Benefiting from the demand for consumer electronics products and the traditional lighting season in the second quarter, the total revenue of LED manufacturers in the second quarter of this year totaled 25.82 billion yuan (NTD, the same below), an increase of 22.7%. However, in the second half of the year, due to the impact of the European debt storm, the LED terminal market demand will be tightened. Therefore, regardless of LED backlighting or lighting customers have doubts about the downward adjustment of shipments, it is estimated that the LED factory will face the challenge of the peak season in the second half of the year.
If it is broken into LED chip factory and packaging factory revenue, LED chip factory benefited from large-size backlight order demand and consumer electronic goods stocking demand, the total revenue of LED chip factory in the second quarter of this year was about 11.357 billion yuan. Compared with the previous quarter, it increased by 26.9%, which was 14.8% lower than the same period of last year.
However, looking at the LED chip factory's June revenue performance, the total revenue for the month was 3.83 billion yuan, which was the same as the previous January, down 11.5%. In fact, the mainland LED chip factory has invaded the Taiwan market in the second quarter. Since May, it has shipped to Taiwan's LED packaging factory to attack the low-priced LED products market in Taiwan.
In the LED packaging plant segment, the total revenue in the second quarter was approximately 14.465 billion yuan, an increase of 19.5% in the quarter and an annual decline of 7.9%. However, the performance of revenue in June was relatively stable. Under the support of the continuous growth of revenues of Everlight, Guangbao, Longda and Dongbei, the total revenue for the month was 4.965 billion yuan, a 2.3% increase over the previous year. The same period was flat.
Looking forward to the market outlook, from the perspective of LED backlight applications, whether it is TV, NB, mobile phones and other products, in response to market demand tightening, brand customers have doubts about lowering shipping targets. The LED lighting segment has also been affected by the European debt storm, which has caused many LED lighting manufacturers in Europe and the United States to face the downturn in orders. Therefore, overall, the visibility of orders in the third quarter of this year is still unclear. In the second half of the year, there will be a situation in which the peak season will not be prosperous, and the situation of weakening and staying strong will continue to prolong.
If it is broken into LED chip factory and packaging factory revenue, LED chip factory benefited from large-size backlight order demand and consumer electronic goods stocking demand, the total revenue of LED chip factory in the second quarter of this year was about 11.357 billion yuan. Compared with the previous quarter, it increased by 26.9%, which was 14.8% lower than the same period of last year.
However, looking at the LED chip factory's June revenue performance, the total revenue for the month was 3.83 billion yuan, which was the same as the previous January, down 11.5%. In fact, the mainland LED chip factory has invaded the Taiwan market in the second quarter. Since May, it has shipped to Taiwan's LED packaging factory to attack the low-priced LED products market in Taiwan.
In the LED packaging plant segment, the total revenue in the second quarter was approximately 14.465 billion yuan, an increase of 19.5% in the quarter and an annual decline of 7.9%. However, the performance of revenue in June was relatively stable. Under the support of the continuous growth of revenues of Everlight, Guangbao, Longda and Dongbei, the total revenue for the month was 4.965 billion yuan, a 2.3% increase over the previous year. The same period was flat.
Looking forward to the market outlook, from the perspective of LED backlight applications, whether it is TV, NB, mobile phones and other products, in response to market demand tightening, brand customers have doubts about lowering shipping targets. The LED lighting segment has also been affected by the European debt storm, which has caused many LED lighting manufacturers in Europe and the United States to face the downturn in orders. Therefore, overall, the visibility of orders in the third quarter of this year is still unclear. In the second half of the year, there will be a situation in which the peak season will not be prosperous, and the situation of weakening and staying strong will continue to prolong.
Shenzhen Hengstar Technology Co., Ltd. , https://www.angeltondal.com