Taiwan LED factory's July revenue increased by 2.7%
In July 2010, the total revenue of listed LED manufacturers in Taiwan was NT$10,853 million, an increase of 2.7% from the revenue of 10.56 billion yuan in June, with an annual growth rate of 80%. Among them, LED die factory's total revenue in July was 4.97 billion yuan, an increase of 7.6% compared with June; LED packaging manufacturers' revenue in July was 5.88 billion, down 1.1% from June.
Observing the overall upstream grain plant revenue in Taiwan in July, the overall grain plant revenue increased by 86% compared with the same period last year. Most of the epitaxial manufacturers have continued to record new highs as the machines moved in. In July, Jingdian's monthly revenue reached 1.902 billion yuan; the revenue of Taigu and New Century Optoelectronics in July also increased significantly due to the contribution of TV backlight orders.
Since last year, global epitaxial manufacturers have expanded significantly. Aixtron and Veeco, the world's leading equipment manufacturers, also recently announced their second-quarter earnings. Aixtron's second-quarter revenue reached 198 million euros, a quarterly increase of 24%. The order amount reached 175 million euros. Veeco also followed suit, with revenues of $253 million in the second quarter and a quarterly increase of 55%.
Since Aixtron and Veeco have received more than 600 to 700 units this year, coupled with the subsidy policy of local governments in China, China will be the region with the largest increase in MOCVD equipment in the world in the next two years. As a result, capital expenditures in China have increased, making the equipment industry Flourishing, such as testing and picking up equipment. There are even opportunities to drive the material end, such as sapphire substrate, MO Source and other upstream raw materials for another wave of material demand.
In the downstream LED packaging plant segment, Everlight's July revenue was 1.72 billion, ranking the leading LED industry. However, from the LED package factory revenue observation, in the case of NB demand and high panel inventory, some manufacturers' revenue has begun to be slightly affected. As the backlight market faces short-term inventory adjustments, the revenue growth momentum of each package factory is slowing down. Therefore, manufacturers are observing when the lighting market will pick up the bar and support demand.
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