2007年第四季度台湾LED厂商营收状况
LEDinside统计公开资讯，2007年Q4台湾上市上柜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。
Figure 1: Taiwan LED Industry production value
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LED产业明显呈现大者恆大的现象。
Figure 2:台湾上市上柜 LED封装厂营收排行
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前10大台湾LED封装厂
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Q407
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Share
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Lite-On 光宝科
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<!-- D(["mb"," u003cp styleu003d"text-align:center" alignu003d"center"u003eu003cspan langu003d"EN-US"u003eu003cfont sizeu003d"3"u003e2,980 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"u003e28.0%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"u003eEverlight u003c/fontu003eu003c/spanu003eu003cfont sizeu003d"3"u003e亿光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"u003e2,839 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"u003e26.7%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"u003eBRIGHT LEDu003c/fontu003eu003c/spanu003eu003cfont sizeu003d"3"u003e佰鸿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] ); //-->
2,980
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28.0%
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Everlight 亿光
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2,839
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26.7%
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BRIGHT LED 佰鸿
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<!-- 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
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10.2%
|
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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%
|
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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%
|
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Edison Opto 艾笛森
|
230
|
2.2%
|
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Total
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<!-- 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: 台湾上市上柜 LED芯片厂排行
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前8大台湾LED芯片厂
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Q407
|
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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。
