2012 LED lighting market taking off opportunities are better than the backlight needs

LED TV market driven demand for the rapid rise of LED industry greatly increased, but the LED lighting market potential is huge, and the international companies are optimistic about the development of LED lighting business, leading chip factory EPISTAR chairman Li Bingjie said that if LED lighting applications can take off on 2012, with annual growth of permeability ranging from 2~5%, LED industry will be driven towards again substantial growth, he pointed out, TV demand is 5 times all the backlight lighting market demand, is expected to rise, is 50 times the original backlight market.

Li Bingjie said that the current global notebook computer (NB) backlight quantity required the use of LED, accounted for only about 30% of global total capacity of LED, if LED TV permeability can smoothly pulled up to 10% from 3% in 2009, estimates that global LED capacity must be expanded to 3 times, so the market demand as expected, and various LED vendors can also control their production capacity, he believes that this trend in the backlight wave LED TV, the future of the factory 3 years have profit space.

Li Bingjie pointed out that at present, the industry generally believe that 2012 will be a crucial year for LED lighting, but the current LED lighting products prices are still high, 400 lumens of about $3, to achieve the industry estimated market penetration is still a big price to the space, so we need more policy support.

Compared to Europe and the United States of LED lighting applications have also launched the development of norms, the mainland ten city lights and other projects, Li Bingjie believes that the Taiwan government's policy is not clear enough, despite the formulation of the 2012 plan to phase out incandescent bulbs, but for LED lack of incentives.

Li Bingjie stressed that the lighting market will take a long time to brew, but from 2012 onwards, LED lighting penetration will grow at an annual speed ranging from 2~5%, LED industry not only need to worry about the problem and pile up in excess of requirement of solid-state lighting, each growth 2 percentage points, the demand for 20~30% is equivalent to TV should be used, and LED industry after the large size panel backlight, is expected to converge on a wave of LED lighting development trend.

The recent investment in the mainland LED chip factory extension factories become the focus, Li Bingjie said, currently EPISTAR to set up factories in mainland China with LED chip BEOL, is also planning to assess the mainland to build a new factory, in principle, to the south of the site, but early or after the first process. Whether the upstream process capacity expansion to the mainland, but also need to observe a period of time.