[High-tech Industry LED Research Institute - Li Shengfa] High-tech Research Institute LED Research Institute (GGII) statistics show that in 2015, Taiwan's six sapphire substrate listed companies total revenue of 8.006 billion Taiwan dollars, a year-on-year decrease of 18.6%; 5 The total revenue of chip-listed companies was 35.85 billion Taiwan dollars, a year-on-year decrease of 13.9%; the total revenue of 10 LED packaged listed companies was 66.84 billion Taiwan dollars, a year-on-year decrease of 5.5%. From the perspective of Taiwan's LED industry chain market, the upstream sapphire and chip market in Taiwan's LED industry chain declined in 2015, and the packaging market declined relatively little.
6 sapphire substrate plants total revenue decreased by 18.6%
According to GGII statistics, in 2015, six sapphire substrate plants in Taiwan achieved a total revenue of NT$8.016 billion, a year-on-year decrease of 18.6%. Specifically, in 2015, except for Ruijie Technology, the revenues of the other five sapphire substrate companies all declined. From the perspective of revenue growth of various enterprises, the growth rate of revenue of six sapphire substrate factories in Taiwan is small, and the faster the decline in revenue, the fact that the concentration of Taiwan sapphire industry is accelerating, and the SME market will gradually disappear. .
Figure 1. Revenue of six sapphire substrate plants in Taiwan from 2013 to 2015 (unit: NT$100,000)
.jpg)
Source: Company Gazette GGII
From the total revenue of six sapphire substrate factories in Taiwan, the market scale of Taiwan's sapphire industry grew rapidly in the first three quarters of 2014, and it declined slightly in the fourth quarter of 2014. After a small increase in the first quarter of 2015, it began to decline sharply. The decline was gradually increased in the third quarter of 2015. In the fourth quarter of 2015, the total revenue of six sapphire substrate plants in Taiwan fell by 43.3% year-on-year.
Figure 2, the total quarterly revenue of six sapphire substrate plants in Taiwan from 2013 to 2015 (unit: billion Taiwan dollars)
.jpg)
Source: Company Gazette GGII
5 LED chip factories' total revenue decreased by 13.9% year-on-year
According to GGII statistics, in 2015, the total revenue of five chip factories in Taiwan was 35.85 billion Taiwan dollars, a year-on-year decrease of 13.9%. Specifically, in 2015, the revenues of five chip companies in Taiwan all declined year-on-year. The smaller the revenue of the top three companies in Taiwan, the smaller the decline. The revenue of chips in the new century in 2015 was 2.549 billion Taiwan dollars, down from the same period of last year. 37%.
Figure 3, 2013-2015 Taiwan's five LED chip factory revenues (unit: 100 million Taiwan dollars,%)
.jpg)
Source: Company Gazette GGII
From the total revenue of five LED chip factories in Taiwan, the LED chip market in Taiwan showed growth in the first three quarters of 2014, but the growth rate declined quarter by quarter. By the fourth quarter of 2014, the scale of Taiwan's LED chip market declined. In 2015, the decline in the scale of Taiwan's LED chip market continued to increase, and the decline in the fourth quarter slowed down.
Figure 4, the total quarterly revenue of five LED chip factories in Taiwan from 2013 to 2015 (unit: 100 million Taiwan dollars, %)
.jpg)
Source: Company Gazette GGII
10 LED packaging plants total revenue decreased by 5.5% year-on-year
According to GGII statistics, in 2015, Taiwan's 10 LED packaging plants total revenue of 66.88 billion Taiwan dollars, a year-on-year decrease of 5.5%. Specifically, in 2015, among the 10 listed LED packaging companies in Taiwan, except for Edison, Lianjia and Guangding, the rest of the company's revenues declined. Among them, Hongqi and Qihong's revenue declined significantly.
Figure 5 Revenue of 10 LED packaging factories in Taiwan from 2013 to 2015 (unit: NT$100,000)
.jpg)
Source: Company Gazette GGII
From the total revenue of 10 LED packaging factories in Taiwan, the LED packaging market in Taiwan showed a growth trend in the first quarter of 2014-2015. Since the second quarter of 2015, the LED packaging market in Taiwan has begun to decline, but in the fourth quarter, There has been a significant slowdown in the decline.
Figure 6 Total revenue of 10 LED packaging factories in Taiwan in 2013-2015 (unit: 100 million Taiwan dollars, %)
.jpg)
Source: Company Gazette GGII
It can be seen from the three major industries of Taiwan's LED industry chain that Taiwan's LED front-end market is shrinking rapidly. The more the front-end market shrinks faster, the main reason is that the front-end market is affected by the localization rate of China's mainland chips, and the Taiwan chip market is greatly affected. With the domestic sapphire industry gradually moving to the forefront of the world, mainland China's chip companies have basically cut off the supply relationship of Taiwanese factories to local mainland enterprises, resulting in a significant decline in Taiwan's sapphire basic plant revenue.
Taiwan's LED packaging factory still has a high status in the international market in terms of product quality and performance. Although it has been affected by the mainland packaging factory, it still maintains a high order volume, so its revenue decline is relatively small. However, with the continuous improvement of product quality and performance in the mainland packaging factory, the Taiwan packaging market is bound to continue to be impacted, and it is unlikely that its market will return to its former position.
Due to the geographical reasons of Taiwan and the lack of LED application companies, with the continuous rise of mainland manufacturers, the status of Taiwan LED manufacturers in the international are declining, GGII believes that in the next two years, Taiwan's LED chips and packaging plants in addition to the existing three companies Other companies will gradually fade out of the market. In the future, Taiwan's LED chip and packaging market will form a situation in which the two companies will complement each other. However, the situation may soon be merged or reorganized.
Poster Display,Led Poster Display,Indoor Led Advertising,Advertising Poster Screen
ALLIN , https://www.nbdisplayapio.com