Panel and semiconductor manufacturers into the LED industry

LED industry in 2008 will significantly add 90~100 Taiwan MOCVD machine, lead to industry concerns about overcapacity, plus the CMO, AUO, TSMC have entered the LED industry, will accelerate the industry competition, but LED leading grain crystal power plant chairman Li Bingjie believes that although many large cross-border join LED factory production, but the initial production Limited may not 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 increased sharply. 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, the domestic production capacity is only next to the crystal LED plant only about 200 million or so, will naturally attract large manufacturers to join the LED epitaxial factory. However, the advantage of crystal electricity is positioned as a purely epitaxial crystal factory, 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 process is still not clear, in addition, in 2008, although the new Taiwan 100 MOCVD machine, but the machine speed is not as expected fast. It is 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 development direction and new growth space.

Source: China Power Grid