LED sudden shortage of annual or severe shortage

ISuppli warned that in 2010 the global supply of LED is in short supply, and at the end of the year may be a serious shortage of supply, unless such a strong demand for device capacity has been improved.

2009 LED total consumption of 63 billion, higher than in 2008 when the 57 billion. LED market revenue of approximately $6 billion 800 million, an increase of $6 billion 100 million compared to $11.4% in 2008.

Because of the sharp rise in consumption, total LED consumption last year was dangerously close to the overall capacity of the industry as a whole, 75 billion, indicating that the capacity utilization of many LED manufacturers is close to 100%.

Obviously, demand exceeds supply, and the LED market for at least the next three years (including 2010) will maintain a growth rate of two digit, iSuppli predicted the possible serious shortage this year, unless additional capacity to meet growing demand.

2010 is expected to be a shortage of LED used as a large screen LCD TV backlight. From the demand side, due to the shortage of consumer demand for LED backlight LCD TV with a slim shape and good quality and more favored. From the supply side, TV manufacturers are actively increasing sales of LED backlight tv.

Notebook computers usually use 50 LED, monitors use about 100 LED, and LCD TV to use an average of 300 to 500 LED. In addition, due to the high degree of consistency as the LCD TV backlight LED requirements, so the industry's shortage of LED may affect the TV panel.

At present, LED is widely used as a backlight device, not only is the large size LCD TV and computer display, but also for a small LCD above a variety of devices, including notebook computer, mobile phone, portable navigation devices, digital photo frame, digital camera and small keyboard.

In addition, the use of LED solutions in the general lighting market is also increasing in residential, commercial and industrial lighting applications. Although the LED general lighting market is still in its early stages of development, but will become the mainstream market in the next two years.

The following figure shows the company's iSuppli global LED market forecast for 2006-2013.

The application of standard luminance LED includes indicator and alphanumeric LED displays. Gao Liangdu (HB) LED applications include flat-panel TVs using large screen LCD, notebook computers and computer monitors. Ultra high brightness (UHB) LED is mainly used for the next generation of general lighting applications, residential and corporate office space.

LED shortage on the impact of the LCD screen will be the most serious

LED participants in the supply chain are looking for countermeasures to overcome the expected supply shortage.

LED industry's two largest manufacturers - Aixtron and VeecoInstruments, Germany, plans to expand production capacity by the end of 2010 to the end of 2009, when the number of times in the fourth quarter of.

ISuppli believes that the LED industry is taking steps to improve the capacity of various sectors, from raw materials, wafer and wafer production has been to the finished product LED packaging and testing and other fields. However, it takes time to improve productivity.

LED panel supply for the shortage of strategies including vertical integration and increase the strength of the package.

For example, Samsung Electronics and related companies to form a joint venture Samsung Motors LED, LGDisplay and LGInnotek alliance. Two other major LED panel supplier, CMO and AU Optronics, is also active in the development of their own internal LED supply, to ensure continuity of supply.