Topology: Taiwan LED industry can unite a strong market position

Although in 2009 the global economic outlook is not clear, environmental protection and energy saving is still the topic of the highest and reclaim popular topics, such as the LED more green industry in the performance of the most dazzling star to help, and the development potential of the most promising. The topology Research Institute (TRI) researcher Bader Wei said that Taiwan and Japan manufacturers price competition led to decline of white LED 15~25%, plus LED backlight module NB, Netbook products soared in permeability, and driven by the market, China large-scale LED lighting and outdoor advertising billboards, is expected to stimulate the global LED in 2009 the output value of a substantial increase of 15.7%, hit a record high of $8 billion 677 million record; Taiwan LED output value will reach $2 billion 314 million, a growth rate of 18.24%, better than the world.

In the face of China, LED industry challenges, Baird Wei said that group management and strategic alliance will become a key industry in Taiwan area in 2009 to stabilize market status.

2005~2010 LED global output is expected (source: the topology Research Institute, 2008/11)

LED price decline backlight module benefit

White light LED with high luminous efficiency and high brightness, is regarded as an important indicator of LED into the field of lighting, the application of the increasingly wide range. Baird Wei pointed out that in 2009 the white light LED is influenced by the price strategy of Japanese maker Nichia, coupled with the 2008 LED market as a whole white LED ASP pile up in excess of requirement, is expected to decline from $0.16 in 2008 to $0.14 in 2009. Although the white LED may be expected to fall 15%-25%, however, the decline in ASP will help improve market demand, ease supply pressure.

The extension of 2009 LED application trend analysis includes the industry research, that decline LGP technology breakthrough plus, will promote the increasing market penetration of LED backlight module. For example, in Acer and DELl announced in 2009 will be a substantial use of LED backlight module, is expected in 2009 the global LED NB penetration will jump from 10% in 2008 to 28%, Netbook LED backlight module penetration has reached more than 100%.

While the use of LCD LED backlight module, although the maximum size has reached 46 inches, but the technology is still a bottleneck, it is still difficult to mass production in the short term. In addition, the global mobile phone shipments in 2009 as expected, and the growth of China's cottage mobile phone remains to be seen and other factors, the market value of the mobile phone LED backlight module may also gradually decline.

Outdoor billboards and lighting two hot market

On the other hand, uncovered by the 2008 Beijing Olympic Games released LED new application continues to have a fever, and the 2010 Shanghai World Expo, Guangzhou Asian Games and 2011 Shenzhen World University Games coming soon, LED large billboards, driven by the architectural landscape lighting for business opportunities, and the focus of the 2009 LED industry concern the.

LED road lighting market, in addition to the international exhibition of fuel, government procurement and implementation of large-scale LED road lighting demonstration project, and LED street lighting specifications have been finalized, the topology is expected in 2009 global LED lamp market penetration will exceed 1%, begins to step into a period of rapid growth.

As for the application of LED in indoor lighting, LED lighting Wei Bader that 2009 is expected to improve the luminous efficiency of lm/W to 100, but the price must go down, can rapid popularization in indoor lighting market. And directly driven by AC AC LED technology, and countries to develop LED lighting regulations and standards, are conducive to the development of LED lighting industry.

A new factory Jixun a strong market position strategy

Thanks to LED NB and Netbook shipments increased, and the Shanghai World Expo and Guangzhou Asian Games and other international competitions, plus street lamp, projector light source, mobile phone and digital photo applications such as market driven, expected in 2009 in Taiwan LED plant will be a large number of outdoor billboards and lighting products influx of orders. But in the face of the problem of oversupply in 2008, LED industry in Taiwan will slow down the line expansion mode should be expected to plant LED supply growth rate from 52% in 2008, down to $28% in 2009.

However, China LED industry and Taiwan manufacturers menacing, often because of technology and patent issues led to the development of the market is limited, the industry believes that Taiwan Wei Bader can stabilize the market through strategic alliance, or like the UMC, Foxconn, etc. by the development of enterprise group on the downstream to the upstream to complete the layout, also helps to reduce production costs.

2005~2010 global LED (source: the estimated value of the topology Research Institute, 2008/11)

Source: Electronic Engineering album