Ten city lights to accelerate LED growth Taiwan to invest eager for a fight

From the opening ceremony of the Beijing Olympic Games, this year's "eleven" grand military parade and major scenic spots in Beijing, Shanghai, Guangdong and other provincial cities, can pay attention to all kinds of light emitting diode (LED) applications also diverse, light color, style changes have great progress. In addition, notebook computer, mobile phone panel and flat panel display using LED backlight module and the proportion of steady growth, the industry is concerned, the government to promote the mainland "ten city lights" plan, behind the huge business opportunities, let the Taiwanese enterprises moquancazhang, have to cooperate with the mainland manufacturers.

Which is like the Taiwan LED packaging factory leading billion light (2393), and Shanghai Yaming lamp factory set up a joint venture company, and Formosa (1301) and (2201) Yulon investment trend of lighting, also in cooperation with the wave of the group set up a company in Shandong Province, lock LED lighting market, will set up a production line with an annual capacity of LED Street 100 thousand lights.

In addition to the original LED company, LED industry optimistic about the prospect of development, has also attracted many large companies have invested in Taiwan, such as Terry Gou's Foxconn group, began the layout of the LED industry in 2007; its Eltete semiconductor (3431) is mainly responsible for the LED street and downstream; advanced electric (3437) into the LED module fuzhun; (2354) also amplified the LED department, responsible for LED street lamp heat sink, assembly, as for panel makers Innolux (3481) also set up relevant departments of the backlight module, LED layout, the middle and lower reaches almost all in place. Taiwan Dachang positive, including TSMC, UMC (2303) (2330) group, (2409), AUO, CMO Lite (2301) (3009).

Crystal electricity: full orders on hand

Taiwan upstream epitaxial crystal power plant (2448) spokesman Zhang Shixian said, in addition to the LED lamp LED-TV backlight module demand, demand is quite strong, not only full of crystal electric current capacity, especially the high brightness LED is almost done robbed, it is LED grain supply, after the order visibility reached in December. In order to respond to the demand for orders, crystal positive adjustment of production lines, in addition to increasing the production capacity of high brightness LED, but also to increase the 30 MOCVD machines, from October onwards will continue to join the new production. With the new production capacity has been opened, the fourth quarter of the performance of the electricity is expected to off-season is not weak, but also is expected to rise again.

Billion light is also optimistic about the subsequent LED needs, especially in the Chinese market, but also dare not despise. Spokesman Liu Bangyan pointed out that the China LED market, not only is the terminal of electronic products, including street lighting, lighting, consumer products, demand to maintain high growth recently, and actively promote the Chinese policy, subsequent growth momentum is not only much less.

Ligitek: Taiwan advantage in integrating power technology and industry Lei crystal

Ligitek packaging factory (8111) chairman Tong Yixing believes that cross-strait LED manufacturers have their own good, Taiwan manufacturers not only in the upstream epitaxial ability is quite strong, in the industry supply side, the overall technological capability also has certain advantages, especially the integration between the upstream and downstream connection is quite fast, this is the advantage of Taiwan manufacturers. As for the Chinese manufacturer part, is a competitive production, and the brightness of products remain to be developed, especially the light is not easy to overcome, so both sides except for competition between manufacturers, the future still has room for cooperation.

"Ten city lights" plan, the Ministry of science and technology Chinese in order to expand the LED lighting market, promote technology research and development of semiconductor lighting industry upgrading, strengthening industrial competitiveness, and response to the global energy saving movement, will be in Shanghai City, Tianjin City, Chongqing City, Guangdong Province, Sichuan Province and other 21 provinces and city, promote "ten city lights" semiconductor lighting engineering pilot program, established 10 LED lamps as lighting demonstration city, and gradually expand the scale of semiconductor lighting market.

If the LED street lighting investment, although the price per lamp LED street lamp for the traditional HID (HPS) 5 times in each city, Chinese installed 10 thousand LED road lamps, continuous use of 8 years, LED lamps save electricity will reach 46 million 720 thousand yuan (about $6 million 840 thousand), this part is enough to pay LED the lamp installation cost and surplus.

Ten City million lights in addition to electricity, and hope to be able to uniform specifications

Although the "ten city lights" is not in Chinese around large wide LED lights, but through pilot city, each city built by cloth LED lighting amounted to tens of thousands of light, not only to expand domestic demand and promote economic growth directly benefits, but also hope to deep LED rolling, to become the world's Chinese the development of LED lighting in important areas.

Taiwan LED industry estimates, at the end of the year, "ten city lights" plan will drive China 1 million 400 thousand LED street lamp needs the government a lot of street lighting engineering will also be the case, for subsequent shipments, revenue will have a positive help. China semiconductor lighting engineering research and development and industry alliance also said that the future of the two sides in the LED lighting industry will be able to work more closely together to establish a complete industrial chain, to participate in the Ten City million public works.

Before the end of the year there will be 1 million 400 thousand street lamps

In fact, not only is Chinese, the rest of the world, such as the United States, Europe, Japan and South Korea are also related to LED lighting scheme, however, to China promote "ten city lights" plan the most attention, because the program is not only involved in the city's pilot LED lighting, the largest number of finally, may also establish Chinese LED