In May, the total revenue of LED listed Taiwanese factories was approximately NT$8.70 billion, with a monthly growth rate of 4.59% and an annual decrease of 12.1%. Mainly benefited from the launch of direct-type TV sets by Korean and Taiwanese manufacturers in the second quarter of 2012, LED chip packaging factories are actively shipping; the mainland launched a subsidy policy for energy-saving products in June to stimulate the domestic demand consumer market; The crisis has not yet been lifted, and it still brings considerable uncertainties to the market. Most manufacturers take a conservative attitude towards the second half of the year.
Taiwan's LED chip factory benefited from the demand for large-size backlight orders. In May, the revenue of listed LED chip manufacturers slowed back to 3.85 billion Taiwan dollars, up 4.8% month-on-month and 16.6% year-on-year. Benefiting from the Korean orders, the chip manufacturers' capacity utilization rate has increased. The LED chip manufacturers indicated that they intend to adjust the proportion of products and increase the operating margin. The gross profit margin in the second quarter is expected to stop falling. Together with the commercial lighting market in the Mainland, Jingdian's revenue grew by 9.7% to 1.66 billion yuan. Guanggao continued to receive orders from Korean orders at the end of the second quarter, with revenue growth of 220 million and capacity utilization increased to 70%. The company benefited from the proper product strategy and the commercial lighting market in the Mainland. The revenue grew slightly to NT$140 million.
Ronda (benefited by the economies of scale and cost management brought by vertical integration, the development of backlighting applications is stable. In addition, the production of new products jointly developed by Dongbei and customers, the number of backlight orders has increased significantly, including Taiwan. Orders for TV and tablet PCs from professional foundries continued to rise, and orders from mainland TV brand factories increased, with a 23% increase in performance, reaching NT$590 million.
However, LED manufacturers generally said that they are facing stocking in the peak season, and there is still no obvious market momentum. In addition, the overall market consumer confidence is weak, and some manufacturers are conservative about the LED market performance in the second half of 2012.
As for the packaging factory in May, Taiwan's listed LED packaging factory revenue reached NT$ 4.85 billion, which was flat. The production of LED lighting components of Guangbao Branch was smooth, and the demand of brand customers was booming. The revenue in May was nearly doubled compared with the same period of last year. In addition, the production capacity of LED products in Thailand was restored and shipments continued to grow. The LED revenue in May continued to increase. Last month, it grew 5% to NT$1.09 billion.
Overall, the LED factory's revenue in May opened a red plate, Dongbei's revenue reached NT$587 million, a record high in a year, and the performance was bright; Yiguang Electronics' revenue in May was 1.449 billion yuan, up 5.9% month-on-month; May revenues reached 1.657 billion yuan, a new high in 11 months, a monthly increase of 9.74%; Ronda's consolidated revenue in May was 861 million yuan, a monthly increase of 2.52%; Yuhong's May revenue was 282 million yuan. The monthly increase was 1.88%.
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March 01, 2023
