Benefit ledTV backlight and lighting applications show more than expected this year, many manufacturers profit a month, EPISTAR said that before the end of this year, production capacity is still tight, the current production capacity of more than 40% orders over, only the monthly increase in production capacity, to meet customer needs.
Canyuan chairman Jane tomoto said, currently subject to the sapphire substrate material shortage, has been forced to shut down the machine epitaxial plant, general research institutions usually only takes MOCVD number calculation supply, ignore the actual output and changes in the industry, often from current. He believes that at least until the third quarter of next year, the supply and demand will reach a balance, this year before the oversupply of crystal is impossible.
Industry pointed out that this year the original focus on the LEDNB and LEDTV backlight penetration in the large size of the promotion, did not expect the development of LED lighting in the early this year to accelerate the growth of micro projection applications this year to join the fun.
From various LED lighting products revenues accounted for the rapid rise can be discerned, in addition to the first input refrigerated lighting was already more than half the proportion of Huaxing, including EPISTAR, East Bay, canyuan etc. the proportion of revenues have been more than 20%, or even 3 crystal approximation. From the Guangzhou International Lighting Fair and just held in Taipei International Exhibition Exhibition in photoelectric and so on, it is not difficult to find, every kind of LED lighting will be the exhibition as super bright, walk in the photo exhibition, I believe everyone will have a deep sense of "LED lighting age has come".
However, the industry also admitted that, at this stage, LED lights have to face the problem of too much, and not only technical specifications are still immature, the industry supply chain is quite complex, the short term is not easy to see significant growth. LED lighting will be indoor lighting, building and decorative lighting for the initial development of the spindle.
And traditional lighting companies and new enterprises to join the competition, the global lighting manufacturers, such as PHILPS, OSRAM, Matsushita, with complete vertical integration, from the chip to the light source system, but in the next generation of lighting can be sustained leading is still unknown.
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