The global LED industry is highly dependent on the mobile phone industry 05 years increased by only 15%

Market research agency Topology Research Institute (TRI) research report released the day before, the global LED industry is still highly dependent on the mobile phone in the mobile phone industry, this year the new field of application development as expected, inventory problems remain uncertain, the global mobile phone shipments growth rate is expected from 21.6% to 6.9%, the growth rate of LED for 05 years fell by 26.9% last year to 15.2%.

The agency pointed out that improving effects of stimulation of high brightness LED demand in the proportion of mobile phone screen, high brightness LED has become a major driving force for the global LED market size growth since 2003. Because after 2 years of high growth rate high replacement caused by the mobile phone industry, and the global LED industry has experienced a period of vigorous development of the same. But from this year, the proportion of the growth rate of mobile phone is less than 2004, which affected the global LED market size and forecast 2005 global LED market will reach $5 billion 430 million, an increase of approximately 15.2% over 2004 and 2004, but the growth rate of 26.9% compared to 2005, the global LED Market is slow growth.

After about 30 years of development of LED industry in Taiwan has been quite mature, to become the world's mobile phone main area LED product supply, blue LED chips accounted for 40% of the global market, other products LED global market share of more than 80%. In 2005, the impact of the global mobile phone shipments growth rate is low, Taiwan LED market growth rate is expected to increase by about 20% over 2004, but still lower than the high growth rate of about 37% in 2004. Prediction of high growth in Taiwan area in 2005 LED industry driven by mobile phone, car cooling and backlight and other emerging markets have not yet formed under the Taiwan LED market by the rapid expansion of the first two years of natural growth regression.

Because the mobile phone panel backlight with white LED required for blue chip technology levels, compliance rate of Taiwan manufacturers is generally low, will present a serious shortage situation, the Taiwan region in the global market share of the products will increase from 8 in 2004 to 10% in 2005 to 15 to 20%. As for the blue chip prices, the first quarter of 2005 the blue ITO chip price is about NT $2 each to 3 yuan, the same with the fourth quarter of 2004; in general the blue crystal, because the price is close to the cost, so the price declines will slow down, the first quarter of 2005 the price is about NT $0.7 each, down about 6.7% compared with the fourth quarter of 2004.