Analysis of LED industry in 2009

Abstract: in 2008 the global LED market size of about $6 billion 900 million, of which high brightness and ultra-high brightness LED market average annual growth rate will reach about 20%, the market size of $1 billion 600 million. In the rapid promotion of mobile phone application market, the average annual growth rate of the high brightness LED market in the past 10 years to reach 46%.

First, the LED industry profile

1 white LED become the focus of future growth

As a new kind of lighting technology, LED is a kind of light emitting device which uses semiconductor chip as light emitting material and directly converts electric energy into light energy. Since the birth of the world's first semiconductor light-emitting diode in 1960s, LED lighting has long been known as the third revolution of human lighting due to its long life, energy saving, rich color, safety and environmental protection.

Upstream: products are mainly divided into single chip and epitaxial chip, single chip as the substrate material.

(two) midstream: main products are grain. According to the different requirements of LED, the chip diffusion, metal evaporation, and then on the chip chip mask, etching, heat treatment, made of grain electrode, and finally through the grain cutting, testing, testing after completion.

(three) downstream: grain packaging. The grain is adhered to the wire frame, and the grains are encapsulated into different LED according to different application.

Table 1 Types and applications of LED

Figure 2 high brightness white LED product applications

Future focus - white LED. The most diverse development and strong growth for the application of high brightness white LED, the annual demand showed substantial growth (Figure 2), to the future of mobile phone backlight, LCD backlight, general lighting and light source for the most promising car.

2 backlight applications

LED as backlight LCD, compared with the traditional backlight technology, in addition to outside power advantages, there are many unique advantages: 1) the LED service life of up to 100 thousand hours, greatly prolong the service life of the LCD TV; 2) LED backlight has better color gamut, the original is good; 3) brightness adjustment large range; 4) LED backlight can be flexibly adjusted light frequency, and the frequency is much higher than that of CCFL, so it can perfectly show the motion picture; 5) 3 RGB color independent light, easy real-time color management; 6) the white balance of backlight can be adjusted, while ensuring the overall contrast, while not sacrificing brightness and contrast 7); has good brightness uniformity, auxiliary optical components required more simple, the screen brightness uniformity is more excellent; 8) the design of power module is also quite simple, low voltage power supply using 5 ~ 24V, very Safety; 9) LED light source does not produce any ray, no mercury and other toxic substances, green. 10) excellent seismic performance.

The data tested before August 2007, with the increase of luminous efficiency and brightness of LED, reduce the number of LED backlight, the current power has been lower than CCFL backlight. The latest data show that LED backlight notebook CCFL backlight notebook power consumption is less than 40%, can extend battery life 1-1.5 times. Due to the normal charge and discharge of the battery is 500 times, so that the life time is also reduced to improve the battery charge and discharge times, equivalent to extend the battery life.

Thickness of the thickness of the current LED backlight notebook has also been made to the advantage of 13.3 inches of white light LED notebook panel, for example, the thickness can be thin by 40%, the weight can light up to 20%. 2, affected by the downstream notebook vendor sales strategy in 2008 LED popularity did not reach expectations, LED is superior to CCFL in all aspects, but its price is higher than the latter. RGB LED backlight than the CCFL backlight notebook panel expensive 50 to $80; white LED price is higher than CCFL less than $25, but the advantages of white light LED CCFL discount. There are already a variety of LED backlit screen notebook computer, the industry had expected 2008 LED backlight will be popular in NB, but because the downstream machine manufacturers in 2008 still apply LED use as the high-end models, the difference between the price and ordinary notebook is far higher than the cost of the increased use of LED backlight.

Therefore, the downstream notebook sales strategy directly affects the penetration rate of LED in the notebook, in 2007 was about 3%, in 2008 was 6%-8%. But this situation is expected to change after 2009. On the one hand is the LED backlight continues to mature and downstream laptop manufacturers have begun to change the sales strategy.

Notebook manufacturers in 2009 sales strategy significantly changed, in order to promote the popularity of LED backlight, DELL said that its 15 inch LED backlit LCD screen in the case of maximum brightness than the traditional CCFL backlight energy saving of 43%. At the same time announced that in the next 12 months, DELL's new laptop will be replaced LED LCD screen lcd. In addition to business series, DELL expects 80% of its total global notebook shipments will be achieved by the end of standard LED backlight, reaching 100% in 2010.

DELL's move shows that LED is no longer as a concept model or fashion models, but as a standard configuration, its price strategy will no longer take high-end strategy. DELL as one of the leading manufacturers in the industry, other companies are bound to follow up. Therefore, in 2009 the penetration rate of LED laptop is expected to reach more than 20%. 2007 Global notebook shipments of 109 million units, an increase of 15% in 2009, an increase of 10% in the year of 2009, the notebook shipments of 140 million units, of which there will be a using the LED, the demand for LED is 7 billion 30 million.

LCD TV and desktop computer monitors for LED's large-size panel applications help LCD TV, according to iSupply at the end of 2007