Taiwan-based LED firm Unity Opto has reported July consolidated revenues of NT$785 million (US$26.22 million), a record high figure representing an on-month increase of 10.1% and an on-year increase of 51%.
According to the firm, penetration of LED backlight sources continues to increase significantly in 2012. Penetration rate was 40% in 2011 and has been increased to 65-70% in recent months. The firm believes third-quarter penetration will be around 70% and the figure will continue to increase in the fourth quarter.
Unity Opto noted that TV brands from South Korea, Taiwan and China have been introducing new models. Taiwan-based TV brands plan to increase commercial production of direct-lit LED TVs in the third quarter, said Unity Opto.
Due to an energy-saving subsidy program introduced by China's government, China-based TV brands will introduce new models before the fourth quarter, according to industry sources. Industry sources added that TV models that fit the energy-saving requirements may obtain subsidies from CNY200-400 (US$31.39-62.78) per unit.
In addition, Japan-based TV makers have been trying to lower production costs by increasing OEM orders of LED backlight sources to Taiwan-based firms.
For LED lighting, Unity Opto noted that it has been receiving orders from Taiwan-based distributors of consumer electronics.
The firm expects revenues to grow in the third quarter.
|
Unity: Revenues, Jun 2011 - Jun 2012 (NT$m) |
|||||
|
Month |
Sales |
M/M |
Y/Y |
YTD |
Y/Y |
|
Jun-12 |
704 |
19.9% |
39.9% |
2,763 |
(17.5%) |
|
May-12 |
587 |
23.1% |
(5.4%) |
2,059 |
(27.7%) |
|
Apr-12 |
477 |
16.9% |
(21.3%) |
1,472 |
(33.9%) |
|
Mar-12 |
408 |
28.3% |
(25.9%) |
995 |
(38.6%) |
|
Feb-12 |
318 |
18.3% |
(40.9%) |
587 |
(45.2%) |
|
Jan-12 |
269 |
(0.8%) |
(49.5%) |
269 |
(49.5%) |
|
Dec-11 |
271 |
(22.7%) |
(47%) |
5,758 |
(15%) |
|
Nov-11 |
351 |
(2.7%) |
(37.6%) |
5,487 |
(12.3%) |
|
Oct-11 |
361 |
(10.2%) |
(34.7%) |
5,136 |
(9.9%) |
|
Sep-11 |
401 |
(21.3%) |
(23.2%) |
4,776 |
(7.2%) |
|
Aug-11 |
510 |
(0.6%) |
(23.9%) |
4,374 |
(5.4%) |
|
Jul-11 |
513 |
2% |
(26.9%) |
3,864 |
(2.3%) |
|
Jun-11 |
503 |
(18.9%) |
(31.7%) |
3,351 |
3.1% |
