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Second Quarter Revenues for Taiwan LED Industry to Grow 10-15 Percent
Source/Type: Compound Semiconductors Online - Reported News

Author: LiGHTimes Staff

May 15, 2008... During the first quarter of calendar year 2008, seasonal effects reportedly resulted in lower performance for much of Taiwan’s LED industry, according to an articlein Digitimes. Epistar, Everlight Electronics, and Formosa Epitaxy were reportedly the victims of the same LED demand seasonality during the first quarter of 2008. After taxes, each of the three companies saw their revenues decline compared to the previous quarter. According to the article, revenues for the second quarter at each of the companies are expected to grow an estimated 10 to 15 percent over the previous quarter. Epistar reported record high sales in April totalling about NT$1.06 billion. Epistar notes that its order volume for May, which is only half over, has already surpassed NT$1.1 billion.

Formosa Epitaxy has plans for expansion with two new MOCVD machines purchased, and 17 more to be purchased. This would bring the total number of MOCVD systems at the company to 35. This would raise the company’s capacity of 25,000 epitaxial wafers per month and 330million chips. With the planed expansion, the company says it will have a 48,000 unit monthly epitaxial wafer capacity that will allow the production of some 700 million chips LEDTech, another Taiwan-based LED supplier reported a 42.3 percent increase in revenues sequentially, and the company increased the percentage of that revenue that comes from its LED business. Pepsi reportedly order LED light bars from the company, the article indicated.

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