Analysis: off-season approaching LED vendors how to enhance competitiveness

According to the global market research firm TrendForce's green energy division LEDinside, Korean manufacturers still plans to increase the proportion of direct type TV shipments, plus the 2014 lunar new year will come in January, most LED vendors are still trying to launch cost-effective products to prepare for the next year.

In October 2013, Taiwan listed LED vendor revenue slightly fell 3.09% to 10 billion 840 million yuan. One Taiwan LED chip manufacturers revenue of NT $4 billion 150 million (+7.5% MoM), while Taiwan LED packaging manufacturers revenue reached NT $6 billion 690 million.

LEDinside said the direct type TV in the use of LED chips to reduce the number and cost reduction, has become one of the mainstream models in 2013 LED TV, with the direct type backlight with high wattage chip, the future use of a number of direct type machine chip will be more reduced, LEDinside said in the pursuit of a reduced number of cover LED free crystal wire, high current drive advantages, will make more and more manufacturers into use. LEDinside believes that in 2013 the average straight down LED TV penetration is expected to reach 40%, while in 2014 can reach more than 60%.

In addition, the advantages of crystal LED for lighting has gradually emerged, including candle lights, lamps are the main products. COB with no ghosting, simple optical design, so LED manufacturers in addition to single source LED, manufacturers have launched COB products to meet a variety of lighting market demand, the current COB market share of about 15%, with the lighting market value increase, will become a stable growth.

Crystal electricity to develop a different product line, IR and four yuan LED product line orders stable demand, October revenue grew by $6.3%, up to $1 billion 980 million. East Bay is also actively layout of the car lights, and is working with customers in the certification, Chinese TV customers in the third quarter of the inventory adjustment has been temporarily paragraph, the fourth quarter performance is expected to return to warm.

Overall view, LED manufacturers in the backlight market to consider the cost, so the product specifications continue to improve the efficiency and reduce the cost of light; as the lighting market is still in order to meet the customer's price performance requirements. Therefore, in addition to OEM manufacturers in Taiwan products, most of them have begun to launch its own lighting brands to maintain revenue and profit.