Analysis on the future changes of LED industry in different regions of the world

In 1997, Nichia published a white light emitting diode (LED), with global semiconductor lighting to achieve the possibility of hope, governments and enterprises attach great importance to. Semiconductor lighting can replace the traditional lighting source, in addition to energy saving, solve the energy shortage problem, and can bring huge business opportunities. After more than and 10 years of efforts, luminous efficiency of white light emitting diode has reached more than 200 lm/W in the laboratory, and commercially available products have been reached more than 150lm/W, has exceeded the traditional incandescent lamp, energy-saving lamps and fluorescent lamps etc.. Governments will also be banned the use of incandescent lamp, compared with the LED bulb price with the traditional lighting source, has reached a competitive level, the next few years LED lighting market will enter a rapid growth period.

The development of, over the past ten years in the LED industry

2002 due to mobile phone backlight and keypad with white and blue GaN based light emitting diode, led the significant increase in demand, according to market research firm Strategies Unlimited data show that the world led package market in 2001 to 2004 this period, the average annual revenue growth of up to 44%. This is the world's first wave of light emitting diode industry growth.

In 2004 to 2007 this period, the market application start towards greater area of the GPS screen, electronic photo frame and notebook computer (Notebook) and other development LED backlight, the market continues to grow, the luminous efficiency of LED is rising, the price for a large quantity and gradually declined. In the fourth quarter of 2008 has suffered due to the effect of the financial tsunami, the global economy deteriorated, LED grain price decline in the expansion, but because of Taiwan grain vendors and South Korean companies Samsung and LG cooperation, the timely introduction of LCD TV LED backlight unit, due to the use of LED light mixing technology (mix-bin), enhance the use rate of grain, and reduce the grain prices, making use of LED backlight unit for LCD TV and a cold cathode tube (CCFL) LCD TV backlight when spreads narrowed, LCD TV plus side light type LED backlight, with ultra-thin screen and light weight advantages, light emitting diode of the second wave of demand driven, global 2010 high brightness led the market sharply in 2009 compared with 93% growth.

But in 2011 due to the impact of global economic recovery is slow, LED backlight LCD TV sales as expected, on the other hand, China LED enterprises, in the government's policy support and financial subsidies, a capacity expansion, resulting in LED for the demand is far greater than the market. The LED component of the price competition. However, due to the decline in the price of LED components, LED lighting source price is not too high to be reached, the United States CREE (CREE) 60 watt incandescent lamp was launched in February 2013 to replace the type LED lamp brightness can be issued 800 lumens with 9.5 watts of power, and the price is only $12.97. Then the European OSRAM (OSRAM) in April 2013 also announced that it will begin selling price of less than 10 euros LED bulbs. Although the price competition of LED bulb is more and more intense, but this will help to stimulate consumer's purchase intention. Therefore, the general expectations of the sweet point of light has come, high brightness light-emitting diode industry is about to enter the third wave of high growth period.

Two, over the past ten years LED industry regional global change

According to market research firm Strategies Unlimited report shows that until 2008 LED package production in Japan first, Taiwan ranked second, followed by Europe, the United States, South Korea and mainland Chinese (as shown in table (a)). But in 2010 the South Korean manufacturers market share from 2009 to 13% in one fell swoop jumped sharply to 28%, Japan still maintained the first position in the world, but the LED package value accounted for 44% from 2009 to 2010 fell 33%. South Korea can from the original market share behind Taiwan and Europe and the United States, and in less than two years and significantly ahead of three manufacturers, Samsung, LG and Seoul ranked the world's top ten semiconductor, which is mainly LCD TV with Samsung and LG pushing LED backlight, LED backlight and Samsung and LG are the internal vertical integration to development, from the LED epitaxial growth, grain production, package, backlight to the production, complete self-control, and provide LED backlight LCD TV made use of. While Samsung and LG push LED TV success, also let LED backlight LCD TV penetration rate from 2% in 2009, about 3 million units, a substantial increase to 17% in 2010, about 31 million, of course, has created a large demand for LED. Although Samsung and LG began to push LED TV in 2009, at the beginning of their own internal cannot provide high efficiency LED package enough meet the specifications, and must rely on Taiwan LED manufacturers to provide grain and packaging products, but Samsung, LG, and Seoul semiconductor soon will LED capacity expansion completed, South Korean manufacturers MOCVD the equipment in 2008 is less than 100, but by 2011 the number of machines MOCVD has rapidly increased to about 450 taiwan. Due to the production of LED packaging components will be preferred to use their own brand of LED backlight TV, so that South Korea's LED packaging components market share rapidly rising. But with the penetration of LED backlight in LCD TV and monitor in 2013 this year will be gradually increased to 90%, close to saturation, the future growth of the limited space, the future growth of the main kinetic energy LED packages will be output from the general lighting.

Three, technological progress accelerated LED lighting Era

With many of the world