LED prospects cloudless-LED, diode, lighting – Lighting Industry – Stone texture
Since late last year, because the new application emerges, the market began to pay attention LED Future potential, LED groups in many share prices rose twice as much as word spread that the LED industry market in 10 years will not see a cloud and looking forward to this year, LED industry Tate's 100 million light (2393-TW) Chairman Ye Yinfu that LED applications this year, in addition to 7 &? Panel Backlight fermentation products other than Sony The launch of LED as a backlight source of NB is played forward, expected Q2 can gradually see the emergence of NB needs to see a little longer, like a large panel Monitor And the TV application also will debut 11 appearance.
Review LED industry in 2005 experienced a lot of big events, such as Wan Hai Group involved in the League (2422-TW) and grain business and led to power (2448-TW) merger, UMC Group has a packaging factory in Hong Qi (6168-TW), also urged the Civil Union's grain plants (3395-TW) and the element arsenic (3214-TW) combined to demonstrate the strong domestic interest group for the LED.
Grain to last the entire LED upstream and within a year there is incorporated into the element arsenic Civil Union, the League of Nations into the crystal and electricity, announced the two leading grain plants as if forming the second half of last year, Mobile Market demand and buoyant economy with 7 & Toru xiang term water Ba River Harmonic <vase? Step? ED packaging plants in the second half of operating Xiao Hehe.
Affect Taiwan LED industry over the years but the biggest problem is that patents, like last year, Nichia change to the advanced development of infringement complaint, crystal power and the International Union was Lumi led s quaternary infringement complaint, although manufacturers assess whether the problem is the establishment of the patent, and the practical implications for LED manufacturers is limited, but the patent issue will be LED cloudless sky floated occasional burst of thunderstorms.
Patent issues aside, however, many foreign and local law as per the LED industry with great potential this year, one of the industries, the main theme gradually expand as new applications, including mobile applications into a large scale from the keypad backlight panel backlight and the mobile phone camera flash, 7 & Toru xiang hasty economic Ba River water storage poison cunning owl san? B as well as TV panel backlight for potential markets, in addition, automotive, and Illumination More applications next major trend.
Jehovah (6289-TW) Wang, general manager of cultivation, said growth this year could be higher than last year, growth impetus comes from the application of low-cost mobile phones and light strings. The low-cost mobile phone selling not only stimulate the blue, will also be the same drive quaternary products, prices tend to parity with the LED, with color change over last year, has been widely used in Christmas Light on the more popular this year.
Wang Pei-values that are higher order panel backlight market, such as LED backlight NB, etc., the initial volume is also not too much. Because the main LED and cold cathode tube (CCFL) is still a certain spread between.
Yeyin Fu believes that this year 3G mobile phone Needs emerge, the use White Teeth also will increase by about 5 percent, while demand for future high resolution panel, Flash, and use high-end phone keys are white and other factors will drive the white market, the number of the world's 750 million mobile computing, white demand reached 4.71 billion teeth, and other portable consumer electronics products like the iPod, will drive the demand for white LED applications.
The second half of last year, Sony introduced a panel with LED backlight NB, also triggered a market of unlimited imagination for NB, NB Yeyin Fu said the market expected in Q2 is expected to begin in the fermentation. NB takes about 14-15 pieces each white LED, if about 59 million units last year, the number of NB calculated demand of about 2.7 billion white. And LCD TV is expected in Q3 to see the future of television market is expected to reach 43.5 billion.
And foreign brokerage Lehman Brothers believe that this LED can be used in mobile phones and a large number of car-related products, next year will be a large-size panel backlighting source products. Local corporation believes that international companies such as Nichia, etc., have gradually moved production NB, panel and other more high-end automotive products, domestic manufacturers are expected to expand the mid-market.
LED applications also heavily into consumer electronics such as PSP, etc., this includes cell phones, water shrink from about 7 & economy? B LED applications will drive the growth of the mainland will also lead the LED lighting engineering applications across the lighting leading.
And the supply side point of view, after last year's entire LED die factory, and this year is expected to stabilize grain prices, and packaging plant that contains 100 million light, Bai Hong (3031-TW), Li?? (8111-TW ) Although both expansion movement, but after the last big expansion in the experience led to excess, and now has become steady pace of expansion is expected this year, stimulated by new applications, LED ethnic revenue and profits are expected to grow significantly over last year , in which the most promising market leader billion light LED package, expected earnings per share of about 4.55-6.1 yuan. Hong Qi low base last year's first half of the year, profit is expected to double over last year, earnings per share is expected to reach 3-4 per hour, crystal power and element arsenic are still in consolidation stage of this year, but in the long term growth unlimited potential. [Key words]: LED Diode Lighting Comment Large In Small
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