Domestic LED Market Heat Transfers Taiwan-Korea Corporate Mediation Growth

Mainland China's property is rapidly growing under the support of policies. With the LED being regarded as a key item in the “Twelfth Five-Year Plan”, the Taiwanese and South Korean LED industry have recently focused their mediation efforts on the growth of the Chinese mainland market. LED Epistar’s New Century Optoelectronics and China After the central government of China’s central government cooperated with each other, the lighting orders have been gradually shipped. The previous round of TV backlighting has also begun to focus on mediation. Since the second quarter, it has recently opened up LED package customers in mainland China, and has increased the proportion of lighting orders, while Samsung LED also threatened recently that it is estimated that 2013 will become the leading LED lighting market in China.

The LED industry has demonstrated that the lighting policies of the “Ten Cities, Ten Thousand People” and other lighting industries in mainland China have resulted in unsatisfactory results. The recent market heat has shifted from street lamps to indoor lighting because LED street lights must be subject to extensive outdoor conditions and many new installations. LED lights have also emerged as a continuous decline in light and other issues, while the terminal market to deal with the difference between LED and traditional lighting is still large, price competition is fierce, the initial market growth is not easy, so the office business and the standard market has become a relatively unprofitable use of the market .

In order to implement the goals of energy conservation and carbon reduction in the "Twelfth Five-Year Plan" of China, it was pointed out that Putian began to launch plans for organizations that plan energy conservation for enterprises, and estimated that they would negotiate with newcomers in the new century to purchase LED lamps. Now the new century is small. We ship quantity and carry heavy volume every month from May.

The performance of the new century, the proportion of LED lighting revenue is now about 15 to 20%, the use of outdoor billboards account for about 30% of the Lei chip, backlight use is also about 3%, and the other also includes small-size products such as grain, it is estimated that the second half The proportion of lighting applications will continue to improve, including Japan and China's mainland markets have good results, especially in China's mainland development momentum.

As for the new century, the epitaxial plant invested in Kunshan, China, is estimated to be completed in the third quarter and will be expected to expand at the end of the year. It is planned that 50 MOCVD machines will be introduced in the early stage and positioned as a dedicated base for LED lighting. The Taiwan factory is also estimated to introduce 20 machines at the end of 2011.

In the second half of 2010, the sales of LCD TVs were less than expected. Under the inventory mediation of Korean manufacturers, LEDTV backlight shipments continued to decline until the first half of 2011. The topic will substantially strengthen the structure of the LED lighting market in mainland China. In the second quarter, many Chinese packaging companies have been discussed.

Because China's mainland has low grain yields, and high-end product prices are even higher than those of Taiwanese customers, it is estimated that the results will show up as early as June. It is estimated that the proportion of revenue in the Chinese mainland market will be reduced from 10% in 2011, gradually starting from the second half of 2011, and the proportion of LED lighting is also expected to reach 25% at the end of the year.

In addition to Taiwanese LED plants actively expanding the lighting market in mainland China, Samsung LED after the substantial expansion in 2010, the center of gravity of the operation began to shift from the beginning of TV backlight lighting business opportunities, Samsung LED business spending in 2010 reached 1.68 billion dollars, large-size backlight Accounted for more than 70%, LED lighting spending accounted for 8%.

With the continuous issuance of Samsung's LED lighting products, Samsung LED Lighting Director Tang Naibin pointed out that LED lighting products will gradually migrate from Hanbang to the Chinese mainland Tianjin plant, and will display Samsung in the LED full-chain structure. The superiority of the company has officially entered the lighting market in mainland China. It is estimated that the sales target in mainland China will reach 30 million US dollars in 2011. We look forward to seeing 2013 as the leading LED lighting market in China.