Analysts said with the core technology breakthrough in the field of light-emitting efficiency, domestic LED scale is rapidly expanding, industry chain is gradually open up. LED is expected to appear larger development in the next two years.
The applications broaden changed the industry structure
“Time is value, the sooner you put into operation, the more favorable it is for the development of the company.” The BDO Randa Deputy General Manager Wang Donging some hurry. December 16, he attended the Ends 30 billion LED projects in Wuhu ground breaking. and 20th, he went to participate in the unveiling of Yangzhou. It only passed two months.
Wang Dongming, introduced the company to enter the LED industry. He took a fancy to the prospects of the industry huge market and higher gross margin. He said that, taking into account the huge market share in applications, LED industry applications into the enterprise is gradually increasing.
Shenyin appliance industry analyst Mao Ping said, “leading packaging and application of corporate average gross margin of 40% -50%, net profit margin of 20% -30%.”
With the LED luminous efficiency breakthrough product range of applications has also been expanded. “A mobile phone screen is about 10 LED devices, but a 42-inch LCD TV will take 1000 LED Xiangcai Chen Gang LED With its excellent performance, in addition to be applied in the field of lighting, but also continuously improve the penetration rate in the field of TV back-light.
Industrial Securities, said Liu Liang, “2010, global LED backlight expected rapid growth in expected TV demand 30 billion, the demand for laptop 6 million, 7 billion handset demand. “This figure, more than 2008 applications in LCD.
It is to see the industry’s prospects, various funds have flocked to the LED. San-an Optoelectronic has LED upstream core equipment MOCVD from six to ten, and epitaxial wafer production capacity to expand doubled; BDO Runda plans to purchase about 30 sets of MOCVD future.
At present, the domestic LED epitaxy and chip more than 60 enterprises, more than 1000 LED lights packaging companies, nearly 2000 LED industry class enterprise. However, the real achieved downstream companies are rare. In the context of the industry, foreign manufacturers actively layout, the domestic industry is in urgent need of a reshuffle.