Taiwan LED chip factory Q2 revenue increased by more than 20% Q3 is expected to continue to increase in double digits

As the demand for LED TV terminals has strengthened in the second quarter, LED chip manufacturers such as Jingdian and Yuyuan have taken the lead in shouting out full capacity in April and May. Other players have almost a good rate of 80%. Performance, among the 9 listed LED chip manufacturers, except for Guanglei and Taigu, the second quarter revenue of other manufacturers increased by 20~50%. Looking forward to LED TV and lighting demand will continue to reach the third quarter, but in the second quarter of the revenue has been elevated, it is estimated that the majority of manufacturers in the third quarter revenue growth rate will converge to 5 to 15%.

Although the majority of LED chip manufacturers' revenue in the second quarter has grown substantially, from the perspective of June revenue, there are still manufacturers affected by the inventory inventory factor in the middle of the year, and the revenue in this month has declined, such as Guanglei, Guangxu, Guangjia, Ding Yuan. Among them, Guangxun's June revenue reached NT$130 million, still at the high level since March this year, but compared with the high performance of 149 million yuan in May, the monthly recession was as high as 12.55%.

In contrast, the LED manufacturers, Jingdian, and Yuanyuan, benefited from the full load rate in April and May, the production capacity continued to be tight, and some orders were deferred to June, so the monthly revenue still showed a small growth. In June, Jingdian's revenue reached NT$1.73 billion, up 4.34% month-on-month; while Canyuan was 422 million yuan, a slight increase from the previous month, and also supported the overall LED chip factory's June revenue flat.

Looking forward to the third quarter, due to the impact of European debt, Korean LED TV order demand will start to slow down in July, but with the mainland energy-saving appliances subsidy program, coupled with the difference between LED TV and CCFL TV, it is estimated that LED TV demand is still Will continue to improve. In the LED lighting segment, as the brand factory pushes the low-cost LED bulbs of 10~15 dollars to stimulate the market and the LED street lamp pilots in some countries increase, it will also pay attention to the third quarter revenue. It is estimated that this year's LED chip factory camp The highest peak will still fall in the third quarter, about 5-15% more than the second season.

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