LITEON Technology (2301-tw) today reported its May consolidated revenue of NT$14.6 billion, up 6 % M-o-M and 7% Y-o-Y, hitting a record high of the same period in 3 years, as a result of ongoing shipment recovery on supply chain from gradual lifting lockdown in East China area as well as LITEON's cross-regional diversified production sites with flexible and quick-responded capacity management. Thanks to continuous optimization of product mix and the stable demand from its core business, cumulative sales for January to May totaled NT$ 69.6 billion, up 7% Y-o-Y.
Opto-electronics business contributed a 20% share of total sales, of which, stable demand from LITEON's worldwide No.1 shipment photocouplers used in industrial automation, high-end power supply and green energy applications; smooth delivery of sensor modules applied in wearables, coupled with delivery growth of the electronic vehicle chargers and
LED vehicle lighting, Opto-electronics business posted a yearly growth of 3%.
Cloud & AIoT business contributed a 31% share of sales, which already accounted for over 30% of total revenue for five consecutive months. Thanks to the delivery growth from high-end datacenter server and networking power management systems for cloud computing, Cloud & AIoT posted a yearly growth of 9%.
Information Technology & Consumer Electronics business accounted for 49% of sales, of which, market demand from the high-end Notebook PC power adapters, gaming power supplies, IT keyboards and mice, as well as laser models of multi-function peripherals presented a growth of 8 % Y-o-Y.
Gold+ Member Report
Report Name |
Content |
Format |
Release |
LED Industry Demand and Supply Database |
Demand Market Forecast: |
PDF / Excel |
1Q (March) /
3Q (September)
|
2022-2026 Demand Market Forecast |
(Backlight and Flash LED / General Lighting / Architectural Lighting / Automotive- Passenger Car & Box Truck & Scooter / Video Wall / Horticultural Lighting / UV LED / IR LED / Micro LED / Mini LED) |
Supply Market Analysis: |
1. LED Chip Market Value (External Sales, Total Sales) |
2. WW New GaN LED and AS/P LED MOCVD Chamber Installation Volume /
WW Accumulated GaN LED and AS/P LED MOCVD Chamber Installation
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3. GaN LED and AS/P LED Wafer Market Demand (By Region / By Wafer Size) |
4. GaN LED and AS/P LED Market Sufficiency Analysis |
LED Player Revenue and Capacity |
LED Chip Market Analysis: |
PDF / Excel |
2Q (June) /
4Q (December)
|
Top 10 LED Chip Manufacturer Revenue and Wafer Capacity |
LED Package Market Analysis: |
LED Package Manufacturer Revenue, LED Revenue, and Capacity |
Top 10 LED Package Revenues in Backlight and Flash LED, Lighting, Automotive, Video Wall, UV LED |
LED Industry Price Survey |
Price Survey- Sapphire / Chip / LED Package (Backlight, Lighting, Automotive, Video Wall, UV LED, IR LED, VCSEL) |
Excel |
1Q (March) /
2Q (June) /
3Q (September) /
4Q (December)
|
LED Industry Quarterly Update |
Major Players Quarterly Update: |
PDF |
1Q (March) /
2Q (June) /
3Q (September) / 4Q (December)
|
EU / U.S- Lumileds, ams OSRAM, CREE LED (Smart Global Holdings) |
JP- Nichia, Citizen, Stanley, ROHM |
KR- Samsung, Seoul Semiconductor, Seoul Viosys |
ML- Dominant |
TW- Ennostar, Epileds, Everlight, LITEON, AOT, Harvatek, PlayNitride |
CN- San’an, Changelight, HC SemiTek, Aucksun, Focus Lightings, Nationstar, Hongli, Refond, Jufei, MTC, ChangFang Lighting, MLS |
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