LED industry: backlight source for manufacturers, fear is just a path to the road before the lighting business opportunities

Present LED industry layout for backlight application view, seems to have high expectations from the previous "common" to "some conservative"; the main reason is that the panel ASP continued to fall, forcing the panel factory on the cost of more stringent requirements, by contrast, CCFL is still a cost competitive advantage, and LED the decline obviously can not meet the backlight panel factory imported quantitative demand, especially the cost gap is still used in the structure of liquid crystal TV several times to estimate. LED packaging manufacturers billion light (2393) chairman Ye Yinfu that does not mince words, on the whole, the current LED backlight imported TFT panel application market speed, is indeed lagging behind expectations! China (6289) lighting systems division vice president Gu Zhensheng pointed out, estimated in the future 3 years, the large size of LCD type LED backlight in the cost structure and performance, its competitiveness will be CCFL and compete with each other, this is the year LED average grain can increase brightness of more than 20% and every year, ASP will appear two to 30% decline forecast on the base, but next year is expected to quantify the benefits can only first 7 inch car demand, with the market up however, the future of LED backlight large cut TV market still can be expected, the problem is the economic scale of the backlight, really let LED industry prospects can be a long time? This part remains to be seen.

On the supply side, analysis of upstream industry, LED plant rapid expansion is not difficult, at present only crystal electric (2448) a general blue single month equipment capacity that as many as 100 million star level, production technology has been very mature, the future for high brightness products yields continue to ascend, accelerating into quantization later, once the market has a substantial demand, supply capacity will not be a problem, just look at the terminal demand when mature!

Gu Zhensheng believes that in the LED backlight can not be widely popularized and used in the LCD TV before, the overall value of the contribution is very limited, even in the future international companies have production capacity under backlight sprint, all demand may not be able to make LED industry "shine" long-term prosperity; expected to LED industry explosive growth or unlimited imagination, still lighting applications, while LED backlight will be just a leading lighting application opportunities before crossing the road!

In addition, the industry also believes that the expected LED to the introduction of general indoor lighting applications is more popular, in addition to the industry's sustained high power forward toward product development, a new generation of "distribution system" is closely integrated with LED lighting system needs, will also be an important factor contributing to the overall popularity of LED lighting. It is reported that currently the world's top three lighting factory such as PHILPS and Osland, at present, have been completed to meet the era of LED lighting related deployment plan, all only for a large rise of demand.