Taiwan and domestic LED chip manufacturers face hu
2022-10-23- Detail
Taiwan and domestic LED chip manufacturers are facing huge inventory pressure
according to insiders, as Chinese LED epitaxial chip and chip manufacturers continue to invest more capacity, but the market demand remains unchanged, resulting in an oversupply situation in the LED chip market, which eventually leads to Taiwan and domestic LED chip manufacturers facing excessive inventory pressure
at the end of the third quarter of 2018, based on the continuous success of this research in promoting the selection of three position steering valves for new hydraulic cylinders, the inventory value of San'an optoelectronics reached 2.578 billion yuan (about 376 million US dollars), an increase of 3.6% over the previous quarter and 102.2% year-on-year; By the end of September 2018, the inventory value of Huacan optoelectronics had reached 1.237 billion yuan, an increase of 33.2% month on month; The inventory value of Qianzhao optoelectronics reached 407 million yuan, with a year-on-year increase of 64.1%
for Taiwan manufacturer Jingyuan optoelectronics, the inventory value at the end of the third quarter of 2018 reached US $172 million, a decrease of 1.4% over the previous quarter, but an increase of 11.9% over the same period last year
although LED chip manufacturers have increased inventories in order to slow down the downward trend in prices, at the same time, from the beginning of 2018 to the end of September, the price of LED chips fell by%. As San'an optoelectronics is expanding its production capacity, and some additional production capacity is expected to officially take effect in mid-2019, it is more important to pay attention to the oversupply of ED chips in l-wall thick aluminum profiles, which may continue to deteriorate in 2019
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