30 billion hot money get together LED penetration rate than expected

"The future of LED in the general area of rapid penetration, will be the main driver of global LED growth. By 2014 the industry chain target penetration to reach 50%, "held yesterday in the summer of 2011 Qilu Securities Investment Forum, electronic components industry researcher Lin Jianhui said:" LED will enter a rapid development period. "

Obviously, the rapid development of the market, has become a piece of delicious cake LED - 2010, China's domestic listed companies only LED investment plan on the amount of more than 30 billion yuan. Industry war imminent.

Penetration rate exceeded expectations

Capital for LED's enthusiasm, almost five years ago, and in 2010 the LED backlight applications in order to penetrate the market is expected to exceed the speed of the industry, but also to the LED market has brought unexpected prosperity.

"We think to look for a better market prospects, the demand for good development, investment growth is relatively good company, mainly optimistic about the three directions, one is the mobile Internet, one is LED, one is a semiconductor device. Lin analysis pointed out that the LED industry growth or up to 28% growth. The application of LED surface is very wide, we are now holding a mobile phone, a laptop, desktop will after the backlight is LED, "Lin Jianhui pointed out that" LED has now entered a critical period, the large size LCD TV backlighting, automotive lighting, rapid penetration in the general area of the future LED will be the main driver of global LED growth. By 2014 the goal of the industrial chain, the penetration force to reach 50%, LED to enter a period of rapid development. "

In the past few years is not the same, the company began to compete for LED's full range of profits, including the highest profit chips. Insiders revealed that the chip link in the past year due to the local government's support for the emerging industries of high subsidies, crazy growth. 2010 China increased by an increase of nearly 10 times, the stock of more than 150% this year, or will be close to this rate of growth. Experts predict that the global LED industry in 2013 will reach about 2 times the size of 2011 (the global total of $401 billion).

High cost of domestic brands

Interestingly, there are different choices in the direction of LED development.

One of the leading LED, Taiwan LED industry said to change the positioning, has been used to monitor the use of small centers, but in the future the proportion of large display applications will gradually expand, is expected to be reversed in 2012. In addition, the use of lighting is also expanding, it is estimated that by 2013 will grow to about 20% of the whole. In the lighting on the way, not only for residential purposes, shops and commercial facilities and road use is also expected to achieve substantial growth. Taiwan senior industry analyst Guo Ziling analysis pointed out that in the media: "Taiwan LED backlight manufacturers have been on the market for business development in the display, but due to various problems, the price of IP decreased rapidly and the requirements of each panel manufacturers, manufacturers can only ensure the interests in a short period of time. In view of the upsurge of the lighting field, there are many new challenges, so it is necessary to change the business model".

Like Taiwan, the views of industry, many lighting companies established as NVC chose to enter the LED lighting market, even to attract home appliance enterprises such as Midea lighting.

But on the other side, just ho throw 3 billion 500 million yuan into the LED industry chain Elec-Tech wholly owned subsidiary of Rui Rio has said that the positive development of large screen LED market. At the same time, we in the overseas performance is quite aggressive, a major international sports events, such as F1, the Vancouver Olympic Games, the Bundesliga and the Premier League never let go, LED's display screen in "bird".

"We have more in large size LED display competitiveness, compared with the international competitors, we in quality and technology, such as the key technology of synchronous information transmission, refresh rate and so on but is not worse than them, the key is that our price is competitive. "We said, in 2010 370 million yuan main income of overseas market contribution is still as high as 80%, of which the United States market contributed 50% of the revenue, the European market will occupy the other 30%.