LED makers' revenue is stable and stable in June, LED industry will continue to face challenges in the second half

According to statistics from LEDinside, a research division of TrendForce, the total revenue of LED counters listed on the market in June 2012 was approximately NT$8.8 billion (MoM+1.12%, YoY-5.6%). Thanks to the demand for consumer electronics products and the peak season for traditional lighting in the second quarter, the second quarter revenue season increased by 22.7% to 25.82 billion yuan. However, in the second half of 2012, the LED industry will continue to face severe challenges. From the global economic data observation, the end market demand is affected by the European debt crisis, and it is not optimistic and may even face a crisis of no peak season.

In the field of LED backlighting, whether it is TVs, NBs, mobile phones, etc., due to the tightening of market demand, brand customers have doubts about the shipping target. As for LED lighting, but also because of the impact of the European debt crisis, many LED lighting manufacturers in Europe and the United States are also faced with falling orders. As a whole, the visibility of orders in the third quarter of 2012 was not clear. In the second half of 2012, the survival of the weak will continue to occur this year.

LED chips and packaging vendors reported flat revenue performance. LED upstream epitaxy Taiwan factory benefited from large-size backlight order demand and consumer electronic goods stocking demand. In June 2012, the revenue of listed LED chip Taiwan plant was stable and stable, up to 38.3. Billion yuan, (MoM-0.4%, YoY-11.5%). Thanks to the needs of the display market, China's Epitech Plant began shipments to Taiwan's packaging plants in May and has been attacking Taiwan's low-cost LED product market. In the face of competition threats in mainland China, Taiwanese manufacturers need to emphasize the stability of quality. Degree and reliability, make differentiated advantages.

In June, Jingdian’s revenue grew by 4.3% to 1.73 billion yuan. At the end of the second quarter of 2012, Guangsheng continued to receive attention from Korean orders. Its revenue remained stable at 210 million, and its capacity utilization rate increased to 70%. Minsheng and Qieli benefited from the demand for new ASUS Tablet PCs. The revenue was stable. In the packaging plant sector, in June, the revenue from Taiwan-listed LED packaging plants reached 4.97 billion yuan (MoM +2.3%, YoY-0.5%), which was flat. Lite-On LED lighting components were successfully produced in volume and the brand customer's demand was booming. In June, LED revenue grew moderately, reaching 1.09 billion yuan.

In June, Londa's lighting application products accounted for nearly 40% of its total revenue. In addition to the continuous opening and delivery of some international brand customers, the cultivation in the Chinese mainland market has gradually fermented and contributed to revenue, together with the lighting assembly line of the Suzhou plant in the Mainland. With the help of multiple factors such as customer certification and economic scale, Londa's lighting business in the first half of the year has been synchronised with the market. In addition, production quantities of new models jointly developed by Dongbei and customers have increased significantly. Orders for TVs and tablet PCs, including Taiwan's professional foundries, have continued to increase, and orders for mainland TV brand factories have increased. The performance has increased significantly by 19.9. %, up to 700 million yuan. However, LED manufacturers generally said that the timing has entered the peak season, still no obvious market momentum, coupled with weak consumer confidence in the overall market, the performance of this year's LED market is conservative.