Manufacturers Form Alliances within the Industry as LED Market Becomes Over-Competitive Thanks to the replenishment demand from brand vendor in 3Q12, the production value for October has shown a respective performance compared to the same period of last year. According to LEDinside, a research division of TrendForce, total revenues for listed LED companies in Taiwan amount to approximately $NT 9.27 billion, a 16.8% growth YoY. With oversupply remaining an issue within the LED industry, many vendors have turned to strategic alliances and share exchanges for the sake of long term development. In the future, the role played by LED manufacturers is likely to expand beyond simply providing chips and components. Many are expected to begin making end products.

Lextar Electronics Corp. (“Lextar” or the “Company) (TAIEX: 3698) announced its results for the second quarter of 2012. The Company reported consolidated revenue of NT$ 2,611 million, up 19% from the previous quarter and near 10% of YoY increase.  Gross profit was NT$ 650 million with the gross margin of 15.1%, a 3.2 percentage point QoQ growth.  Lextar’s consolidated net profit for the second quarter of 2012 was NT$ 126 million, EPS NT$ 0.3. For the first half of 2012 Lextar’s consolidated revenue reported NT$ 4,805 million with an EPS of NT$ 0.3.

- Increased Order Intake and EBIT profitability expected to return within H2/2012 - - 2013 expected to be a growth year - - AIXTRON’s non-LED activities gaining traction - Aachen, Germany, July 26, 2012 – AIXTRON SE (ISIN DE000A0WMPJ6), a leading provider of deposition equipment to the global semiconductor industry, has seen its Q2 revenues and orders stabilize at the levels of Q1. With EUR 46.1m in revenues and an EBIT of EUR -16.5m, the Company has achieved a sequential improvement of its financial results....

AIXTRON SE today also announced a new MOCVD system order from Huaian Aucksun Optoelectronics Technology Ltd., China. New customer, Aucksun Opto has placed a contract for five AIXTRON multiwafer MOCVD systems which will be dedicated to the growth of materials for high brightness (HB) LEDs. The order for two AIX 2600G3 IC reactors, both in a 49x2-inch wafer configuration, and three AIX2800G4 reactors, each in a 60x2-inch wafer configuration, was placed in the first quarter of 2012 and delivery will take place in the second quarter of 2...

AIXTRON Opens Training and Demonstration Laboratory in Suzhou A ceremony was held today to mark the opening of AIXTRON SE’s (FSE: AIXA; NASDAQ: AIXG) new training and demonstration center at SINANO - the Suzhou Institute for Nanotechnology and Nanobionics. A representative of the National Development and Reform Commission (NDRC), the German Consul General in China, many of AIXTRON's key customers and numerous partners from leading universities and research institutes from across Greater China took part in ...

Tsinghua Tongfang Company Limited, one of the most representative companies in China, has begun the establishment of its LED manufacturing base in Nantong in August, 2010 and started the production in August, 2011; over just one year, Tsinghua Tongfang has completed the first stage of the establishment comprising two plants and installed 16 MOCVD equipment, which is expected to be 48 and in place for production by the end of 2011. Tsinghua Tongfang’s excellent progress and considerable investment have made a splash in the market. How does Tsinghua Tongfang succee...

Based on the industry research LEDinside’s analysis and statistics, in May this year, listed LED manufacturers in Taiwan have total revenue of 9.65 billion NTD (~USD300 million, at USD 1: NTD 32.235), a 6.8% growth compared with revenue of 9.033 billion NTD (~USD280 million, at USD 1: NTD 32.235) in April, and 85.5% in annual growth rate. The revenue for LED chip manufacturers in May amounted to 4.273 billion NTD (~USD133 million, at USD 1: NTD 32.235) , which increased 6% compared to that of April.

Epistar Corp., Taiwan’s largest LED chip manufacturer, has decided to spend US$600 million to set up a LED production factory in Jiangsu, China, according to an article on Taiwan Economic News.

According to survey by LEDinside, the total Feb 2009 revenue of listed Taiwan LED suppliers reached NTD 3.74billion, up 33% than Jan 2009 (YoY-25%), with the revenue of LED chip manufacturers at NTD 1.496 billion, up 46% and that of LED packaging manufacturers improved by 25% at NTD 2.243 billion comparing to January.

According to industry research institute LEDinside, the January 2009 total revenue of Taiwan upstream LED manufacturers is 2.743 billion NTD. With the lunar New Year influencing the total working days of the month, the revenue of January went on its dropping comparing with December, 2008 (MoM -15.9%，YoY -52.6%).

Cree, Inc. announced revenue of $147.6 million for the second quarter of fiscal 2009, ended Dec. 28, 2008. This represents a 24% increase compared to revenue of $119.0 million reported for the second quarter of fiscal 2008 and a 5% increase compared to the first quarter of fiscal 2009. Revenue included $5.6 million in patent licensing fees which were not factored into previously announced targets.