LED packaging houses Everlight and Unity Opto have reported strong revenues for May as demand for LED lighting and shipments of backlight modules for tablet PCs increased.

Unity Opto stated the monthly increase of demand for LED indoor lighting systems helped to increase orders in the second quarter. Demand for LED backlight modules has been steady even though orders from TV firms have been less than expected but as Taiwan-based firms increase the production of tablet PCs, the shipments have been stable in May. May revenues reached NT$620 million (US$21 million), representing a 2.3% increase on month and the highest so far in 2011.

According to Unity Opto, the company has strong experience from developing LED modules and light bars to produce a complete and cost-effective solution. The goal is to quickly commercialize LED indoor and business applications. Lighting accounted for more than 20% of total revenues in May, Unity Opto said, adding it is anticipated that quarterly revenues from lighting shipments will account for more than 20% of total revenues in second quarter 2011.

Unity Opto indicated that the orders of LED lighting for business use have been increasing since March and expects the growth to amplify in second quarter.

Everlight reported May revenues of NT$1,570 million, representing a 10.7% on-month and 9.95% on-year increase. It is also highest monthly revenues so far in 2011.

Some April orders were delayed to May causing the revenues in May to grow more siginifcantly, in addition to growth of the production of traditional lamps, backlight modules, and lighting systems, it said. Lighting will account for 12-15% of total revenues by the end of 2011, Everlight indicated.

Everlight anticipates June revenues to be flat, but second quarter revenues will demonstrate quarterly growth. Gross margin will remain around 30%, same as first quarter, according to Everlight.

*Figures are not consolidated
Source: TSE, compiled by Digitimes, June 2011