From the opening ceremony of the Beijing Olympic Games, to the grand "11" military parade in this year and major scenic spots in Beijing, Shanghai, Guangdong and other provincial cities, you can notice that various light-emitting diode (LED) applications are also diverse. Light color and style changes have made great progress. In addition, the proportion of LED backlight modules used in notebook computers, mobile phone panels and flat panel displays has continued to grow steadily. What is most concerned by the industry is the huge business opportunities behind the government's promotion of the “Ten Cities and Ten Thousand Cities†program in the Mainland. Taiwanese companies are gearing up to cooperate with mainland manufacturers.
Among them, such as Taiwan's LED packaging factory leader Yiguang (2393), it has established a joint venture with Shanghai Yaming Bulb Factory, and Formosa Plastics (1301) and Yulong (2201) transferred investment trend lighting, and also established a company with Inspur Group. Lock the LED lighting market in Shandong Province and set up an LED street lamp production line with an annual production capacity of 100,000 baht.
In addition to the original LED company, optimistic about the development prospects of the LED industry, it also attracted many large Taiwanese companies to invest, such as Guo Taiming's Foxconn Group, as early as 2007 began to lay out the LED industry; its Panxin Semiconductor (3431) is mainly responsible for LED Street lights and downstream; Advanced Power (3437) is invested in LED modules; Hongzhun (2354) also amplifies the LED department, responsible for LED street light heat sinks and assembly. As for the panel factory Group (3481), the related backlight module department has also been established. LED layout Almost all of the upper, middle and lower reaches are in place. Other more active Taiwanese companies include TSMC (2303), UMC (2330) Group, AUO (2409), Lite-On (2301), and Chi Mei (3009).
Jingdian: Hand orders full of Taiwan's upstream epitaxial plant Jingdian (2448) spokesperson Zhang Shixian said that in addition to LED street lighting demand, LED-TV backlight module demand is also quite strong, crystal power production capacity is not only full, especially high The brightness LED is almost robbed when it is made. It can be said that the LED die is in short supply. The current order visibility has reached 12 months. In order to meet the demand for orders, Jingdian actively adjusted the production line. In addition to increasing the production capacity of high-brightness LED products, it also added 30 more MOCVD machines. From October onwards, new machines will be added to mass production. With the new production capacity to be opened, the fourth quarter performance of Jingdian is expected to be weak in the off-season, and profitability is expected to rise again.
Yiguang is also optimistic about the follow-up LED demand, especially in the Chinese market, it is even dare not to be underestimated. Spokesperson Liu Bangyan pointed out that China's LED market is not only a terminal electronic product, including street lamps, lighting, general consumer products, etc. Recently, demand has maintained a high multiple growth, and with the active promotion of China's policies, the subsequent growth momentum will only be More will not be less.
Li?: Taiwan's advantage in the epitaxial technology and industrial integration of the packaging factory? (8111) Chairman Tong Yixing believes that cross-strait LED manufacturers are actually good at each other, Taiwan manufacturers are not only in the upstream epitaxial ability is quite strong, in the industrial supply, the overall Technical capabilities also have certain advantages, especially the integration between upstream and downstream is also quite fast, which is the advantage of Taiwanese manufacturers. As for the Chinese manufacturers, it is competitive in mass production, and the brightness of the products still needs to be broken. In particular, the light decay problem is not easy to overcome. Therefore, in addition to competition, there will still be room for cooperation between the two manufacturers.
In terms of the “Ten Cities and Ten Thousand Miles†plan, the Ministry of Science and Technology of China will expand the LED lighting market, promote the R&D and upgrade of the semiconductor lighting industry, strengthen the industrial competitiveness, and respond to the global energy conservation and environmental protection campaign, which will be in Shanghai and Tianjin. 21 provinces and cities such as Chongqing and Guangdong Shengchuan Province promoted the pilot project of “Ten Cities and Ten Thousands†semiconductor lighting application engineering, and established 10 demonstration cities using LED street lamps as lighting, and gradually expanded the scale of the semiconductor lighting market.
