Energy Division, LED market demand is affected by the slowdown in the backlight market and the impact of inventory. In June 2013, the total revenue of listed LED manufacturers in Taiwan fell to 10.6 billion yuan, including Taiwan’s listing. The revenue of the LED chip makers of the cabinet reached NT$3.97 billion, and the revenue growth of LED packaging companies listed on the Taiwanese TV cabinet also reached NT$6.63 billion.

Faced with the declining demand in the backlight market, Taiwanese LED manufacturers have turned their targets to lighting applications in the hope that revenue from lighting application products will complement the revenue of backlight applications. Therefore, Taiwanese manufacturers such as Jingdian, Yeguang, and Lunda have OEM products of first-line international lighting manufacturers in order to make up for capacity utilization. However, whether it is possible to walk out of the OEM price in the Red Sea depends on whether the manufacturers can think about improving production capacity and moving to more refined and differentiated profit products.

Second half of the backlight market growth momentum slowed

According to the TrendForce survey data, the shipment of LCDs in 2013 was revised down from the 215.5 million units estimated at the beginning of the year to the current 208.8 million units, with an annual growth rate of only 1.1%. The main factors are still unclear by the global economic performance, especially the poor performance of the European market, and the suspension of China's energy-saving benefits subsidy policy, the slowdown in China TV shipment growth momentum, coupled with the decline in the number of shipments caused by TV size demand growth And other multiple factors. Since the stocking effect of the TV backlight market in the first half of the year only lasted until the end of May, the TV backlight market in the second half can only expect whether the terminal sales performance will exceed expectations.

The demand for small and medium-sized power LEDs is booming, and Everlight holds the top spot

According to LEDinside observation, the demand for small and medium-power LEDs in interior lighting is quite buoyant. Whether it is commercial lighting such as lamp tubes or directional light source products such as PAR lamps, downlights and AR111, the small and medium power packages of major manufacturers such as Samsung and Nichia are particularly Warm white temperature is facing a certain degree of supply tight in 2Q13. In the face of 2H13 lighting market demand, LED packaging manufacturers have introduced new products or better product specifications and luminous efficiency and color rendering requirements. Although they are still sampling. It is expected that after the launch of the third quarter, LED package prices will have a significant price drop. In addition, to watch the high-power LED market applications, it is estimated that in the second half of the year, the demand for standard cases in China will be released and there will be opportunities to drive demand for high-power LED products. Therefore, LEDinside estimated that in 2013, the output value of LED packaging in the lighting market will reach US$2.98 billion.