Taiwan East Pui crystal electricity optimistic about LED revenue in 2005

Light-emitting diode (LED) 2004 annual meeting LED forecast for the next four years compound growth rate of more than 20%, donbei photoelectric chairman Wu Qinghui pointed out that in 2004 the global white LED less than 20% for Taiwan, but 2005 will be more than 50%, EPISTAR general manager Li Bingjie stressed that the backlight module factory in 2005 will be fierce competition. Forced to use low cost and luminous efficiency of the same Taiwan white LED. LED2004 in the third quarter were affected by the mobile phone to adjust inventory operating performance and the second half of a sudden turn for the worse, be quite different in the first half, even the blue chip companies such as Acer Qi, have cut crystal electric property measurement, so investors despise LED industry, also questioned the LED05 industry prospects. But upstream of LED grain plant and downstream packaging plant in view of the new LED application development, still has confidence in the growth of the East Bay in 2005, the company in 2005 revenue growth forecast of 50%, has always been conservative Bingjie Li also said that if 05 years of growth without crystal electric 30%, you should carefully review.

Li Bingjie said that in 2004 the global LED conference just ended in Santiago in the United States Congress, forecast the next four years of global LED compound growth rate in 20%, 2005 will be better, more than 20%, with the development of new applications, LED industry development trend upward, but individual companies will have the difference, whether every the company can reach more than 20% growth, depends on each company's competitiveness. Wu Qinghui stressed that Europe and the United States, Japan manufacturers estimate in more than 20% growth rate in 05 years, and the small size of the panel from 1.5 ", 1.8", 2 ", 4", 7 "are LED of the world, the size of the panel will be replaced in 05 years a large number of.

Li Bingjie pointed out that at present has been made and Lite billion light OSRAM white LED fluorescent powder authorization, white LED only the brightness of the backlight module factory by 2004, Nichia threat, did not dare to use white LED production in Taiwan, but the backlight module plant competition is more intense, 2005 the backlight module of vital importance for plant production in Taiwan will be forced to use LED. Due east bay for international manufacturers OEM white LED the proportion gradually increased, Wu Qinghui pointed out that in 2004 the Taiwan white backlight module factory LED less than 20%, but in 2005 will be more than 50%, the LED factory is big business.

In white LED patent, Li Bingjie said Nichia YAG fluorescent powder since 1996, has been patented in South Korea, in the mainland can not through the patent application, but, more important, the backlight module factory. The white LED Nichia each price of about NT $14 to 15 yuan, Taiwan LED packaging factory of the white LED less than the price of NT $10, a price competitive advantage.