Lighting and NB backlight is expected to help LED through the winter

The light emitting diode (LED) manufacturer of the first quarter of this year economic views, the universal and general electronic factory is similar, "visibility" and "no" answers, but the manufacturers still expected to rely on the rise of new applications to economic winter.

Including EPISTAR chairman Li Bingjie, canyuan chairman Jane tomoto, Everlight chairman Ye Yinfu, chairman Wang Binglong, Wang Qi optitek general manager Wang Hongdong once said, lighting and NB backlight is definitely an important pillar industry of LED growth next year.

According to the Institute of statistics, in 2007 the global LED lighting market in Asia and emerging applications demand growth driven by $330 million, by 2012 the global LED lighting market will grow to $1 billion 400 million, of which architectural lighting and commercial lighting will be the most powerful growth momentum.

IEK estimates that the next year after LED NB has multiple growth space, the permeability would be expected by about 10.1% this year to 29.8% next year and the year after the 60.3%, is expected to only LED NB shipments next year will have the opportunity to reach 50 million units. However, due to a sudden turn for the worse let the market boom, the first quarter of this year's view to hold a conservative attitude, vendors said privately that it is almost trapped in the fog, visibility is very low, despite seeing what, who also dare not speak optimistic. In particular, in January coincides with the new year's day and the Lunar New Year holiday, fewer days of work, capacity utilization is certainly worse than in December, unfavorable gross margin performance.

According to Morgan Stanley estimates, LED industry demand will remain weak in the first half of 2009, and there are new challenges in the next 6 months, including the industry boom under repair, the lack of new applications can not stimulate revenue growth. Morgan Stanley technology industry report pointed out that the mobile phone and the consumer electronics industry rapid decline in the demand for LED will also be a drag on the global LED industry value forecast in 2009, the annual growth rate of only 9%, far lower than previously expected 26%.

And including NB, TV, Blu ray LED and LED street lights and other new applications will grow, but it is still difficult to make up the gap in the overall demand. However, in 2009 the NB LED backlight utilization rate will reach 28%. In addition, many niche market applications, including low temperature or interior decoration LED lights are expected to increase exposure in 2009.

In order to get a new business growth next year, LED manufacturers are actively layout, LED street lamps in the market layout and orders the most active, most of works on both sides of the Pak hung, in this year, has been made in Keelung, Taichung County, Chiayi County, Fongyuan city landmark case, estimated revenue contribution amounting to about 200 million yuan.

In addition to Baihong, including the Hon Hai group, Pei Xin, billion light, and the upper reaches of the Lite crystal power, the new century are rushing into business opportunities.

As for the NB backlight part, the current revenue contribution of the leading one hundred million light, crystal power to OEM model across the foot, East Bay this year also have the opportunity to see revenue contribution.

Billion light is a major packaging manufacturers netbook LED backlight source, with the market size growth this year, will continue to be the biggest beneficiaries, in addition LED backlight general standard size NB also has a number of manufacturers test shipments, is expected to have the opportunity to see significant growth in the second quarter of next year.