Recently, panel factory Innolux, AU, LED industry chain related enterprises Fucai, billion light, 錼, Lite-Bao, Taiwan table, Hongqi, Dingyuan, Ruiyi, China Optoelectronics, Taiding, automotive LED manufacturers Liqing, Lianjia Optoelectronics 14 LED related Taiwan enterprises announced in June, the second quarter and the first half of the revenue.
In terms of panel manufacturers, in June, Innolux and AU's revenue increased year-on-year and month-on-month. Innolux's revenue in June was up 3.4 percent month-on-month, and Innolux said shipments of both large and small panel sizes increased by more than 20 percent. Au's revenue in June increased 5.3% from the previous quarter, and the total panel shipment area in the second quarter reached 5.706 million square meters, an increase of 16%. Innolux and AU's first-half revenue fell 21.2% and 20.7% from last year.
In terms of the LED industry chain, in June, Micro LED manufacturers 錼 generated revenue up 161.78% year-on-year. It is reported that 錼 Chuang's revenue has surged in recent months, and the annual growth rate of revenue in May and June has more than doubled, mainly due to the beginning of recognizing technology transfer revenue after cooperation with Fucai, the company expects to achieve a single month's loss before the end of this year.
Due to weak market demand, except for 錼, the revenue of most enterprises in June declined year-on-year. Fucai previously said that the second quarter of this year by Mini LED customers continued to adjust inventory, and backlight demand gradually slowed down after June, estimated that although the single quarter revenue is expected to be better than the first quarter, but may still be lower than the same period last year, profit and loss pressure is still in.
Although the performance of most LED industry chain companies in the first half of the year declined compared with the same period last year, companies said that LED business demand is picking up month by month, and they are optimistic about the market development in the second half of the year.
In terms of automotive lighting, thanks to the strong demand for LED lights, LED module factory Liqing and Lianjia Optoelectronics Q2 and the first half of the revenue growth. Among them, Liqing increased significantly in June, its revenue doubled to NT $871 million, more than doubling year-on-year, and its revenue in the second quarter increased 96.62% year-on-year. Liqing looks forward to the second half of the year, under the recovery of the momentum of the car market, the company's revenue will increase in the second half of the year compared with the first half of the year.