Forecast: Global LED output in 2010 will reach $9 billion 600 million

Market research agency topology Research Institute pointed out that benefit from Chinese, the government's strong support of semiconductor lighting industry, and LCD TV LCDTV brands continue to accelerate the launch of LED backlight LCD TV LCDTV products, global LED manufacturers MOCVD large expansion machine capacity, in 2010 the global MOCVD new machine will reach 720 units. Estimated global LED output in 2010 will reach $9 billion 600 million, an annual increase of 37%. Among them, Taiwan 2010 LED output will reach $2 billion 500 million, an increase of $43, the global market share of about $26%.

Backlight, topology said, 2010 LEDTV estimates market penetration will reach 20.3%, to 2014 is expected to reach 100% penetration, shipments of LED backlight LCDTV will also be 36 million 950 thousand units from 2010 260 million to 2014, explosion. If the 1 sets of LED backlight LCDTV needs 300-500 teeth LED projections, by 2014, the global TV backlight is about to use 78 billion -1300 million LED, which need 710-1180 MOCVD machine to deal with.

Lighting, topology prediction, in 2010 the global new MOCVD machines, will be enough to eat more than 70% of global LED backlight TV demand, therefore, if the LED capacity increases, excess capacity will be actively involved in the lighting field, the LED lamps prices drop sharply, prompting LED lighting ahead of the global lighting market into 2011.

Although the LED lighting market is still facing Chinese, manufacturers, price competition, and Japan dominated Taiwan etc. However, the industry still with low development cost advantage and product innovation capability, two pronged breakthrough LED lighting market. While China, the huge LED application market, as does Taiwan factory open doors of opportunity, the future can be better than Taiwan factory with Europe and Japan manufacturers of production and cost control ability, combined with the China market and cost advantages, as industry giants and LED patent bargaining chips.

According to the topology of observation, Chinese, the government actively supported the semiconductor lighting industry, the local government will concentrate the development of LED lighting technology area, vigorously grants LED grain firm investment, Chinese, Taiwan LED factory for investment Chinese, attitude, also has been changed from passive to active layout.

In order to gain considerable market opportunities, the global LED manufacturers have recently invested heavily in the expansion of MOCVD machines. The topology is expected to 2010, global new MOCVD machines will reach 720 units, an increase of 232% compared to 2009. Among them, South Korea, Taiwan and China will add up to 36% new machines, accounting for the total number of new, respectively, 32% and 26%.

The topology that currently Taiwan top 5 LED grain mill, pan crystal electric group has been through the integration to expand production capacity, the current pan crystal electric group MOCVD units, has reached 291 units, hold the leading position. AUO's lextar, and Chan circle, MOCVD machine has been built are more than 50 Taiwan scale.

But for the future of Taiwan in the mainland China extension factory area construction, the number of MOCVD machines will lead Taiwan local amplification, expected development focus of the LED industry, will also gradually to the mainland China. In addition, in the bigger trend, Taiwan grain manufacturers future may also continue towards the pan crystal electric group and panel manufacturers group (such as AUO integration etc.).