Global LED three camps comparison and ranking

Shuiqingmuhua research report said, LED is currently the most active electronic investment theme. LED upstream of the MOCVD machine, for example, is expected in 2010 MOCVD machine shipments is 662 units, is the sum of 2007, 2008, in three years. And is expected to be able to maintain such a high 2011 shipments. Actual shipments may be higher, each MOCVD machine price of about $100-200, the Chinese government's highest subsidy of 50%. Therefore, China set off a hot investment in LED, crazy procurement of MOCVD machines, in 2010 alone in the development and Reform Commission registration of nearly 700 units, some manufacturers are not directly subsidized by the NDRC subsidies. MOCVD machine manufacturers are almost AIXTRON and the United States manufacturers VEECO monopoly, the two capacity is limited, orders have been discharged to 2012.

2009 second half of the LED market is a big leap, notebook computer with LED backlight increased from 2008 at the end of 15% to the rapid growth of nearly 60%, is expected to reach 88% by the end of 2010, some institutions are expected to reach 98%. The other is LCD TV with LED backlight ratio increased from 2008 at the end of to 10%, while the end of 2010 is expected to reach 27%. At the same time, LED backlight LCD display also increased from 2008 in late to 5%. The LED market has increased dramatically, from $7 billion in 2009 to $10 billion 700 million in 2010, a growth rate that is unlikely to be achieved by any other electronic product. With the increase in LED brightness and price decline, the proportion of LED in the field of general lighting is expected to increase significantly, general lighting is a huge potential market, the market size of up to $100 billion. The LED market is expected to reach $20 billion 400 million in 2012.

Global LED can be divided into three camps.

One is Japan, Europe and America as representative of the camp. Five of the world's largest LED giants are in this camp, including Nichia, TOYOTA, Lumileds, Cree and Osram synthesis. The camp also includes Toshiba, Panasonic and SHARP. This camp is a first-class technology, patent rich, in the field of ultra high brightness LED for many years, the target market is general lighting and automotive lighting. Japanese companies will take a small amount of consumer electronics backlight with LED, European and American companies have no interest in consumer electronics backlight LED.

Second group of South Korea and Taiwan manufacturers, the consumer electronics manufacturers have camp a complete industrial chain, attention to consumer electronic products with LED backlight, the technology and the enterprise Europe Japan and the United States have gaps, especially in the field of general lighting. But they are enjoying a period of rapid growth.

Finally China, China, manufacturers, manufacturers of small scale, the number of scattered, low technology. In packaging, for example, South Korea's packaging plant is not more than 5, while the mainland of China has nearly a thousand, many manufacturers engaged in the lowest technical content of resin packaging, SMD packaging companies engaged in a handful. Nearly one thousand Package Factory revenue less than a leading Taiwan billion light revenue, while the gap between billion and South Korean manufacturers are also very large. Chinese manufacturers of low technology, mostly engaged in the production of four yuan yellow green LED, mainly for outdoor landscape, decoration or advertising. Although China is the world's largest consumer electronics production base, but the right to purchase is not in the hands of mainland manufacturers, are concentrated in the hands of Taiwan and South Korean manufacturers. Consumer electronics market, the rapid growth of the LED market, the mainland manufacturers to see, can not eat. As for the field of general lighting, is beyond the reach of backward technology too much.

, although manufacturers are unable to share the rapid growth of the LED market, but the mainland manufacturers investment enthusiasm is the highest, everywhere in the LED project. MOCVD machine is a large number of buyers, only one of the LED project in Wuhu to purchase more than 200 MOCVD units. A MOCVD machine more than 2000 parameters, want to produce qualified products is not so easy. In addition, LED patent threshold will accidentally touch many patent mines, especially Nichia, bored with the patent lawsuit.