[Source: Gaogong LED's "LED Research Review" magazine April issue GLII]
In 2013, LED chip manufacturers in Taiwan and China released their previous financial statements. Affected by the continued decline in LED chip prices last year and the lack of LED lighting demand, LED chip makers have experienced a setback in revenue and profit. Despite the painstaking efforts of LED chip makers in Taiwan, LED chip makers in Taiwan are still facing severe market tests in 2013 due to competition from LED chip makers in mainland China and South Korea.
9 chip manufacturers have flat shipments
There are about 20 LED chip manufacturers in Taiwan, and 10 of them are listed companies. Judging from the shipments of LED chips in 2012, the total shipments of LED chips from nine major manufacturers were 163.3 billion, an increase of only 1.4% compared with 161.1 billion in 2011. Manufacturers with increased shipments include Jingdian, Yuyuan, Taigu and Guangqi. Among them, the shipment of crystal power reached 81.5 billion, an increase of 31%. Manufacturers with reduced shipments are Guanglei, New Century, and Huashang. Among them, shipments in the new century were 7.1 billion, down 51% year-on-year. Overall, in 2012, LED chip manufacturers in Taiwan sold about 92 billion LED chips, up 0.8% year-on-year.
In terms of shipments, crystal LED chip shipments accounted for 42% of total LED chip shipments in Taiwan, 2.8 times that of the second-ranked Guanglei, and this figure was 1.6 times in 2011. It can be seen that Jingdian is constantly widening the gap with other manufacturers.
At the same time, it can be seen that the LED chip industry in Taiwan is forming a situation of big and big Evergrande, and the crowding effect of large manufacturers on small and medium-sized manufacturers is becoming more and more obvious. This will undoubtedly further reduce the living space of local small and medium LED chip manufacturers.
10 chip makers revenue decline of 8.9%
According to 2012 revenue data, 8 of the 10 LED chip makers saw their revenue decline last year. Among them, Taigu has the largest decline among the 10 chip manufacturers, down 39.8% from last year. The leading company's crystal power revenue decreased by 1% year-on-year, the smallest among the eight manufacturers. In terms of revenue growth, only two companies, namely Yuanyuan and Guangxu, saw growth year-on-year, with an increase of 11.1% and 10.1% respectively. Overall, the LED chip revenue of 10 LED chip manufacturers in Taiwan in 2012 was about 8.281 billion yuan, down 8.9% year-on-year.
In addition, LED chip manufacturers in Taiwan also have Longda Electronics, Dingyuan Optoelectronics, Xuming and so on. In terms of investment in mainland China, there are already manufacturers such as Jingyuan, Yuyuan, New Century, Huashang, Huaxin United, Longda, Dingyuan, Jingfa and other enterprises in mainland China. Among them, manufacturers that have already run MOCVD equipment include Jingyuan, Yuyuan, Ronda, and Huashang.
According to statistics from the High-tech LED Industry Research Institute (GLII), the output value of the LED chip industry in Taiwan in 2012 was about 9.2 billion yuan, down 9.8% from last year. The main reason is that the price of LED chips has dropped sharply in 2012, which has led to the increase in the number of LED chip manufacturers.
Operating conditions have not improved
In the case of continued decline in product prices and the lack of LED lighting demand, the LED industry in Taiwan continued to suffer in 2012. Despite the hard work of LED chip makers, the operating conditions have not improved.
In terms of Jingyuan Optoelectronics, total revenue in 2012 was basically the same as last year. However, it was dragged down by the continued investment in Guangcai Optoelectronics and Taigu, and the loss in 2012 was 240 million yuan. The LED chip makers of Everlight Electronics and Jingyuan Optoelectronics invested in the decline of 45.6% year-on-year, with a final loss of 157 million yuan.
In terms of Yuguang Optoelectronics, total revenue in 2012 increased by 11.1% year-on-year, but it still showed a loss. In 2012, the loss was 128 million yuan, showing an embarrassing situation in which revenue and profit pace were inconsistent.
In the new century, the total revenue in 2012 was 757 million yuan, down 21.4% year-on-year. In 2012, the loss was 153 million yuan.
Overall, among the 10 listed LED chip companies, only two companies, Guangsheng and Guanglei, achieved profitability in 2012.
Table 1 Revenue and net profit of major LED chip manufacturers in Taiwan, China
From the perspective of revenue distribution, the proportion of domestic and foreign LED chips in Taiwan is half. The export areas mainly include China, Japan, South Korea and other countries and regions. Among them, mainland China has become the second largest market for LED chip companies in Taiwan. According to statistics from the High-tech LED Industry Research Institute (GLII), in 2012, the revenue contribution of LED chips from Taiwan to mainland China was 30%, which was basically the same as in 2011.
In terms of enterprises, in 2012, Jingdian's revenue contribution from mainland China was 37%, a year-on-year increase of 5%. It can be seen that mainland China is an important market for crystal power, and the company's focus is also shifting to mainland China.
In terms of Yuanyuan, the proportion of China's revenue contribution increased from 6% in 2011 to 12% in 2012. In the new century, the proportion of China's revenue contribution declined from 51% in 2011 to 23% in 2012, and the decline was relatively serious.
LED lighting in China is accelerating, but LED chip makers in Taiwan are facing competition from local LED chip makers in mainland China. GLII expects that the revenue contribution of Taiwan's LED chips from mainland China in 2013 will be about 32%, which is unlikely to increase significantly in the short term.
