Shuimu qinghua in China, the research report LED electronic field is the most active investment subject. The LED the upstream MOCVD machine, for example, is expected to ship 662sets of 2010 MOCVD machine,is the total of the three years of 2007, 2008, 2009. And still can maintain to 2011 so high shipments. Actual shipments may be higher, each MOCVD machine about 100-200 million USD, the Chinese government has the maximum subsidy is 50%. Thus China shares LED a boom, crazy MOCVD procurement, 2010 in the development of the registration is nearly 700, some manufacturers ranging from NDRC subsidies and direct purchase. The German manufacturer by MOCVD almost AIXTRON and American manufacturers VEECO monopoly, two houses can have limited, order until 2012.
2009 second market appears big leap LED by a notebook computer LED backlighting from 2008 of 15% of rapid growth to nearly 60%,is expected to 88%end by 2010, some organizations to 98%. Another is the liquid crystal TV LED backlighting by the end of 2008 from 0.01% growth to 10%, and is expected to reach the end of the decade. At the same time LED backlighting LCDS grows from 2008 of 5% to 0.01%. The market increases, LED from 2009 increased to $7 billion to $107 billion by 2010, it is any other electronic products are unable to achieve rapid growth. With the brightness led and prices fall, general lighting field LED the proportion is expected to increase, general lighting is a huge potential market, market scale up billion dollars. In 2012, LED to the market can achieve 204 billion dollars.
Global LED can be divided into three camps.
One is to Japan, Europe and America as a representative of the camp. Global giants are five LED the camp, including chemical, Toyota, the synthesis, Lumileds,Cree, Osram. The campaign also includes Toshiba, panasonic and sharp. The first-class technology, patent, high brightness LED in the field work for many years, the target market is general lighting and automotive lighting. A Japanese company will be both consumer electronic products, and LED backlighting on consumer electronic products with LED backlighting interested.
The second campaign is South Korea and Taiwan manufacturer, the factory has complete industry chain, consumer electronics concerned with LED backlighting consumer electronic products, the technology and the European, American enterprise, especially the general lighting field. But they are enjoying high growth. |