Taiwan’s Unity Opto and Lextar have made good marks in revenue in September.Unity Opto’s revenue reach a new high of US$30 million in September while Lextar’s consolidated revenue of US$33.5 million for the month hit a hit a 26-month high.

Unity Opto pointed out that its growth potential remains strong in October thanks to mainland China’s subsidization to LCD TV consumers and rollouts of touch-screen laptops by many PC makers. Both drive up demands for LED backlights, a major product at Unity and Lextar.

In particular, Unity Opto executives estimated the two factors will push back low-season effect, which usually happen in Q4, by at least two months.

In the first three quarters in 2012, Unity Opto had total revenue of US$174 million, reaching 90% of its total US$192 million for 2011.

Industry executives estimated the company’s total revenue for this year to rise by at least 30% from 2011.

Unity Opto executives pointed out that the penetration of LED backlight already reached 70% in TV market in Q3 and will further enlarge due to increased sales of TVs lit by direct view backlights.

Lextar had consolidated revenue of US$96.4 million in the third quarter alone, up 10.8% from the second quarter and 14.9% year on year. The company’s executives ascribed the increase mostly to increased shipments of LEDs for backlights and lighting.