number and point review
LED the industry index number and point review
Taiwan August LED the chip index number(Chip LEDX) declines to 2707:00 from 3262:00, the fall is 17.0%, the LED packs index number(Package LEDX) to decline to 3191:00 from 3864:00 August,LED economizes fall 17.4%;Same period Taiwanese semi-conductor components the index number decline to 65.9:00 from 77.95:00, the fall is 15.5%, Taiwan adds power index number to decline to 7741.36:00 from 8701.38:00, and the fall is 11.0%.The LED industry index number significantly declines August, still weaker than same period of trend Taiwanese semi-conductor components the index number and Taiwan add power index number.
The 2009-2011 August, yearses LED chip index number changes trend
The 9 August of chip business enterprise of Taiwan LEDs revenue that we follow totals 3,568,000,000 NT$s, together compare descend 24.8%, the wreath ratio descends 5.5%,greatest brilliant strategiesrevenue continuously for 3 months the wreath ratio descend.The main reason is a LCD TV to carry on the back light the need doesn't flap(LED manufacturer currently have 60% need to come from to carry on the back light module in), illuminate the market haven't started completely, LED the price drop speed leads quickly and makes the customer carry to make every effort to lower components stock level, so LED manufacturer the revenue is still worse August.However becomes prosperous(flat panel computer, cellular phone need the growth arouse to carry on the back light chip shipment) along with the Christmas need in the end of the year, LED carry the new model that the optoelectronics sees on LED's back start putting quantity, carry on the back light the market may appear a nasty single effect in September and alleviate LED manufacturer this year of revenue pressure.be suit most2008-2011 years 8 platform gulf LED the chip business enterprise month degree the revenue increase trend(unit:1,000,000 NT$s, %)
We follow of 9 Taiwan LEDs pack August of business enterprise the revenue total 11,492,000,000 NT$s, together compare descend 9.9%, the wreath ratio descends 5.2%.Seal to pack manufacturer's revenue and chip a manufacturer basic consistent, August revenue together ratio, wreath ratio all fall, the reason is need shortage to cause sale quantity fall and downstream fully the goods will is low, the price of article is also falling.City after prospecting, although willing have a temporary nasty single phenomenon,see be subjected to Euro-American over a long period of time the economy is overcast to influence and anticipate LED the profession still will maintain overcast appearance.
3, Taiwan LED the business enterprise month degree revenue:Carry on the back light need shortage, August revenue fall(1)In August LED chipJapanese intelligence Revenue condition
Crystal the revenue giving or getting an electric shock August is 1,397,000,000 NT$s and together compare to descend 27.8%, the wreath ratio descends 4.2%.Can circle August the revenue is 384,000,000 NT$s and together compare to descend 23.4%, the wreath ratio increases 14.6%.The August revenue in Tai valley is 247,000,000 NT$s and together compare to descend 1.68%, the wreath ratio descends 15.6%.Only the August of Lei revenue is 569,000,000 NT$s and together compare to descend 23.7%, the wreath ratio descends 6.4%.
Under the stock pressure and the overcast dual influence of the terminal market demands, majority of manufacturer's revenues of Taiwan LED still keep descending August, only Can circle August the revenue compares better now, main because its first half year of under the influence of Han Xi order decrease, the cardinal number is opposite and lower, the revenue gradually returns to an even keel after August, so the wreath ratio rises, but it together compare still keep descending, explain profession that being whole to express is poor.MH heat exchanger
(2)The LED packs Revenue condition in August
Hundred million only the revenue is 1,351,000,000 NT$s August and together compare to descend 17.2%, the wreath ratio increases 0.5%.The August of shell of east revenue is 510,000,000 NT$s and together compare to descend 23.88%, the wreath ratio descends 0.6%.One August of Quan the revenue is 260,000,000 NT$s and together compare to descend 28.96%, the wreath ratio increases 1.3%.The August of Bai Hong revenue is 360,000,000 NT$s and together compare to descend 26.38%, the wreath ratio increases 7.7%.
Continuously be subjected to carry on the back an overcast and crystal grain of light application market demands a price fall etc. influence, the LED packs business enterprise and chip business enterprise to express a little bit unanimously, however seal to pack a business enterprise slightly good to chip business enterprise, in addition to light the treasure other pack a business enterprise August revenue wreath compare basic hold even.BE illuminating the manufacturer of market layout in advance, reach such as the Long, its revenue grows up motive to mainly come from to illuminate a product.
