Li Bingjie: LED industry is expected in 2010 will be a big reshuffle

Crystal chairman Li Bingjie believes that although many large manufacturers to join the LED production, but the initial production is limited, may not have a competitive advantage, estimated to play a substantial impact on the time will fall on 2010.

In 2008, Taiwan LED industry will greatly add 90~100 Taiwan MOCVD machine, lead to industry concerns overcapacity, plus the CMO, AUO, TSMC have entered the LED industry, accelerate the industry competition, but the leading LED chip factory EPISTAR chairman Li Bingjie believes that although many manufacturers across the full accession to the LED production, but the initial production is limited, not necessarily have a competitive advantage, play the actual effect estimated time points fall in 2010, and LED is the key battleground TV backlight market will take off smoothly.

The existing LED industry will face large panel, semiconductor and other around, Li Bingjie said, the current yield of LED manufacturers mostly increased to 8, even if new entrants with abundant resources, the production cost may not be able to gain an advantage, and the LED market is not big enough, the new business Dachang initial production capacity will be difficult to have a substantial growth. And as LED into the scale expansion of new application results to decide.

Although the industry has been worried LED pile up in excess of requirement but Li Bingjie believes that, once the smooth introduction of large size TV backlight application market, the global LED production is in short supply, manufacturers currently on the LED industry eager, is optimistic about the future of LED in large size panel backlight and lighting development potential, and thus have early layout, so the outside world to worry about LED industry the effect of big reshuffle, should be delayed until 2010, on the contrary, if the LED application of TV backlight is unable to successfully enter the market, this situation will not happen.

Li Bingjie believes that the current size of the blue crystal LED is about 700 million ~8 billion, Taiwan production capacity is only next to the crystal power of the LED plant is only about 200 million or so, will naturally attract large manufacturers to join the LED epitaxial plant. However, the advantage of crystal electricity is positioned as a simple epitaxial plant, will have the most opportunity to fight for the international OEM OEM orders.

EPISTAR believes that the Qili photoelectric CMO the fastest action, AUO is beginning to package applications starting, TSMC although shares of LED plant into action, but the upstream epitaxial schedule is still not clear, in addition, in 2008, although the new Taiwan 100 MOCVD machine, but the machine speed is not as expected so fast. Not at the same time in 2008 out of production capacity, and in oil prices continuing to rise, LED industry will continue in the coming 10 years is the direction of development and new growth space.

Source: DIGITIMES