2007年第4季度台湾地区LED厂商营收状况
LEDinside 统计公开资讯,2007年Q4台湾地区上市上柜LED厂商营收总额共181.3亿元,相较同年Q3小幅成长2.4%。若是区分成LED封装与LED芯片两大 类,LED封装厂商Q4营收约106.4亿,QoQ成长6.5%;LED芯片厂营收总额为74.8亿元,QoQ下滑2.9%。LEDinside表示由于 12月LED厂商面临淡季度,整体产业产值MoM下滑约10%以上,影响2007年Q4的表现。
2007年第四季度LED厂商营收排名
在2007年第四季度LED厂商营收排名,就LED封装厂来看,光宝与亿光两家营收分别为29.8亿元与28.4亿元,分佔LED封装厂营收总和的28%与26.7%,两者合计超过LED封装厂营收总和的54%。而LED芯片厂的晶电2007年第四季度营收为29亿元,佔LED芯片厂营收总和的38.8%,因此台湾地区LED产业明显呈现大者恆大的现象。
Figure 2:台湾地区上市上柜 LED封装厂营收排行
前10大台湾地区LED封装厂 |
Q407 |
Share |
Lite-On 光宝科 |
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28.0% |
Everlight 亿光 |
2,839 |
26.7% |
BRIGHT LED 佰鸿 |
<!-- D(["mb"," u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e1,083 u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1.5pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;width:74px;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrapu003e u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e10.2%u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003eu003c/tru003e u003ctru003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:windowtext 1.5pt solid;width:154px;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrapu003e u003cpu003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003eUnity Opto u003c/fontu003eu003c/spanu003eu003cfont sizeu003d"3"u003e东贝u003c/fontu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;width:55px;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrapu003e u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e929 u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1.5pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;width:74px;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrapu003e u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e8.7%u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003eu003c/tru003e u003ctru003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:windowtext 1.5pt solid;width:154px;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrapu003e u003cpu003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003eAOT u003c/fontu003eu003c/spanu003eu003cfont sizeu003d"3"u003e台湾先进开发u003c/fontu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;width:55px;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrapu003e",1] ); //--> 1,083 |
10.2% |
Unity Opto 东贝 |
929 |
8.7% |
AOT 台湾先进开发 |
<!-- D(["mb"," u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e905 u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1.5pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;width:74px;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrapu003e u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e8.5%u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003eu003c/tru003e u003ctru003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:windowtext 1.5pt solid;width:154px;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrapu003e u003cpu003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003eHarvatek u003c/fontu003eu003c/spanu003eu003cfont sizeu003d"3"u003e宏齐u003c/fontu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;width:55px;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrapu003e u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e844 u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1.5pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;width:74px;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrapu003e u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e7.9%u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003eu003c/tru003e u003ctru003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:windowtext 1.5pt solid;width:154px;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrapu003e u003cpu003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003eTAIWAN OASISu003c/fontu003eu003c/spanu003eu003cfont sizeu003d"3"u003e李洲u003c/fontu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;width:55px;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrapu003e",1] ); //--> 905 |
8.5% |
Harvatek 宏齐 |
844 |
7.9% |
TAIWAN OASIS李洲 |
<!-- D(["mb"," u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e321 u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1.5pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;width:74px;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrapu003e u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e3.0%u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003eu003c/tru003e u003ctru003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:windowtext 1.5pt solid;width:154px;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrapu003e u003cpu003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003eLedtech u003c/fontu003eu003c/spanu003eu003cfont sizeu003d"3"u003e华兴u003c/fontu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;width:55px;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrapu003e u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e263 u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1.5pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;width:74px;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrapu003e u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e2.5%u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003eu003c/tru003e u003ctru003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:windowtext 1.5pt solid;width:154px;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrapu003e u003cpu003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003eUPEC u003c/fontu003eu003c/spanu003eu003cfont sizeu003d"3"u003e连营u003c/fontu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;width:55px;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrapu003e",1] ); //--> 321 |
3.0% |
Ledtech 华兴 |
263 |
2.5% |
UPEC 连营 |
