LEDinside According to statistics, in May 2008 listed counters Taiwan LED (LED) manufacturers total revenue of 6.095 billion yuan NT, in April than the NT dollar was down 6.102 billion yuan, the annual rate of about 8.4 percent. Taiwan LED industry generally optimistic about the third quarter of the current market, coupled with the second half of notebook (NB) backlight shipments will grow substantially, to provide backlight LED NB the leading vendor revenue will be relatively good performance.
LEDinside said that June is the month Ban Nianbao settlement, the downstream packaging factory to conduct inventories and lower reaches customers generally do not want to pull cargo at this time and increased inventory level. This also means that, in June compared to May revenue growth of the limited space. However, with the second half of mobile phones and consumer electronics the traditional peak season approaching, LED industry is still generally optimistic about the third quarter of the peak season prices.
According to statistics, LED chip plant in May revenue amounted to NT 2.859 billion yuan, an increase the previous month and 1.7%; LED package manufacturers in May on revenue of about 3.235 billion Taiwan dollars, the previous month decreased by 1.6%. Overall, the May performance was better than the lower reaches of the upper reaches of epitaxial.
According to LEDinside analysis, Taiwan Looking at the overall chip plant in May revenue, upstream Can yen, Ding-yuan, the new century, widely gallium, a record high Guanglei have rewritten record revenue growth impetus came mainly from the new capacity out, but Growth rate has generally been slowing down. Ga-only on revenue growth rate remains as high as 17.5 percent. But crystal performance compared to April, down 4 percent, mainly due to the small and medium-sized customers in the adjustment of inventory, and demand for mobile phones is still unclear.
And downstream LED packaging factory in May than in April the overall revenue decline 1.6 percent slightly, but the annual rate of growth of 8.1 percent. Following the macro-outbound package, the East Pui, Huaxing, and other manufacturers decline was larger.
May-million on revenue of 960 million yuan NT, the rate of increase of 1.6%; billion-that poor demand for mobile phones in May, demand for small and medium-size panel backlighting also very common, the market heat than expected, rely mainly on Lamp and Display LED products, and other traditional support, the May revenue rose 1.6 percent. However, under the current single from the customer's view, in July there will be more obvious turn for the better