LED lighting: market concern

SW latest research report, LED lighting package, involving chip, conductive material, light antireflection material, drive in different areas. Global electricity consumption is about 20% of lighting, LED lighting will save more than half of the electricity consumption, which is the potential market capacity of LED. Packaging and application of back-end in 2011 is more of a concern, because the chip supply chain including chip prices, and will trigger the lighting application expectation; LED lighting chip currently accounts for only about 15% of the price of the whole lamp, huge value-added products is in the period of manufacturing and channel links; and before the TV Backlight Market Chinese enterprises it is difficult to cut, the global lighting manufacturing capacity has been focused on the Chinese, China enterprises will become the dominant force. Focus on nationstar, Zhejiang sunshine, Fu Jing technology attention.

Chip focus in the field of micro Bo, the Great Wall development. Despite the short-term LED lighting chip prices are in decline, but the lighting demand will eventually improve the pattern of supply and demand. Silan display chip is less affected by the decline in value, the green and blue chip belongs to the domestic first-class level; the development of the Great Wall with large-scale manufacturing management capabilities, in support of the wafer and billion light is expected to become the integration of upstream and downstream first-class manufacturers.