LED backlight market demand is still strong in May, LED upstream chip continues to be out of stock

According to the analysis of LEDinside industry research institutes, the total revenue of LED manufacturers in Taiwan in May 2010 totaled 9.65 billion yuan, up 6.8% from the 2010 revenue of 9.033 billion yuan (YoY+85.5%). Among them, LED chip factory's total revenue in May was 4.273 billion yuan, an increase of 6% compared with April; LED packaging manufacturers' revenue in May was 5.379 billion, an increase of 7.5% from April.

The LED Industry Index (LEDX) compiled by LEDinside observes the industry through the performance of the LED industry market value. At present, the index of the LED Epitaxial Index (Chip LEDX) has dropped back to 3949 points, and the LED Package Index (Package LEDX) has also reached 5050 points. Although the output value of Taiwan's LED manufacturers continues to record a record high, the LED industry index has fallen by nearly 20% from the previous year's high point, which runs counter to the fundamentals. It is obvious that market investors still have doubts about the significant expansion of the LED industry and the competition of Korean factories.

Observing the revenue of Taiwan's overall epitaxial plant in May, the revenue in May was 4.272 billion yuan, up 6% from the previous month (MoM+6%, YoY +94.4%). The demand for large-size backlights is still strong. Some manufacturers started to put into mass production in the second quarter after MOCVD equipment was moved in the first quarter, making revenues continue to hit record highs.

New Ronda chip revenue

In the downstream LED packaging plant segment, the overall revenue in May was 5.378 billion (MoM +7.5%, YoY +79%). The overall demand for LEDs is still good. Orders for large size backlights are still strong. However, due to the difficulty of the upstream chip shortage, some manufacturers can not get enough chip support, affecting part of the shipment. Even in some small-scale packaging plants, the price of small and medium-sized LED chips in the second quarter was raised by 10-20%. However, due to the continuous improvement of high-power LEDs, the price per lumen has continued to decline, which has caused market price confusion.

Eliminate Kaiding and add new Ronda package revenue

LEDX index description

LEDX is an index index compiled by LEDinside for observing LED industry trends. With the rise of environmental protection and energy conservation issues, LEDs are both energy-saving and environmentally friendly. Not only do many public buildings in various countries begin to replace LED bulbs, but also their applications are new and future market imagination space. Big increase, LED long-term trend is optimistic. Therefore, LEDinside uses this LEDX index to observe the market's perception and confidence level of LED prospects, and in order to further analyze the changes in industrial structure, set up two indexes of upstream chip factory and downstream packaging factory: Chip-LEDX & Package - LEDX provides market participants as a reference indicator.