GaN LED market will gradually pick up between 2012 and 2015

IMS Research the latest quarterly report shows that in 2011 the supply and demand of GaN LED GaN LED package income decreased by 6% over the last year, the main reasons are as follows: - from 2010 to 2011, the supply side growth rate is nearly 3 times the demand side, resulting in enormous price pressure and the LED low level of capacity utilization factory. Quantitative data in the report shows that in 2012 the LED surplus will further exacerbate. - due to panel shipments and the penetration rate of LED are lower than expected, the average price for LED backlight fell 34%, revenue fell 13% to $4 billion 800 million back. - for TV LED revenue declined in 2011 5% to $1 billion 900 million, penetration rate of 39% lower than originally expected 43%. IMS Research expects GaN LED market will gradually pick up during 2012 to 2015, and due to the accelerated development of the lighting market, in 2013 and in 2014 will be two digit growth. Highlights include: - market in 2012 is expected to grow by 5%, but still below the level of 2010. Backlight slow growth, while lighting will grow by 30%. - LED is expected in 2012 will exceed the backlight application in lighting application of revenue, a year earlier than originally expected. The main reason is the increase in demand for LED lighting, while LED TV penetration decreased, and in order to open up the market in developing countries, TV manufacturers launched a low-cost direct LED backlight products. - because of the low brightness, low cost LED chip direct type LED backlight using traditional light type backlight about half. The cost gap between TV and CCFL TV with this new backlight technology is reduced. - GaN LED market, lighting is expected to share rose from 21% in 2011 to 49% in 2016; lighting LED revenue is expected to grow more than 300%.

The latest report was added in the following contents: - increased projector market is expected and LED demand will laptops and tablet computer LED - in demand from the display, notebook and tablet computer applications increased the LED particle number panel, LED panel, each panel in accordance with the size of the division is expected to - new low cost direct type LED backlight is expected according to the size of the division. For each size, and is expected to follow four different backlight configuration, including: O Edge o Edge + dimming o Direct o Direct + dimming - increased 600 x 1200 µ m chip LED chip demand - price is expected to the fourth quarter of 2012, increased the main LED manufacturer of each quarter the capacity utilization rate, listed capacity data top 15 sapphire manufacturers each quarter and 36 other or new company - provides sapphire forecast by LED in 2012, MOCVD installed, including the expected optimism and pessimism