<!-- D(["mb"," u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e248 u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1.5pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;width:74px;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrapu003e u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e2.3%u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003eu003c/tru003e u003ctru003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:windowtext 1.5pt solid;width:154px;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrapu003e u003cpu003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003eEdison Opto u003c/fontu003eu003c/spanu003eu003cfont sizeu003d"3"u003e艾笛森u003c/fontu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;width:55px;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrapu003e u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e230 u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1.5pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;width:74px;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrapu003e u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e2.2%u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003eu003c/tru003e u003ctru003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:windowtext 1.5pt solid;width:154px;padding-top:0cm;border-bottom:windowtext 1.5pt solid" nowrapu003e u003cpu003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003eTotalu003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;width:55px;padding-top:0cm;border-bottom:windowtext 1.5pt solid" nowrapu003e",1] ); //--> 248 |
2.3% |
Edison Opto 艾笛森 |
230 |
2.2% |
Total |
<!-- D(["mb"," u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e10,642 u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1.5pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;width:74px;padding-top:0cm;border-bottom:windowtext 1.5pt solid" nowrapu003e u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e100.0%u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003eu003c/tru003eu003c/tbodyu003eu003c/tableu003e u003cp styleu003d"text-justify:inter-ideograph;text-align:justify"u003eu003cspan styleu003d"font-family:Times New Roman"u003e资料来源u003c/spanu003eu003cfont faceu003d"Times New Roman"u003eu003cspan langu003d"EN-US"u003e:u003c/spanu003eu003c/fontu003eu003cspan styleu003d"font-family:Times New Roman"u003e各公司公开资料u003c/spanu003eu003cfont faceu003d"Times New Roman"u003eu003cspan langu003d"EN-US"u003e, LEDinside.com, 2008/01u003c/spanu003eu003c/fontu003eu003c/pu003e u003cp styleu003d"text-justify:inter-ideograph;text-align:justify"u003eu003cfont faceu003d"Times New Roman"u003eu003cbu003eu003cspan langu003d"EN-US"u003eFigure 3: 台湾 LEDu003c/spanu003eu003c/bu003eu003c/fontu003eu003cbu003eu003cspan styleu003d"font-family:Times New Roman"u003e芯片厂排行u003c/spanu003eu003c/bu003eu003c/pu003e u003ctable styleu003d"border-right:medium none;border-top:medium none;margin-left:0.75pt;border-left:medium none;border-bottom:medium none;border-collapse:collapse" cellspacingu003d"0" cellpaddingu003d"0" widthu003d"301" borderu003d"1"u003e u003ctbodyu003e u003ctru003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:windowtext 1.5pt solid;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:windowtext 1.5pt solid;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrap widthu003d"178"u003e u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e(u0026#39;000 NTD)u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:windowtext 1.5pt solid;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrapu003e u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003eQ407u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1.5pt solid;padding-right:1.4pt;border-top:windowtext 1.5pt solid;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrap widthu003d"55"u003e",1] ); //--> 10,642 |
100.0% |
资料来源:各公司公开资料, LEDinside.com, 2008/01
货币数字单位:新台币百万元(Million NTD)
Figure 2: Taiwan LED package makers sales revenue ranking
Figure 3: 台湾地区上市上柜 LED芯片厂排行
前8大台湾地区LED芯片厂 |
Q407 |
<!-- D(["mb"," u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003eShareu003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003eu003c/tru003e u003ctru003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:windowtext 1.5pt solid;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrap widthu003d"178"u003e u003cpu003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003eEpistar u003c/fontu003eu003c/spanu003eu003cfont sizeu003d"3"u003e晶电u003c/fontu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrapu003e u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e2,908 u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1.5pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrap widthu003d"55"u003e u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e38.8%u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003eu003c/tru003e u003ctru003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:windowtext 1.5pt solid;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrap widthu003d"178"u003e u003cpu003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003eOpto Tech u003c/fontu003eu003c/spanu003eu003cfont sizeu003d"3"u003e光磊u003c/fontu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrapu003e u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e1,573 u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1.5pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrap widthu003d"55"u003e",1] ); //--> Share |
Epistar 晶电 |
2,908 |
38.8% |
Opto Tech 光磊 |
1,573 |
<!-- D(["mb"," u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e21.0%u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003eu003c/tru003e u003ctru003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:windowtext 1.5pt solid;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrap widthu003d"178"u003e u003cpu003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003eTynteku003c/fontu003eu003cfont sizeu003d"3"u003e u003c/fontu003eu003c/spanu003eu003cfont sizeu003d"3"u003e鼎元u003c/fontu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrapu003e u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e845 u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1.5pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrap widthu003d"55"u003e u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e11.3%u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003eu003c/tru003e u003ctru003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:windowtext 1.5pt solid;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrap widthu003d"178"u003e u003cpu003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003eHugau003c/fontu003eu003cfont sizeu003d"3"u003e u003c/fontu003eu003c/spanu003eu003cfont sizeu003d"3"u003e广鎵u003c/fontu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrapu003e u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e589 u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1.5pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrap widthu003d"55"u003e",1] ); //--> 21.0% |
