In July 2010, the total revenue of LED manufacturers in Taiwan was about 10.853 billion yuan, up 2.7% (YoY+80%) compared with the revenue of 10.56 billion yuan in June 2010. Among them, LED die factory's total revenue in July was 4.97 billion yuan, an increase of 7.6% compared with June; LED packaging manufacturers' revenue in July was 5.88 billion, down 1.1% from June.
The industry is observed by the LED Industry Index (LEDX) through the performance of the LED industry market capitalization. The current LED epitaxy index (ChipLEDX) has fallen back to 3,833 points, while the LED package index (Pac kageLEDX) has also reached 4,955 points. Although the output value of Taiwan's LED manufacturers continued to write a new high in a single month, but the recent adjustment of inventory by Korean customers, international TV brands to drive price competition, leading to more negative views in the market, but also caused the LED industry index to be higher than the beginning of this year, The decline is nearly 20%, which runs counter to the fundamentals.
Observing the overall upstream grain plant revenue in Taiwan in July, the overall grain factory revenue increased by 86% compared with the same period of last year. Most of the epitaxial manufacturers continued to record a record high because of the continuous movement of the machine. In July, Jingdian's monthly revenue reached 1.902 billion yuan; Taigu and New Century Optoelectronics' July revenues also increased significantly due to TV backlight orders.
Since last year, global epitaxial manufacturers have expanded significantly. Aixtron and Veeco, the world's leading equipment manufacturers, also recently announced their second-quarter earnings. Aixtron's second-quarter revenue reached 198 million euros (QoQ+24%). The order amount reached 175 million euros (QoQ + 4%). Veeco also followed closely, with revenues of $253 million (QoQ+55%) in the second quarter. Aixtron and Veeco have received more than 600-700 orders this year, especially under the subsidy policy of local governments in China. In the next two years, China will be the region with the largest increase in MOCVD equipment in the world, so the increase in capital expenditure in China will also Drive the booming of the peripheral equipment industry, such as testing and picking up equipment. There are even opportunities to drive upstream raw materials such as sapphire substrates, MOSource and more.
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