High brightness LED will become the future LED market growth momentum

LEDinside of the Ministry of science and technology in the LED reservoir in the super state at Forum 2009 Conference in 2010, LED industry trend of views, such as large size prediction of high brightness LED backlight and lighting, will become the future LED market growth mainly including kinetic energy, large size back light compound growth rate will reach 73%, lighting market growth is relatively slow and the compound annual growth rate of about 32%; and high-profile lighting applications, because the standard has not yet developed, expected to reach 2011-2012 years before take-off.

Affected by the financial turmoil, the state estimates, in 2009 the global LED industry output value of about $7 billion 410 million, unchanged from last year's $7 billion 438 million. However, because of the Korean factory several manufacturers earlier cut large-size backlight market revenue, market share increased significantly compared with last year, by the year 7% massive pulled up to 13% this year, the Taiwan factory remained 16%, Japan from 40% to 35% relative decline.

From the price trend, LED chip NB application from the end of last year fell sharply, the decline of up to 40-50%, but also accelerate the introduction of NB LED backlight; at present each about $0.05-0.1 range, high price difference is significantly affected by patents, stored in the super said, in fact less than last year decline this year. Mobile phone LED backlight with small size, high price and low price is also affected by patents, respectively, each about $0.08 and $0.03 obviously different; relatively large size of the LED TV for movable properties, can avoid the patent, at present each about $0.2 in storage than expected benefits in application to at the beginning of the 2 quarter decline, the future co..

As for the high power LED part in mainstream products 80-100 lumens per watt, the price decline is relatively slow, each about $2 per watt level, but the product price high speed 60-80 lumens. Chu Yu Chao pointed out that the next 2 season LED factory launched a new specification, quotation and generation specifications flat, but if the price per lumen, still have to fall.

In 2009, the high power LED market size of about 0.4% growth over last year to $5 billion 160 million, mainly from NB, netbooks (Netbook) and TV and other large size applications do not affect growth, past the end of the financial turmoil, the mobile phone, automotive applications such as offset the large size of the growth of the road, the future several years of large size continued to grow under the, high brightness LED market compound annual growth rate of about 25%.

LED Backlight Market from 2008 to mobile phone as the mainstream, gradually NB large size applications stored in 2013 than expected, large size backlight will account for the global LED output value reached 50%, lighting output accounted for 16%, to support the future market demand for LED main source, which concerns LED TV panel factory has more lower use of a number of but, in the direct type products will grow, so the high brightness LED backlight compound annual growth rate is still as high as 73%.

From the industry supply chain, storage in ultra pointed out that in LED NB patent is an important key, LED manufacturers such as Nichia (NICHIA) market share up to 70%, the main reason is an important component of the NB panel, so the brand factory do not want to use any infringement concerns products, which also makes the panel factory in LED NB in the field of dominant.

However, LED TV is different from this. Chu Chao said in the LED TV can not be mobile, so that LED can used as long as the TV area, can avoid the patent, also makes the Korean brands directly with the Taiwan LED factory, and jointly develop specifications, make Han factory to become the biggest beneficiaries. Recently, a large number of wafer or packaging plant joint venture shares panel factory. No matter how, stored in super tone, LED backlight industry trend has formed.

As for the lighting, from small power to high power, high brightness LED future direction towards high color, high luminous flux and other aspects of the forward. In storage, the traditional light source output value in 2008 amounted to $21 billion 500 million, which accounted for 30% of incandescent bulbs, each year is equal to up to 160-200 million alternative opportunities, therefore attract a considerable industry desperately jumped into lighting applications. However, the cost of LED lighting is still quite high, and the 3C channel model is not easy to copy. Therefore, the store is expected to exceed the LED lighting market will show a slow growth in 2013 before the compound annual growth rate of about 32%.

From the industry supply chain, storage in ultra pointed out that the international giant PHILPS (Philps) and OSRAM (OSRAM) the maximum control pathway, and because of market sale, terminal price is higher than the ex factory price of 3-4 times, influence the consumer purchase intention, but fortunately this year have begun to see an opportunity to reduce the price and terminal manufacturers desperately, to reduce the cost or change the channel type to cope with, for example to direct network (B2C). However, the change of the channel type also makes the industry face the biggest problem: Pricing strategy. The direct sale channel pattern, industry cost structure cards is opened, new competitors continue to reduce costs only one way, but how to ensure the quality, is a very important consideration. Stored in the super think, before the lighting standards developed, LED lighting product quality is still more worrying.