AUO investment LED billion light and crystal electric threat?

AUO (2409) to the development of light emitting diode (LED), AUO chairman Li Kunyao said that the TV panel within 5 years will be full use of LED backlight, expected to produce white light LED AUO will account for 40% of global TV panel. AUO to homemade LED could threaten billion light (2393) and (2448) crystal electric industry etc..

AUO this month announced the establishment of "LED project" in room room by general manager, Su Fengzheng is responsible for the planning and execution of the Party group (8163) has entered the planning LED street market.

Li Kunyao yesterday on "development and future" panel industry made a speech, he pointed out that in the past the full development of Taiwan industrial "C&C" industry, refers to the computer (Computer) and communication (Communication), the future of the "C&C" is the climate anomaly (Climate Change) and care (Caring), Taiwan worth attention.

Li Kunyao quoted official information that the Taiwan panel industry in the semiconductor industry over the last year for the first time, reached 1 trillion and 670 billion yuan, accounting for 13.3% of the total GDP of Taiwan, related enterprises have more than 90, if the deduction of the upstream and downstream related industries, only the panel industry on the contribution of Taiwan GDP 9.6% last year, nearly 10%.

Now many people worry about the popularity of LCD TV, the panel will lack the next application; Li Kunyao believes that no matter from small to large sized, personal or public products, will continue to produce many new applications across the industry, for example, MID is the new size between computer and mobile phone, the future will be in more than 30 inch TV that will have "a display TV 20 to 30 inches between the (Moni-TV)", to expand and increase the number of pieces will use car dashboard, currently less than 20 inch LCD, five years will change into more than 20 inches.

In the demand continues to grow, Li Kunyao said, do not worry about the panel demand saturation, the future challenge is: "how to increase the brightness without increasing energy consumption and enhance the local panel equipment supply capacity", and South Korean manufacturers competition.

He pointed out that in the LED layout, and a 40 inch LCD TV needs 2000 LED, AUO to accelerate the self-control, estimates that five years later, only the production will account for all LED's TV panel white LED 40%. With the trend of global environmental protection, LED and LCD are important energy saving technologies.

Li Kunyao believes that at this stage the leading process technology factory of Korea in Taiwan, South Korea for the past development of the semiconductor industry, began to cultivate the ability of homemade equipment, past cover seven generation plant had 40% of the equipment is made of precision machinery; Taiwan's ability is good, but the company scale is generally too small, not easy investment moreover, physical, optical and chemical materials research and development capabilities must be further from academia and Industry Bureau will combine, AUO, Taiwan factory cooperation, enhance the ability to manufacture equipment.

In the regional market, Li Kunyao believes that the LCD TV market in Asia Pacific including India, Chinese, next year will overtake North America to become the largest market area, but the mainland import tariffs of 30% and 35% in India, there are a lot of countries with a domestic market scale, the future requirements of panel and TV assembly plant in production may enhance the noise Taiwan industry should also be prepared in advance.

The recent acquisition of PHILPS Motor Japan Funakai in North America and LCD TV manufacturing business, Funakai global market share therefore increased from 3% to 10%, the North American TV sales increased to 3 million 300 thousand units per year, Funakai is expected to benefit from the CMO panel main partner, Lee Kunyao yesterday also confirmed that AUO will also received Funakai orders, as to whether the downstream AUO received assembly orders, Li Kunyao did not answer.

Executive vice general manager Peng Shuanglang said on the 17's, the global notebook computer (NB) will be in 3 years from 100 million to 200 million is amplified, NB has always been the fastest growing period, and AUO NB in 2011 will be fully used for light emitting diode (LED) backlight, become the LED industry major business.

Source: LEDinside