LED market growth slowed down pile up in excess of requirement

According to the latest survey pointed out that the first half of 2006, Taiwan Institute of IEK, light emitting diode (LED) output value of about NT $22 billion, market growth peak has passed, until the second half of LED value is 26 billion 700 million yuan, representing a growth of 14%. ITRI IEK Research Manager Lin Zhixun said, by the manufacturers supply will return to normal, with new capacity gradually out of the market supply and demand, the market growth slowed down significantly pile up in excess of requirement.

LED industry in the first half of this year is not short off-season, Lin Jeehoon pointed out that by the low order mobile phone white LED market demand growth driven, and some manufacturers of low capacity utilization, reducing the supply of the LED market, significant growth, part of high order LED products for the phenomenon occurred. In the first half of the overall market size grew by 25% over the same period in 2005, the output value of up to $22 billion. However, due to the second half of the new capacity out of the market growth slowed down, the second half of the estimated LED output value of about 26 billion 700 million yuan, the annual market growth rate of about 20%.

Application in many emerging market, in a large panel back light source due to the potential market is huge, so much attention, but the market is still popular key LED price, product characteristics, technology maturity and business model and so on. Lin Zhixun said, LED backlight is the fastest growing market will be in the seven inch panel market, due to the LED backlight application in small size mobile phone panel has been quite mature, this year is expected to further expand the seven inch LCD display panel market. As for the application of computer in the notebook, because the product can be used for small and medium size side light type design, high technology is mature, coupled with thin, lightweight advantages to meet consumer demand, the cost is only CCFL backlight module 20 higher to $30, market acceptance is higher than the tv. At present, South Korea SamSung, Japan TMD have launched products, CMO, BOE will be launched in the second half of the product. Estimated in the third quarter of 2007, LED backlight in the following 13 inches notebook computer is expected to have a significant substitution effect.

Lin Zhixun said that in the TV market LED backlight module is not only a high price of the product, the product features are not obvious, the specification is not clear. More importantly, the existing business model can not meet the requirements of the low price, is expected before 2008 LED backlight in the TV panel market popularity is not easy. All in all, the short-term LED in large panel backlight module applications, still in the car display and notebook computers in high-end consumer groups, is expected to 2010 market penetration rate of about 2.