2014-03-25

Lighting and Backlight Demands Propel Everlight 2013 Revenue Performance

Taiwanese LED package manufacturer Everlight has recently released the company’s fiscal year 2014 results. The company benefitted from lighting and backlighting demands in 2013 which drove up revenue. 
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2014-03-06

Lextar Sees Dip in February Revenue

Feb. 2014 revenue for Taiwanese LED manufacturer Lextar reached NT $880 million, a 6.4 percent increase from the same period last year but a 27.7 percent drop from January. Combined revenue for January and February was NT $2.1 billion (US $69.4 million), increase of 18 percent from last year.
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2013-12-25

Everlight Lighting Revenue to Surpass Backlighting in 2014

Taiwan based LED package manufacturer Everlight had successful lighting revenue growth in 2013 due to gradually maturing LED lighting applications. Although, 4Q is typically a slack season for the LED industry, the company’s revenue this quarter were 30 percent higher than 4Q last year making up 25 percent of the company’s overall revenue, similar to the revenue proportion from backlighting. Everlight’s lighting revenue is anticipated to surpass backlighting for the first time, due to market growth in 2014 LED lighting.
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2013-10-15

CLSA’s Positive 2014 Outlook for San’an and Yankon

Rapid LED price drops for LED bulbs have driven up penetration rates, according to the latest CLSA Asia- Pacific Markets report . Chinese LED lighting market penetration rates for 2014 are expected to increase to 15 percent from 3 percent in 2012, according to a recent report by CLSA. Global LED lighting market growth will stimulate LED chip shipments in 2013-2014. CLSA is optimistic that Chinese LED manufacturers will benefit from this trend, listing LED chip manufacturer San’an and lighting manufacturer Yankon as main beneficiaries.
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2013-03-01

LEDinside 1Q13 Silver+ Member Market Report

  Lighting: [Worldwide LED Lighting Market Value Reach 2,478 Million USD in 2013] LED outdoor lighting is being popularized worldwide from 2013 to 2015, especially in the Asian Countries like China, Japan and Taiwan. Driven by the policies, the global LED outdoor lighting market value growth rate is expected to exceed 46%.Besides, street light replacement projects will also be popularized in other emerging markets such as Thailand, Russia, Latin America and Africa starting from 2014. Till 2015, LED street light penetration rate is expected to slow down, and the worldwide LED street light installation volume will stay around 10 million per year.    The worldwide LED outdoor lighting market showed a strong growth in 2012. The new street light installation volume in China accounts for 30% in the global market, with governmental subsidy still being the major driving force. Especially under the situation of weak export sales, more and more companies start to focus on domestic public lighting projects in China. Due to fierce competition, the street lighting price further reduced in 2012, and companies with scale advantage can have more shipment, however, new manufacturers still keep to enter the market. LEDinside estimated that the new LED outdoor lighting installation volume in China reached 900,000 sets in 2012, and as the governmental subsidy projects start installation, the total installation volume in China will reach 1.21 million in 2013, among which the installation volume in Guangdong Province itself will exceed 300,000, becoming the fastest LED outdoor lighting growth momentum. 
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2012-01-12

LEDinside: Excessive Capacity Causes Oversupply to Persist in 2012; Makers’ Technological Edge and Patents Become Critical for Survival

LEDinside, the LED research division of TrendForce, indicates that affected by the month-end inventory adjustment and the dreary end-market demand, most LED manufacturers’ revenues underwent setbacks, averaging between 10% and 15%. According to LEDinside, despite the low utilization rates of LED companies, the LED chip supply in 2011 still amounted to 174 billion units while the chip demand was merely 129 billion units, with a 35% oversupply. As a result, most LED manufacturers faced considerable inventory pressure in 2H11. Looking towards 2012, given t...
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2011-02-15

LEDinside: Inventory Replenishment of LED TV Brand Plants Stimulates the Backlight Demand; Revenue of Taiwan LED Makers Bottomed out in January

According to the analysis and statistics of LEDinside, a research division under TrendForce, the total revenues of listed Taiwan LED manufacturers was up to NTD 8.09 billion in January 2011(MoM-2.04%,YoY+15.9%). Regarding upstream chip manufacturers, these figures reached NTD 3.77 billion in January 2011, (MoM-0.7%; YoY+20.7%). The Chip LEDX moved back at 4,472 points, while Package LEDX rose to 5,001 points, showing a moderate uptrend.
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2011-01-18

LEDinside: demand recovery not in sight; pressure of 2010 Q4 LED price decline expected to extend till 2011 Q1

According to the latest price survey by LEDinside, an LED research division of TrendForce, in 2010 Q4, demand from LED applications still has not recovered, including continued inventory adjustment of large-size panels and lower-than-expected demand from general lighting. As a result, pressure of LED price decline extends from 2010 Q3. Among them, price of LED for large-size panel applications fell by 5% -9%, with most substantial decline in TV backlight applications; high power LED lighting applications declined by more than 12%. Due to relatively stable demand from mobile phone applications, LED prices in this segment are fairly stable with a mere 3% seasonally adjusted decrease.
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2008-08-12

LED market predicted to grow above 20% pear year, says Rubicon

Recently, at Rubicon Technology’s 2Q08 earnings conference call with industry analysts, the company's president and CEO discussed the future of the LED market. 
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Osram Opto Semiconductors now enables remote control functionality to be incorporated in a lower profile than ever before thanks to the first flush-mountable infrared LED. The compact side-looking T-shaped Midl... READ MORE

Cree, Inc. introduces the new 8000-lumen LMH2 LED Module, a no-compromise, easy-to-use solution for high-ceiling applications. The 8000-lumen LMH2 is designed to replace 150-watt ceramic-metal-halide (CMH) lamps while using only 63 percent of ... READ MORE