Global LED industry forces growth and decline - Taiwan factory suffered a strong enemy

Global LED industry into the decline of the influence of transition period, with the Japanese lighting manufacturers set off a price war, led the LED lighting into the off year, South Korea, mainland industry also led to increased competition menacing, regional industry, and to promote Taiwan's LED industry to accelerate the layout of lighting applications, however, the 2011 LED capacity competition caused by fear of pile up in excess of requirement concerns. Taiwan factory with international competition will be intensified.

Large size LCD backlight and LED lighting is considered growth momentum twin engine industry estimates for 2011, compared to 2010, the global LED lighting penetration rate of approximately 3%, 2011 LED lighting penetration rate is expected to reach 6~10%, particularly in Japan LED lighting development the most attention, because the market price competition, in 2010 the Japanese government driven, including Toshiba (Toshiba Panasonic), and other first tier manufacturers have already cut the price of LED lighting, Taiwan LED industry estimates, in 2011 the trend of cost reduction, LED bulb price will continue sliding.

LED industry pointed out that at present LED manufacturers lighting products price is about $1.5 per watt, Taiwan factory price is $1.2, a cost competitive, due to the 2010 LED supply shortage, the annual price decline slowly, until the fourth quarter have obvious price decline, the high power LED price decline of about 10~15%. Outlook 2011 LEDTV towards cost reduction, will lead to more LED grain capacity for lighting applications, expected high power LED lighting will face at least 15~20% price decline.

LED Taiwan LED industry estimates, 2010 industrial output value of about NT $151 billion 600 million yuan, grow about 6!, in 2011 the output value of 201 billion 500 million yuan is expected to challenge 2012, and in 2013 the output value is expected to challenge 270 billion and 380 billion yuan respectively, as for the global LED industry output value of the fastest in 3 years will challenge the $50 billion mark, the regional industrial competition is heating up of.

In all regions of the world, LED package module output, manufacturers accounted for about 31% of the city of Japan, ranked first, while Taiwan and South Korea respectively into about 2, Europe and the United States each accounted for about 10%, the South Korean industry in 2009 market share of only about 10%, but in 1 years has jumped quickly Taiwan LED industry rose to 20%, and racing together bridle to bridle. Industry estimates, the next 2 years, South Korea's LED output will continue to grow, is expected to LED packaging market share will rise to 24~25%, Taiwan LED packaging market share will be in place step.

However, LED industry pointed out that, due to capacity utilization rate of South Korea's LED factory is still low, since the second half of 2010 onwards expansion progress slowed down significantly, but the Taiwan factory benefited from the factory of Korea for the TV backlight demand increases, and increase of LED purchases, prompting LED productivity growth, but the mainland LED industry is to catch up, the upstream MOCVD machine may be in the second half of 2011 a large number of open, the industry worried once South Korea LED plant technology upgrade, the mainland industry productivity is the volume growth in 2011, threatens to set off capacity of the LED pile up in excess of requirement to enter the market competition, price competition, prices fell more than 3 to fear.