LED makers celebrated Q2 revenue performance; Genesis Photonics’ margin slid

Taiwan LED makers cheered as their 2Q09 revenues jumped by more than 30-40%, thanks largely to robust demand of backlight applications and outdoor displays.

Epistar is currently running at full capacity utilization; as demand remains strong, its prices were further underpinned by the short supply of its products. Amid rising demand of backlight, third-quarter revenues are expected to maintain a double-digit QoQ increase. On the other hand, Genesis Photonics suffered losses of ~$3.8 million in the first half of the year as it failed to invent in the backlight segment. Despite the condition that LED packaging order visibility is still under a month, Everlight has been aggressively paving the way for the backlight and lighting business; investors project that Everlight’s third-quarter revenues may reach $90~105 million, an encouraging 15% QoQ growth.

Outlook for the third quarter – the traditionally peak season for shipments, coupled with GaN chip shortages, has lent a helping hand to the stabilization of LED prices, thereby benefitting the LED makers and LED packagers, whose third-quarter revenue forecasts are expected to extend its rising streak.

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