Taiwan LED Forum Forecast: In 2015, 30% of LED factories will be out of the mainland

Driven by the sale price of LED TVs in Europe and the United States, the LED industry maintains a positive view on the backlight market in the second half of the year, including Jingdian, Fuyuan, and the current backlight production capacity of the new century. The fourth quarter is expected to be subsidized by China's energy saving and pre-lunar inventory next year. Support LED factory backlight demand, which China's LED factory competitors, has now actively integrated vertically, at the threshold of funding and technology, knockout will begin, analysts estimate that by 2015 there will be 3% of the LED factory will exit.

International Semiconductor Exhibition held a series of LED forums. New Century Optoelectronics Technology Vice President Li Yunli said at the forum that the current demand for backlight is quite strong, because the international brand factory in the US market to provide a price to stimulate consumer spending, including 6-inch LED TV prices It has dropped to 1,200 U.S. dollars. The penetration rate of LED TVs has soared. The current backlight production capacity is also at a high level.

Looking at the revenue figures announced by LEDs successively, Jingdi’s crystal plant’s revenue in August was 1.72 billion New Taiwan Dollars, a 3.2% increase from July, and the July revenue also reached a 23-month high. NT$452 million increased by 2.69% month-to-month. The downstream packaging plant Dongbei also saw rising demand for LED TVs. Revenue reached a new high of NT$822 million, a monthly increase of 6.2%, Dongbei optimistically that backlight demand will continue to In the fourth quarter, following the demand for price reductions in Europe and the United States, China's energy saving subsidy demand and stocking demand before the Lunar New Year are expected to succeed smoothly, which is better than the previous industry's expectation of backlight performance in the second half of the year.

On the other hand, the active vertical integration of China's LED factories has also attracted attention. According to statistics, by the end of 2011, there were about 76 grain factories in China, as many as 1,000 packaging plants and more than 2,000 lighting applications.

In mainland China, vertical integration has been adopted in recent years. However, in the face of competition, the future may still face difficulties in terms of capital and technology. The elimination match will be launched. It is estimated that by 2015, China will have 30% of LED factories. qiut the market.