LED backlight demand boosted Taiwan LED plant revenue growth of 21% in January

According to statistics, the total revenue of the listed LED factory in January 2013 was about 8.22 billion yuan (NTD, the same below), an increase of 21.5% compared with December last year. Through the negative conditions of the traditional off-season in the fourth quarter of 2012 and the delayed stocking of TV brand manufacturers, the benefits of smart phones and TV stocking began to benefit from the demand for LED backlights in January, so the performance of Taiwan's LED upstream and downstream manufacturers showed Bright growth.

LED upstream chip manufacturers are facing the warming demand of the backlight market. In January 2013, Taiwan's listed LED chip makers' revenue grew by NT$3.09 billion, while Taiwan's listed cabinet LED package makers' revenue growth reached NT$51.3. In addition to Ronda's significant growth in revenue after the merger of Power League, the market demand has also provided the growth momentum of the packaging industry revenue.

Benefiting from Samsung's direct-type TV new model products are expected to be listed in the second quarter of 2013, the first quarter's stocking effect has boosted Taiwan's first-quarter revenue momentum, which is clearly out of the downturn compared with the same period in 2012. atmosphere of. Jingdian and Yuyuan benefited from the factors of Korean brand manufacturers, and revenues increased significantly. Order visibility reached the end of the first quarter. Coupled with the increase in the number of Chinese TV brand manufacturers such as Skyworth, Hisense, TCL, Konka and Changhong, Taiwanese manufacturers have more opportunities to enter the Chinese TV backlight supply chain due to better chip quality than mainland manufacturers.

In addition, smartphones not only increase the brightness of the panel backlight, but the estimated shipments in 2013 will also grow by 28% compared to last year. Among them, in addition to international brand manufacturers, China's mobile phone brand manufacturers are also rising, so it has become a potential customer target for Taiwan LED manufacturers. Overall, compared to December's revenue performance, whether it is chips or packaging manufacturers, as long as a certain proportion of revenue comes from smartphones and TV orders, its revenue performance has grown substantially. The revenue of Jingdian broke through the gloom of 2012, reaching 1.35 billion yuan; the round and new century also reached the revenue level of 300 million yuan and 270 million yuan respectively.

From the lighting market, the second quarter is the traditional peak season for the commercial lighting market. Packaging manufacturers are facing new competitive pressures in the same industry. It is estimated that the mainstream product specifications that will reach mass production in 2013 will fall at 160lm/W~ 180lm/W. In addition, taking into account the scale advantages of the mainland's vast LED commercial and outdoor lighting applications and the technological advantages of Taiwanese manufacturers, the integration of the LED industry will not rule out the cooperation between Taiwan's LED chips, packaging manufacturers and mainland lighting manufacturers. appear. Under strong cooperation, second-tier manufacturers will once again face market test.