LED and industry challenges hidden turbulence ride the wind and waves

By LCD TV market in the second half of 2010 demand slowed, Korean brands launched inventory adjustment strategy, in 2010 opened lower, the joint effect of LED industry against the economic downturn. But with the new LEDTV machine pull strength rise, part of package plant from the end of 2010 the first operations to reflect the signs of recovery, and get rid of the bottom corner, in 2011 to expand the backlight and LED lighting heating demand twin engine driven, LED is expected to reproduce the strong light of the posture, but behind the good prospects for the 2011 LED industry still roaring waves hidden, turbulence. Although 2010 LEDTV was not as expected to successfully achieve 30% penetration high standard level, the estimated annual only reached 2, LED LCD monitor is only about 18~20%, but the LEDTV and CCFLTV panel spread from 2010 the 3~4 season has been significantly shortened, such as 42 inch panel spreads narrowed from $140 to about $90, is expected to let LEDTV remove the aura of nobility in 2011, from the high order to the low order market expectations, market penetration will increase to 50%, and drive the LED supply chain from the end of the first quarter volume growth, bringing back the warm opportunity for the prosperity of the industry, has become the LED industry 2011 annual operating support center. In addition, LED lighting will gradually show over market posture in Japan LED lighting market in 2011 after the ignition, LED lighting penetration is expected to challenge the key threshold of 10%, as governments to ban incandescent lights and other energy-saving policies have been implemented, and the luminous efficiency of LED production reached 100lm/W level, LED lighting market will be all ready, only the wind down, depending on the unit cost. Fortunately, the cost competitiveness of the electronic industry in Taiwan has long been the advantage, but before the market size is about to enter the outbreak, short-term supply and demand adjustment will be difficult to avoid pains. Is estimated by using the off-season rates reduce the impact effect and production capacity, the fourth quarter of 2010 whether large size backlight or lighting, LED from grain to package goods prices have continued to fall, the price of about 10% and LED backlight, lighting is following the fourth quarter decline after 10~15%, there are more than 10% decline in first quarter of 2011 recently, the United States listed SemiLEDs (SemiLEDS) pointed out that by the decline in the price impact, the first quarter of 2011 earnings fell sharply, leading to the day the stock price plummeted, leading LED Cree factory also appeared earnings than expected results, leading after the share price fell 15%, LED lighting needs to rise, but the industry competition and the challenge is still difficult.