Taiwan's top ten LED packaging plants will reduce their revenue by 4% this year.

According to estimates from a Taiwanese market regulator, the top 10 LED package/module manufacturers in Taiwan will have a total revenue of NT$70.8 billion in 2011, which may be about 4% lower than last year. Mainly due to the sluggish consumer market in Europe and the United States, LCD TV sales are weak, and then the demand for LED backlights, as well as the high penetration rate of LED backlights in notebook computers and the lack of support for tablet backlights.

In response to the sluggish backlight business, LED manufacturers have recently actively expanded their product business toward LED lighting applications. Lighting products accounted for the proportion of revenue of LED manufacturers and gradually increased. Among them, Ronda (3698) currently has a total revenue of more than 3-4% of LED lighting, and the target of lighting products in 2012 is 50%. Yiguang (2393) currently has about 8% of lighting products, and its target in 2012 is 15%.

As for Dongbei (2499), Yuhong (3031) and other LED packaging plants, the proportion of lighting products revenue in 2011 is estimated to be 15% or less, respectively. It is generally expected that the proportion of lighting in 2012 will also increase to 30%, 15 respectively. %.

At the same time, the agency pointed out that the current development speed of LED lighting business varies from company to company, but most of them are sold from a single LED package component, and further extended to provide LED light source module design for lighting customers to choose. Some manufacturers have directly cut into the manufacture of LED lighting, and are advancing toward the OEM and private label.

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