Taiwan's listed LED makers report a 11.99% decline in revenue in December 2011

According to statistics, in December 2011, the total revenue of listed Taiwanese LED makers was about NT$6.54 billion, a monthly recession rate of approximately 11.99%, and an annual decline rate of 19.6%. The main reason is that the overall market demand continues to be sluggish. LED die Compared with the growth of package manufacturers' revenue that failed to extend for the first half of the year, many LED manufacturers are still facing inventory pressure and are still actively seeking breakthroughs.

In terms of upstream and downstream, although some of the short-term single effects continued to ferment, Taiwan’s listed LED chip makers reported revenue of 2.64 billion yuan in December, a decrease of 16.5%, and an annual decline of 30.2%. The agency analyzed that the LED die maker’s December revenue declined by more than 30% in December. The main reason was that in December 2010, it was demanded by the backlighting products for tablet PCs and LCD TVs. The revenue base period was relatively high, but since last year, the market has faced In the oversupply situation, the price of the product has fallen sharply, and the revenue has been affected. For the whole year of 2011, LED chip plant revenue reached NT$45.4 billion, a slight decrease of 7% compared with 2010.

In contrast, the LED package vendors provided to the terminal application market are relatively less affected by the oversupply of upstream sources, and benefit from the recent replenishment demand in the backlight market. In December, the revenue was NT$3.90 billion, and the monthly decline was 8.66%. 10.3%. Looking at the whole year of 2011, LED packaging plant revenue reached NT$54.92 billion, a slight decrease of 3% compared with 2010.

The industry estimates that the domestic LED lighting market will reach US$7.6 billion by 2015. As China has a complete lighting production base and supply chain, coupled with the market potential of domestic demand, many manufacturers are optimistic about the development of the domestic LED lighting market and speed up the layout, including Jingye cooperated with Sunshine Lighting and NVC Lighting, and Yiguang teamed up with Shanghai Yaming to cooperate with NVC Lighting. Philips, a lighting brand manufacturer, announced recently that the establishment of an LED lamp factory in Chengdu is also the second major investment of Philips in China. In addition, LED manufacturers such as Guang Baoke and Lunda have also actively entered the supply chain of international manufacturers. Each target is continuously pulling up the proportion of revenue from lighting products, stepping up training, and early deployment of the lighting market.