Lighting and backlight applications surge LED market size continues to expand

Massive build, LED process, materials and measuring instruments to meet the needs and challenges of Goods are available in all varieties., the future of emerging applications in the market, consistent optimistic about LED growth trend, LED epitaxial plant prospects can be expected, including LED measurement taking joint benefit.

LEDinside research shows that the light emitting diode (LED) giants announced 2010 fourth quarter earnings report has revealed that, compared with 2009, in the LED backlight TV inventory adjustment and the price cut and many countries to promote LED lighting subsidy method, the factory in order to improve the cost recovery efficiency, in addition to TV backlight applications are from lighting application and adjust the product mix, and then the layout of the upstream metal organic chemical vapor deposition (MOCVD) equipment and materials.

Emerging lighting applications surge LED epitaxial plant season

The photoelectric technology industry association (PIDA) industry and technology industry group analyst Lv Shaoxu said that the 2011 LED market took off, among which the most popular street lighting.

LED application needs warming, and in the upper reaches of sapphire substrate materials continue to cut prices and high order LED grain shortage, LED epitaxial factory orders orders full, too busy to attend to all this, the capacity utilization rate for case, profit performance of the market is generally optimistic about the LED epitaxial plant in the first half of 2011, especially for LED will continue penetration of new application areas have significant growth.

Lv Shaoxu said, disable the incandescent lamp policy attention, LED lighting industry has been towards economies of scale, the factory started from the chip, package, heat dissipation, dedicated to improving the luminous efficiency, reduce the cost, the price of LED is increasingly people, the continued penetration of general lighting, public and commercial indoor / outdoor lighting application is the key the growth of the market in 2011.

LEDinside research data also show that the current LED in the light emitting efficiency, reduce the cost of driving, price continued to fall, especially in the high power LED120 lighting to 130 lumens (LM) decline of 21%, the main specifications of 100 ~ 120lm continued price cuts of 12%, is expected to narrow the price difference and bulbs, and help LED lighting penetration upgrade.

Bridgelux orders doubled EPISTAR directly benefit

It is worth noting that LED needs substantial growth in Asia in 2011 driven by the American LED giant Bridgelux (Bridgelux) marketing vice president Jason Posselt said, compared with the same period in 2010, the company orders increased by more than two times, is expected to directly benefit EPISTAR shipments, but EPISTAR subsidiary Crystal Electronics the production line before the occurrence of local fire, and the fire area for the blue crystal process, for the company's production capacity is significantly affected remains to be assessed.

But the company spokesman Zhang Shixian declared the production line has been restored to normal operation, and the market forecast EPISTAR issued overseas Switching Company debt (ECB) and the expansion of production capacity, so that the pan EPISTAR group in 2011 will increase the total number of MOCVD master machine can reach 10%, the total is expected to exceed four hundred units, and through horizontal integration strategy partner, Taigu Ambrose crown, Guangzhou gallium capacity blessing, and made TOYOTA licensing agreement, the LED epitaxy, grain market share as steady as Mount Tai. It is understood, EPISTAR has planned 2011 LED lighting target of $1 to 250 lumens, and in 2012 $1 challenge luminous efficiency of 500 lumens.

In addition to, LED lighting field deep has long delta power before the date of announcement, January 2011 revenue of NT $13 billion 817 million, up 17% compared with the same period in 2010. And the resolution for the stable LED grain source, through the subsidiary companies and the establishment of the joint venture company - Guangzhou Jingyuan photoelectric photoelectric jingxing. Zhang Shixian said, Guangzhou Jingxin photoelectric the fastest out of capacity in 2012, and is currently EPISTAR delta high power LED main supplier of grain.

The market forecast, not back in demand of heat, and delta power currently launched sixty-two LED lighting products, its 2011 shipments of up to five million, so in 2012 LED lighting is expected to challenge the revenue of NT $10 billion.

Increasing importance of LED technology / application innovation metrics

Chairman of the board, said Huang Qinming, the solar market must consider the integration, price and after-sales service, the company took nearly two years to open business opportunities.

LED hot, resulting in the development of LED measuring instruments to Mao electronic indirect benefit, 2010 reached 31% revenue growth, Zhimao electronics chairman Huang Qinming said, to Mao electronic unique patented technology through 2011 will expand the territory to Japan, Europe and the Chinese mainland market, estimate related green energy production line can reach 40% growth. He also stressed that in 2011 LED backlight demand emerged, coupled with lighting applications into the mature stage, the relevant industry must be as early as possible layout, to catch up with 2012 ~ 2015 business opportunities.

Huang Qinming said that in order to strengthen the advantages of measuring the market, resulting in 35% of the company's investment in 2010 to invest in technology research and development, a total of NT $600 million, and demonstrated in a wide range of patented technology. Estimated gross revenue in 2011 is expected to reach two digit growth, the primary goal is to expand the proportion of clean energy market and maintain gross margin.

LED lighting is one of the most important target markets for the company, which is called the clean energy production line with high voltage and current electric vehicles and solar energy market. With the rise of environmental awareness, low power LED lighting applications market with high price and high margin characteristics, be regarded as Deep-Fried Chicken with Chili Pepper, became Zhimao electronics attaches great importance to the measurement of production line (map).

Figure: automatic measurement system can solve the problem of large number of single machine and operator