Topic:  Industry It’s reported that the global LED output is expected to grow by only 5 percent next year, given the impact of the global economic downturn. While Taiwan, which accounts for 20 percent of the world’s LED output, is projected to fare slightly better with a 7 percent increase, according to an analyst with the Industrial Economics and Knowledge Center (IEK) under the Industrial Technology Research Institute (ITRI). .. Read more

Topic:  Industry It’s reported ResearchInChina releases Global LED Industry Report, 2008. Since 2002, LED has been developed rapidly caused by the wide application in mobile phones. With the improvement of LED luminescence efficiency, LED has got rid off the reliance on mobile phone industry and enters the semiconductor lighting era. LED development has the following four trends:
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Topic:  Industry It’s reported that the event, its 34th cycle, unfolds at the brand new TWTC NANGANG Exhibition Hall from October 7 to 11. Asia’s largest electronics sourcing show is sponsored by TAITRA and the Taiwan Electrical and Electronics Manufacturers’ Association (TEEMA) and features nearly a thousand exhibitors who are using 2,000 booths spread over 12 distinct theme zones.
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Topic:  Industry It’s reported that Taiwan’s government-funded Industrial Technology Research Institute (ITRI) has teamed up with scores of LED makers to form an R&D alliance, in a bid to integrate industry resources to develop applications for AC LED technology.
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Topic:  Industry Everlight, a leading manufacturer of LEDs and other Opto Semiconductors, has appointed Stephan Greiner as new Vice President Global Sales. Greiner will be responsible for the worldwide Sales Strategies. He brings 13 years of experience in Semiconductor sales. His last position was Senior Director Sales Europe and Emerging Markets (LAMEA) at Osram Opto Semiconductors.

 

Topic:  Industry Recently, Luminus Devices and Everlight have each announced that their LEDs are powering new types of projectors. Luminus LEDs used in Samsung, LG projectors, Everlight starts shipping LEDs for micro projectors.
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Topic:  Finance While LED players' revenues in July rebounded sequerntially, they were still far from the peak levels seen early this year and the end of last year, though Taiwan LED packaging companies such as Bright LED and Everlight Electronics are also seeing improvement in thier August orders as well. Quote:  While LED players' revenues in July rebounded sequerntially, they were still far from the peak levels seen early this year and the end of last year, though Taiwan LED packaging companies such as Bright LED and Everlight Electronics are also seeing improvement in thier August orders as well.

LED packaging company Bright LED is benefitting from recovering demand for sideview LEDs and its current orders have reached NT$350 million (US$11 million), topping its overall sales from one month ago by 6% already.

Everlight has benefited from the growth of surface mounted device (SMD) LED orders and sources estimate its August orders have reached NT$950 million and the company's August revenues should exceed its July revenues of NT$926 million.

In the first half of the year, average selling prices (ASP) for sideview LED applications dropped 25% while AlGaInP LED ASPs fell 10%.

Still, Bright LED posted second quarter revenues of NT$979 million, up 18.1% on year. With the recent depreciation of the NT dollar, revenues for traditional industries in the peak season are expected to increase and the market forecast is for Bright LED's sales to increase in the third quarter.

Everlight indicated that its SMD LED orders are growing and its third quarter revenues should increase sequentially as well, despite infrafrared LED demand remaining weak. Investors estimates that Everlight's revenues in the third quarter may increase by 6%, reaching NT$3 billion and its gross margins may reach 29%. News Source:  Digitimes

Topic:  Finance Epistar and Everlight Electronics, two major players in Taiwan's LED sector, have both reported single-digit sequential increases in revenues for July to NT$920.3 million (US$29.5 million) and NT$925.7 million respectively. Quote:  Epistar and Everlight Electronics, two major players in Taiwan's LED sector, have both reported single-digit sequential increases in revenues for July to NT$920.3 million (US$29.5 million) and NT$925.7 million respectively.

LED chipmaker Epistar's July sales represent rises of 8.8% and 3.4% compared to the June 2008 and July 2007 respectively, because of rush orders for sideview LEDs for handset applications. Epistar delivered the rush orders within one week of receiving them, according to industry sources.

LED packager Everlight's sales for July represent a 2.2% sequential rise and a 6.5% on-year increase. Everlight saw limited growth for notebook-use LED applications, and slow growth for handset applications, the sources added. Epistar and Everlight: Revenues, July 2008 (NT$m) Company July 2008 June 2008 July 2007 Q/Q Y/Y Epistar 920.3 845.8 889.9 8.8% 3.4% Everlight 925.7 905.8 869.6 2.2% 6.5%          Source: Companies, compiled by Digitimes, August 2008 News Source:  Digitimes