LED lighting enters forces to eliminate long-term production capacity competition oversupply

In 2011, the LED production competition may cause oversupply and the competition between the Taiwanese factory and the international giants will be intensified. The global LED industry has entered a period of changing forces. As the Japanese lighting companies set off a price war and led LED lighting to take off in the first year of the year, South Korea and mainland companies are also in turmoil, driving competition in the regional industry and inspiring LED companies in Taiwan to accelerate lighting applications. layout.

Due to fierce competition in market price competition, driven by the Japanese government in 2010, the prices of LED bulbs of first-tier manufacturers, including Toshiba and Panasonic, have been cut. LED manufacturers in Taiwan estimate that the price of LED bulbs in 2011 will be reduced under the trend of reducing costs. Will continue to slide, large-size LCD backlight and LED lighting is seen as 2011 growth kinetic energy dual engine, the industry estimates that compared to 2010, the global LED lighting penetration rate of about 3%, 2011 LED lighting penetration is expected to reach 6 to 10 %.

It is speculated that South Korea’s LED output value will continue to grow in the next 2 years. It is expected that the market share of LED packaging will increase to 24~25%, and the market share of LED packaging in Taiwan will be still in place. Compared with the LED package and module output value of each region in the world, Japanese manufacturers accounted for 31% of market share, ranking first, while Taiwan and South Korea respectively reached 20%, Europe and the United States each accounted for about 10%, including South Korea. In 2009, the market share of the industry was only about 10%, but it quickly jumped to 20% in one year, which is in line with Taiwan's LED industry.

As South Korea's LED plant capacity utilization rate is still low, since the second half of 2010, the pace of production expansion has slowed down significantly. On the contrary, the Taiwan plant has benefited from the strong demand for TV backlighting from Korean factories, and increased the amount of LED purchases to Taiwan, prompting LED production capacity has grown significantly. However, LED companies in mainland China are rushing to catch up. MOCVD machines in the upper reaches may be opened in the second half of 2011. The industry is worried that if LED technology in South Korea improves and capacity of mainland manufacturers increases, there will be an oversupply in 2011. In the competition, the LED market entered the competition for bargain prices, and the price drop may be more than 30%.

According to industry assessments, Taiwan’s LED industry output value in 2010 reached NT$151.6 billion, a growth of approximately 60%. The 2011 production value is expected to be a challenge of RMB201.5 billion, and the 2012 and 2013 output values ​​are expected to challenge a value of RMB270 billion each. 380 billion yuan, as for the fastest output value of the global LED industry in the 3 years will challenge the 50 billion US dollars mark, the regional industry competition has entered a white-hot.