Global LED industry Watch: high brightness LED is still mainstream

Have absolute effect on the development of LED market and the market size of the foundation in 2001, LED entered the mobile phone market, the overall market showed the first wave of rapid growth, especially the high brightness LED market in 2001~2004 years to achieve the annual growth rate of up to 46%. But after 2004, with the color screen mobile phone more than 80% white LED display backlight to slow down, coupled with China's Taiwan region and South Korean manufacturers have launched the keyboard with the low price of LED, the LED price decline significantly. In the absence of new market driven, the impact of sluggish growth in the old market base, after the 2005 global LED market fell into a low growth trend.

Global energy prices in early 2008, with the advantages of energy saving LED has become a promising star industry in the public, after another new manufacturers across the LED industry. Optimistic about the LED industry in the lighting market and LCD backlight market penetration growth, continued expansion. In an optimistic market situation, the third quarter of 2008 was affected by the global financial tsunami, the market demand in addition to instant freezing, lighting and other emerging market penetration is not as high as expected, Christmas light string, small size display backlight both market by consumers purchasing power decline, showing a decline phenomenon.

Due to a slowdown in demand, consumption at the beginning of the year to expand its production capacity, product price leads to huge downward movements, the overall market boom from prosperity to decline, but the market growth in the first half, the first half of the market downturn to offset part of the global LED market in 2008 than in 2008, a slight increase of 3%, $6 billion 760 million, a figure. Show.

The product structure did not change significantly, high brightness LED is still the mainstream product for individual products analysis, in 2008 the global LED product portfolio changes little, high brightness LED is still the main product types, but by the impact of the global financial tsunami, led to a decline in consumer spending power, like a brightness and not visible (Hong Waiguang) LED market and the market share ofdecline, in figure two.

Four yuan compound and GaN compound made of high brightness LED, brightness, luminous efficiency and other product characteristics continue to grow, so that its application continues to expand. Especially in the large size LCD display backlight market, at the beginning of the NB and LCD-TV into LED backlight module drive, offset the financial turmoil on the market slowdown in demand shocks, the size of the market still maintain 5% growth, market share increased to 72%.

In the past few years, the general brightness of LED, due to its low price, high reliability of the product, in the toy, decorative lamp string and other parts of the need for high brightness applications, still has a considerable advantage, the product price is also quite stable. But by the impact of the global financial tsunami, the consumer demand for such products is reduced, the price of the product is also showing a decline in the general brightness LED market size compared to the recession in 2007 6%, the market share of a recession in 2007 1%, only 15%.

Affected by the decline in the mobile phone market, as well as in the optical mouse market has complementary products launched by laser diode, invisible light (Hong Waiguang) LED market decline compared to 3% in 2007, the market share fell to 13%.

Portable product market share bottomed application market analysis, LED has a wide range of applications, for example, electronic products, home appliances, automobiles, traffic signals, such as billboards to point source or area source occasions are LED application market. Early LED due to lower brightness, mainly applied in the fields of home electronics, electronic toys and other products or point source, but since 2000, with the increase of high brightness LED brightness and efficiency of products, portable products (such as mobile phone, PDA, digital cameras and other products) used as a screen or buttons light a lot, with the portable product market growth that makes the portable products become the largest LED market.

2007 Olympic Games in China business opportunities and economic growth driven, LED billboard market presents a rare high growth over the years. After entering in 2008, due to the Olympic stadium has been completed by the relevant manufacturers expect derived demand, also due to the global economic downturn, corporate advertising spending sharply reduced, making the LED billboards difficult to continue, the market share showed a decline in detail as shown in figure three.

Portable products, including mobile phones, PDA, DSC, NB, etc., which is the largest mobile phone market, so the phone has become the largest application of a single product market LED. LED saturation in the mobile phone light market, coupled with the decline in the price of LED products, making the average cost per unit of LED in the mobile phone showed a downward trend year by year in 2004, $3.05, down to $1.25 in 2008. Market saturation and the decline in the use of unit costs, making the mobile phone market with LED shrink, making the portable products with LED market size showed a downward trend year by year.

Fortunately, in 2008 LED began to widely use in NB backlight, the average unit amounted to about 40, the product price is high, manufacturers active layout, the NB backlight market rapid growth, the negative impact of the market downturn makes the offset mobile phone, portable products market share bottomed out.

LED technology continued rapid growth, support industry growth application perspective, although LED has far exceeded the luminous efficiency of incandescent lamp and halogen lamp, even beyond most of the fluorescent light source, but in order to expand the application fields of LED, reduce the production cost of LED, LED luminance and luminous efficiency of lift is LED Technology Development Center in recent years (see Figure four).

The luminous efficiency of standard white LED (20mA) in 2001 was only 25 lm/W, up to 200