2010 LED industry overall: the overall global LED industry is good

According to research data in 2010, with the significant decline in the cost of epitaxial chips upstream of LEDs in the past two years, upstream epitaxial chips, midstream packaging, and downstream applications have formed a 1:4:9 market scale. More than 50% of the upstream epitaxial chips, 30% of midstream packaging, and 20% of their own profit margins for downstream applications. In the profit distribution of the entire LED industry chain, LED upstream epitaxy chips account for only 14%, middle-stream packaging accounts for 34%, and downstream applications are Accounted for 52%, more than half.

LED upstream industry enclosure movement

Entering the top of the industry is not only the selection of a few well-capitalized domestic-funded enterprises, but also the best choice for foreign-funded enterprises to expand in China. The upstream enclave has become an inevitable trend since 2010, and this trend will further intensify in at least 1-3 years. An uprising battle with invisible smoke is being staged. Of course, in this process, it is not ruled out that some companies take the opportunity to cash in on “enclosures” and defraud them of government projects. According to incomplete statistics, in the first nine months of 2010, the domestic LED upstream enterprises have completed more than 2 billion yuan in equipment investment, accounting for 23% of the total investment.

Global LED packaging industry is generally good

According to incomplete statistics, the output value of global LED packaging in 2010 will have a significant increase compared with 2009. The most important factor is the huge demand for future LED TV backlighting from global TV makers starting in the third quarter of last year, followed by the improvement of the packaging device technology leading to product line transitions and improvement in product gross margins. Moreover, since last year, the upstream epitaxial chip field has continued to increase. Overweight investment also makes mid-stream packaging companies optimistic about the future.

From the perspective of global packaging area and product distribution, European and American companies have gradually shifted their focus to high-power devices and high-end applications; Japan still has strong advantages in terms of packaging core processes and technological innovation; Taiwan’s surge in demand for large-size backlights since last year , to undertake more than 60% of the world's SMD LED production capacity.

Tunnel lights continue to lead LED road lighting steadily forward

As the most mature domestic technology and the most stable application of high-power outdoor road lighting LED lamps, LED tunnel lamp market has always been in a relatively closed market growth environment. Each year, the national project bidding is basically a fixed seven or eight companies to divide up. . In 2010, the use of LED tunnel lighting for the first time in domestic railway tunnels and subway sections, together with the current road tunnels, will expand the space for LED tunnel lighting in the future.

It is estimated that the installation of domestic LED tunnel lights will be around 80,000 baht in 2010, which is the same as the installed capacity of the LED lamps in 2009. In terms of product prices, LED tunnel lights are currently at a historically low level compared to street lamps.

According to the survey, in 2010, China installed a total of 350,000 LED street lamps (not including LED tunnel lights), of which, 21 cities in “Ten Cities and 10 Cities” installed a total of 160,000 LED street lamps. In 2011, the installed capacity of LED street lamps in China will exceed 500,000.

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