2010 LED industry will start a new round of economic scale war

2009 is "wonderful" on LED 2010 is expected to say, "Zhongxingpengyue" of the year. Recalling 2009, LED industry in the wake of the financial tsunami recovery industry is running ahead, due to the timely emergence of new applications, affected by the financial sea time is very short.

In 2010, under the application of end contests, believe that LED industry will continue to be "Zhongxingpengyue" of the year, but the manufacturers face the challenge with a more comprehensive test.

Billion light believes that 2010 will be a race with time of the year, in addition to more than technology, than money, than management and layout, more than speed, who can achieve economies of scale cost advantage in the shortest time, who is the winner.

Under the bright prospect of the call, LED industry passion since four, the expansion of investment, has become a new trend, "BD" has become an important industry in the first half of the LED drama of 2009, believe that this drama will continue on 2010.

The global group to get into the LED market, raised concerns about the moment turned to pile up in excess of requirement of positive and negative views the situation, the voice of the cross, until recently, from the back light demand is very strong, firm confidence gradually accumulated in.

Manufacturers LED confidence from the huge market demand, according to research institutions to assess, this year's global LED industry potential demand in 229 billion 700 million, two MOCVD (metal organic chemical vapor deposition) equipment factory equipment supply was only 1 million 800 thousand units, the annual production capacity of 58 billion, far can not meet the demand.

EPISTAR chairman Li Bingjie said, LED TV chip (NB) is a power consumption 30 times this year, TV demand is the current capacity of 4 times, from the current global industry expansion and estimate the size of this chip is still in short supply, even before 2012 is still missing.

At present, China's LED industry is a key industry in China, China's official statistics, the next 3 years, LED industry will grow at a rate of up to 3 per year, by 2012, LED output value will reach RMB 153 billion 700 million yuan.

In addition, from this year, there will be a number of core patents will continue to spend 20 years of patent protection, whether it is the enterprise or capital market investors are eager to LED industry. With the gradual opening of the wider downstream applications, the LED market will continue to grow in the future.

From the observation of the application side, LED TV is certainly one of the most dazzling star of this year, JP Morgan, UBS Securities and other foreign institutions, according to the major brands of TV shipments this year's estimated that this year, the global LED TV shipments will exceed 30 million units.

LED industry consider the shortage of LED chips, currently only estimated at more than 20 million units. This year, the growth of LED TV is at least 8 times more than last year.

LED TV so high speed growth, brought great growth momentum for the LED supply chain, LED manufacturers this year or red is difficult. Especially in large-size backlight source work for the East Bay, light, and Lite billion upstream of the crystal power, canyuan and Taigu etc. epitaxial plant will flex its muscles.

International major TV brands LED TV shipments of the heart, so that the first quarter of this year, the LED season will not be light, from the list on the East, has been able to see the January revenue is expected to hit a new record high. Since the first quarter of 2014, LED applications in TV shipments will begin to increase, will break the first quarter is the off-season practice.