Recently, China's Taiwan LED chip makers' revenue data for November was released. Leading Crystal's November revenue was NT$1.771 billion, down 7.6 points from the previous month and down 14.66 year-on-year; the total number of 8 LED chip companies including crystal power Revenues were NT$3.3 billion, down 15.1% year-on-year and 9.5% month-on-month. The overall LED companies in Taiwan have shown signs of decline. Will mainland companies have the same situation? In response, the reporter visited listed companies, industry and institutions to obtain the latest industry trends. Taiwan LED companies' general revenue decline in November, the latest data show that in November this year, Taiwan's eight LED chip companies (Yuanyuan, Dingyuan, Guanghong, Guanglei, Huashang, Jingdian, Taigu, New Century Optoelectronics) Revenue was 3.30 billion Taiwan dollars, down 15.1% year-on-year and 9.5% month-on-month. Among them, LED chip makers Jingdian, Ronda and Yuanyuan saw their revenues fall by 7.64, 2.4 and 29.75 respectively in November, especially for leading crystals. In addition to the decline in the chain, the year-on-year decline was as high as 14.66. In addition, 9 LED packaging companies (Shunhong, Dongbei, etc.) totaled NT$0.64 billion in revenue, up 9.06 year-on-year and 4.3% quarter-on-quarter. It is noted that LED companies in Taiwan have already taken the lead. In September, Taiwan's four major LED chip makers Jingdian, Ronda, New Century, and Yuanyuan's revenues all fell, with the declines of 11.9, 5.6, 22.1, and 11.7, respectively; The chain increased by 1.55. In October, the situation continued to deteriorate. The LED chip makers' crystal and sleek revenues decreased by 15.48 and 36.22 respectively. Combined with the latest data in November, the chip and packaging sectors were underperforming, and the whole industry was in a downturn. Still not reversing. The downside pressure of A-share companies is not large. For the LED companies in Taiwan, the revenues of the LED companies have generally continued to decline. Has the mainland colleagues experienced the same situation? In this regard, Dehao Runda (002005, closing price of 9.03 yuan) Dong Xiao Deng told reporters that Dehao Runda and the same industry companies are still different, Dehao Runda do chip, packaging, through the acquisition of NVC, There are channels. Compared with last year, the company's sales have still increased, but this is also the situation of our company. After all, Dehao Runda has the sales channel of NVC. At the same time, the reporter called Guoxing Optoelectronics (002449, closing price of 11.83 yuan) and Ganzhao Optoelectronics (300102, closing price of 13.19 yuan) as an investor. Guoxing Optoelectronics staff said that it did not find fewer orders or other corresponding conditions. The company's operations are still the same as in previous years, and there is no big fluctuation. The company is almost full. The staff of Ganzhao Optoelectronics said that the relevant statistics have not yet come out, and the overall situation is still ok. Zhang Hongbiao, research director of the High-tech LED Research Institute, told reporters that most of the companies in the fourth quarter of this year indicated that the whole market is relatively cold, especially in the middle and upper reaches of the entire industrial chain. There are two reasons for this situation: First, many LED companies in the first half of the year rushed quickly, some of the stocks of the company have not yet digested, many companies are digesting inventory in the fourth quarter; second, the LED industry in the previous four quarters will be stocked in the middle and lower reaches. Now, the market price changes faster, the system is more mature, and everyone will not actively stock up, resulting in reduced demand. Most LED companies in Taiwan do chip and package, and their sales are related to stocking. Another point to note is that the customer groups of LED companies in Taiwan, such as packaging, are mainly based on backlights. The LED companies in mainland China do not have such a large backlight customer base, but there are many lighting customers. At present, the growth rate of indoor lighting terminals is still maintained at an increase of more than 70, and the market demand is still relatively obvious. A brokerage researcher said that the fourth quarter itself is the off-season of the LED industry. Bad transcripts are normal. It is not possible to think that the turning point is due to the sharp decline in the off-season revenue. After all, market demand still exists. In the research report, Industrial Securities analysts mentioned that the packaged revenue in November decreased by 4.3% in the month and the package side was closer to the downstream, indicating that the LED industry's business climate has declined. In November, chip-end revenues fell by 9.5 quarter-on-quarter, which was greater than last year (4.8). In the medium and long term, the upstream chip factory in Taiwan has not expanded production this year, while the mainland Sanan Optoelectronics (600703, closing price of 14.94 yuan), Huacan Optoelectronics (300323, closing price of 11.11 yuan) and Aoyang Shunchang (002245, Closing price of 11.28 yuan) and the release of new capacity of manufacturers, Taiwan's manufacturers chip link share is bound to decrease, this should be a trend, the gap between mainland chip manufacturers and Taiwan manufacturers is gradually narrowing, the future share is expected to further increase. According to the tracking, compared with the third quarter, there is no downward pressure on the shipments of mainland chip manufacturers in October and November.
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