Demand boom LED industry boom to enhance the size of the shipment or double

The continued growth in demand for lighting end driven LED industry into a one-way upward channel. With the decline in further restrictions on the use of incandescent lamps and LED lighting products prices, LED lighting ushered in the opportunity of rapid development, comprehensive major manufacturers and research agency, LED lighting expected shipments scale will exceed 100% growth related companies is expected to obtain ultra expected return.

Taiwan area China LED business revenue, LED has always been the industry boom index, although in December the traditional off-season, but the chip in the LED industry revenue grew 59% in December, the package of overall revenue 53%, billion light, Lunda, crystal electric and other mainstream company revenue is a gratifying situation.

Packaging plant, billion in December revenue of 2 billion 260 million yuan, an increase of up to 70%, benefiting from lighting and backlight orders, the company expects shipments in the 1 quarter of this year will continue to grow. And lextar electronics benefited from the notebook computer orders back to the temperature of the Korean mobile phone manufacturers and flash TV backlight demand, December revenue of NT $1 billion 97 million, compared to November fell 5.84% year-on-year growth rate reached 55%. Chip manufacturers, EPISTAR December revenue reached NT $2 billion 47 million, slightly down 1.36%, an increase of up to 78.8%.

LED lighting product characteristics, from the perspective of the recent technical development trend, light source efficiency has reached more than 200lm/w. At the same time, the terminal market of lighting products price has continued to decline, OSRAM, CREE and other companies products have been reduced to around $10, and the same brand of energy-saving lamp price is about $5, taking into account the great difference in the service life of the LED lamp, the actual use of cost ordinary energy-saving lamps cheaper.

From the division of LED industrial chain, including raw material LED (MO source, emitting materials), four plates of LED chip, LED package and LED lamps, benefit from the point of view, the first benefit is the downstream lighting manufacturers channels with advantages, such as Yankon and BDO Runda, followed by LED chip and the package of two links, with the scale of demand growth rate has been rapid increase capacity utilization, the price of LED raw materials are also subject to certain boost, such as MO source and the Department of South photoelectric constant shares of rare earth luminescent materials etc..

From the functional point of view, the main is divided into LED lighting and LED backlight, the industry is more optimistic about the development of LED lighting, the status of Ruifeng photoelectric also verify this judgment. The company's management said that on the basis of the stability of the LED LCD TV market, increase the intensity of the development of the field of LED lighting, sales and profit growth achieved.

From a growth perspective, because the permeability of LED backlight in the panel and the intelligent terminal has more than 90%, the future size of the backlight growth will mainly come from the natural growth, and the growth of LED lighting will usher in bring permeability and the natural growth of the "double click Davies".