Industry moderate growth market integration situation from LED

LED industry this year, moderate growth, but so far this year, LED industry has appeared two big mergers, which are element arsenic in Tainan Textile Group's Association and Lianqun and electric group investment, as well as the crystal electric blue LED plants of Taiwan and Taiwan's largest four yuan ultra high brightness LED factory and the United Nations to become the world's brother LED. In addition to the Japanese Nichia stake in Taiwan's largest guanlei, LED packaging factory Lite also shouted will be combined with other LED packaging factory episode, which led to the LED industry and the whole tide ready. In this regard, the industry believes that the rapid changes in the characteristics of the LED industry, the whole wave is a blessing or a curse? In the short term it seems difficult to judge.

LED in recent years the development of increasingly mature, the application from the traditional display lights cross to the mobile phone market, the future will become more cars, or even the main panel backlight light source lighting, so there are more and more international companies to invest in developing, such as lighting giant PHILPS and South Korea LG brand mobile phone factory have investment LED industry, market expectations of tungsten lamp 2010 originally by Edison invented the LED light source will be slowly replaced, although Taiwan LED manufacturers scale in recent years gradually forming, but the face, head emerge like bamboo shoots after a spring rain LED plant, and consortia support South Korea LED manufacturers, Taiwan LED industry is also preparing to renew the advantage of attention. And LED market this year in demand than expected, the market performance than other electronic stocks under pressure, a lot of dark, are very much concerned about the industry and industry integration. According to Taiwan media reports, spread out the semi annual report of LED shares, except earnings per share 1.5 yuan billion light and standard, other are 1 yuan, canyuan, Singapore and even arsenic from surplus to deficit of gross margin at 30% to 40% days, the annual profit per share more than 5 Yuan grand row, this year will not be easy to see that the industrial environment got many large manufacturers, the rise and the whole idea of hope in the next wave of applications from mobile phone to panel after demand growth. 2005 LED industry showed a moderate growth Taiwan TRI believes that the global LED industry is still closely linked with the mobile phone industry, and because the mobile phone color proportion increases, mainly to stimulate high brightness LED demand, so the high brightness LED since 2003 to become the world's main power market size growth LED. After 2 years of high growth due to the high rate of replacement of mobile phone industry caused by the joint global LED industry also experienced a period of vigorous development of the same. But the development speed of mobile phone applications as expected, the inventory problem is still not clear, the global mobile phone shipments growth rate forecast by 21.6% (2004-2003) decline to 6.9% (2005-2004), plus the 2005 growth rate is less than the proportion of mobile phone color effect in 2004 double factors, the global LED market the scale is expected to reach about $5 billion 430 million, compared with 2004 growth of about 15.2%, but the growth rate of 26.9% compared with 2004, in 2005 the global LED market is a moderate growth. High growth 2005 Taiwan area LED industry driven by mobile phone, car and cooling panel backlight and other emerging markets have not yet formed under the Taiwan LED market is also expanding rapidly before the return of two years of natural growth. LED industry growth rate slowed down after the industry is facing the fate of reforming. From the semi annual report, the majority of poor performance of LED vendors. The poor performance of arsenic in the Neoproterozoic, arsenic element to convene the shareholders' meeting, the election of directors and supervisors, then merge Lianqun, by gecom group led, made the first domestic leading position. Crystal electricity is also expanding market share considerations, the League of nations incorporated. However, despite the big move to the whole, the industry still believes that the new arsenic in the year will even lead to losses, and the benefits of the new crystal will also be revealed next year. LED industry boom due to a pessimistic, the industry generally believe that in 2005 the LED is still a concern for a year. But it is worth noting that, after 2005 LED in mobile phone application output will no longer grow, instead it will be the car market, estimated from 2006 LED in the automotive market value will rapidly increase, but after 2007, the lighting and display market is a new developing power industry LED. Which can be seen, although the high brightness LED future annual output value is still high growth trend, but the growth of the products will be different, such as manufacturers only and not with the whole, the output value of different application fields of succeeding each other to make adjustments, be eliminated in the fierce the fate of the competition. Next five years into the era of LED lighting market growth, insiders pointed out that in the next five years will enter the era of LED lighting industry. LED market development more mature, the application from the traditional display lights cross to the mobile phone market, the future will become more cars, or even the main panel backlight light source lighting, so there are more and more international companies to invest in developing, such as lighting and South Korea mobile phone maker PHILPS brand factory LG have LED investment industry, the market expected 2010 tungsten lamp originally by Edison invented the LED light source will be slowly replaced. Therefore, the development of this industry has begun to concern. Reportedly, LED entered the field of indoor lighting, the next few years will be a dream weaving capital market, because of the LED lighting market than the current main lighting fluorescent lamp, incandescent lamp, halogen lamp, energy saving has the advantages of small size, while in the city a year with field lighting more than $10 billion in global market, general lighting with white LED market size of about 20