The demand for backlight is strong, and the LED chip is expected to be in short supply after the next year.

      December 14th news, according to Taiwan media reports, following the NB, Monitor and TV will also use a large number of LED backlights next year, LED TV and LED Monitor demand entered the take-off period, while the MOCVD machine delivery period has slowed down, upstream The grain may be out of stock in the following year. Liu Bangyan, general manager of the Everlight Production Group, said that with the penetration rate of LED TV and Monitor next year about 15%, the grain should be lacking all year round, and the penetration rate in the next year. Up to 30%, unless the MOCVD machine delivery period is accelerated, it may be that the grain is still in short supply in the next year.

This is also the case that Li Bingjie, chairman of Jingdian, said that the high-brightness LED die may continue to be out of stock, and the second LED chip factory that echoes Li Bingjie’s view will be delayed as soon as possible in 2012.

    

LED TV and Monitor adopt LED backlight speeds exceeding expectations. According to market forecast, next year's large-size LED monitors and LED TV penetration rate will reach 15% next year, including LED TV shipments. About 20 million to 25 million units, and LED Monitor is expected to break through 25 million units. In addition, the NB part will detonate a new wave of changes with the launch of Window 7, and the LED NB penetration rate is expected to be 60.5% this year. It will increase to 83.7%, and estimate the global sales of NB by about 160 million units next year. Next year, the global LED NB sales volume will reach 130 million units. The huge business opportunities will expand the shortage of LED chips that are already in short supply. Can you have enough crystal? Granules have become the key to LED packaging companies' market for TV and Monitor backlights.

Li Bingjie said that the market generally estimates that the number of LED TVs will be about 15 million to 30 million units next year. With 15 million LED TVs plus monitors and NBs, it is estimated that 25 billion blue LEDs will be needed in a year. Due to the capacity of 150 MOCVD machines, due to the lack of delivery of the MOVCD equipment factory, the machine that can be added to production next year must advance to the factory in April next year, and only 140 units have been ordered before, so it is estimated that next year's theory It will be out of stock throughout the year. If the small seasonal cycle is excluded, it is even necessary to reach the saturation point of the first phase by 2012.

 

Liu Bangyan also echoed Li Bingjie's statement that with the penetration rate of LED TV and Monitor next year about 15%, next year's die should be lacking for the whole year, and if the TV penetration rate reaches 30% in the next year, unless the MOCVD machine is expedited, Otherwise, the grain may still be in short supply in the next year.

LED TV enters the take-off period next year. After nearly one year of low-profile layout, Yiguang began to show its benefits. Liu Bangyan confirmed that the company's LED TV products have been shipped since December and are expected to enter a high growth next year. Liu Bangyan said that next year LED TV Permeability (TV with 21-inch monitor size) is estimated to be about 15%. Next year, global LED TV sales will be about 45 million units, and Yiguang will sprint all the time. It is estimated that shipments will reach 9 million units next year.

In response to the demand for orders, Yiguang has strengthened its cooperation with Jingdian and merged into the shares of Taigu and Guangjia. Since the production capacity of these three epitaxial plants is over 80% in Taiwan, it has become the world's largest manufacturing center and is expected to become a full-fledged sprint next year. Grab the LED TV market share strong backing.

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