Sluggish Demand Of Chinese TV Affects Taiwan's LED Packagin

Data: 2014-01-02

LED enters into the traditional off-season , packaging factory, East Bay, Ronda, Edison are lack of momentum in October compared with September, a small increase revenues or decline. East Bay said that with the next wave of mainland TV customers to obtain subsidies for household appliances in the fourth quarter backlight orders will be gradually withdrawn from circulation , Ronda continued to direct type backlight TV plowing mainland species .Chinese TV demand is low, the Taiwan region of the LED packaging factory shock mixed. East Bay October revenue 530 million yuan NT ( the same below ) , month by 3.31% ; Ronda 1.059 billion yuan , month by 7.02% ; Edison 218 million yuan , month by 7.23% . When compared with the same period last year , the East Bay greatly reduced nearly 40% , mainly backlight higher proportion of total revenue by the end of subsidies for household appliances continent greater impact .By contrast , the main high-power package Edison , due to focus on the lighting market , the impact of weak demand unaffected TV , October revenues increase 35 percent over last year . LED vertically integrated plant Lunda effects due to merger WELLYPOWER , October revenue growth of 24% over last year .Ronda said that the fourth quarter is the traditional off into the LED backlight TV applications demand is relatively weak ; lighting applications , in response to declining market prices caused by lower profits , Ronda will shift to the mainland a lot of lighting assembly line and through Ronda advantages of vertical integration itself to reduce costs .East Bay pointed out that mainland TV customer inventory adjustments have been temporarily in the third quarter ended, so the East Bay revenue bottomed out in September , October grew slightly in the fourth quarter revenue will grow month by month . Major orders have gradually withdrawn from circulation is backlit signs , and the development of new East Bay backlight packages , are also expected to increase market share .Lighting part , European and American countries and the progressive ban on incandescent lamps provide energy subsidies , the East Bay Lighting customers the sharp rise in the fourth quarter orders , resulting in lighting accounts for more than 25% of revenue in October . Currently Donper monthly revenue compared to last year , significantly depressed , the East Bay is expected to be 12 months after a single month revenue was expected to surpass last year's performance .Edison said, LED lighting has entered the traditional off-season , the Christmas holidays in Europe and America more orders have been shipped , so customers do not actively pick up the goods .As the LED lighting market is price competition , customers are waiting to see whether there is a lower price, so the next are short , order visibility is only about a month. But Edison optimistic outlook on the LED lighting , has invested 450 million yuan this year, both sides of capacity expansion to cope with the next year orders.

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