According to the investment efficiency of LED street lighting, although the price per LED street lamp is 5 times that of traditional HID (high pressure sodium lamp), if it is installed in each city of China with 10,000 LED street lamps and 8 years of continuous use, LED street lamps can save The electricity bill will reach RMB 46.72 million (about US$ 6.84 million), which is enough to cover the cost of LED street lighting installation and there is surplus.
In addition to power saving, “Ten Cities and Ten Thousand Cities†hope to be able to unify the specifications. Although “Ten Cities and Ten Thousand Cities†are not widely used in large-scale LED street lights throughout China, they are expected to be carried out by each city through the pilot cities. The number of LED lighting installations has reached tens of thousands of miles, which not only expands domestic demand and promotes economic growth, but also hopes to build up deep-growing LED technology, making China an important region for global LED lighting development.
Taiwan's LED industry estimates that before the end of this year, the "Ten Cities and Ten Thousand Miles" plan will drive the demand for 1.4 million LED street lights in China. The government's large number of street lamp project will also be issued in succession. For subsequent shipments and revenues, there will be Positive help. China Semiconductor Lighting Engineering R&D and Industry Alliance also said that in the future, the two sides will cooperate more closely in the LED lighting industry to establish a complete industrial chain and participate in the public projects of “Ten Cities and Ten Thousand Citiesâ€.
There will be 1.4 million street lamps demand before the end of the year. In fact, not only China, but also other countries in the world, such as the United States, Europe, Japan, South Korea, etc., have also implemented LED lighting related plans. However, the “Ten Cities and Ten Thousand Cities†promoted by China "The plan is the most eye-catching, because the plan is not only the largest and largest number of cities participating in LED lighting pilots, but also may establish China's LED lighting specifications, which is the focus of attention of various manufacturers.
According to the development plan of China's “Ten Cities and Ten Thousand Citiesâ€, the LED lighting demand that will be initially estimated will be 1 million, 2 million, 3 million, and 5 million in 2009 and 2012, almost growing year by year. In 2009, China's total number of street lamps will account for 20% of the world's total. The number of LED street lamps in China will account for more than 50% of the global LED street lamps, making it the largest demand for LED street lamps worldwide.
According to Weifang City, Shandong Province, the number of LED street lights in local installations has exceeded 26,000 baht this year, accounting for 59.38% of the total number of street lamps in Weifang City, and the penetration rate is the highest in the world. Weifang has shouted that it will continue to increase the number of LED street lights next year. The target is that at the end of 2010, the installation rate of urban LED street lights will reach 100%. In other words, Weifang will have more than 20,000 LED streetlights by the end of the year.
At present, in addition to the round-set die cutting factory in Shandong, the LED business of UMC is also locked in Shandong. It has signed a contract with Shandong Province in June this year and will set up LED in Jining High-tech Park in Shandong Province. Epitaxial, packaging and LED lighting plants.
At present, the total number of traditional street lighting in China is about 2,000 to 25 million, and the “Ten Cities and Ten Thousand Cities†will drive the LED industry to grow substantially. However, China's national LED lighting standards have not yet been determined. The LED lighting specifications required by different cities are still different. Whether the future is likely to be further integrated is worthy of close attention. However, just because China's street lamp market is huge, if it is replaced by LED street lamps in the future, it has the strength to formulate and lead the specifications, and the follow-up business opportunities will be very large.
It is worth noting that China's LED industry chain presents an extremely uneven situation of “slimming and thinningâ€. That is to say, although China has a huge LED market and nearly 2,000 LED downstream packaging plants, it is also manufacturing in the upstream LED epitaxial. In part, regardless of technology, brightness, excellent rate, production capacity, production value, etc., it is far behind Taiwan and Japan and many other large crystallizers. This part will be the focus of Taiwanese companies entering the Chinese LED market.
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