IEK:LED market growth slowed down pile up in excess of requirement

According to the latest survey pointed out that the IEK 2000 ITRI, two half of the six year of Taiwan light emitting diode (LED) output value of about NT $twenty-two billion, market growth peak has passed, until the second half of LED value is twenty-six billion and seven hundred million yuan, representing a growth of 14 per cent over the same period last year. ITRI IEK Research Manager Lin Zhixun said, by the manufacturers supply will return to normal, with new capacity gradually out of the market supply and demand, the market growth slowed down significantly pile up in excess of requirement. The first half of this year LED industry off-season, Jeehoon Lin pointed out that by the low order mobile phone white LED market demand growth driven, and some manufacturers of low capacity utilization, reducing the supply of the LED market, significant growth, part of high order LED products in short supply phenomenon occurred. Total market size in the first half of two over the same period last year, an increase of 25%, the output value of up to $twenty-two billion. However, due to the second half of the new capacity out, the market growth momentum slowed down, the second half of the estimated LED output value of about twenty-six billion and seven hundred million yuan, the annual market growth rate of about two%.

In many emerging market, in a large panel back light source due to the potential market is huge, so much attention, but the market is still popular key LED price, product characteristics, technology maturity and business model and so on. Lin Zhixun said, LED backlight is the fastest growing market will be in the seven inch panel market, due to the LED backlight application in small size mobile phone panel has been quite mature, this year is expected to further expand the seven inch LCD display panel market. As for the application of computer in the notebook, because the product can be used for small and medium size side light type design, high technology is mature, coupled with thin, lightweight advantages to meet consumer demand, the cost is only CCFL backlight module twenty higher to $thirty, market acceptance is higher than the tv. At present, South Korea SamSung, Japan TMD have launched products, CMO, BOE will be launched in the second half of the product. In the third quarter of 2014, the LED backlight is expected to have a significant substitution effect in the notebook computer of thirteen inches below the size of two.

Lin Zhixun said that in the TV market LED backlight module is not only a high price of the product, the product features are not obvious, the specification is not clear. More importantly, the existing business model can not meet the requirements of the low price, is expected in two years ago, LED backlight in the TV panel market is not easy to popularize. All in all, the short-term LED in the large panel backlight module applications, still in the car display and notebook computers in the high-end consumer groups, is expected to two market penetration rate of about 20%.