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

LED light manufacturers fierce competition to seize the Chinese market in 2012

With the further increase of production capacity, the  market has not fully opened, in 2012 the Chinese market will be staged at the more intense competition in the industry, competition is more reflected in the level between the various manufacturers.

2012 LED industry battlefield upgrade in the following two areas shown:

An international LED manufacturers and LED business in LED downstream product technology contest

Although the LED upstream core technology is still under multinational control, but the market for more competition in the downstream products. Cheap LED lights industry in China's major competition is reflected in the low-end market. International companies in the area of LED upstream supply side, there is fierce competition, so the competitiveness of China LED companies in the Chinese domestic market, in the low-end applications is still relatively optimistic.

With the rapid rise of local Chinese companies, China's LED technology gradually, and the continuous approximation of the international companies. China LED companies in the international market competitiveness will be strengthened, but the heavy market demand for the field of patents, and more difficult living space.

The international LED manufacturers frequently mergers and acquisitions of listed companies surge to seize the China LED Flashlight market

International LED manufacturers frequently mergers and acquisitions:

Philips: December 15, 2011, Philips invested 25 million euros in Chengdu to build LED lighting center. Philips Co., Ltd. (Group) 2010 acquisition Jia Li, 2011 acquisition of the Danish the Amplex company's street light control business, and provide support for Philips' existing outdoor lighting business.

Osram: Recently, Osram official announced the joint venture partner since November 9, 2011 from the acquisition of TraxonTechnologies, Ltd. (hereinafter referred to Traxon) the remaining shares. A few months ago, Osram has completed the planned acquisition of German the Siteco companies and technology companies EncELium.

Samsung: Samsung Electronics and Samsung Electro-Mechanics to invest 290 billion won (about $ 200 million) formed from the two companies 50:50, but the company's corporate management rights for all Samsung Electro-Mechanics.

2012 China LED industry analysis and research

2012, the LED industry, global market demand slowdown, the government subsidy policy is still not clear. Under multiple pressures, the Chinese LED industry is bound to enter a new phase of industry structure rationalization and competitive paradigm shift.

In 2011, the MOCVD total to 720, 2012 MOCVD installed capacity is expected to maintain a level of about 300. 2011, domestic enterprises chip revenue growth of 30 percent, reaching 6.5 billion yuan, but far less than 106% growth rate of MOCVD equipment, which also reflects domestic chip production capacity can not give full play to the 2012 epitaxial silicon price pressure will continue .

GaN chip production to grow up to 12000kk / month, but capacity utilization is less than 50%, the annual output of only 71 billion, but the localization rate of 70% or more. The same time, domestic chip has a small chip integration in lighting applications a breakthrough; 20% market share in high-power lighting chip is still low, but with the R & D innovation and product quality improvement, the overall trend is the chip share slightly improved, foreign chip prices are expected to exceed 6000RMB / K.

The overall size of China's LED packaging industry reached 28.5 billion RMB, an increase of 14 percent, compared with 25 billion RMB in 2010, production from 2010's 133.5 billion to 182 billion, an increase of 36%. 2012, the domestic packaging production will still be to maintain a growth of more than 30%, but profit margins squeezed by cost and demand of the upstream and downstream, resulting in overall output growth will not exceed 20%.

2012 LED applications will maintain a rapid growth, China LED Gadgets, landscape, backlight is still the Troika-led growth, and LED lighting applications, the hot spot further from the outdoor lighting to indoor international market demand and national policy guidance will be the deciding LED lighting growth rate the key elements. LED lighting applications, the competitive landscape, there are many variables, capital, scale, technology, brand and market channels advantages of enterprises have become the main body of industry consolidation.

In 2011, the overall scale of LED applications in China reached 121 billion RMB, the overall growth rate of 34%, which is the semiconductor lighting industry chain of the fastest growing link. Among them, the growth of lighting applications, the overall share has accounted for 25% of the entire application become the largest market share applications, China LED Flashlight , backlight applications also maintained a rapid growth.

According to research statistics, the 37 pilot cities have implemented a demonstration project of more than 2000 applications, LED lamps more than 4.2 million. Many cities are increasing the LED street lights (including the tunnel lights) to replace the installed capacity, coupled with the country each year two million new installation, outdoor lighting companies to provide a broader market space, and expansion opportunities.

ElectroniCast Consultants predict,high-brightness LED will grow six times in the next 10 years

February 3 - ElectroniCast Consultants, has released a new market research report pointed out that the 2011 package of high-brightness cheap LED light bulbs global consumption of 10.77 billion U.S. dollars. ElectroniCast Consultants, as defined by high-brightness LED luminous efficiency of 30-70 lumens / watt LED.

The report predicts that by 2021, high-brightness LED global consumption is expected to reach $ 69.7 billion.

Declining average selling prices will likely lead to challenging growth model for high-brightness LEDs in some applications. Therefore, in the 2016 to 2021, some of the applications of high brightness LED consumption is expected to be decreased; However, the next 10 years of high-brightness LED sales are expected to grow in all application areas.

