The Taiwan LED Lighting Fair was held from 6/14 to 6/16. In addition to the technology and product display, the company was concerned with the development of the LED industry. DIGITIMES Research analyst and project manager Lin Fenhui cited the following important data for the future development of the LED industry.
In terms of LED luminous efficiency, Lin Fenhui estimates that there will be an increase of 15% to 20% each year. Therefore, LED plants can achieve a level of 300lm/$ (US dollar) in 2011, which is better than the development goals set by the US DOE. . In terms of LED chip area, with the increase of luminous efficiency, the chip area is easy to miniaturize, and the original LED chip for lighting has a larger area (compared with the backlight source application), while the industry estimates that the LED chip should be further reduced. 20% area.
LED industry's revenue performance forecast for the third quarter of 2011, as capacity utilization has increased in the second quarter, and the peak forecast is expected to continue from July to August, so the quarter's revenue growth rate will exceed 20%, of which, lighting The application growth rate is larger than that of backlight applications. The main reason is that the LED industry wants to increase lighting application revenue to make up for the LED TV application revenue as early as expected.
In terms of LED average price, Lin Fenhui analyzed that the price drop situation in the third quarter will be smaller than that in the second quarter, and is expected to be -5% to -10%. Among them, the high-standard LED product prices will be more stable; however, it is worth noting that the mainland Sanan is expected to start sales of low- and medium-level LED chips in Taiwan in the second half of 2011, which will cause the prices of such products to decline more.
Although Taiwanese factories are likely to face pressure from mainland Chinese companies in terms of prices, the price of sapphire substrates (calculated at 2å‹) will decline significantly in the third quarter. With the significant expansion of Korean plant STC production capacity, the offer in the third quarter will be less than 20 US dollars. On the other hand, other first-line plants' prices will remain at more than 20 US dollars.
Overall, Lin Fenhui stated that the sapphire substrate will drop to approximately US$20 at the beginning of 2011, which is approximately US$30, and will positively increase for the LED industry's gross margin.
In terms of LED luminous efficiency, Lin Fenhui estimates that there will be an increase of 15% to 20% each year. Therefore, LED plants can achieve a level of 300lm/$ (US dollar) in 2011, which is better than the development goals set by the US DOE. . In terms of LED chip area, with the increase of luminous efficiency, the chip area is easy to miniaturize, and the original LED chip for lighting has a larger area (compared with the backlight source application), while the industry estimates that the LED chip should be further reduced. 20% area.
LED industry's revenue performance forecast for the third quarter of 2011, as capacity utilization has increased in the second quarter, and the peak forecast is expected to continue from July to August, so the quarter's revenue growth rate will exceed 20%, of which, lighting The application growth rate is larger than that of backlight applications. The main reason is that the LED industry wants to increase lighting application revenue to make up for the LED TV application revenue as early as expected.
In terms of LED average price, Lin Fenhui analyzed that the price drop situation in the third quarter will be smaller than that in the second quarter, and is expected to be -5% to -10%. Among them, the high-standard LED product prices will be more stable; however, it is worth noting that the mainland Sanan is expected to start sales of low- and medium-level LED chips in Taiwan in the second half of 2011, which will cause the prices of such products to decline more.
Although Taiwanese factories are likely to face pressure from mainland Chinese companies in terms of prices, the price of sapphire substrates (calculated at 2å‹) will decline significantly in the third quarter. With the significant expansion of Korean plant STC production capacity, the offer in the third quarter will be less than 20 US dollars. On the other hand, other first-line plants' prices will remain at more than 20 US dollars.
Overall, Lin Fenhui stated that the sapphire substrate will drop to approximately US$20 at the beginning of 2011, which is approximately US$30, and will positively increase for the LED industry's gross margin.
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