LED vendors actively preparing for 2014 LED lighting, backlighting Market

November 2013 Taiwan listed LED vendor revenue slightly fell 1.49% to 10 billion 840 million yuan. One Taiwan LED chip manufacturers revenue of NT $3 billion 950 million (-4.9% MoM), while the Taiwan LED packaging manufacturers revenue reached NT $6 billion 730 million, MoM grew slightly by 1.76%.

LED backlight, 4K2K backlight and benefit from high resolution TV OD15 TV backlight demand under the temperature increase, in the same size TV panel, LED backlight 4K2K TV probably can improve 1.2~1.5 times usage, OD15 thin version of direct type backlight TV using a LED number is compared to the common OD25~OD30 type of TV increased about 25%~30%, and gradually restore the health level and channel inventory next year lunar new year in advance of the factors at the end of January, there have been LED manufacturers feel ahead of stocking orders and tide up the goods, and in November revenue, such as crystal power, light, and rongchuang million Lunda and other manufacturers. However, LEDinside also observed another phenomenon, because the next direct type LED backlight TV penetration will increase to 60%, of which OD15~20 thin version of direct type TV accounted for about 20% of the remaining 80% are OD25~OD30 models based on 2014, 32 inch Direct TV as an example, OD15 backlight using 21~ 24 LED, OD25~30 as long as the 15~18 backlight, LED TV backlight use a 2014 annual number about 11 billion 830 million, 19.2% years of recession.

Lighting applications in the market demand for LED lighting terminal warm, especially for driving the development of LED, MR16, LED bulb lamp, including Seoul semiconductor (Seoul Viosys), Taiwan EPISTAR and China Sanan optoelectronics, HC semitek LED main chip manufacturers in addition to expansion plan, and will have MOCVD machine up to 4 inches of production, and in 2014 the bulb shipments increased by 70% in the strong market demand, the demand is bound to expand in power LED package, EMC wire frame manufacturers counterparts are also actively expansion for Philips, Lumileds plans to launch in power flip chip packaging products in the next year. Europe and the United States of Taiwan OEM lighting manufacturers OEM manufacturer LED single main lighting source of revenue next year but it will inject, encounter Chinese LED manufacturers to grab a single powerful threat.

Total view, LED manufacturers in order to resist the backlight LED price ASP rapid decline and actively develop high value-added products, such as NTSC more than 90% color saturation higher LED; higher development efficiency (lm/W) and higher cost (lm/$) of the LED product is Taiwan LED manufacturers to gain the best single direction European lighting oem.

Source: LEDinside