LED manufacturers operating in the fourth quarter

According to LEDinside statistics, in September, the total revenue of listed LED manufacturers in Taiwan was approximately 7.97 billion yuan, a decrease of 6.6% month-on-month and a year-on-year decrease of 17%. In response to the introduction of new models by Korean manufacturers, the new models of LED-backlit TVs began to churn out, causing an urgent single effect in the backlight market. The total sales of LED manufacturers in the third quarter reached 24.92 billion yuan, a quarter-to-quarter decrease of 12.8%. However, with the emergence of urgent orders, coupled with the mainland to promote the replacement of LED bulbs, October orders will be further warming.

In the second half of the year, due to the European credit crisis and the economic recession, TV brand factories maintained a conservative attitude toward the fourth quarter market demand, resulting in low visibility of European and American orders. LEDinside pointed out that LED makers are eager to buy gas in the market due to the Christmas holidays at the end of the year, Samsung and LG have fighter jets. It is expected that there will be a wave of sales promotion plans on the Black Friday holiday. Due to the fact that the brand inventory levels of various brand manufacturers are all at a relatively low level, the urgent single effect of covering stocks gives LED manufacturers a slight chance to breathe. Under the Korean and Taiwanese TV stocking effects, LED manufacturers are at 9,10. Monthly order warming up.

In addition, the mainland plans to launch a subsidy policy for local LED manufacturers in the fourth quarter to encourage energy saving and power saving. At the same time, the mainland will phase out incandescent bulbs and replace them with LED bulbs. Led by news, lighting-related stocks, including New Century, Dongbei, Huaxing, Lunda, Jingdian, Hongqi and Qihong, which cooperated with Putian Group, all went up and stopped, becoming the most powerful group in yesterday’s performance. .

Affected by both the pressure of inventory and the weak demand in the end market, the peak season of the third quarter was not prosperous. Epistar's September revenue was about 3.5 billion yuan, a decrease of 8.9% per month. Samsung TV launched a LED-backlit TV fighter with a zero price difference with CCFL. In the 4th quarter, it began to pull suppliers to component suppliers to drive LED demand. Samsung's suppliers, Jingdian, Yuyuan, and LED packaging plant Dongbei benefited directly.

LED packaging plant revenue in September reached 4.47 billion yuan, a monthly decrease of 4.72%, the third quarter revenue decreased by 9.1% to 13.86 billion yuan. Yiguang holds a beneficiary bill, and monthly revenue is flat, reaching 1.35 billion yuan. Londa entered the Japanese market for major international OEMs, lighting products accounted for nearly 40% of total revenue; September revenue was 820 million yuan, up 7.3%, and quarterly revenue was 2.22 billion yuan, up 6.6%, both hitting record highs. Current order visibility is around the end of October.

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