Taiwan-based BLU makers see growth in April revenues

   Date:2010/05/14     Source:

Taiwan-based backlight unit (BLU) makers Coretronic, Forhouse, Kenmos Technology and Taiwan Nano Electro-Optical Technology have all seen on-month growth in their April revenues.

Coretronic has posted consolidated revenues of NT$8.37 billion (US$263.43 million) for April, up 13.14% sequentially and 42.36% on year. Consolidated revenues for the first four months of 2010 totaled NT$29.6 billion, up 54.11% on year.

BLU shipments were about 6.9 million units in April, and consolidated revenues from BLUs reached NT$5.51 billion, increasing 29% sequentially and 52% on year. The BLU revenue growth was mainly driven by shipments for LED-backlit TVs and monitors, which increased by 16% and 118% on month, respectively.

TV BLU shipments totaled 1.08 million units, of which 18% were LED models. Monitor BLU shipments came to 3.2 million units, with LED models accounting for 25%. Shipments of notebook BLUs reached 2.54 million units, 86% of which were LED models, according to the company.

Coretronic's front projector shipments in April amounted to 142,000 units, generating revenues of NT$2 billion, which was down 5% sequentially. Projector shipments for January-April reached 459,000 units, increasing 89% on year.

For May, Coretronic expects projector shipments to drop slightly on month, and BLU shipments to continue to grow.

Forhouse has reported April consolidated revenues of NT$2.18 billion, an increase of 22.36% sequentially and 26.48% on year. Consolidated revenues for January-April totaled NT$7.64 billion, up 63.33% on year.

Kenmos' April consolidated revenues increased 10.48% sequentially and 45.42% on year to NT$733.37 million. Consolidated revenues for January-April were NT$2.72 billion, up 57.92% on year.

Taiwan Nano's April consolidated revenues increased 0.48% sequentially and 30.84% on year to NT$506.86 million. Consolidated revenues for January-April totaled NT$1.9 billion, up 71.42% on year.

Taiwan BLU makers: Revenues, Apr 2009 - Apr 2010 (NT$m)

Taiwan BLU makers: Revenues, Apr 2009 - Apr 2010 (NT$m)

Month

Coretronic

Forhouse

ROEC

Taiwan Nano Electro-Optical

Kenmos

Sales

Y/Y

Sales

Y/Y

Sales

Y/Y

Sales

Y/Y

Sales

Y/Y

Apr-10

3,239

49.9%

2,139

123.7%

299

27.6%

72

38.1%

726

405.5%

Mar-10

3,027

64.1%

1,792

149.7%

261

(27.6%)

84

121.4%

739

203.4%

Feb-10

1,893

29.5%

1,742

272.1%

321

(9.6%)

8

(79.4%)

610

289.6%

Jan-10

2,289

61.5%

1,115

242.1%

221

(32.2%)

14

(46.5%)

810

392.6%

Dec-09

2,537

60.7%

840

124.9%

205

(4.2%)

17

(29.2%)

692

137.1%

Nov-09

2,431

34.3%

1,022

198.2%

266

(10.5%)

14

(74.2%)

681

144.7%

Oct-09

2,519

(5.5%)

1,029

76.1%

427

(32%)

34

(71.5%)

657

5.2%

Sep-09

2,374

(42%)

957

62.3%

546

(49.5%)

37

(61.1%)

556

2.7%

Aug-09

2,203

(47%)

915

35.3%

435

(54.1%)

59

(17.9%)

633

12.7%

Jul-09

2,276

(34.2%)

827

40.1%

444

(47%)

51

(28.4%)

551

24.8%

Jun-09

2,238

(41.3%)

853

7.5%

330

(64.7%)

63

(29.1%)

521

27.2%

May-09

2,058

(41.3%)

835

(4.9%)

391

(57.9%)

52

(46.8%)

564

(11.6%)

Apr-09

2,161

(45.2%)

956

36.1%

234

(74.7%)

52

(46.4%)

144

(76.8%)

*Figures are not consolidated
Source: TSE, compiled by Digitimes, May 2010

2005- www.researchinchina.com All Rights Reserved 京ICP备05069564号-1 京公网安备1101054484号