LED industry Q2 or turn

LED industry in April did not show signs of the season, mainly affected by the TV backlight product specifications, improving chip yield and poor demand as expected, but the new yield began to improve in May, demand or promotion, the 2 quarter results better than expected 1 quarter overall.

Senior researcher consultant He Zaihua pointed out that although the earthquake in Japan have a certain impact on the upstream chip industry, but driven by the earthquake power shortage of downstream applications increased demand, terminal product sales rose sharply. Cree white light power efficiency LED once again break the industry record, reaching 231lm/W, according to historical experience estimates, Cree white light power LED light efficiency value in a year or two can be achieved by the majority of enterprises scale.

Observation Chinese market, part of the package because of oversupply, prices have declined significantly, the future market competition when the scale, as part of the package technology threshold is low, in the enterprise more, in constant compression cost, poor profitability of enterprises. In the downstream product applications, Chinese companies are attacked by Japan and South Korea, the decline in prices to guide the rapid increase in LED permeability, but Chinese companies still failed to seize the effective market share. Domestic manufacturers can enter the backlight and lighting applications in a timely manner, has become an important factor affecting the supply chain of LED industry chain and product prices.

Investment advisor research director Zhang Yanlin pointed out that many companies want to link the upstream chip is still involved in the field with the extension of the short term, the market does not appear the chip overcapacity situation. According to market data shows, LED chip manufacturers continue to expand with the extension of the upstream production capacity and chip production capacity gradually released, pile up in excess of requirement situation may appear, but due to the current market Chinese chip quality and foreign manufacturers still have a certain gap, the yield is obviously not enough, therefore, the market will have to be further overcapacity observation.

According to the investment adviser released "2011-2015 China semiconductor lighting (LED) industry investment analysis and prospect forecast report" shows that in 2010 MOCVD shipments of about 260 units of China. In the 2010 part of the domestic new MOCVD equipment production capacity has not been fully released, large-scale expansion of production capacity this year may make the supply and demand situation of domestic LED upstream industry is not optimistic, in the global MOCVD equipment shipment trends of the distribution area, the global LED capacity to the future in mainland China transfer trend obviously, the profound influence to the industrial structure.