LED future potential can not be ignored

Since the second half of last year, because the new application surfaced, the market began to focus on the future potential of LED, many LED group shares turned up more than doubled, the market more widely in LED industry within 10 years will not see a cloud, this year, LED industry's billion light (2393-TW) chairman Ye Yinfu believes that the application of LED in this year in addition to 7 inch panel backlight products can be fermented, Sony launched LED as a backlight source NB is played forward, forecast in the second quarter can gradually see NB needs emerge, look a little bit longer, like a large panel display and the TV application also will be played.

Back in 2005 LED industry through many major events, such as Wan Hai Group intervenes the League of Nations (2422-TW) business contributed to the crystal electric (2448-TW) merger, UMC group with packaging factory Wang Qi (6168-TW), urged its more grain factory Lianqun (3395-TW) and arsenic (3214-TW) combined. In the domestic interest group for LED.

Last year the whole grain upstream of LED and have incorporated arsenic Lianqun yuan a year, the League of nations into the crystal, declared the two leading grain factory has formed, and the second half of last year, mobile phone market is buoyant with 7 inch panel backlight market open also let LED packaging factory in the second half of the year since the operation of smiling.

But over the years the influence of Taiwan LED industry is the biggest patent issues, like last year, Nichia proposed infringement complaint to the advanced variable crystal electric development, with the League of Nations was charged four yuan Lumileds infringement, although the vendor evaluation, now the patent problem is established and the LED vendors have limited impact, but the patent problem will be LED the cloudless sky Occasionally floated a thunderstorm.

But aside from patent issues, many foreign and domestic legal person will be regarded as one of the LED industry this year, the potential application of the main industry, because the new theme gradually expanded, including mobile phone application from the key backlight panel into massive backlight and mobile phone camera flash, 7 inch panel backlight also gradually take off, NB and TV backlight panel the source for one of the potential market, in addition, automotive and lighting applications more key trends in the future.

China (6289-TW), general manager Wang Peizhi said that this year can grow over the last year, the growth momentum comes from the use of low-cost mobile phones and lights. The low price of the phone is not only to stimulate the sale of blue light, but also will drive the same four yuan products, and with the trend of parity LED prices, coupled with changes in color, last year has been widely used in Christmas lights, this year will be more popular.

Wang Peizhi pointed out that the panel backlight source is a higher order market, such as LED backlight NB, etc., the initial amount is not too large. The main reason is that there are still some differences between LED and cold cathode tube (CCFL).

Ye Yinfu believes that the demand of 3G mobile phone this year a number of emerging, using white light will also be increased to about 5, and the future of the panel resolution demand is high and Flash, and the high order mobile phone keys to white light and other factors will drive the market to the number of white, 750 million global mobile phone up to 4 billion 710 million, Bai Guangxu, and other portable consumer electronic products like iPod and other needs will also drive white LED application.

In the second half of last year, Sony launched LED as a panel backlight source NB, also caused the industry for the NB market unlimited imagination, Ye Yinfu said the estimated NB market is expected to start fermentation in the second quarter. Each NB requires about 14-15 white LED, in terms of the number of NB last year, about 59 million units, about 2 billion 700 million white light needs. The LCD TV is expected in the third quarter to see the expected future TV market size will reach up to 43 billion 500 million.

Lehman, a broker outside the capital, believes that this year's LED can be used in a large number of mobile phones and automotive related products, next year will be a large panel backlight products. The local legal person believes that international companies like Nichia has gradually moved to NB, automotive panel production capacity and the higher order products, domestic manufacturers are expected to expand in the market order.

LED applications are also heavily into consumer electronics products such as PSP, etc. this year, including mobile phones, 7 inch panel and NB applications will drive the growth of LED, while the mainland lighting project will also lead LED applications across the leading lighting.

On the supply side, last year after the whole plant of LED grains and grain prices are expected to stabilize this year, and includes packaging factory Everlight, Baihong (3031-TW), (8111-TW)?? although there are expansion moves, but after the past big expansion of excess lead experience, now has become a pace of expansion robust, expected this year in the new application under the stimulation of LED group camp are expected to profit growth sharply compared with last year, one of the most promising LED package market leading billion light, estimated profit per share is about 4.55-6.1 yuan. Hong Qi Yin during the first half of last year base period low profit this year is expected to double over last year, earnings per share is expected to reach 3-4 yuan between, EPISTAR and yuan this year are still in arsenic and the whole stage, but in the long term growth potential.