LED chipmaker Epistar has announced July revenues of NT$1.667 billion (US$55.69 million), a decrease of 3.6% on month but a growth of 14.3% on year. LED packaging house Everlight reported July revenues of NT$1.419 billion, a 4.83% decrease on month but a 5.6% increase on year.
Epistar indicated capacity utilization rates in July continued to be full. The firm has been seeing demand for TV backlight units (BLUs) beat expectations. Despite low prices, shipments have been flowing. Epistar noted that order visibility is clear to September.
Robert Yeh, chairman of Everlight, also indicated that BLU orders are not as bad as the market believes. Demand for BLUs, said Yeh, continues to be stronger than lighting applications. Due to increases in electricity prices in Taiwan, LED lighting shipments have been growing, according to Everlight. The firm believes performance in the third quarter will comparable to that of the second quarter.
Epistar reports July revenues see on-month decrease of 3.6%
| Epistar, Everlight monthly revenues: Revenues, Jun 2011 - Jun 2012 (NT$m) | |||||
| Month | Everlight Electronics | Epistar | |||
| Sales | Y/Y | Sales | Y/Y | ||
| Jun-12 | 1,491 | 0.1% | 1,730 | -0% | |
| May-12 | 1,450 | (8%) | 1,658 | (13.1%) | |
| Apr-12 | 1,369 | (3.7%) | 1,511 | (10.8%) | |
| Mar-12 | 1,377 | (5.8%) | 1,436 | (15.5%) | |
| Feb-12 | 1,221 | 10.9% | 1,185 | (12.9%) | |
| Jan-12 | 1,147 | (2.4%) | 980 | (29.4%) | |
| Dec-11 | 1,281 | (1.4%) | 1,117 | (22.4%) | |
| Nov-11 | 1,337 | 2% | 1,293 | (22.2%) | |
| Oct-11 | 1,349 | 7.6% | 1,259 | (26.4%) | |
| Sep-11 | 1,353 | (3.5%) | 1,407 | (23.6%) | |
| Aug-11 | 1,351 | (17.2%) | 1,397 | (27.8%) | |
| Jul-11 | 1,344 | (22.1%) | 1,459 | (23.3%) | |
| Jun-11 | 1,490 | (7.3%) | 1,730 | (6.6%) | |
