2011 global LED lighting industry into the changing period of power

With Japanese lighting manufacturers set off a price war, LED lighting into the LED off the first year, South Korea, Chinese industry also led to increased competition menacing, regional industry, and promote Taiwan LED enterprises accelerate the layout of lighting applications. 2011 LED production competition caused by fear of oversupply concerns, the global LED industry to enter the changing period of power.

Industry assessment, Taiwan 2010 LED industry output value of about NT $151 billion 600 million, growth of about 6, the output value in 2011 is expected to challenge 2012 and 201 billion 500 million yuan, in 2013 the output value is expected to challenge 270 billion and 380 billion yuan respectively, as for the global LED industry output value of the fastest in 3 years will challenge the $50 billion mark, the regional industrial competition enter the superheating.

Due to market price competition, in 2010 the Japanese government driven, including Toshiba, PanasONic and other first tier manufacturers have already cut the price of LED lighting, Taiwan LED industry estimates, in 2011 the trend of cost reduction, LED bulb price will continue to slip, large size LCD backlight and LED lighting is considered growth momentum the twin engine industry estimates for 2011, compared to 2010, the global LED lighting penetration rate of approximately 3%, 2011 LED lighting penetration rate is expected to reach 6~10%.

Speculation within the next 2 years, South Korea's LED value will continue to grow, the expected LED packaging market share will increase to 24~25%, the Taiwan LED packaging market share will be in the same place. In all regions of the world, LED package module output, manufacturers accounted for about 31% of the city of Japan, ranked first, while Taiwan and South Korea respectively into about 2, Europe and the United States each accounted for about 10%, among them, South Korea industry in 2009 market share of only about 10%, but in 1 years has quickly jumped to 20%, Taiwan LED industry and racing together bridle to bridle.

Due to capacity utilization rate of South Korea's LED factory is still low, since the second half of 2010 onwards expansion progress slowed down significantly, but the Taiwan factory benefited from the factory of Korea for the TV backlight demand increases, and increase of LED purchases, prompting LED productivity growth, however China LED companies now play catch-up MOCVD, the upstream machine may in the second half of 2011 a large number of open, the industry worried once South Korea LED plant technology upgrade, China industry productivity is the volume growth in 2011, threatens to set off capacity of the LED pile up in excess of requirement to enter the market competition, price competition, the price reached more than 3 decline in fear.