The traditional light quarter plus the 11-day holiday failed to stimulate more TV backlight demand, and the LED tower factory revenue decline in October was about 10%.
According to LEDinside, a research department of TRENDFORCE, the total revenue of LED manufacturers in Taiwan in October 2010 was about 8.69 billion yuan, down 10.77% from the September 2010 revenue of 9.736 billion yuan (YoY+21.3%). . Among them, LED chip factory's total revenue in October was 4.14 billion yuan, down 9.1% from September; LED packaging manufacturers' revenue in October was 4.55 billion, down 12.3% from September.
Analysis of the current situation of LED backlight TV market
During the 11-day holiday, Chinese brand TV manufacturers took the opportunity to transform traditional LCD TVs. However, the contribution of LED manufacturers to revenues was small, and most manufacturers expected the market demand in 2011. WitsView, a research division of TRENDFORCE, said that thanks to the reduction of the shortage of light guide plates, the panel makers are actively deploying, the TV brand manufacturers are actively deploying and the demand in the Chinese market is strong, and the market demand in 2011 is expected to pick up. LEDinside expects that LED market shipments will also increase as market demand picks up.
Similarly, this situation is relatively reflected in the MOCVD manufacturers upstream of the LED supply chain. In the 2010 Q3 earnings report released recently, Aixtron and Veeco's equipment backlog inventory as of the end of September were as high as 353 million US dollars and 569 million US dollars, respectively, and many South Korea, Due to factory preparation and other reasons, Taiwanese manufacturers are required to extend the delivery date to the first quarter of 2011, indicating that the overall LED supply chain revenue in the second half of 2010 is not as optimistic as expected.
LED chip factory's October revenue performance
In October, Taiwan's overall upstream chip factory revenue was 4.11 billion, down 9.1% from September's revenue (YoY+31.4%). The performance of LED-backlit LCD TVs was not good. Due to the 16.3% decline in the revenue of the parent company AUO Group's panel in October, the overall revenue of Longda Electronics decreased by 30%. In addition, due to cooperation with Ruixuan TV, Yuyuan has no serious problems in downstream demand, and its performance is stable and stable. YoY grows 58.9%. In the third quarter, the operating margin and operating net profit margin are 46.56%. With 36.76%, it is the first in the industry. In the new century, revenue in October increased by 5.5% to 331 million, mainly due to the 35% of revenue from the support of the kanban lighting market, showing a steady growth trend. In the cooperation between Delta and Delta to develop orders for HV LED products from OSRAM, the benefits will be gradually realized in the future.
LED packaging factory's October revenue performance
In the downstream LED packaging factory, in October 2010, the overall LED packaging plant revenue reached 4.55 billion yuan, compared with 13.4% in October 2009, but compared with September, the decline was 12.3%. Taiwanese manufacturers' revenues both fell by about 5-10%, while Dongbei increased revenue by 5% due to notes on notebook orders. Foreign lighting manufacturers also recently announced the 2010 Q3 financial report, including Philips, Osram, Cree, etc., all handed over beautiful transcripts, LED lighting gradually entered the main lighting market, the market outlook is optimistic.
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