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Taiwan Semiconductor Weekly Newsletter
16, January 2012
The themes of this week :

- Revenues Down for Taiwan’s Top-3 Science Ind. Parks in 2011
- TSMC’s Q4 Revenue Meets Target Despite A Weak Dec. Result
- UMC’s Q4 Revenue Advances Expectations
- Taiwan’s Optoelectronics Industry Down 6% YoY in 2011
- Powerchip Sells Apacer Shares to Raise NT$314 Million
- ProMOS Seeking to Settle Debts With Banks

Taiwan’s Optoelectronics Industry Down 6% YoY in 2011

In 2011 alone, the revenue of Taiwan’s optoelectronics industry contracted 6% year on year to approximately US$73.3 billion, due chiefly to global economic meltdown, according to the non-profit Photonics Industry & Technology Development Association (PIDA).

The slump rate was higher than the 5% decline pace registered by the industry worldwide. Compared with US$403.8 billion the global industry generated throughout 2011, Taiwan’s 2011 result accounted for18% of the global total.

By industrial segment, TFT-LCD panel and module manufacturing topped other sectors of the Taiwan industry last year with revenue of NT$1.03 trillion (US$34.6 billion at US$1: NT$30). The other nine iconic sectors were TFT-LCD materials and components, digital camera, solar cell, optical-disc player, LED packaging, precision optical components and lens, LED epi-wafer, optical disc, and silicon crystalline. The 10 sectors were responsible for a combined 93% of 2011 revenue of Taiwan’s optoelectronics industry.

According to PIDA’s surveys, Taiwan’s flat-panel industry, composed of electronic paper, organic LED (OLED), TN/STN display panel, TFT-LCD manufacturing equipment, TFT-LCD materials, and TFT-LCD panel, produced revenue of NT$1.43 billion (US$47.6 billion) last year alone, dwindling 7% year on year.

Of Taiwan’s flat-panel industry large-size panel manufacturing fell 15% year on year, to NT$796.9 billion (US$26.5 billion) last year, whereas small-size panel manufacturing marked an annual growth rate of 18% last year with revenue of NT$241.8 billion (US$8 billion). The opposite revenue development reflected the shift of Taiwan’s flat-panel industry towards small-size panels from large-size panels in terms of product emphasis.
PIDA forecast that in 2014 Taiwan’s large-size panel industry will generate revenue of NT$884.9 billion (US$29.4 billion), which represents single-digit increase rate each year from 2011. In the meantime, the island’s small-size panel industry will see revenue increase at double-digit rate, to NT$337 billion (US$11.2 billion) until 2014.
PIDA pointed out that Taiwan’s optoelectronics industry is experiencing a short-term reshuffling in terms of product priority. Over the next five years, LED lighting, solar energy, opto communications, and biomedical technologies will dominate Taiwan’s optoelectronics industry.

Top 10 Sectors of Taiwan’s Optoelectronics Industry (2011)