LED industry 2009 forecast: overall optimism


At the end of 2008, the trend of LED application in 2009 was analyzed. Although the maximum size of LED backlight module used by LCDTV has reached 46 inches, there are still technical bottlenecks, and it is still difficult to mass production in the short term. In addition, due to factors such as the decline in global mobile phone shipments in 2009, and the growing popularity of China's cottage mobile phones, the market value of mobile LED backlight modules may gradually decline.

In the LED lighting market segment, in addition to the promotion of international exhibition events, the implementation of large-scale 窆 吞 ED lighting demonstration plans by various governments and the specifications of LED lighting fixtures have been fixed. It is estimated that the global LED street lamp market penetration rate will break through in 2009. 1%, began to enter the rapid growth period.

Faced with the challenges of China's LED industry, group-based operations and strategic alliances will be the key to the stable market position of Taiwanese players in 2009. The price cut of Taiwanese manufacturers has led to a 15-25% drop in white LEDs, coupled with the surge in LED backlighting modules in NB and Netbook products, as well as large-scale LED lighting and outdoor billboard applications driven by the Chinese market, which are expected to stimulate 2009. Global LED production value increased by 15.7%, setting a new record of 8.767 billion US dollars.

Taiwan's LED output value will also reach 2.314 billion US dollars, and the growth rate of 18.24% is better than the global. White LEDs with high luminous efficiency and high brightness are regarded as important indicators for LEDs entering the field of illumination, and their applications are becoming more and more extensive. In 2009, white LED was affected by the price cut strategy of Japanese manufacturer Nichia. In addition, the overall supply of LED in 2008 was oversupplied. The white LED product ASP is expected to fall from US$0.16 in 2008 to US$0.14 in 2009. Although white LEDs are expected to fall by 15% to 25%, the decline in ASP will help boost market demand and ease the pressure of oversupply. On the other hand, the new LED application launched by the 2008 Beijing Olympics continues to have fever, coupled with the 2010 Shanghai World Expo, the Guangzhou Asian Games, and the 2011 Shenzhen World University Games, which will be followed by large LED billboards. The application business opportunities of architectural landscape lighting are also the focus of the LED industry in 2009.

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