LED TV supply chain closed mainland LED plant difficult to break into

Chinese, although light emitting diode (LED) manufacturer of overweight expansion, however constrained by lack sufficient professional engineering staff to adjust the production yield, so the effective capacity still needs a long time to come, and supply LED panel factory group had plenty of internal, external mining will purchase is not high, therefore, a short time is difficult to successfully position LEDTV panel supply chain, Taiwan factory is still not enough to constitute a powerful threat.

Lextar electronics chairman and general manager Su Fengzheng said, the next 2 to 3 years of LED market value mainly come from the backlight is still a hotly contested spot for the military. Lextar electronics chairman and general manager Su Fengzheng said, to grasp the core of key components, and reduce manufacturing costs, including Samsung (Samsung), Le Jin (LG), AUO, CMO and SHARP (Sharp) five panel makers have strengthened the deployment of LED's supply sources, such as the establishment of a subsidiary's Lunda, to reduce dependence on the degree of outsourcing procurement, make the strategic mode of cooperation within the group is popular, while the LEDTV panel supply chain also more closed, Chinese, LED positive negative overweight suppliers to enter the LEDTV market expansion.

Su Fengzheng pointed out that the current Chinese mainland LED producers yield is not high, and the world's top five panel plants have their own cultivation of LED manufacturers, therefore, the mainland LED plant to successfully cut into its supply chain is not easy. He further revealed that the deposition and metal organic chemical gas equipment manufacturers (MOCVD) confirmed that the number of MOCVD in 2011, LED Chinese machine industry of building only about three and four hundred, and the original estimate of eight hundred gap is very large, the main reason is that the market demand is not as expected due to, coupled with the lack of professional regulation on human engineering the yield, so the expected short-term production capacity brought about by the profit is not much, for the Taiwan LED supplier the threat of relative decline.

According to Morgan Stanley (MorganStanley) estimates that since the beginning of 2010, 10 years in the future LED market compound annual growth rate (CAGR) up to 21.12%, the output value at $57 billion, which will be the main panel backlight applications is growing short and medium term, while lighting applications will be long-term growth opportunity. As a result, the LED industry, the LEDTV will be the next 3 years a very important source of revenue.

In the face of the LED lighting needs the budding, LED industry also spared no effort, LED card, China manufacturers certainly will not miss. Su Fengzheng believes that China's LED manufacturers LED production has a low price advantage, the initial will help stimulate the LED lighting market demand, is expected to take the lead in the first to take the lead in the low order lighting market.