The LED industry in Taiwan has entered the cold winter ahead of schedule. In November, customers canceled orders, and the downstream packaging factory to the upstream epitaxial plant were all frozen, making November in the past peak season the most bleak month in 2008. Including crystal power (2448), Yiguang, Hongqi, Yi? (2486) and other companies in November all hit a new monthly low in 2008, and due to December inventory, it is estimated that December revenue will go down, The number of working days in January 2009 is small, and revenue will be worse than December. The LED industry said that the LED industry has entered hibernation since November. However, due to the poor revenue of the technology industry in November, the LED stocks that have fallen deeply in the stock market rebounded on December 10, including Yiguang, Jingdian, Guanglei, Yuyuan, Huashang, Yi??, ä½°The stock prices of nine LED factories including Hong, Hongqi and Dingyuan closed at the daily limit.
In November, the LED industry's orders were frozen. In the upstream, the company's capacity utilization rate dropped to 50% in November. In November, the revenue was NT$648 million. The annual recession was over 36%, and it was down 28% from October. Jingshi spokesperson Zhang Shixian said that Jingdian had estimated that its revenue in November was 850 million yuan, but customers canceled orders, making the November revenue performance not as expected, and December orders will be less than in November. Since the production capacity of Jingdian has been expanded in 2008, it has encountered the impact of the financial tsunami. In the customer orders, the capacity utilization rate is only five to 60% in November. It is estimated that the downstream customers will be counted in December and there is no urgent need. Under the single-handedness, the capacity utilization rate may fall below 50%. Jingdian has begun to spend too much time in the winter. The operators have started to implement "two days off for six days", and senior executives have reduced their salaries by more than 10%.
The performance of downstream packaging plants was also unsatisfactory. Hongqi announced that its revenue in November was 183 million yuan, a record low in 2008, a decline of more than 40.26% from the same period in 2007, and a 31.46% decline from October. Hong Qi spokesperson Qian Songling said that orders were frozen in November, whether it was applied to mobile phones, NB or Netcom, etc., which made the revenue performance in November unsatisfactory, and it is expected that December will be even worse.
Billion's November revenue also declined by 20%, hitting a new low in 2008. Due to the optimistic orders in December, Yiguang's December revenue may fall below 800 million yuan. Director of Everlight said that the decline trend of LED industry revenue is very obvious. In December, due to industrial inventory factors, the revenue of each factory will set a new low in 2008. In January and February of 2009, due to the small number of working days plus no orders, I am afraid that compared with 2008. December is still hard. (China Semiconductor Lighting Network)
Details: Taiwan's LED packaging in the fourth quarter of the overall decline in revenue
Taiwan's LED packaging factory's revenue in November generally fell more than 20% from last month, the manufacturers said that due to the market downturn, the peak season effect in October-November this year is not as good as before, plus December year-end inventory, the number of working days in the January holiday It is expected that there will be a low point in December revenue. It is expected that Hongqi, Dongbei and Lixin will reduce their revenues by 20%-30% in the fourth quarter of this year. Yiguang, Shunhong and Huaxing are more dispersed or specializing in special lighting fields. Revenue for the fourth quarter is estimated to be 10%-20% lower than the previous quarter.
In November, Everlight's revenue was NT$824 million, a decrease of 21% from the previous month and a 15.6% decline from the same period last year. The accumulated revenue for the first 11 months of this year was NT$10.413 billion, a year-on-year increase of 16.12%. Despite the recent price competition of new products from Japan, due to the diversified product portfolio, the total revenue of mobile phones and consumer electronics applications is about 70%, and LCD backlights below 8.9 inches are about 10%-15%. There are also 10%, vehicle and lighting, etc., totaling about 5%-10%. It is estimated that the revenue in the fourth quarter will be about 2.6-2.7 billion yuan, which is about 10%-15% lower than the previous quarter.
In November, Haohong’s revenue was NT$526 million, down 25.6% from the previous month and 32.8% from the same period last year. The accumulated revenue for the first 11 months of this year was NT$3.568 billion, an annual growth rate of 11%. Although the revenue in November has declined, Yuhong believes that it is better than originally expected. The company will continue to rely on the single-handed and benchmarked investment to resist this wave of market decline. It is estimated that the fourth quarter revenue of Shunhong will be around NT$8.5-8.5 billion, which is about 15%-20% lower than the previous quarter.
Hongqi's revenue in November was NT$183 million, down 31.7% from the previous month and down 40.3% from the same period last year. The accumulated revenue for the first 11 months of this year was NT$2.756 billion, with an annual reduction rate of nearly 6%. As the company expects December revenue to reappear due to year-end inventory, it is estimated that Hongqi's fourth quarter revenue will be around NT$600 million, which is about 25%-30% lower than the previous quarter.
In recent years, Huaxing, which specializes in special lighting applications, has made great gains in the low-temperature lighting market this year. However, under the global financial turmoil, the consolidated revenue in November this year was NT$93.82 million, a decrease of 27% from the previous month and a decrease of 14.8% from the same period last year. The accumulated revenue for the first 11 months of this year was NT$1.24 billion. The annual growth rate is 3.8%. However, due to the record high in October, the fourth quarter revenue is expected to be between NT$2.3-2.4 billion, which will decline by 10%-15% compared with the previous quarter, compared with the IT packaging-based LED packaging industry. The level of recent damage is still relatively light.
Dongbei’s revenue in November was relatively small in the LED packaging industry. The company said that the main reason was that new orders for new lighting products began to be shipped, which reduced the impact of the decline in consumer electronics and mobile phone backlight demand. In November this year, the revenue was NT$210 million, a decrease of 17.6%, and an annual decrease of 33.2%. The accumulated revenue for the first 11 months of this year was NT$2.863 billion, an annual decrease of 0.98%. It is estimated that the fourth quarter revenue will be around NT$650 million, which will decline by 20%-25% from the previous quarter.
Since the fourth quarter of this year, the peak season of LED products has been weak or even weakened. The investment in solar cell module business has been affected by factors such as price chaos and demand entering the off-season. The consolidated revenue in October has plummeted. There are still lows in November-December. The overall fourth quarter consolidated revenue is estimated to be between NT$1.5-1.8 billion and the 30% decline from the previous quarter. (Compact News)
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