发光二极管芯片制造商epistar, formosa epitaxy 和arima光电公司在今年第一季度的税前收益和每股收益都有所下降。由于低边际收益的蓝光led的更高销售比例和 芯片销售又不好，epistar公司的每股收益在第一季度暴跌93%，然而，芯片制造商仍对第二季度表示乐观，当高亮度氧化铟锡led芯片的每月出货量可以超过它最近的出货纪录。分析家认为，epistar公司应该会在这个季度的收入增长30%。分析家预测制造商会达到总边际收益的26%，比之前的一个季度增加6%。由于formosa epitaxy公司过去还仍然在消化其存货，所以第一季度收益也不好。然而，formosa epitaxy公司力争在这个季度扭转形势，此外，发光二极管芯片制造商打算从目前的1亿至1.2亿个单位的月生产能力到今年底的1.8亿。
据最近的经济日报新闻报道，arima公司3月份从stanley electric公司接到更多用于汽车磷化铝镓铟led芯片，使stanley electric公司成为arima公司的最大客户，超过了agilent technologies公司。制造商估计由于磷化铝镓铟led这一部分的增长将可以有助于制造商的第二季度收入增长40%。但是arima公司拒绝发表看法。另据相关新闻报道，台湾发光二极管制造商everlight，harvatek和bright公司也都在第一季度的遭受每股收益的下降。
ledfirms 1q eps (nt$)
1q04
1q05
y/y
ledchipmakers
epistar
2.18
0.16
(93%)
formosa epitaxy
0.31
(0.25)
-
arima optoelectronics
0.76
0.01
(99%)
ledmakers
everlight
1.04
0.61
(41%)
harvatek
1.08
0.05
(95%)
brightled
1.35
0.34
(75%)
ledfirms 1q pretax profits (nt$m)
1q04
1q05
y/y
ledchipmakers
epistar
271
12
(96%)
formosa epitaxy
22
(25)
-
arima optoelectronics
100
1.8
(98%)
ledmakers
everlight
318
215
(32%)
harvatek
137
10
(93%)
brightled
143
46
(68%)
ledfirms 1q revenues (nt$m)
-
1q04
1q05
y/y
ledchipmakers
epistar
780
654
(16 %)
formosa epitaxy
169
189
12%
arima optoelectronics
572
514
(10%)
ledmakers
everlight
1,506
1,365
(9%)
harvatek
520
418
(20%)
brightled
579
494
(15%)
led makers: march 2004 - march 2005 revenues (nt$m)
month
everlight electronics
bright led
harvatek
sales
y/y
sales
y/y
sales
y/y
mar-05
506
-10.7%
192
-5.6%
144
-14.5%
feb-05
382
-20.3%
146
-30.4%
123
-15.1%
jan-05
425
-7.8%
155
-6%
151
-26.2%
dec-04
393
-25.1%
125
-37.8%
127
-34.6%
nov-04
471
-6.8%
174
-8.8%
150
-17.9%
oct-04
494
0.9%
178
-3.6%
142
-39.4%
sep-04
501
14.7%
194
6.8%
134
-41.2%
aug-04
484
33.3%
173
7.2%
118
-37.6%
jul-04
507
41.1%
170
13.6%
141
-7.6%
jun-04
603
57%
162
19.9%
155
20.5%
may-04
583
57.5%
174
28.8%
177
33.2%
apr-04
469
20.1%
328
125.2%
210
24%
mar-04
566
20.2%
204
38.6%
169
1.7%
led chipmakers: march 2004 - march 2005 revenues (nt$m)
month
epistar
forepi
arima opto
sales
y/y
sales
y/y
sales
y/y
mar-05
249
-5.9%
81
6.9%
195
-7.9%
feb-05
200
-24.3%
51
-10.4%
140
-20.4%
jan-05
207
-17.2%
57
54.7%
179
-3.3%
dec-04
187
-31.7%
86
44.5%
204
7.2%
nov-04
200
-13.6%
102
79.1%
251
38.9%
oct-04
216
3.9%
94
81.2%
262
45.5%
sep-04
227
19.7%
81
82%
270
63.9%
aug-04
200
13.5%
88
174.8%
255
66.7%
jul-04
250
51.5%
86
86.2%
221
45.7%
jun-04
304
96.7%
76
60.6%
207
37.1%
may-04
284
66.2%
104
62.1%
229
45.8%
apr-04
272
65.2%
76
25.5%
223
29.6%
mar-04
265
45.2%
76
-4.5%
212
12%
led makers: 3q 2003 - 3q 2004 revenues (nt$m)
quarter
everlight electronics
bright led
harvatek
sales
y/y
sales
y/y
sales
y/y
3q-04
1,491
28.3%
537
9%
393
-31.6%
2q-04
1,656
40.2%
664
59.6%
541
26.9%
1q-04
1,506
24.7%
579
65.9%
520
9.8%
4q-03
1,509
41.6%
574
69.7%
608
30.9%
3q-03
1,163
15.2%
493
64.2%
575
77.3%
led chipmakers: 3q 2003 - 3q 2004 revenues (nt$m)
quarter
epistar
forepi
arima opto
sales
y/y
sales
y/y
sales
y/y
3q-04
677
27.5%
255
107.2%
746
58.9%
2q-04
860
75.5%
256
49.1%
659
37.3%
1q-04
780
51.6%
169
-24.4%
572
12.2%
4q-03
712
25.5%
168
-15.2%
551
36.9%
3q-03
531
0.9%
123
-3%
469
24.2%
以上是网络信息转载，信息真实性自行斟酌。
