In May, the revenue data of LED manufacturers in Taiwan has been announced. The revenue data of the two upstream and downstream leading enterprises of Jingyuan Optoelectronics and Yiguang Electronics are very beautiful. The growth rate of the two companies has remained above 20, and the growth rate of the chain has continued to rise. The monthly revenue data is a record high in the past two months.
March is the traditional peak season for LEDs, and this peak season effect continues in the second quarter. Industry analysts pointed out that the next two to three years is the golden period of global LED lighting development, the industry penetration rate will increase from 20 to 45, plus the Chinese government's support for the LED industry is positive, the development of the semiconductor lighting industry is expected to continue to heat up.
The peak season effect in March has continued. Recently, Taiwan LED manufacturers announced their May revenue data. Statistics show that Taiwan's LED manufacturers' revenue in May totaled 10.067 billion Taiwan dollars. Among them, Taiwan's eight LED chip companies totaled NT$5.02 billion in revenue, up 19.6% year-on-year and 7.8% month-on-month. The total revenue of nine LED packaging companies was NT$5.947 billion, up 9.4% year-on-year and 0.15% quarter-on-quarter.
It is worth mentioning that the chip leader Enterprise Yuanyuan Optoelectronics' revenue in May was NT$2.8 billion, up 25.76% year-on-year and 11.39% month-on-month. The total revenue in the first five months of this year increased by 36.37 year-on-year; Revenue was NT$2.6 billion, up 21.23% year-on-year and 1.68% quarter-on-quarter, with a year-on-year increase of 26.13 in the first five months of this year. Both industry leaders achieved record highs in May.
According to the National Gold Securities Research Institute, LED is a growth-oriented and highly certain industry this year. March is the traditional peak season for LEDs. The BOC International Research Report predicts that the peak season effect of LEDs will continue, because both upstream chip factories and downstream packaging factories have a shortage of supply.
According to news released on the 12th, Zhang Shixian, deputy general manager and spokesperson of Jingyuan Optoelectronics, said that May's revenue was better than expected, mainly due to the adjustment effect of orders and customer structure. The company's April and May revenues exceeded expectations, the operating expense ratio decreased simultaneously, and the gross profit margin trended upward. He expected that the company's profit should be a good transcript in the quarter.
Ye Weifu, the chairman of Everlight Electronics, also said at the shareholders meeting on the 11th that due to the rapid growth of demand, the company has already expanded its production. He said that this is mainly driven by the development of LCD TVs and large-scale development of LED lighting. .
The international status of Chinese manufacturers is expected to improve. The latest report from IHS is expected to be the optimistic year for China's LED market. LED chip revenue will increase by 36.6 to 1.475 billion US dollars, and packaged LED revenue will increase by 14.8 to 4.812 billion US dollars.
As China's policies on LED lighting have been introduced one after another, many export-oriented enterprises have begun to switch to the Chinese domestic market, and traditional lighting companies have also transformed LED lighting, which has caused strong concern at home and abroad. IHS said that the largest LED company in mainland China is Sanan Optoelectronics. The company is still expanding its production capacity. Its project in Wuhu has entered the second stage and will compete with China's Taiwan's Jingyuan Optoelectronics.
The US Department of Energy said that China is the core pillar of the Asian LED industry. Through the analysis of China's related semiconductor lighting industry data through China National Semiconductor Lighting Engineering R&D and Industry Alliance (CSA), it can be seen that LED lighting applications are growing rapidly in China. It is closely related to the policy support and financial support of the Chinese government.
On the afternoon of the 10th, China National Semiconductor Lighting Engineering R&D and Industry Alliance announced that China's LED lighting industry has officially launched the leader system to regulate the market and promote technological advancement in the industry. The first list will be announced in October this year. At the same time, it also launched the Cultural Technology Innovation Service Alliance, hoping to expand the application space for LED through cross-border innovation.
In fact, as early as 2011, the National Development and Reform Commission of China proposed to establish a leader in semiconductor lighting; in 2013, the six ministries and commissions jointly issued the "Semiconductor Lighting Energy Conservation Industry Plan." The plan clarifies that the LED lighting energy-saving industry will increase its output value by an average of 30 per year. At the same time, it will gradually increase financial subsidies and focus on the demonstration application and promotion of LED lighting products in commercial lighting and industrial lighting.
However, HIS also pointed out that although the Chinese market is very large, the international sales of most Chinese LED companies are still very low. These companies are rapidly catching up and are developing their own brands. IHS expects that Chinese suppliers will be international in the near future. The status of the market will increase.
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