LED 08-09 industry analysis and corporate earnings analysis

2008 is destined to be an extraordinary year, the global economy has experienced the hitherto unknown change radically as an emerging industry, widely, from industrial scale to market sales, and corporate earnings reports indicate that LED is also affected by the overall economic situation and the impact of the market decline in terminal application uncertainty and other negative factors, but the categories of electronic components compared with other sales plummeted still achieved remarkable results. Although the global economy in 2009, Maejing Naomiaro, but all kinds of industry research institutions, including the industry is still optimistic about the future development of the LED industry and full of confidence.

According to statistics Taiwan extension includes the industry research institute predicted that in 2008 the global LED industry output value of about $7 billion 499 million, in 2009 will grow to $8 billion 677 million, an annual growth rate of 15.7%. 2010 Global LED output is expected to exceed $10 billion, reaching $10 billion 108 million, the annual growth rate will be raised to 16.5%.

In 2008 the high brightness LED market global revenue of $5 billion 700 million, the overall growth of 2.5%, is expected in 2009 from the mobile phone and portable notebook driver, high brightness LED market revenue of $6 billion, an increase of 4.5%, the next ten years, driven by solid state lighting and electronic lighting HBLED revenue will exceed $18 billion (OIDA).

The application of the LED market in 2008, sales increased to more than 25%, reaching 48 billion, application of mobile application is still the largest, compared with lighting applications accounted for 9% of the market, mobile application of the market accounted for 43%, but lighting applications increased the highest. Due to the addition of other mobile phone products appeared on the market (smart mobile phone, MP3 player, notebook computer, global positioning system (GPS), digital cameras, mobile devices) showed a positive growth trend in the first time since 2004 (8.3%). Not surprisingly, the highest growth trend in lighting applications. For many LED terminal applications, the negative economic environment and prospects that the trend in 2009 high brightness LED market will slow down, the market recovery time may be postponed to 2010, flash point but also the number of LCD TV backlight and lighting. LED penetration into the lighting market will continue until 2009, compared with the previous forecast of 35% growth rate will be reduced, there should be an increase of 17%.