The LED element value will continue to grow, in 2020 last year compound growth rate of more than 3%

Although the backlight market is relatively standardized, LED factory in recent years in the TV backlight market slightly weak, however, according to Taiwan media quoted a statistics agency said, by the 10.5 generation line capacity continues to open, driven by large size TV, handheld device needs increase, and the average size is enlarged, there will be conducive to the LED element value continued growth, expected in 2020 previously, is expected to maintain 3 ~ 5% compound annual growth rate.

According to industry estimates, the consumption of Mini LED 65 inch TV million mobile phone size about 9000 jump; take-off; 4K8K TV is a 100 million jump in different products again attack LCD supply chain, will be a new opportunity for LED factory.

LED factory in recent years has been towards the transformation of the way, using red, four yuan although the long-term demand look pretty, but the characteristics of small variety, the capital of billions of dollars to jump onto the LED factory, the proportion of revenues or vague outlines, not the killer application is impressive, the LED plant the stock price, are just the theme, for the first time to release until the crystal electric Mini backlight LED to enter the market, the panel double tiger AUO, Innolux interaction, mobile phone, Mini mobile phone factory LED design in panel, South Korea is also planning on cinema in the short distance display Mini LED, this is the LED industry in recent 10 years, after the mobile phone backlight, backlight, LED TV lighting, called the killer application of the most mainstream type, but also the success of uncertainty, at least have the opportunity to turn the tide.

While the original LED backlight market, from market research statistics, 2011 and 2014 estimates, also showed a more optimistic view, Rong Chuang believes that with the continuous release of new capacity, LCD panel TV and LCD TV to expand the size, thickness, high color rendering, HDR (dynamic development) the trend, with the growth of time, consumption of LED is increasingly optimistic.

The company cited the Institute's valuation, backlight applications due to capacity 10.5 generation factory opened, incentive of large size TV and handheld devices, demand, and the average size of growth, is expected to LED components before 2020, will be 3 to 5% compound annual growth rate.

In addition, 4K8K TV and BT2020 color saturation is expected to lead the new standard, TV intelligent mobile phone replacement tide; and replace the camera flash, affects the demand.

Source: Business Times

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