Brand factory drives the performance of the chip factory
LED upstream epitaxial wafer factory benefited from large-size backlight order demand. In March 2012, the listed LED chipset factory battalion recovered to 3.51 billion yuan. Due to the decline in chip prices and market demand, the overall performance is still not as good as 2011. The same period. In addition, South Korea's Samsung Electronics announced that it will fully promote the effect fermentation of LED TV strategy. In the Samsung TV backlight supply chain, LED chip manufacturers, including crystal power, round, and packaging factory Dongbei, capacity utilization rate is further pulled in March. Rose to 80% to 90%. In addition, some Taiwanese manufacturers have gradually entered the Japanese TV backlight supply chain, driving the overall industry revenue growth of 15% to 20%.
In the first quarter of 2012, the revenue of Taiwan's LED chip factories reached NT$8.95 billion, which has already returned to temperature performance. In addition, China's Sanan Optoelectronics has also benefited from the development of the lighting market. The recent capacity utilization rate has increased to 70%, and the luminous efficiency of 1023 chip has reached 135lm~145lm, which is not the LED chip of the Taiwan factory. Products have also been placed in the lighting market.
The performance of the packaging factory is warm and Q1 is flat.
LED packaging Taiwan's revenue performance also rebounded. In March, Taiwan's listed cabinet LED packaging factory revenue reached 4.59 billion yuan, Q1 LED packaging Taiwan factory revenue totaled NT$12.1 billion, the performance was flat.
The Ronda backlight application market rebounded in advance. In March, the backlight revenue increased by 8.7% compared with February, reaching 784 million. The current capacity utilization rate is about 70%. The main sales market is Japan, followed by the Asia-Pacific market. Lite-On benefited from the strategic development of the international lighting manufacturer's supply chain, and with the stable performance of invisible LED revenue, the revenue in March reached 1 billion yuan. By launching a 0.5W LED that does not require Lens for direct-lit LED TVs, Everlight has successfully entered the landline TV supply chain, and the IR LED production line has stabilized, with revenues growing to 1.38 billion yuan.

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