Taiwan LED chip factory's overall revenue in April increased by 4.5%

The LED industry's signs of warming up are becoming more and more obvious. According to the total revenue of Taiwan's overall LED die factory, the total revenue of the chip factory in April was 3.674 billion NT dollars, compared with NT$ 4.387 billion in the same period last year. 16.26%, but compared with the previous month's NT$3.515 billion, the growth rate was 4.5%, and it was growing from January to February. It is clear that the LED chip factory's revenue growth trend is clear this year.

Looking forward to the second quarter, demand for consumer electronics, LED TV and LED lighting will grow in the quarter, and the speed of LED chip factory will be better than that of downstream packaging plants. It is optimistic that revenue in the second quarter will increase by 10~15%. . This year's listed LED chip factory's total revenue for the first quarter was NT$8.95 billion, and the second quarter is expected to exceed the 10 billion mark.

With the LED backlight and lighting demand are gradually warming up, LED chip manufacturers, such as Jingdian, Yuyuan, etc., have expressed their company's production capacity is about to be fully loaded, so Jingdian, Yuyuan and the new century have also started to increase capital plans, in order to grab After the attack on the day, the LED industry business opportunities are ready.

In April, Jingdian's revenue was NT$1.511 billion, up 5.19% month-on-month and 10.77% year-on-year. Since the beginning of this year, the demand for backlights has led the company's production capacity to recover. Therefore, the revenue from February to April has been growing month by month. At present, the capacity utilization rate has been able to see full load.

In the new century, the revenue in March was NT$310 million, with a monthly growth of 14.29% and an annual decrease of 24.78%. The company said that after the completion of the new Tainan plant in November last year, the company’s monthly revenue has also shown a monthly growth trend after the first quarter of this year. Therefore, the board of directors is expected to increase the capital by 300 million yuan in cash. The purchase of new plant equipment, but the exact time course for procurement, erection and import has not yet been released.

In April, its revenue reached NT$390 million, up 1.13% month-on-month and 4.2% year-on-year. The company said it will raise more than NT$2.5 billion through joint lending, cash capital increase and issuance of convertible corporate bonds. In addition to being used for part of the company's operations, it will also be used to newly purchase MOVCD machine equipment. It is expected that six MOCVD machines will be added this year, which will run in the fourth quarter of this year. 

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