Photovoltaic industry experienced short-term consolidation LED lighting performance strong

Photoelectric Association (PIDA) before the date for the 2011 Taiwan photovoltaic industry performance and industry outlook analysis report published in 2012, pointed out that the European debt crisis triggered by the global economic shocks on the first half of Taiwan optoelectronic industry by 2011, entering another cycle cycle; according to PIDA statistics, in 2011 the total output value of Taiwan optoelectronic industry about 6% decline although, saved 2 trillion NT around the scale, but also make the industry quite worried, overlooking the advent of chunyan.

In this regard, PIDA believes that the optoelectronic industry is experiencing short-term consolidation, the current market visibility is low, but the second half should be able to escape the impact of the European debt crisis, there are optimistic about the development of. In the long term, the market trend in the next five years or lighting, energy, communications, biomedical and other fields, the solar energy in the future will be the cause of vital and lasting importance display; emerging technologies and emerging market still can not be underestimated; optical communication is contrarian growth of 11%, in a variety of driving factors addition, optoelectronics industry outlook remains can be expected.

Export and OEM oriented Taiwan optoelectronic industry is closely related to the global economic boom. In 2011 to the European debt crisis, the Taiwan photovoltaic industry relies on three major industries: LED, LCD, solar photovoltaic are facing weak demand challenges. Due to the European debt crisis triggered by the global economic downturn, making the global photovoltaic output in 2011 declined by 5%, an estimated $403 billion 800 million.

According to the PIDA observation, the global photovoltaic market began in 2008 from the previous steady growth period into the shock period, 2010 governments Qili resorted to economic stimulus plan, the overall output in 2010 exceeded $400 billion, has more than 30% growth; but the effect after the market development still have to return the prototype, in 2011 the global photovoltaic market and the recession phenomenon.

The European debt crisis is expected to affect at least from the third quarter of 2011 to the first quarter of 2012 or the second quarter, looking forward to the future, the global photovoltaic output may still be some slight growth in 2012, or only to maintain a low growth. By 2013, the global photovoltaic output value is expected to return to nearly two digit growth.

Trends in global photovoltaic output over the years (unit: $one billion)

For a long time, the development of the market should show a smooth and stable trend, even in a short period of time there is a severe shock. For example, in the past ten years, the global photovoltaic market is growing at a CAGR of around (CAGR), such as the global photovoltaic market between 2011 and CAGR of about. I believe that in the future in the short term, the global photovoltaic market for a long period of CAGR can still maintain the effectiveness of about 10%.

LED lighting optimistic outlook

In the global LED market in 2011, originally popular mobile phone LED backlight applications although because the chip efficiency and backlight module design improvement, using LED to reduce the number of the decline, but the LED packaging and lighting business in spite of the contrarian, worth $16 billion 700 million, showing a growth of 11%.

PIDA estimates that in 2011 the global LED lighting output of about $3 billion 119 million, accounting for the proportion of the overall lighting market was less than 5%, but the estimated 2012 because countries have eliminated the traditional incandescent lamp, street lamp, market share can exceed 10%, and improve the efficiency and lower cost for sustained and stable growth. Currently the fastest growing market for LED lighting is the Japanese market, mainly due to the Japanese government in 2011 after the 311 earthquake actively promote energy conservation policies, making the local LED bulb penetration has reached 60%.

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