Key Analysis
This week, 22 LED stocks rose by 21 stocks, with an average increase of 7.3%.
According to the statistics of the High-tech Research Institute LED Research Institute (GGII), in January 2016, the total revenue of six listed sapphire substrates companies in Taiwan was 0.7 billion yuan (unit: RMB, the same below), a decrease of 54.9% year-on-year and a 2.7% increase from the previous month. The total revenue of the five chip-listed companies was 570 million yuan, a decrease of 6.9% year-on-year and a decrease of 0.8% from the previous month. The total revenue of 10 LED packaged listed companies was 1.86 billion yuan, a year-on-year decrease of 9.3% and a decrease of 2.3%.
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Market review
This week, 22 LED stocks rose by 21 stocks, with an average increase of 7.3%. Except for the suspension of Lehman Optoelectronics (300162), the remaining 21 stocks all fell, among which 3 stocks rose more than 10%, and Wanrun Technology (002654) rose 31.2% to the largest increase.
This week, the high-tech LED industry index closed at 1396.4 points, up 6.0%, the Shanghai and Shenzhen 300 index closed at 3051.58 points, up 3%, the high-tech LED industry index performance was stronger than the broader market.
Taiwan's sapphire substrate output value fell by 50% year-on-year in the first month of 2016
According to the statistics of the High-tech Research Institute LED Research Institute (GGII), in January 2016, the total revenue of six listed sapphire substrates companies in Taiwan was 0.7 billion yuan (unit: RMB, the same below), a decrease of 54.9% year-on-year and a 2.7% increase from the previous month. The total revenue of the five chip-listed companies was 570 million yuan, a decrease of 6.9% year-on-year and a decrease of 0.8% from the previous month. The total revenue of 10 LED packaged listed companies was 1.86 billion yuan, a year-on-year decrease of 9.3% and a decrease of 2.3%.
In 2015, due to the slowdown in market demand and increased competition, the prices of various products in the LED industry chain declined significantly. Affected by the rapid development of mainland enterprises, Taiwan's LED enterprise market space has been significantly squeezed, Taiwan's various LED companies have cut jobs to cut production to reduce costs and reduce risk of loss.
In 2015, the global sapphire market was extremely competitive. Many manufacturers were uneasy about the division of labor. They directly skipped the layers of foundries and provided patterned sapphire substrates (PSS) to LED chip manufacturers. As a result, sapphire substrate companies especially The performance of companies with more professional division of labor has been severely affected.
January 6 sapphire substrate plant total revenue decreased by 54.9% year-on-year
According to GGII statistics, in January 2016, six sapphire substrate plants in Taiwan achieved a total revenue of 0.7 billion yuan, a year-on-year decrease of 54.9%. Specifically, in January 2016, the revenues of six sapphire substrate companies all declined. Except for Ruijie Technology, the rest of the companies fell by more than 26%, including Jingmei Application, Fuyuan Mining, Jiajing Technology and Zhaoxin Photoelectric Battalion. The declines were all over 44%, and the decline was large. The decline in Jingmei application and Fuyuan mining revenue was very obvious, and the monthly revenue was only about 2 million yuan.
Figure 1 Revenue of six sapphire substrate plants in Taiwan in January 2013 (unit: 100 million yuan, %)
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Source: Company Gazette GGII
In January, the total revenue of 5 LED chip factories decreased by 6.9% year-on-year.
According to GGII statistics, in January 2016, the total revenue of five chip factories in Taiwan was 570 million, a year-on-year decrease of 6.9%. Specifically, in January 2016, Taiwan’s five chip companies only saw revenue growth, and other companies’ revenues decreased year-on-year.
Figure 2 Revenue of five LED chip factories in Taiwan in January 2014-2016 (unit: 100 million yuan, %)
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Source: Company Gazette GGII
January 10 LED packaging plant total revenue decreased by 9.3% year-on-year
According to GGII statistics, in January 2016, Taiwan's 10 LED packaging plants had a total revenue of 1.068 billion, a year-on-year decrease of 9.3%. Specifically, in January 2016, among the 10 listed LED packaging companies in Taiwan, Lianjia and Huaxing's revenues grew well, and the rest of the companies' revenues declined. Among them, Hongqi, Edison, Guangding and Lijun The decline in revenues exceeded 20%, a large decline.
Figure 3 Revenue of 10 LED packaging factories in Taiwan in January 2014-2016 (unit: 100 million yuan, %)
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Source: Company Gazette GGII
Analyst:
Name: Li Shengfa
Email: sf.
phone
GGII latest industry research report:
"2016 China LED Chip Industry Research Report (Seventh Edition)"
"2016 China Sapphire Industry Research Report (Seventh Edition)"
"2016 China LED Phosphor Industry Research Report (Seventh Edition)"
"2016 China LED Packaging Silicone Industry Research Report (Seventh Edition)"
"2016 China LED Driver Power Industry Research Report (Seventh Edition)"
"2016 China LED Street Light Industry Research Report (Seventh Edition)"
"2016 China LED Tube Industry Research Report (Seventh Edition)"
"2016 China LED Indoor Lighting Industry Research Report (Seventh Edition)"
"2016 China LED Lighting Monthly Export Report (Second Edition)"
"2016 China LED Plant Lighting Monthly Export Report (Second Edition)"
 Gaogong LED Industry Research Weekly (20160215-20160219)
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