The use of high-brightness LEDs in the field of mobile and portable devices will remain strong, but the organic LED will continue to occupy a certain market share. The development of this field is relatively mature, has made considerable consumption in 2012. From 2011 to 2016, consumption of high-brightness LEDs in the field of automotive / vehicle is expected to grow by more than 2 times.

2011 to 2016, high-brightness LEDs is expected to use in the field of static (non-vehicle) signals will reach the 5.5 percent average annual growth rate; but with the slowdown in price decline and market saturation, high brightness LED in the field of static signal consumption will decline sharply; However, in 2016 and 2021, sales of high-brightness LEDs in the field or a slight increase.

2011 to 2016, is expected to high-brightness LED in the logo / professional display application of the consumption will be 22.1 percent of the average annual growth rate from 2016 to 2021, this growth rate even expected to reach 35.9%. In 2016, the consumption of high-brightness LEDs in other applications will reach $ 710 million, will begin to decline after five years.

2011 to 2016, high-brightness LEDs in the field of consumer TV / desktop display backlight will maintain a higher market share from 2016 to 2021, with a lot of market saturation and competition from organic LEDs upgrade, this share will begin to decline.

High Brightness LED consumption in the Americas - South America, Central America and North America - is expected from 2011, $ 3,880,000,000 to $ 24,730,000,000 in 2021. In 2011, Europe, Middle East and Africa (EMEA) region of high brightness LED consumption accounts for 20.2% of the global market, its market share will rise as the region from 2016 to 2021, growth will be greatly expedited.

Electronicast expected, a major factor in the promotion of high-brightness wholesale LED lighting products applications will be ongoing financial support, including subsidies and incentives, as well as regulatory and government departments launched energy efficiency bill, regulations and standards.

Light Fidelity(Li-Fi) - achieve data transmission with LED lights!

University of Edinburgh, Professor Haas prediction: It may be in the near future, the lamp is used for wireless networks. In fact, the imaginative professor, has been achieved by ordinary light bulb data transmission, the potential speed of more than 10 megabits per second.

Haas put a small microchip to ordinary LED bulbs installed on the light with signal transmission function. A little "light bulb wireless network" formed. As long as open the LED torches, you can connect he Internet. In a speech, Haas shows a use of LED lamps table lamps, to the receiver to the table and transfer data. As long as the hand into the beam, the video signal will be transmitted to the screen behind him, once the blocking signal will stop playing.

Haas will call this device "Light Fidelity" (referred to as Li-Fi), it can be used to transfer from the TV band "white space" wireless data or unused satellite signals, it can used in hospitals, airports , the army and even underwater. In theory, air passengers can take advantage of the light signals emitted inside the cabin surf.

Haas said that there are many limitations of radio waves, they are relatively rare, expensive and only a determined band. These limitations make it unable to keep up with the pace of wireless high-speed data transmission, affecting transmission efficiency. And just a part of the electromagnetic spectrum, visible spectrum of radio wave space is 10,000 times the world's light bulbs use 40 billion, with higher efficiency. "Any place where light is a potential data source in my view, the application prospects of this technology beyond our imagination, we need to do is to install light fixtures for all potential micro-chips, lighting and data transmission will be linked together. "

With the earth 40 billion light bulbs, replace the existing base of millions of wireless signals, LED light bulbs can be turned into each network signal transmitter, energy efficient, environmentally friendly and convenient. As long as the light where there is network signal, controlling the era of light, so that wireless communication is more magical and wonderful.

LED lighting industry's success - centralization and decentralization

Market research agency estimates that the global lighting market in 2012 will reach $ 117.8 billion, the Chinese lighting market is to reach 100 billion yuan in 2010 a large scale. In this year the trend of low-carbon energy, rapidly emerging as a new generation of LED lighting technology standards, lighting further stimulate market demand recently. Such as the EU and China are planning to phase out in 2012 all the old-fashioned incandescent bulbs.

However, faced with such a huge market, wholesale China LED Flashlight business leaders, such as Op and NVC, after a decade of exploration and development in China, do not have even 1% market share . The global lighting industry giant Philips, Osram or GE's success simply because they do have a long history of accumulation?

Not the case, we find that the last 20 years, Japan's Nichia, Seoul, Korea, China Taiwan Semiconductor and Everlight are breaking the monopoly of the Big Three. Why is this?

We analyze the success of the lighting companies and found that they have the following in common: with the core technology, through cross-licensing between manufacturers, to build technical barriers to achieve technical "authoritarian" to restrict competition in order to improve profitability; the same time opening up the patent technology, the depth of cooperation with downstream manufacturers to "decentralization" to broaden the market and grasp the development direction of the mainstream market.

"Seize the balance of centralization and decentralization, give full play to the effectiveness of technology", this common ground, it is the nature of the lighting industry.

Success: a single point beyond imitation and technology

Enterprises need to have a competitive technology, broke into the core of the circle. Technology as a weapon, the formation of alliances. Play capacity through decentralization advantages, expand the market, so that technology to get more applications.