Taiwan-based LED packaging house Unity Opto has announced September consolidated revenues of NT$902 million (US$30.82 million), representing an on-month growth of 7.5% and on-year growth of 136.89%. September revenues represent a record high for the third consecutive month.
The firm's accumulated revenues for the first three quarters of 2012 were NT$5.38 billion, almost 90% of total 2011 revenues of NT$5.76 billion. Market observers believe Unity Opto's 2012 revenues will show on-year growth above 30%.
According to Unity Opto, demand for backlight products continues to heat up and sales of direct-lit type products have been increasing. Orders from Japan- and China-based TV brands have been showing the most significant growth, said Unity Opto.
The firm added that LED backlight source penetration rate is close to 70% in the third quarter and will continue to increase as sales of direct-lit TVs increase. Backlight orders for notebooks and tablets have also been increasing, said Unity Opto.
In addition, Unity Opto has been cooperating with China-based Potevio on LED lighting products. As the latter has been obtaining government-subsidized projects, Unity Opto believes lighting revenues will increase in the fourth quarter and 2013.
Growth will continue to be strong in October, said Unity Opto.
Unity: Revenues, Sep 2011 - Sep 2012 (NT$m) | |||||
Month | Sales | M/M | Y/Y | YTD | Y/Y |
Sep-12 | 884 | 7.5% | 120.2% | 5,244 | 9.8% |
Aug-12 | 822 | 6.2% | 61.2% | 4,360 | (0.3%) |
Jul-12 | 775 | 10% | 51% | 3,538 | (8.5%) |
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%) |
*Figures are not consolidated
Unity: Revenues, 2Q11 - 2Q12 (NT$m) | |||||
Quarter | Sales | Q/Q | Y/Y | YTD | Y/Y |
2Q-12 | 1,768 | 77.7% | 2.2% | 2,763 | (17.5%) |
1Q-12 | 995 | 1.3% | (38.6%) | 995 | (38.6%) |
4Q-11 | 982 | (31.1%) | (39.6%) | 5,758 | (15%) |
3Q-11 | 1,424 | (17.7%) | (24.8%) | 4,776 | (7.2%) |
2Q-11 | 1,730 | 6.7% | (15.2%) | 3,351 | 3.1% |
*Figures are not consolidated