In 2013, LED chip manufacturers in Taiwan and China released their previous financial statements. Affected by the continued decline in LED chip prices last year and the lack of LED lighting demand, LED chip makers have experienced a setback in revenue and profit. Despite the painstaking efforts of LED chip makers in Taiwan, LED chip makers in Taiwan are still facing severe market tests in 2013 due to competition from LED chip makers in mainland China and South Korea.
9 chip manufacturers have flat shipments
There are about 20 LED chip manufacturers in Taiwan, and 10 of them are listed companies. Judging from the shipments of LED chips in 2012, the total shipments of LED chips from nine major manufacturers were 163.3 billion, an increase of only 1.4% compared with 161.1 billion in 2011. Manufacturers with increased shipments include Jingdian, Yuyuan, Taigu and Guangqi. Among them, the shipment of crystal power reached 81.5 billion, an increase of 31%. Manufacturers with reduced shipments are Guanglei, New Century, and Huashang. Among them, shipments in the new century were 7.1 billion, down 51% year-on-year. Overall, in 2012, LED chip manufacturers in Taiwan sold about 92 billion LED chips, up 0.8% year-on-year.
In terms of shipments, crystal LED chip shipments accounted for 42% of total LED chip shipments in Taiwan, 2.8 times that of the second-ranked Guanglei, and this figure was 1.6 times in 2011. It can be seen that Jingdian is constantly widening the gap with other manufacturers.
At the same time, it can be seen that the LED chip industry in Taiwan is forming a situation of big and big Evergrande, and the crowding effect of large manufacturers on small and medium-sized manufacturers is becoming more and more obvious. This will undoubtedly further reduce the living space of local small and medium LED chip manufacturers.
10 chip makers revenue decline of 8.9%
According to 2012 revenue data, 8 of the 10 LED chip makers saw their revenue decline last year. Among them, Taigu has the largest decline among the 10 chip manufacturers, down 39.8% from last year. The leading company's crystal power revenue decreased by 1% year-on-year, the smallest among the eight manufacturers. In terms of revenue growth, only two companies, namely Yuanyuan and Guangxu, saw growth year-on-year, with an increase of 11.1% and 10.1% respectively. Overall, the LED chip revenue of 10 LED chip manufacturers in Taiwan in 2012 was about 8.281 billion yuan, down 8.9% year-on-year.
In addition, LED chip manufacturers in Taiwan also have Longda Electronics, Dingyuan Optoelectronics, Xuming and so on. In terms of investment in mainland China, there are already manufacturers such as Jingyuan, Yuyuan, New Century, Huashang, Huaxin United, Longda, Dingyuan, Jingfa and other enterprises in mainland China. Among them, manufacturers that have already run MOCVD equipment include Jingyuan, Yuyuan, Ronda, and Huashang.
According to statistics from the High-tech LED Industry Research Institute (GLII), the output value of the LED chip industry in Taiwan in 2012 was about 9.2 billion yuan, down 9.8% from last year. The main reason is that the price of LED chips has dropped sharply in 2012, which has led to the increase in the number of LED chip manufacturers.
Operating conditions have not improved
In the case of continued decline in product prices and the lack of LED lighting demand, the LED industry in Taiwan continued to suffer in 2012. Despite the hard work of LED chip makers, the operating conditions have not improved.
In terms of Jingyuan Optoelectronics, total revenue in 2012 was basically the same as last year. However, it was dragged down by the continued investment in Guangcai Optoelectronics and Taigu, and the loss in 2012 was 240 million yuan. The LED chip makers of Everlight Electronics and Jingyuan Optoelectronics invested in the decline of 45.6% year-on-year, with a final loss of 157 million yuan.
In terms of Yuguang Optoelectronics, total revenue in 2012 increased by 11.1% year-on-year, but it still showed a loss. In 2012, the loss was 128 million yuan, showing an embarrassing situation in which revenue and profit pace were inconsistent.
In the new century, the total revenue in 2012 was 757 million yuan, down 21.4% year-on-year. In 2012, the loss was 153 million yuan.
Overall, among the 10 listed LED chip companies, only two companies, Guangsheng and Guanglei, achieved profitability in 2012.
Table 1 Revenue and net profit of major LED chip manufacturers in Taiwan, China
From the perspective of revenue distribution, the proportion of domestic and foreign LED chips in Taiwan is half. The export areas mainly include China, Japan, South Korea and other countries and regions. Among them, mainland China has become the second largest market for LED chip companies in Taiwan. According to statistics from the High-tech LED Industry Research Institute (GLII), in 2012, the revenue contribution of LED chips from Taiwan to mainland China was 30%, which was basically the same as in 2011.
In terms of enterprises, in 2012, Jingdian's revenue contribution from mainland China was 37%, a year-on-year increase of 5%. It can be seen that mainland China is an important market for crystal power, and the company's focus is also shifting to mainland China.
In terms of Yuanyuan, the proportion of China's revenue contribution increased from 6% in 2011 to 12% in 2012. In the new century, the proportion of China's revenue contribution declined from 51% in 2011 to 23% in 2012, and the decline was relatively serious.
LED lighting in China is accelerating, but LED chip makers in Taiwan are facing competition from local LED chip makers in mainland China. GLII expects that the revenue contribution of Taiwan's LED chips from mainland China in 2013 will be about 32%, which is unlikely to increase significantly in the short term.
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