LED lighting demand is a key player for Taiwan LED package manufacture growth in 2014, according to a recent report from Morgan Stanley. Everlight’s goal is to increase lighting revenue percentage to 30 percent in 2014. Morgan Stanley estimates that the company’s lighting operations will double, but that increase in product inventory still requires a lot of attention.

LEDinside, the LED research division of TrendForce, indicates that affected by the month-end inventory adjustment and the dreary end-market demand, most LED manufacturers’ revenues underwent setbacks, averaging between 10% and 15%. According to LEDinside, despite the low utilization rates of LED companies, the LED chip supply in 2011 still amounted to 174 billion units while the chip demand was merely 129 billion units, with a 35% oversupply. As a result, most LED manufacturers faced considerable inventory pressure in 2H11. Looking towards 2012, given t...