Significant revenue in 1Q13 resulting from increasing demands in the LED backlight and commercial lighting markets

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LEDinside, a research division of Trendforce indicated that benefiting from the advance stocking of the backlight supply chain, listed Taiwanese LED manufacturers achieved a total revenue of 9.39 billion NTD in March of 2012 (+35.1%MoM，+19.5%YoY). In March of 2013, listed Taiwanese LED chip manufacturers achieved a revenue of 3.77 billion NTD (+38%MoM，+15.4%YoY), while listed Taiwanese LED package manufacturers achieved a revenue of 5.62 billion NTD (+33.2%MoM，+22.4%YoY). According to LEDinside,It is clear that due to stocking in the backlight market has broughtand numerous commercial lighting orders,; according to LEDinside, demands are expected to extend to 2Q132 and enhance growth momentum in the LED market.

source: LEDinside

 

Korean and Japanese TV brands recovered from the downturn in February, market demand visibility to extend to 2Q132

According to LEDinside, Korean manufacturers have aggressively launched direct- type LED TVs; Samsung and LG, for example, have increased low-cost direct- type TV shipments. Japanese TV brands manufacturers have also steadily increased the number of overall TV shipments this year. On the other hand, the demands in the Chinese market in 2Q132 was unstable due to the fact that China’s energy-saving policy was about to expire and the new policy has yet to be determined. However, backlight market demands may still increase once the new energy-saving policy is announced in the second half of the year; by that time, Taiwanese manufactures may also benefit from the increased market demands due to their product quality and price advantage.

Benefiting from the enhancinged backlight market momentum, Taiwanese LED manufacturers showed a year-on-year revenue growth of 15% to 20% in March. Epistar, for example, achieved a revenue of 1.7 billion NTD (+36.1%MoM，+19.3%YoY); Lextar and Unity Opto have also increased their revenue up to 1.09 billion NTD and 0.65 billion NTD, respectively.

Rapid growth of commercial lighting in major markets

2Q2 is the traditional peak season of the commercial lighting market. As shown in the light tube application market, price, channels and relations are the main factors that dominateaffect market development. Though Taiwanese manufacturers have successively won the Japanese patent battle, they must still develop high-quality products and good consumer relations in order to thrive in the Japanese market. In other words, quality and reliabilitytrust from the customers are the only ways to receive stable lighting orders.

New high-performance light tubes are successfully delivered to Japanese brands; lighting component demands in China have increased; lighting products including light bulbs, panellate lightamps, and desktable lamps are continually sold in Japan, Europe, the U.S. and the Asia-Pacific. Furthermore, Lextar’s LED lighting revenue form the in lighting application this year is expected to account for one-third1/3 of their total revenue. 

source: LEDinside