In 2011, the LED production competition may cause oversupply and the competition between the Taiwanese factory and the international giants will be intensified. The global LED industry has entered a period of changing forces. As the Japanese lighting companies set off a price war and led LED lighting to take off in the first year of the year, South Korea and mainland China are also in a tough situation, driving regional industry competition and inspiring Taiwan LED companies to accelerate lighting applications. layout.
Due to fierce competition in market price competition, driven by the Japanese government in 2010, the prices of LED bulbs of first-tier manufacturers, including Toshiba and Panasonic, have been cut. LED manufacturers in Taiwan estimate that the price of LED bulbs in 2011 will be reduced under the trend of reducing costs. Will continue to slide, large-size LCD backlight and LED lighting is seen as 2011 growth kinetic energy dual engine, the industry estimates that compared to 2010, the global LED lighting penetration rate of about 3%, 2011 LED lighting penetration is expected to reach 6 to 10 %.
It is speculated that the LED output value of South Korea will continue to grow in the next two years. It is expected that the market share of LED packaging will increase to 24-25%, and the market share of LED packaging in Taiwan will be still in place. Compared with the LED packaging and module output value of each region in the world, Japanese manufacturers accounted for 31% of the market, ranking first, while Taiwan and South Korea respectively reached about 20%, Europe and the United States each accounted for about 10%, including South Korea. In 2009, the market share of the industry was only about 10%, but it quickly jumped to 20% in one year, which is in line with Taiwan's LED industry.
Due to the low utilization rate of Korean LED factories, the pace of production expansion has slowed significantly since the second half of 2010. On the contrary, Taiwan plants have benefited from the increased demand for TV backlighting from Korean factories, and increased LED purchases on Taiwan, prompting The LED production capacity has grown significantly. However, LED companies in mainland China are rushing to catch up. The upstream MOCVD machines may be launched in the second half of 2011. The industry is worried that once the Korean LED plant technology improves and the capacity of the mainland industry grows in volume, there will be an oversupply in 2011. In the competition, the LED market entered the competition for bargain prices, and the price drop may be more than 30%. The regional industry competition has become more intense.