Crystal electricity director Li Bingjie will explain the LED industry trends

The afternoon of March 19th, upstream of the LED epitaxial factory EPISTAR (2448) held industry seminars, presided by the chairman Li Bingjie, due to its influence on the industry trends, attracted more than 200 people involved in.

October 2008, Li Bingjie had a conservative view of the next two years LED. But in the LED industry briefing, attitude change, mainly, demand has been actively promoting, especially Samsung LED TV, plus NB the increase of permeability of weak market, let mobile phone application make up this year, the overall LED industry in the first quarter of the better than expected performance. Li Bingjie said that in 2009 LED in all aspects of the application, the mobile phone market downturn, especially in terms of mobile phone keys to reduce 50%, the car is also in decline. But NB, TV and lighting are showing an upward trend.

Li Bingjie pointed out that LED in the TV and lighting, there is a growing trend. LED TV demand for mobile phones is 15 times, while the demand for LED lighting up to more than doubled in 2009, the first quarter of this year, shipments of these two markets are expected to increase by more than 20% to 30% in the first quarter of. Following the Han Department of the company to actively push LED TV, the mainland also want to ship 150 thousand LED TV, the Japanese plant in March began to invest, will accelerate the application of LED in TV. The mainland recently launched the Ten City million in 10 to 15 cities, each city marked the 10 thousand street lamps, attracting attention of various manufacturers have been actively seeking.

2009 LED industry accident is that the application of TV early arrival. Samsung plans to gradually replace the 10% TV using LED as backlight. Samsung in the global market share of 20% to 25%, in order to achieve this goal, this year's TV penetration rate is about 2% to 3%. Li Bingjie stressed that other Japanese manufacturers have jumped into the market this month, but not yet output. Due to the positive input of Japan and South Korea manufacturers that may boost the advance in the application of TV LED. The monitor market, this year there are ten models using LED as backlight. The current CCFL and LED spreads, has dropped from the initial 3000 yuan to $1000. Li Bingjie analysis, if Samsung can reach 10% of the proposed replacement rate, next year, the penetration rate of LED in TV should be by, up to more than 10% penetration rate by 2012. This year in addition to Samsung shipped 3 million units outside the target, the mainland will also be out of the 150 thousand LED TV.

In the part of LED lighting, the world has reached 150 lumens per watt in the laboratory, the market is in the lumen of 100 / per watt, Taiwan technology gap of about 10% to 20%.

In the LED industry briefing, Li Bingjie admits, the biggest concern is the uncertainty in the second half. "If the TV market, TV market demand would be large than expected at present, crystal can close observation, evaluate the possibility of future expansion. Li Bingjie said, because the notebook computer, LCD TV backlight and lighting needs rapid rise, March utilization rate was pulled, blue LED has full production, four yuan LED from 40% utilization rate increased to 60% level.