Data shows that Taiwan’s LED companies’ total revenue in June reached NT$9.742 billion. Among them, the total revenue of 8 LED chip companies was NT$4.439 billion, a year-on-year increase of 11.8%, and a month-on-month decrease of 11.5%; the total revenue of 9 LED packaging companies reached NT$5.303 billion, a year-on-year decrease of 20%, and a slight decrease of 10.8% month-on-month.
Analysts pointed out that Taiwan’s LED companies’ revenue in June was generally in line with expectations. In June, the traditional off-season, Taiwan’s Longda’s revenue for the month was NT$1.36 billion, a record high in a single month. Taiwan Longda's stock price hit a new high in the past three months. The company's stock price rose by nearly 10% in June to close at NT$30.20 on June 30.
The revenue data of the two leading companies, Epistar Optoelectronics and Everlight Electronics, also performed well. Among them, Epistar Optoelectronics’ June revenue was NT$2.820 billion, a year-on-year increase of 46.45%, and a month-on-month increase of 0.88%, setting a record revenue high for the fourth consecutive month; Everlight Electronics’ June revenue was NT$2.532 billion, a slight decrease of 2% month-on-month, and a year-on-year increase of 33.83%.
Generally speaking, the revenue of the two major upstream and midstream LED manufacturers continued to rise in the second quarter. Among them, Epistar's total revenue in the second quarter was NT$8.126 billion, a 30.2% increase from the previous quarter, setting a new single-quarter revenue high; as a major midstream packaging manufacturer, Everlight Electronics' total second-quarter revenue was NT$7.689 billion, also setting a record high in a single quarter.
Medium and long-term investment opportunities deserve attention
Since the beginning of this year, the rapid growth of LED lighting market demand, coupled with the gradual increase in demand for LCD TVs and mobile phones, has driven Taiwan’s LED industry shipments to a situation in which supply exceeds demand. Due to the recent good performance of LED revenue data of Taiwanese companies, the revenue data of related companies in the region has always been an important indicator of industry prosperity. Therefore, industry insiders predict that the LED industry's prosperity will accelerate in the third quarter of this year, and the industry's gross profit margin will increase again.
It is worth mentioning that in the first half of this year, LED giants frequently received news of industry integration mergers and acquisitions, showing that the upstream concentration of the industry has also increased. On June 30, Philips announced the integration of its LED business unit. US media believed that this move may lead to Philips merging its LED business unit with the US giant Creat; on the same day, Epistar Optoelectronics' acquisition of Canyuan Optoelectronics was also major news in the industry in the first half of this year. The latest research report of Ping An Securities stated that it is optimistic about the future development trend of LED, especially the medium and long-term investment opportunities in this industry are worthy of attention.
In fact, LED lighting, a sub-industry, is in a continuous upward trend in the LED industry, because LED lighting is currently in a high-speed penetration stage, and its penetration rate is increasing quarter by quarter. CITIC Securities believes that although end consumers are still purchasing traditional lighting products in large quantities, dealers have clearly begun to reduce the proportion of traditional light source purchases. The agency predicts that the proportion of LED lighting market in mainland China will be between 35% and 40% in the second half of this year, and will increase quarter by quarter; in contrast, the proportion of LED lighting market in mainland China in the first half of this year is only 25% -30%.
PREVIOUS：Capital Airport completes GTC light source LED energy-saving renovation project
NEXT：Lianjian Optoelectronics successfully "takes off its hat" and welcomes opportunities to take off again!
RELATED NEWS
- Guan Baiyu: Joint innovation to promote coordinated development of the LED indus 2026-05-22
- Leading the new direction of screen display technology, Konka Group’s industrial 2026-05-22
- Samsung launches QN85C series mini LED TVs, priced from 11,999 yuan to 31,999 yu 2026-05-22
- Shanghai Feile Audio’s special announcement explains the acquisition doubts 2026-05-22
- There is no doubt that the LED industry has taken off and the next 10 years will 2026-05-22
CATEGORIES
PRODUCTS CATEGORIES
LATEST NEWS
CONTACT US
Contact: mack
Phone: +8613352972563
E-mail: mack@archled.net
Add: Building A2, Mingjinhai Second Industrial Zone, Shiyan Street, Baoan, Shenzhen,Guangdong,China
ANNA