LED industry: mobile phone application new mobile phone application slowed growth

Research institutions are expected, mobile phone application in leading the global LED industry after 2 years before the high growth rate of nearly 30%, while the next few years will continue to grow, but in recent years, driven by the rapid growth of LED market size of mobile phone applications, expected from next year after the growth slowed down, the future will instead, growth of the relative prominence of the new application the field, will be in automotive lighting, display (including indoor and outdoor billboards) and DSC flash light, backlight and indoor lighting etc, so the second half will be the layout of the new application areas downstream manufacturers LED, with relatively better growth. According to iSuppli Research Report, the global LED industry forecast to 2008, will be expected to reach market size of $6 billion 800 million, of which, with high brightness LED and high brightness LED market demand will be the most potential growth, in other words, although the future of the total output value of the global LED market is still a year with growth conditions, but different the period will also have a different application areas to lead the industry with obvious growth. Individual subject manufacturers LED, unified Securities believes that in Dingyuan, including solar panel production, layout and vehicle starting Baihong panel backlight market effectiveness of LED engineering standard field will gradually appear in the East Bay, and cultivate overseas light bar market has cut by Huaxing, follow-up revenue growth potential are worth further attention. Prospect of Taiwan LED vendors in the third quarter operating outlook, legal person pointed out that due to the industry's continued good source of high brightness LED backlight panel use demand, so most manufacturers have invested LED product development of higher brightness, expected future market demand for commodities once opened, there will be a significant investment in each factory revenue contribution, and at the present stage, overall, is expected to LED manufacturers in Taiwan in 8 and September revenue back light in the demand of mobile phone applications and other small and medium-sized panels continued warming, the 2 month results will be expected to have obvious growth. Dingyuan in LED middle OEM business, since the start of the year in the solar panel production, beginning in March July, a small ship with sales reached 20 million yuan, the solar panel product line has the proportion of total revenue of about 10%. Ding Yuan estimates, since the third quarter, with the production capacity of the upstream chip factory gradually opened, the solar panel will also have a more significant revenue growth, the company annual production capacity of approximately 10 million solar panels, in the upper reaches of the key components of shortage situation to obtain relief, is expected next year to expand the scale of production capacity will double 20 million. When estimating the solar panel products monthly revenue contribution will increase to more than 35 million yuan, the proportion of revenues will be increased to two to 30%. In addition, East Bay, the layout of the car panel backlight market will gradually benefit. Donper pointed out that at present 7 inches below the small size TFT panel using LED as the light source of the situation has become increasingly mature, the other in the automotive market, in addition to the original headlights and taillights and other applications, the dashboard has used LED as a backlight source; in the third quarter of operation, in addition to panel backlight, vehicle sales market gradually warming, due to the company's optical mouse with CMOS sensing components shipped into the traditional peak season, coupled with the electronic toll collection (ETC) system module will be started in September shipments, so estimates of third quarter revenues can be compared with the previous quarter to grow about 30%. As for the long-term cultivation of billboards market Huaxing, recently in the North American market orders was good. Huaxing said, the company has received 250 thousand feet of LED lamps and future orders, there are 1 million feet potential order has yet to be confirmed, the potential revenue contribution of more than 50 million yuan, the third quarter is expected to continue to order shipments, shipments and will be compared with the first half of 500 thousand feet was amplified at the same time as the LED lamp belongs to customer specifications the system of products, its profit is higher than the average level, although the company's revenue accounted for the proportion of about 5%, compared with 2% last year, has been slightly improved, further improvement is expected to contribute to the second half of the overall profit. (lean news / Huang Xingshan)