On the afternoon of March 19, LED upstream epitaxial wafer plant Jingyuan Optoelectronics (2448) held an industry briefing, which was personally hosted by Chairman Li Bingjie. Due to its influence on industry trends, it attracted more than 200 participants.
In October 2008, Li Bingjie had a conservative view on LED's economic outlook for the next two years. However, in the LED industry briefing, attitudes changed, mainly because the demand in the mainland has risen. In particular, Samsung actively promoted LED TV, and the penetration rate of NB increased, making this year's weak mobile phone application make up for the overall LED industry. Quarterly performance was better than expected. Li Bingjie said that in 2009, LED applications in various aspects, the mobile phone market is declining, especially the mobile phone buttons are reduced by 50%, and the car is also declining. But NB, TV and lighting are on the rise.
Li Bingjie pointed out that LEDs have a growing trend in TV and lighting. The demand for LEDs for LED TVs is 15 times that of mobile phones, while the demand for LED lighting is 150 times higher. In the first quarter of 2009, shipments in these two markets increased by 20% to 30%. After the Korean TV factory actively promoted LED TV, the mainland also shipped 150,000 LED TVs. The Japanese factory started to invest in March and will accelerate the application of LEDs in TV. The mainland has recently launched “Ten Cities and Ten Thousand Citiesâ€. In 10 to 15 cities, each city has marked 10,000 street lamps, attracting attention from major manufacturers, and they are already actively arguing.
What surprised the LED industry in 2009 was the early arrival of TV applications. Samsung plans to gradually replace 10% of TVs with LEDs as backlights. Samsung's global market is eroded by 0% to 25%. To achieve this goal, the penetration rate of TV this year is about 2% to 3%. Li Bingjie stressed that other Japanese manufacturers also jumped into the market this month, but have not yet produced. Due to the active investment of Japanese and Korean manufacturers, LED applications in TV may be lifted in advance. In the monitor market, there are ten models this year using LED as the backlight. The current price difference between CCFL and LED has dropped from the initial 3,000 yuan to 1,000 yuan. Li Bingjie analyzed that if Samsung can reach the proposed 10% replacement rate, the penetration rate of LED in TV should be 5% next year, and it can reach more than 10% penetration by 2012. This year, in addition to Samsung's shipment target of 3 million units, the mainland will also have 150,000 LED TVs.
In the LED lighting segment, the current global laboratory can reach 150 lumens / watt, the market is at 100 lumens / watt, Taiwan's technology is about 10% to 20%.
At the LED industry briefing, Li Bingjie admits, "The biggest concern at the moment is uncertainty in the second half of the year." If the TV market is up, the demand will be great. The TV market is better than expected, and the crystal TV will closely observe and evaluate the future. The possibility of expansion. Li Bingjie said that due to the rapid rise in the demand for backlights and lighting for notebook computers and LCD TVs, the rate of production has increased significantly in March, blue LEDs have been fully loaded, and quaternary LEDs have increased from 40% to six. The level of formation.
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