LED industry slowdown in the application field of the fastest growing

According to the National Semiconductor Lighting Project R & D and Industry Alliance (CSA) data show that, in 2011 the total scale of China's LED industry reached 156 billion RMB, an increase of 30%, a slight slowdown in growth. ChinaVenture Investment Group and other emerging industries, the LED industry is currently experiencing a stage of overcapacity pains. Temporary predicament conceal a bright future, the backdrop of the energy saving, low energy, low-emission model, cheap LED lights industry, investment opportunities highlighted.

2011 was a year of ups and downs of the development of LED industry, despite the international macroeconomic situation continued turmoil in the domestic industrial investment situation is still grim, China's LED industry still maintained a certain growth rate. According to the National Semiconductor Lighting Project R & D and Industry Alliance (CSA) data show that, in 2011 the total scale of China's LED industry reached 156 billion yuan, an increase of 30 percent, a slight slowdown in growth. Epitaxial silicon in which the upstream, midstream package, the size of downstream applications were 6.5 billion yuan, 28.5 billion yuan and 121 billion yuan (see Figure 1).
  
Figure 1 2006-2011 China's LED industry, all sectors of industrial scale

In recent years, China's LED industry is developing rapidly, forming a complete LED industrial chain system in support of national policy and downstream applications, driven by demand. The LED industry chain, including upstream of the substrate, epitaxial wafers and chips, package of midstream and downstream of the lighting, display backlighting and other applications. LED industry focus on listed companies, such as shown in Table 1. From the industrial chain, the overall size of the 2011 LED applications for the 121 billion yuan, with an overall growth rate of 34.44%, which is the fastest growing aspects of the LED industry chain.

Related enterprises should increase investment in research, to break through the core technology, and continue to reduce production costs, improve product value for money, popularity of the application of China LED Flashlight in more areas. The same time, relevant departments of the State as soon as possible to industry standards and related support policies, and policies to guide the LED industry towards a more healthy and orderly development.

DIGITIMES: high brightness LED output value will reach $ 10.1 billion

The DIGITIMES estimated global high-brightness LED output growth rate will be 13.4 percent in 2012, the output value will reach $ 10.1 billion.

From changes in other proportion of high-brightness LED applications, the 2012 large-size LED backlight proportion will reach 34.1%, lighting applications will reach 16.7%, the the DIGITIMES forecast to 2014, the proportion of the two who will be 28.7%, 33.4 %.

2012 Japan, Korea, Taiwan high-brightness LED market share totaling 61.3 percent, Asia-led development of LED industry is the increasing tendency. The 2012 growth rate will reach 30 percent, mainly due to a large number of previously ordered MOCVD machine will be about 150 Deferred to put into operation in 2012, then worth noting that mainland China LED Flashlight products will remain in low power .

The 2012 industry new products will replace a 60W incandescent. It is worth noting the brightness of 800 lm LED bulb price is still high as $ 40. Districts required by the market price is also different. The DIGITIMES observe, Japan is $ 25, about $ 15 in Europe and America, the emerging area of about $ 7. Therefore, in 2012 the proportion of energy-saving light bulbs are still high, LED bulbs penetration rate will be 5.4 percent, while shipping satellites number will reach 1.05 billion.

Overall, the 2011 penetration rate of only 6.6%, but the potential for future growth. LED lighting development, countries have introduced policies and preferential measures. Japan plans to LED accounted for the lighting market will reach 50 percent in 2015, 30 percent in South Korea and mainland China to 20%. LED technology continues to progress, the U.S. DOE set a target point of view, the 2014 white LED components luminous efficiency will reach 200 lm / W, and the price will fall to about $ 2/klm, manufacturers process will exceed the above values​​.

DIGITIMES estimates the global LED lighting market penetration will be 11.3 percent in 2012, rose to 25.8 percent in 2014, output value by $ 16.5 billion in 2012, rose to $ 41.9 billion in 2014