Japanese lighting manufacturers quietly lift price war LED production competition cited worries

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

Due to the fierce competition in the market price, 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 to slip, large size LCD backlight and LED lighting is seen double growth momentum the 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%.

Speculation in 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. 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%, among them, South Korea industry in 2009 market share of only about 10%, but in 1 years has quickly jumped to 20%, Taiwan LED industry and racing together bridle to bridle.

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, however, the LED industry is to catch up, may be in the upstream of the MOCVD machine 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, the price reached more than 3 decline in fear. Regional industry competition has intensified.