Tyntek 鼎元 |
845 |
11.3% |
Huga 广鎵 |
589 |
<!-- D(["mb"," u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e7.9%u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003eu003c/tru003e u003ctru003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:windowtext 1.5pt solid;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrap widthu003d"178"u003e u003cpu003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003eArimau003c/fontu003eu003cfont sizeu003d"3"u003e Optoelectronicu003c/fontu003eu003c/spanu003eu003cfont sizeu003d"3"u003e华上u003c/fontu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrapu003e u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e567 u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1.5pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrap widthu003d"55"u003e u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e7.6%u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003eu003c/tru003e u003ctru003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:windowtext 1.5pt solid;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrap widthu003d"178"u003e u003cpu003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003eFOREPIu003c/fontu003eu003cfont sizeu003d"3"u003e u003c/fontu003eu003c/spanu003eu003cfont sizeu003d"3"u003e璨圆u003c/fontu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrapu003e u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e419 u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1.5pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrap widthu003d"55"u003e",1] ); //--> 7.9% |
Arima Optoelectronic华上 |
567 |
7.6% |
FOREPI 璨圆 |
419 |
<!-- D(["mb"," u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e5.6%u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003eu003c/tru003e u003ctru003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:windowtext 1.5pt solid;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrap widthu003d"178"u003e u003cpu003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003eGenesis Photonics u003c/fontu003eu003c/spanu003eu003cfont sizeu003d"3"u003e新世纪u003c/fontu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrapu003e u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e305 u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1.5pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrap widthu003d"55"u003e u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e4.1%u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003eu003c/tru003e u003ctru003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:windowtext 1.5pt solid;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrap widthu003d"178"u003e u003cpu003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003eTekcoreu003c/fontu003eu003cfont sizeu003d"3"u003e u003c/fontu003eu003c/spanu003eu003cfont sizeu003d"3"u003e泰谷u003c/fontu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrapu003e u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e282 u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1.5pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;padding-top:0cm;border-bottom:windowtext 1pt solid" nowrap widthu003d"55"u003e",1] ); //--> 5.6% |
Genesis Photonics 新世纪 |
305 |
4.1% |
Tekcore 泰谷 |
282 |
<!-- D(["mb"," u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e3.8%u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003eu003c/tru003e u003ctru003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:windowtext 1.5pt solid;padding-top:0cm;border-bottom:windowtext 1.5pt solid" nowrap widthu003d"178"u003e u003cpu003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003eTotalu003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;padding-top:0cm;border-bottom:windowtext 1.5pt solid" nowrapu003e u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e7,489 u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003e u003ctd styleu003d"border-right:windowtext 1.5pt solid;padding-right:1.4pt;border-top:medium none;padding-left:1.4pt;background:white;padding-bottom:0cm;border-left:medium none;padding-top:0cm;border-bottom:windowtext 1.5pt solid" nowrap widthu003d"55"u003e u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e100.0%u003c/fontu003eu003c/spanu003eu003c/pu003eu003c/tdu003eu003c/tru003eu003c/tbodyu003eu003c/tableu003e u003cp styleu003d"text-justify:inter-ideograph;text-align:justify"u003eu003cspan styleu003d"font-family:Times New Roman"u003e资料来源u003c/spanu003eu003cfont faceu003d"Times New Roman"u003eu003cspan langu003d"EN-US"u003e: u003c/spanu003eu003c/fontu003eu003cspan styleu003d"font-family:Times New Roman"u003e各公司公开资料u003c/spanu003eu003cfont faceu003d"Times New Roman"u003eu003cspan langu003d"EN-US"u003e, LEDinside.com, 2008/0u003c/spanu003eu003c/fontu003eu003c/pu003e u003cp styleu003d"text-justify:inter-ideograph;text-align:justify"u003eu003cfont faceu003d"Times New Roman"u003eu003cspan langu003d"EN-US"u003eLEDinsideu003c/spanu003eu003c/fontu003eu003cspan styleu003d"font-family:Times New Roman"u003e预计u003c/spanu003eu003cfont faceu003d"Times New Roman"u003eu003cspan langu003d"EN-US"u003e2008u003c/spanu003eu003c/fontu003eu003cspan styleu003d"font-family:Times New Roman"u003e年u003c/spanu003eu003cfont faceu003d"Times New Roman"u003eu003cspan langu003d"EN-US"u003eQ1u003c/spanu003eu003c/fontu003eu003cspan styleu003d"font-family:Times New Roman"u003e营收较u003c/spanu003eu003cfont faceu003d"Times New Roman"u003eu003cspan langu003d"EN-US"u003e2007u003c/spanu003eu003c/fontu003eu003cspan styleu003d"font-family:Times New Roman"u003e年u003c/spanu003eu003cfont faceu003d"Times New Roman"u003e",1] ); //--> 3.8% |
Total |
7,489 |
100.0% |
资料来源:各公司公开资料, LEDinside.com, 2008/01
货币数字单位:新台币百万元(Million NTD)
Figure 3: Taiwan LED chip makers sales revenue ranking
2008年第一季度展望与趋势
在未来的发展方面,预计2008年第一季度营收较2007年第四季度将呈现衰退的趋势,下跌较大的部分主要肇因于LED在手机应用的需求减少,特别是中国大陆手机市场,因为中国大陆政府对于白牌手机的政策转趋严格,使得白牌手机销售量大幅衰退,导致手机用LED需求大幅减少所致。另外,属于消费性产品的中尺寸数位相框在第四季度末开始进入淡季度,因此数位相框用LED需求也将呈现下跌趋势。
在NB用LED方面,由于搭载LED背光的NB面板比率逐渐提升,虽然目前LED仍以日系厂商为主,不过台湾地区厂商亿光电子在2007年第四季度NB背光用LED开始送样,预计2008年将会有较大幅度的成长。