LED Taiwan factory output fell 10.9% in February, and resumed growth in March
According to LEDinside data from industrial research institutions, the total revenue of LED manufacturers in Taiwan in February 2010 totaled NT$6.045 billion, down 10.9% from January's revenue of 6.788 billion yuan, an annual growth rate of 66.4%, LEDinside said, despite Recently, the average unit price (ASP) of LED products has been loosened. However, after March, the demand for mobile phones and large-size backlights has warmed up, and revenue still has room for growth. Some LED manufacturers in the large-size backlight market have a chance to hit a record high.
LED Taiwan factory revenue in February, of which LED chip factory's total revenue in February was 2.816 billion yuan, down 10% from January; LED packaging manufacturers' revenue in February was 3.229 billion, down 12% from January.
LEDinside observed the recent market conditions, which affected the company's revenue and output due to reduced work in February. However, the current industry visibility is about 1 to 1.5 months. In mobile applications, the demand for white-brand mobile phones in China has been strong recently, while for large-size backlight applications, such as notebook computers and LED-backlit displays, demand has increased significantly since March. Most LED manufacturers have been actively sending samples and certifications, hoping to have a place in the large-size backlight market.
Observing the revenue of Taiwan's overall chip factory in February, the revenue in February was 2.816 billion yuan, down 10% from January, and the annual growth rate was 85%. At present, the demand for large-size backlights is strong, which makes the blue-chip capacity utilization rate of the chip factory fully loaded. Most of the epitaxial manufacturers' MOCVD machines have been moved in and installed, so revenue will continue to grow.
As for the downstream LED package, LEDinside said that the overall camp in February It closed at 3.229 billion yuan, with a monthly growth rate of -12% and an annual growth rate of 53%. Received work in February Due to the number of days, revenues generally declined.
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