SMD LED with the recent market for the future status and are expected, the market has witnessed a sustained prosperity, contending the lively weather. Benefit from the SMD-type LED products than any other product in the upstream chip client has a great improvement and cost reduction of brightness space in the downstream application side has a larger market demand, especially in the beginning of 2009, large-size LED backlight and LED lighting needs growing detonated under, GLII forecast the next 2-3 years, global demand will rise significantly SMD products.
SMD LED market growth continues to accelerate
Over the past five years, when the LED industry production and sales increased by 30% and 20%, SMD LED's market share in China's LED packaging industry was only a small part. Sales in 2007 accounted for only 10% of all LED devices to 15%. SMD LED industry's growth is very slow relative to the industry, the 2008 SMD LED revenue grew only 5% to 10%.
But with the independent innovation of China's major manufacturers and business strategy changes, by 2009, China has 153 sets of MOCVD equipment, chip production in 2008 increased 25% to $ 2.3 billion package output value reached 20.4 billion yuan. Power LED and SMD LED grow rapidly. 2010 is expected to increase to 28 billion yuan.
According to research firm isuppli forecast, 2006 to 2012, the global LED market revenue CAGR of approximately 14.6%, affected by the large-size LCD backlighting, automotive lighting and general lighting and other emerging areas of driving, 2012, LED market will reach $ 12.3 billion. On LED packaging industry, according to Taiwan's Photonics Industry & Technology Association (pida) estimated 2005-2010 global average annual compound growth rate of GDP led package (cagr) was 13.6%, to 2010, global LED packaging market output value will reach $ 11.583 billion, SMD LED and power LED which will occupy 80% of the value.
SMD LED strong downstream demand to support
Demand for large-size LED backlight with rapid heating, the market research firm predicted penetration of LED continually refresh a new high. 2010 the global LED demand is expected to harvest up to 40%, compared to 2008, mobile backlighting applications, the total market share of 40%, large-size backlight 2013 is expected to grow to 5 percent, reduced the proportion of cell phone backlight to 11%, while Desktop cell phone backlight market demand will be 6 to 7 times larger than the proportion of other lighting applications will grow to 16%, backlight and lighting will be the next major growth market.
To about 13.5 million units worldwide scale mobile computing, the demand for white LED year to 13.5 billion, if the Desktop backlight 100% market penetration, the demand for one year will need to NB 6 billion white LED, LCD monitor The white device demand to reach 11.5 billion, LCD TV (LCD TV) will have 71.6 billion, of which just white LED LCD TV demand is 5.3 mobile phone market surge in the market will drive the LED industry grow into the outbreak .
In 2009, both the Samsung, LG, Amtran, Sharp, Panasonic and other international companies, or domestic Hisense, TCL, Skyworth, with the side of domestic manufacturers have introduced LED-backlit TVs of various sizes, equipped with LED backlight to enhance the the proportion of models. Experts predict that up to Samsung as a pioneer of large-size TVs with backlight use, penetration is only the beginning of zero, less than 4% penetration in 2009, estimated up to 10% next year, up to 40% by 2012 , 2013, the global large-size LED backlight applications will account for 50% market share.
In addition, new markets, pushing up under the new applications, and LED lighting testing standards of the final decisions in early 2010, LED lighting market in 2010 a considerable growth rate. Estimates from 2007 to 2012, global LED lighting market will reach a compound annual growth rate of 28.5%, in 2012 the global LED lighting market reached $ 5.29 billion. According to Philips predicts that by 2020 the LED lighting market will account for 90% of all lighting, general lighting only the traditional 10 percent market share.
SMD LED production cost and capacity advantages
Compared to other types of SMD LED devices, high luminous efficiency, low cost, production speed advantage. Because SMD products from low current drive, the luminous efficiency of up to 110-120 lumens per watt, the cost is much lower than the high-power LED. While at the same speed in the package a day to a machine more than 20 ten thousand letters SMD products, LED products than many other types of 6-7 million pieces.
Taiwan's first maker billion package of light 2010 LED TV backlighting large heavy volume shipments have been received from LG, Samsung, and other manufacturers Amtran orders, preliminary planning, SMD monthly production capacity has doubled from one billion to two billion. Another giant East Bay current monthly production capacity of 400 million SMD 2010, large-size backlight is locked to expand production capacity with a SMD package, SMD monthly capacity of 600 million to 800 million, and Wang Qi and Bai-Hong also have expansion plans. SMD 2010, the Taiwan factory capacity to grow at least 5 to 1 times.
LED packaging production value of China in 2009 reached 20.4 billion yuan, 18.5 billion yuan in 2008, up 10%; production from 94 billion in 2008 increased by 10 percent to 105.6 billion, of which 10% SMD LED, about 10 billion only. Country star power to SMD monthly production capacity of 200 million ranked first in the domestic market, accounting for nearly 30% market share. Country star power to the main blue-based products for mobile phones, home appliances applications. Jiuzhou Optoelectronics to 100 million or so per month to the second highest, and its products are mainly used to light the main, the majority of production is used for the needs of their downstream applications. Ranked third in the domestic market, the first one in Shenzhen Ruifeng power, although the current monthly production capacity is only half of Kyushu, but most of the products used in mobile phones, PDA button switches, the large-size backlight, car audio, instruction set and other instruments in the field of high-end products, focusing on full-color product areas, especially in the large-size backlight, backlighting automotive electronics field in the domestic market share ranks first among large-size backlight SMD LED2009 annual shipments of 77KK, 2010 for the first half 96KK, is currently the only successful TV production company and received a large single package vendor.
