LED shine, to meet the next star industry in Taiwan

(this article by Taiwan "this week" magazine published in September 10th, excerpt from the current "old Xie lecture" column)

Humans began to know the fire in 1879 two million years ago, Edison invented the electric light, the human began the first lighting revolution, in 1992 the United States GE successfully developed the world's first LED red phosphorus GaAs, human lighting to enter the second stage of the revolution. This is twenty years, the LED technology change rapidly in 1993, Nichia developed on GaN copper (GaN) made of blue LED, with MOVPE (metal organic vapor phase epitaxy) epitaxial technology, finally can produce high brightness pure green and blue LED, LED began to move towards the goal of full color.

1996 Nichia is based on blue collocation phosphor, developed a white LED lighting market to become the world's most high-profile new light source. From the LED industry gradually formed a complete system on the downstream, Japan's Nichia, TOYOTA, ROHM and the synthesis; Osland (OSRAM), Lumileds, Rui (CREE), Lumination, Samsung, LG and fully compete in South Korea, plus powerful PHILPS, general electric, Taiwan entered the LED industry from the package to the upstream grain factory, in the infringement lawsuit in the shadow of hard fighting for more than twenty years, and this year is likely to be the most critical year.

This year LED and solar green energy industry is the most promising, but because the solar energy industry investment, plus silicon raw material collapse, industry rapid reversal, after several years of good market this year, the solar industry miserable situation emerged in the past can easily earn a share capital of the company, such as Eton, the first half EPS (net income per share) is negative 5.81 yuan, the new solar EPS is negative 5.15 yuan, Yu Jing is the worst, the first half of a loss of 6.04 yuan, and the solar energy industry companies, only China and the United States in the first half of this year profit crystal.

On the other hand, also after the financial tsunami, LED industry is everywhere in turn, after the fourth quarter of last year and the first quarter of this year's second quarter loss of upstream grain plants, there are significant turnaround signals, the downstream packaging factory is able to maintain a good profit. For example, is the world's largest crystal electric capacity is 4 yuan and the world's third largest Blu ray production in the fourth quarter of last year, a loss of five yuan in the first quarter of this year. Wusanyi, loss of 107 million yuan this year, the second quarter net profit of 288 million yuan. Another canyuan CMO entered the capital in the first half of this year there have been meager profits, the rest of the new century and Taigu is still at a loss.

But from the revenue, but can clearly see the steep growth trajectory, like canyuan in February this year, revenue is only seventy million yuan, to August has jumped to 224 million yuan, in August revenue growth of 60% over the same period last year. Crystal electricity jumped from 680 million yuan in February to $1 billion 248 million, an increase of 36.6 over the same period last year, after the financial tsunami hit, crystal electricity to August revenue has been restored to grow, this growth force from the extensive application of LED.

Application of a wide range of LED TV set off another phase of revolution

In the past when the back light source in LED mobile phone, then LED is used in the N beta, then the lighting revolution, LED to replace the incandescent lamp, incandescent lamp as China NDRC has recently reiterated that all out in the next three years, LED is used in the automobile headlight, then China the mainland to promote the "ten city lights", the full use of when the LED lights, to LED this year happen again by end revolution, Samsung pioneered the development of LED backlight models of LED TV, a new revolution in the whole industry has entered another stage.

According to the well-known global flat panel display market research firm Display Search data show that the first half of this year to the end of June ended, LCD TV accounted for 67.3% of the market, plasma TV accounted for 6.9%, only 25.7% of the traditional CRT TV, this is a major change is unbelievable, because five years ago, CRT TV is still the mainstream unexpectedly, soon to be replaced by LCD TV.

TV entered the stage of LCD TV, South Korea's Samsung and LG gradually replace TV (SONY) to become the leading brand LCD. According to Display Search data show that in the second quarter of this year, the flat TV models, Samsung market share of, accounting for LG, SONY fell to third, the remaining 11.8%, and then Panasonic8.6%, SHARP.

But LCD TV of large power consumption, Samsung this year, the biggest change is the back light LCD TV, from the cold fluorescent lamp power consumption to LED, the poles arranged in the edge, rather than behind the screen, make LED TV really achieve the purpose of saving energy, Samsung LED TV launched in March, to the end of June a the season has sold six hundred thousand units, and evaluate the market quite good.

Samsung LED TV shipments this year to set goals for 2 million 200 thousand, 2010 will increase to six million units, with the side light type (side view) each need three hundred to four hundred LED is Samsung LED TV single grain, grain demand for LED will reach two billion and four hundred million a year, the light is a Samsung can explode crystal electric upstream, canyuan grain factory capacity. Moreover, in the Samsung fully involved in the offensive LED TV, LG, Panasonic and SHARP also announced to join the ranks of LED TV, will further promote the demand for LED backlight. LED use the largest mobile phone in the past, later in the N beta is now LED TV, a LED TV, because the grain is used ten times N beta, LED TV if the rapid capture market, so the demand of LED grain will be many times greater than NB. This will be the biggest source of growth for LED this year.

Dis