Overseas LED Industry News
According to the statistics, there are nine Taiwan LED chip listed companies in March achieved operating income of NT $ 3.767 billion yuan, a year-on-year decline of 9.3%, growth of 37.4%; 9 LED packaging applications enterprise 1-2 months to achieve operating income of NT $ 4.616 billion yuan, year-on-year increase of 23.5%, growth of 33.7%.
LED back-light demand to flourish, and LED lighting orders gradually heavy volume, driven by the Taiwan LED packaging companies in March revenue showed a rapid growth; LED chip companies revenue fell, but Epistar and Formosa Epitaxy-the two major manufacturers of basic revenue year-ago quarter, the second quarter has been close to full capacity, order visibility has reached in May, Epistar has plans to set up a joint venture to domestic expansion.
Led and light products prices is closed to the sweet spot: on March, Cree first to introduce the $ 9.99 6W 450lm led and light bulb (replace 40W bulb), compared with the energy-saving lamps 9W (3.99 to 4.99 U.S. dollars), it is about 2 times difference. While in 2013, domestic manufacturers will launch the same level of $ 6.99 bulb, we believe that the terminal retail price of a decline will be driven to enhance the penetration of the interior LED lighting;
The MOCVD equipment slashed prices greatly: starting from the second quarter of 2011, the LED upstream expansion began to slow down, the two major suppliers Veeco and Aixtron MOCVD equipment prices from the two million U.S. dollars to $ 1.4 million, a decline of more than 30%;
Second, the domestic LED industry dynamic
Domestic led and light packaging factory enter into the backlight supply chain: and in 2012, there are only two Taiwan enterprises enter the domestic TV back-light supply chain, which is just Ruifeng power and Dongshan precision. With the technology to enhance the quality of domestic packaging companies, full access to the TV back-light supply chain, Mason Technologies Jufei, country star power of large-size LED back-light device starts a big bang;
Purchasing domestic chip trend is obvious; In addition to the packaging field of domestic enterprises began to erode the share of Taiwan enterprises, chip procurement steering is also becoming increasingly clear that the trend of the domestic leading enterprises. According to the feedback of the upstream and downstream enterprises, in addition to some high-end applications require high brightness LED chip, regardless of lighting, display or LED back-light, domestic enterprises are turning to more cost-effective;