Taiwan led light chip factory in September ranked slightly reshuffle, expect the results put into the mainland
DRAMeXchange (TRENDFORCE)'s research department led light inside Statistics, September 2010 led light manufacturers in Taiwan Stock Market revenue totaled light about 9.736 billion yuan, compared with August 2010 revenue of 10.593 billion yuan fell 8.1% (YoY +45.8%) . led light chip factory in September where a total revenue of 4.554 billion yuan, compared with August fell 6.9%; led light packaging manufacturers in September revenues of 5.182 billion compared to August decreased by 9.1%. If compiled light from led light inside led light X index terms, Chip led light X to 4140.9, while the Package led light X to 4849.1, indicating the confidence of the current for the led light industry is still insufficient. led light industry by LCD TV makers of inventory to order, in September monthly sales in general may be further affected.
Recent analysis of led light backlighting market
Although the Eleventh China LCD TV market by pushing up of holiday buying, part of the inventory is expected to issue. However, most brands of traditional CCFL models for low-cost promotions. And although China led light backlit TV sales are good, but most of panel makers for TV or the third start of the season to the prepared stock. So for the led light industry, the TV backlight still did not pick up orders. Therefore, most vendors still hope that next year, the rapid growth of led light -backlit TV.
led light inside led light TV in 2011 estimated the market size will reach 9,200 million, compared to almost three times the growth in 2010 or so. Edge-lit led light backlight which the growth potential of the largest LCD TV, compared with direct type led light backlight, the volume is also relatively thin, both on cost and aesthetic advantages.
As part of IT products, backlight, DRAMeXchange (TRENDFORCE) WitsView's research department, said, LCD monitors, laptops and other panels because of cost factors, firms do not want to bleed out, had to battle to defend the price stage, the October price began to climb; The results are reflected in the led light manufacturers, due to customers for IT products before shipment is expected to over-pessimism, the recent amendment has begun shipment forecast, some of the IT vendors led light backlight signs order has withdrawn from circulation.
Revenue performance chip plant in September
Observed in September the upstream chip factories of Taiwan's overall revenue, compared with August sales fell 6.9%, (YoY +55%), the overall chip factory in the third quarter compared with the second quarter revenue increase of 11.6% is still, by the Department of Korean panel makers adjust the inventory impact of large-size backlight orders began to be affected, MO source material shortage problem has become more strained, and the sapphire substrate price, resulting in shrinking profit margins. Various causes chip factory revenue in the September ranking has been maintained for six months appear minor reshuffle. It seems from the quarter, there are many vendors have brisk performance, large-size backlight in order stability of supply, from Korean manufacturers of systems. Such as the new century, not only continuing monthly revenue hit a new high, the monthly growth rate of 4%, and the second quarter revenue compared to 37.9% increase, mainly due to shipments of LCD TV led light backlight product stability, and cooperation with JFE Engineering will gradually see the results. In addition, leading manufacturers epitaxial crystal power, in the month fell 4.8% on revenue, compared with the previous quarter but still grew 8.3%, plus an alliance with Toyoda Gosei of Japan, a joint venture optical crystal abundance, coupled light by cross- led light patent license obtained, the blueprint of the lighting capacity, there is a more clear direction. In addition, the led light chip due to continent MOCVD equipment vendor in the acquisition of subsidy, whether or indirect investment in joint venture to facilitate the nearest mainland led light market to grasp the pulse of the next year are also expected to see production results.
(Editor：admin) |