According to a survey, the revenues of listed Taiwanese LED manufacturers amounted to NT$ 8.415 billion (MoM-2.69%, YoY-18.9%) in Aug’11. Due to steep drop in the LED price, the demand side has been striving to lower the component inventory levels. However, the impending demand surge triggered by Christmas holiday and the new models of LED backlit TVs will most likely cause the rush-order effect for the backlight market, providing a timely and welcomed break for LED manufacturers.
The survey indicates that the oversupply will continue to hover around the LED lighting industry in the next few years. In light of the unfavorable market outlook, Chinese LED chip makers have put their expansion plans on hold – a number of manufacturers have delayed production plan, postponed MOCVD installation plan and even considered exiting the market. Therefore, the survey estimated the number of new MOCVD equipment installed in China in 2011 at less than 400 units, which is expected to have a positive impact on LED lamp price in 2012. Moreover, as the competition in the LED industry intensifies, Taiwanese manufacturers’ fast responses to the changing economic climate give them a better chance of making inroads into the global LED industry. Big factory with enough cash flow can better survive in these two years.
The survey indicates that the oversupply will continue to hover around the LED lighting industry in the next few years. In light of the unfavorable market outlook, Chinese LED chip makers have put their expansion plans on hold – a number of manufacturers have delayed production plan, postponed MOCVD installation plan and even considered exiting the market. Therefore, the survey estimated the number of new MOCVD equipment installed in China in 2011 at less than 400 units, which is expected to have a positive impact on LED lamp price in 2012. Moreover, as the competition in the LED industry intensifies, Taiwanese manufacturers’ fast responses to the changing economic climate give them a better chance of making inroads into the global LED industry. Big factory with enough cash flow can better survive in these two years.
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