Taiwan's 2012 LED chip industry suffered severe damage

The operating results of the LED industry in 2013 were announced. Although the overall industry entered a recovery period, it was still affected by the oversupply of production capacity. The upstream LED chip makers became the hardest-hit areas, and the top 3 LED chip companies in China (2448) and Chuanyuan (3061) In the new century (3383), a total of NT$2.4 billion was lost last year (the same below). With the view of LED10 large-sized crystal grains and packaging plants, the total loss in 2012 was nearly 1 billion yuan, and LED packaging faucet factory Yiguang (2393) With annual profit of 542 million yuan, the company won the throne of profits.

LED in 2012, the gradual recovery of the panel industry, LED backlight demand rebound performance, coupled with the gradual increase of LED lighting market, the overall LED industry into 2011 after the sharp decline in the recovery period, but due to the decline in the price of grain products did not Mitigation, coupled with the government subsidy advantage of the mainland-based grain factories, and the continuous adoption of the deficit-taking strategy, domestically, the crystal factory experienced another bloody battle last year, and the increase in loss figures of the crystal factory last year also weighed on the overall industry’s profitability. Performance, plus the total number of LED dies and packaging of the top 10 profit and loss figures, the loss reached nearly 10 billion scale.

According to the profitability performance of the upstream wafer factory in 2012, the annual loss of Jingdian reached 1.116 billion yuan, a loss of 594 million yuan, and a loss of 714 million yuan in the new century. The losses of the three major grain plants were higher than those of 2011. With a substantial increase in the number of years, Guanglei (2340), which has only cooperated with Japan Asia Chemical Co., Ltd., has an after-tax surplus of 336 million yuan. The company specializes in high-power crystals (4956) and earned a profit of 85 million yuan. Londa’s after-tax surplus, which integrates supply chain advantages, has a performance of 290 million yuan.

Compared with the upper reaches of last year, it has become a major industry loss. The downstream packaging plant has a cost control advantage, and each factory has different orders for blocks. The LED packaging plant has made a few profitable performances last year, including the EDF (3591) tax. After-profit surplus of RMB 29 million, Huaxing (6164) after-tax surplus of RMB 33 million, Dongbei (2499) after-tax surplus of RMB 155 million and Yiguang (2393) after-tax profit of RMB 542 million. Among them, Yiguang reaped the throne of profit-making in the LED industry last year with an after-tax surplus of more than RMB 500 million.