LED Forum2009 depth analysis of LED market trends

By the market research agency LEDinside, sponsored by the two day LED Forum2009 has concluded, the main content of this study includes LED epitaxy, packaging and lighting in the field of market trends, and for the LED global survey, and lighting market development scale, LED TV, auto LED, the global LED market and China market are fully analyzed.

The seminar invited to industry heavyweight participants, "the national energy policy to push up the new situation of" LED lighting issues to discuss, including the speaker ITRI director Zhan Yiren, Deputy Secretary General of Chinese national semiconductor lighting engineering research and Industry Alliance chairman Ruan Jun, chairman Li Bingjie, Jing Yuanguang electric light source technology apex Division general manager Wu Xiangrui, vice president of CREE Asia Pacific Li Shiyi et al.

The Ruan Jun will do a detailed introduction to the Chinese semiconductor lighting market, and put forward the idea of cross-strait industrial cooperation, estimated in 2012 Chinese LED industry is expected to reach 200 billion yuan, in 2015 reached 500 billion yuan, more than 1 million people and create employment opportunities.

In the global market, LEDinside research director Chu Yu Chao said that this year due to the notebook computer and TV related applications, encourage growth of the LED market, but on the other hand, because of poor economy, mobile phone, LCD TV products of poor sales, so long as offset. In the future, stored in super estimates next year to 2013, LED will appear substantial growth, the upstream chip factory expansion speed, LED the tight supply situation is expected to improve in the second half of next year, and input from the vendor perspective, to build their own capacity next year a large number of Korean manufacturers after forming the big trend Hengda, no blessing or consortium cost and technology competitive manufacturers will face challenges. In addition, as more and more manufacturers invest, the quality is the biggest problem, so when the lighting standard came out after, when the industrial order will be reforming.

For the development of LED TV, Ruixuan technology chairman Wu Chunfa said that in the first half of this year, Samsung launched the first machine, but the second half of the year, many manufacturers joined the production, the high margin will be improved, expected shipments are expected to substantial growth of 344%, gross margin is a 10% decline in space.

In LED backlight, WitsView Research Manager Qiu Yubin said, NB, expected permeability will reach 80%, liquid crystal display, the price is the key, but the market price reached a level can be connected, LED backlight LCD market is expected to sharply growth.

In TV products, not only the optical design and technology also need to improve because of a LED backlight module is the price of the same size CCFL module is 2 to 4 times the price of the LED TV market to grow next year, the price is still the key, the relevant manufacturers and LED Manufacturers Group zero gross profit margins are under pressure.

Caijue science and technology R & D offerings group deputy general manager Xie Jiancheng said, the next generation of lighting need to face more challenges, the first is the ability of technological process, including rapid production capacity and lower the costs, at the same time for the heat to strengthen the management of design, and also more accord with different requirements.

OSRAM Asia Pacific visible LED Asia Pacific senior marketing manager Huang Ziyuan (Senior Marketing Manager of Visible LED, Asia Pacific) on "LED LED" he pointed out: special application, vehicle, vehicle LED areas such as electric vehicles, energy saving and low impact of CO2 emissions and the growth momentum update, but he expected outside the car decorative LED lights, daytime running lamp car (Day Running Light), the headlamps are the next wave of growth opportunities, especially European countries have made relevant laws and regulations must be used on line lamp.

Ace (Aixtron) vice president, and general manager of the Taiwan branch of the Christian Geng is the LED industry to meet the demand for MOCVD equipment, he expected at the meeting, due to the LED backlight and lighting panel with LED demand increase, the importance of uniformity production of LED chips is increasing continuously the growth quantity of MOCVD machine to use 4 inch and 6 inch wafer. He and 4 inches and 6 inches of machine output benefits, for example, were able to produce a 2 inch machine production capacity of 2.7 times and 4.5 times the output of the LED chip. The company also has with SemiLEDs (Semileds) successfully create Blu ray LED in the 6 inch sapphire substrate.

Accumulation of science and technology chairman Yang Lichang share is the development trend of LED display market, he believes that the future of IC driver LED display will be in the same P board, and import more power saving technology, makes the LED screen power efficiency is better, the color correction, gray scale can force will be stronger. In addition, he also said, RGB dot matrix, building lighting, LED screen rental market trends will be the focus of the market in the field, and LED driven IC market will continue to grow.

ITRI optoelectronic components and system application of group leader Zhu Mudao at the "high power LED light-emitting efficiency of forward-looking technology", stressed that the future of the component technology of LED 200lm/W LED lighting will bring enormous business opportunities, at the same time, WB Schottky-type and AC LED design can greatly improve the luminous efficiency of AC LED, AC LED to accelerate the industry chain construction and AC LED commodity. In addition, M-LED for the use of ITRI magnetic field inducing changes in LED and binding energy magnetoresistive effect, increase current uniformity and IQE, completely different from the existing LED technology, LED opened another window of technology research and development.