2011 Taiwan LED industry prospects for global production capacity of the crown crown

Under the economic recovery, the overall output value scale in 2010 Taiwan LED and lighting applications will reach NT $150 billion (about 33 billion 360 million yuan), and with the expected LED market continues to expand, forecast to 2012 at least 30% of the annual growth rate will reach NT $270 billion (about RMB 60 billion yuan), as shown in figure 1.

In recent years, Taiwan LED technology in rapid promotion, breakthrough, step by step, the mobile phone Netbook NB to the size of TV backlight and lighting applications, but also because of the high power LED technology continues to Europe and other international leading LED manufacturers, have obvious growth in the quantity and quality of product sales.

Taiwan LED industrial technology development is quite good, and under the price advantage, brand manufacturers into the supply chain in order to highlight the product cost, a smooth display backlight and lighting two high growth market.

2011 Taiwan LED epitaxial production capacity in the world

In 2010, the upper reaches of Taiwan LED chip, Lei grain in the continued expansion in the global market, still standing, capacity first, product composition in blue and green InGaN LED and four AlGaInP LED products, and other parts of the traditional two yuan, three yuan, infrared and ultraviolet and other LED products, its products accounted for classification as shown in figure 2.

The upper reaches of the capacity of the manufacturers to blue green InGaN LED is the largest, accounting for up to 52%. Due to the high growth of liquid crystal display backlight, lighting applications, the current is the use of blue LED crystal with fluorescent powder mixed white LED as the mainstream, but also the focus of the expansion of each LED manufacturers.

Four yuan AlGaInP LED to occupy the second place, but Taiwan is still the world's most important production area of $four AlGaInP LED, the global market share continued to remain above 60%. Domestic manufacturers for crystal power, Hua Shang, Guang Lei, etc.. Four yuan for most products used in outdoor billboards, automotive, consumer electronics, special lighting, these applications although with the economic recovery and signs back to temperature, but not if the blue and green demand accounted for the relatively warm, the overall trend is in decline.

Taiwan Lei LED chip, grain industry leader - EPISTAR, also benefit from the power of large size liquid crystal display light source, lighting application growth, in 2010 nearly 60% of the explosive growth, once again won the Taiwan largest epitaxial manufacturer, as shown in figure 3. Due to the rapid breakthrough LED industry status of National South Korea, such as China L, also let the crystal electric shares have nearly two years, South Asia, Taigu light Guangjia and other manufacturers, the industry level of integration to strengthen the competitiveness of the group. In addition, China customer collaborative Taiwan set up shop in China manufacturers hands, future products consolidate haikou.

The first ten big Lei chip, crystal manufacturers, the highest growth rate for the new century optoelectronics, revenue jumped by 2.7 times. In 2009 the company's revenue of the main outdoor advertising business, because of the recession and large projects have ended, resulting in a substantial decline in revenue of more than 20%. In addition to the 2010 billboard market well, also successfully cut back light lighting, and other fields, in 2010 sixth to recover the position.

2011 Taiwan LED packaging, module output rose by quarter highs

Because the LCD panel backlight LED from small and medium size panels quickly penetrate to the notebook computer, TV size, Taiwan packaging factory have directly or indirectly through the pipeline into the Samsung and LG LCD TV brand factory supply chain, create a high degree of revenue growth success.

In the lighting market long-awaited, although signs of past manufacturers high hopes Chinese ten city lights business has gradually cooling, but Japan's LED bulb market is rapid decline in environmental factors and high price in the product price, first in the Japanese market shine, also let a number of LED lighting company for Taiwan to each big brand lighting generation business machine factory.

In the field of application of LED display backlight and LED lighting two high growth, the Taiwan LED package and module production season all the way up to the third quarter, and continued to hit a record high level, Taiwan, 2010 LED package module output up to NT $85 billion.

The downstream LED product style variety, manufacturers mainly adhere to the surface of the light-emitting diode (SMD LED), traditional Lamp, infrared IR components (Infrared, Components) LED display (LED Display) and so on, the product classification in 4

In all LED packaging products, the bulk products for the SMD packaging products, accounting for about 70% of all products, Netbook, NB on hand-held package thickness, and the other lateral large size LCD backlight light LED, and lighting with high power LED this kind of special emphasis on heat dissipation the ability to package all the packaging category. Since LCD backlight and lighting applications are regarded as high growth applications in the field of manufacturers, so the form of packaging has become a significant expansion of the production of various products. In the second place for the IR component products, accounting for about 16%.

In 2010, downstream LED package module manufacturers revenue ranking, as shown in Figure 5, photoelectron billion in the first place, accounting for about 23% of the total output value of Taiwan, and Lite electronics accounted for about 19% of the second, ranked third as Kingbright electronic unlisted companies, its total revenue estimate accounts for about 12%.

Under the group's strong revenue performance of Austrian aid, Lunda, Wellypower related company's over three or four times, ranked fourth and seventh respectively. In 2010 the Lunda