Taiwan LED factory Q3 output decreased by 4.9%

According to statistics, Taiwan's LED industry benefited from backlighting and lighting in the second quarter of this year. The overall output value reached 25.573 billion yuan in the second quarter, and the quarterly growth rate was as high as 26.1%. However, in the third quarter, the backlight demand was not seen in the peak season. The overall output value of the third quarter will be 4.9% lower than the second quarter, reaching 24.5 billion yuan.

According to Guo Ziling, an IEK industry analyst, due to the energy-saving benefits offered by the mainland in the first half of the year, the television backlight module factory actively pulled goods in the first half of the year and responded to the LED end. A wave of policy emerged in May. The last wave of pulling goods before the deadline also led LED factories to quickly welcome the recovery in the second quarter. According to statistics, the overall output value of Taiwan's LED factories reached 25.573 billion yuan in the second quarter, which was not only 26.1% higher than the previous quarter but also 12.5% ​​higher than the same period of last year.

However, because the backlight customers actively pulled goods in the second quarter, they also pushed up the backlight LED inventory levels, causing the backlight customers in the third quarter to affect the pull demand for the eleven holiday, due to the backlight market to Taiwan LED factory. The impact is still higher than the lighting, so it is estimated that in the third quarter, the overall output value of LED factories in Taiwan will decline to 24.5 billion yuan, a 4.9% decline from the previous quarter, slightly better than the performance of 24.2 billion yuan in the same period of last year.

On the other hand, because the market demand for backlighting is significantly lower than before, Taiwanese LED manufacturers have increased the proportion of lighting applications, increased the OEM orders for international manufacturers or shipped to European and American distributors, to make up for capacity utilization, especially the silver bullets. Large enough factories can sustain the replacement period of new and old mainstream applications.

Epistar's leading fab Jingdian boosts its demand for medium-power and quad-LED chips for lighting, so its capacity utilization rate is expected to remain at 90% in July and August; , Flash LED, and other products such as high-resolution digital signage LEDs have boosted capacity utilization to 80%.

In the third quarter, Ronda completed the integration plan for the mainland power plant, which will increase the number of LED lighting items. With the start of OEM orders for lighting customers, lighting will gradually fill up the gap in orders for backlight inventory adjustment; Dongbei also In the third quarter, we obtained the certification of the new outdoor LED street light and street light module products. It is expected that shipments starting in the third quarter will be optimistic about the lighting performance and will grow significantly compared to the second quarter.