LED backlight demand declines Q4 market is supported by mobile phone applications
Research and development agency LEDinside said that observing the recent global terminal market demand trends, whether it is TV, NB, Monitor sales conditions have begun to enter a recession, which will affect the performance of LED backlight orders, making the listed cabinet LED Taiwan factory (including Xing cabinet factory wins ) Total revenue in September was NT $ 9.27 billion, a slight decrease of 2.28% compared with August. It is estimated that after Apple launches the iPhone 5 mobile phone, other mobile phone brand factories and computer brand factories will also catch up before Thanksgiving and Christmas shopping season. The launch of the new mobile phone will support the market order demand in the fourth quarter.
LEDinside pointed out that observing the global terminal market demand trends, whether it is TV, NB, Monitor sales conditions have begun to enter a recession, making the overall LED factory revenue in September showed a decline, of which, LED die factory total revenue in September reached 39.3 NTD 100 million, a month-on-month decline of 4.2%, but 6.8% compared with the same period of the previous year, and the total revenue performance of LED packaging factories in September was NT $ 5.35 billion, which was almost the same as August revenue, but compared with the same period last year Growth of 17.9%.
Looking into the future, LEDinside pointed out that from some LED manufacturers (such as Canyuan, Dongbei, etc.) benefited from the 11th National Day long holiday stocking demand, TV backlight orders were stronger than originally expected. September revenue performance was more eye-catching. A long vacation brand TV sales situation, the annual growth rate of major Chinese local brands TCL, Skyworth, Changhong, Hisense are as high as 17 ~ 22%, Konka and Haier are close to 10%, performance is better than expected, will help Chinese brands The inventory level is effectively digested, which is good news for Taiwanese factories that are about to enter the LED backlight low season (fourth season).
In addition, LEDinside believes that as Apple has launched a new iPhone 5 mobile phone, many mobile phone brand manufacturers and computer brand manufacturers will also rush to launch new mobile phones before the Thanksgiving and Christmas shopping season, and will support the market orders in the fourth quarter. Demand, and benefiting from the increased resolution of mobile phone panels, LED backlight specifications and number can also be increased, plus high-end mobile phones need to be equipped with 1 to 2 flashes, overall LED product demand is still high, it is estimated that these Orders will still be concentrated in the hands of first-line manufacturers.
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