08 years of LED NB, LED Street demand to accelerate growth

LED group in small and medium size backlight demand visibility continued to climb high, in March the overall performance is very clear, recovery momentum Q1 operation will be better than the same period last year, plus 08 years of the new application of LED NB and LED Street will be expected to speed up the theme of expanding the capacity of imagination fully fermented, the group also appeared rally in the band deep down, the crystal electric and optical billion since low band spring open red rose, there are three to 40%, the remaining stocks also rose 20% over the average, showed no Yu in operating fundamentals as the theme of LED NB, double LED lamp needs to accelerate fermentation kinetic energy, is expected to be more continue to illuminate the 08 years of LED industry outlook.

LED NB products, NB showed that the 2012 panel makers AUO panel will also be full of no mercury, 100% for the LED NB aircraft, has undoubtedly made the most specific endorsement for LED NB mainstream trend. In addition, views on LED NB into the pace of the photoelectric AUO and backlight module supplier, is also very consistent, also means that other suppliers, including the backlight module and Dayi Kneip radiant section, should be gradually the real benefits.

The current LED NB models AUO NB panel sales accounted for the overall proportion of about 5% to 6%, is expected to total annual average LED NB aircraft proportion will exceed 20%, the other in the photoelectric current LED NB the proportion of about 4.5%, is expected on a quarterly increase of 5 percentage points in the 20% trend, the proportion of the station before the end of this year, showing 08 years LED NB the shipment will accelerate take-off.

Macquarie Securities previously evaluated, 08 years LED NB aircraft penetration will from 07 years 5% to 15%, and by 2010 more substantial growth to 41%. The United States Department of market research agency MCG estimates, 2010 LED NB aircraft penetration will officially break 30%, to market penetration in 2012 when more can watch 50%.

In fact, in addition to Sony, ASUS and APPLE have launched LED NB new models, including DELL, HP and other Acer, also will be in this year launched 5 to 6 LED NB models, and optimistic about the added value of LED backlight of NB products can bring higher.

In the LED lamp, according to industry statistics, the global market size is currently about 160 million street lights, the mainland accounted for 17 million of that light, the estimated 08 years of global LED lighting market size of approximately 910 thousand of the estimated light, the mainland that occupies more than 50% of the lighting device and the high power demand, grain demand, derivative the LED lights are at least 800 million, will lead to high power LED supply and demand more tight; the other from the value point of view, this year's global LED street a total of about $1 billion.

In addition, according to the photoelectric technology industry association (PIDA) assessment, from 2008 to 2012, the global LED lighting output compound annual growth rate will reach 15%, forecast to 2012 when the annual output will be 4.5 times the current of the display, the next few years around the world LED street market growth momentum will be very strong. And this part, it is the important business opportunities of Taiwan LED manufacturers.

At present, the development of Yang Jie Technology Augustin and Jiangling group in the LED industry, the layout of the most representative, both by itself in the cooling solution advantage into the market, among them, the former in the mainland market layout more so than the Hon Hai group, Pei Xin semiconductor. Directly from the high power LED packaging gradually cut into the supply chain of the LED street light module industry, but also includes Sen Sen, Qi Han optoelectronics and research, such as crystal photoelectric.

From the LED listed companies, billion light and East Bay that will not be absent in the LED market, the upstream and Hua canyuan also have substantial gains, but the overall layout is relatively more representative is the volume of orders this year Baihong, has reached 50 thousand, and the light about customers in the mainland and overseas. The shipment time is just falls mainly in the second half of this year, the valuation of the company can be recognized part of the revenue of about 25 thousand light, about 5% of total revenue to 6%, and next year the performance contribution will be more significant.

Source: Lean news