LED inside statistics, in March 2008, Taiwan's listed LED manufacturers' total revenue totaled 5.775 billion yuan, an increase of 18.4% from February's 4.934 billion yuan, an annual growth rate of about 17.17%. Among them, LED chip factory revenue was 2.513 billion yuan, an increase of 15.31% compared with February. New Century and Canyuan's March revenues reached a record high; LED packaging manufacturers' revenue in March was about 3.33 billion yuan, an increase from February. 20.89%.
LEDinside said that the overall performance of Taiwan's chip factory in March was outstanding. Due to the suspension of customers in the Chinese mainland during the Lunar New Year in February, the base period of the LED industry was lower in February. Among them, the new century and the round of March's revenue performance outstanding, single-month revenue hit a record high, and the monthly growth rate is more than 30%.
LEDinside pointed out that New Century Optoelectronics benefited from the output of blue LED chips and the increase in the supply of new customers. The revenue in March was 120 million yuan, with a monthly growth rate of 44.6%. As for the round part, the March revenue of 157 million yuan hit a record high, mainly due to the increase in shipments of small and medium-sized backlights and High Power LEDs to drive revenue growth.
As for the downstream LED package, LEDinside said that although the monthly revenue growth rate in March was better than that of upstream chip makers, the overall revenue was still lower than that of January this year. Among them, Yuhong's March revenue performance was the most eye-catching. The main reason was that new capacity such as SMD and infrared was released in March, and customer demand rebounded, resulting in a revenue of 375 million yuan in March, a record of history. High level.
LED inside analyst Chu Yuchao said that as most chip manufacturers began to gradually increase MOCVD machines in the first quarter, LEDinside estimates that the upstream LED epitaxial output will continue to increase in the second quarter, and the downstream packaging industry will also benefit simultaneously. LED manufacturers' revenue in April is expected to return to temperature. In the application part, due to the advent of the traditional peak season, small and medium-sized panels no longer have serious shortages like last year. Therefore, LEDs for small and medium-sized backlights will be expected to grow significantly in the past year. Currently, ultra-high brightness (UHB) LED orders are available. It has obviously returned to temperature.
As for the mobile phone part, Chu Yuchao said that the demand for white-brand mobile phones in mainland China is gradually picking up, but the demand for brand mobile phone manufacturers is still low, which makes the demand for Blu-ray 1300-1500mcd products increase more slowly. Chu Yuchao further pointed out that due to the continued expansion of upstream LED manufacturers in the second quarter, the growth of mobile phone demand in the second quarter is the focus of observation. If demand can keep up with the expansion of LED manufacturers, it will help LED manufacturers win the second quarter. Performance.
LEDinside said that the overall performance of Taiwan's chip factory in March was outstanding. Due to the suspension of customers in the Chinese mainland during the Lunar New Year in February, the base period of the LED industry was lower in February. Among them, the new century and the round of March's revenue performance outstanding, single-month revenue hit a record high, and the monthly growth rate is more than 30%.
LEDinside pointed out that New Century Optoelectronics benefited from the output of blue LED chips and the increase in the supply of new customers. The revenue in March was 120 million yuan, with a monthly growth rate of 44.6%. As for the round part, the March revenue of 157 million yuan hit a record high, mainly due to the increase in shipments of small and medium-sized backlights and High Power LEDs to drive revenue growth.
As for the downstream LED package, LEDinside said that although the monthly revenue growth rate in March was better than that of upstream chip makers, the overall revenue was still lower than that of January this year. Among them, Yuhong's March revenue performance was the most eye-catching. The main reason was that new capacity such as SMD and infrared was released in March, and customer demand rebounded, resulting in a revenue of 375 million yuan in March, a record of history. High level.
LED inside analyst Chu Yuchao said that as most chip manufacturers began to gradually increase MOCVD machines in the first quarter, LEDinside estimates that the upstream LED epitaxial output will continue to increase in the second quarter, and the downstream packaging industry will also benefit simultaneously. LED manufacturers' revenue in April is expected to return to temperature. In the application part, due to the advent of the traditional peak season, small and medium-sized panels no longer have serious shortages like last year. Therefore, LEDs for small and medium-sized backlights will be expected to grow significantly in the past year. Currently, ultra-high brightness (UHB) LED orders are available. It has obviously returned to temperature.
As for the mobile phone part, Chu Yuchao said that the demand for white-brand mobile phones in mainland China is gradually picking up, but the demand for brand mobile phone manufacturers is still low, which makes the demand for Blu-ray 1300-1500mcd products increase more slowly. Chu Yuchao further pointed out that due to the continued expansion of upstream LED manufacturers in the second quarter, the growth of mobile phone demand in the second quarter is the focus of observation. If demand can keep up with the expansion of LED manufacturers, it will help LED manufacturers win the second quarter. Performance.
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