SEMI: LED industry broke out next year

A few days ago, SEMI stated that the demand for equipment for manufacturing lighting devices has reached a peak in the past two years. It is foreseeable that in the second half of this year, the industry will start investing in LED devices again. It is expected that LED equipment will grow significantly in 2014.

The SEMI-sponsored LED process exhibition will be launched this week. Most of the exhibitors are equipment factories, but Jingdian, Yiguang, and Canyuan are invited to participate in the forum activities. LED industry players Yiguang, Lunda, and Dongbei are ready to expand in the second half of the year. Production and operation, preparing for the lighting market next year.

LED TV backlight penetration rate will reach 90% this year. Next year, lighting equipment will replace the backlight and become the main application of kinetic energy in the LED industry. As the mainstream technology of the new generation of solid-state lighting, LED has now rapidly moved from the main LCD panel backlight market in the past. Expanded to the general lighting market.

In addition, driven by the trend of environmental protection and energy conservation, governments of various countries actively promote the replacement of traditional incandescent bulbs with LED lighting. The LED lighting market is expected to have explosive growth, which in turn will lead to huge business opportunities in equipment and materials.

According to the analysis of the market research institution Tuoba Industrial Research Institute, thanks to the increasing demand for backlighting and lighting of LED panels, Taiwan’s LED industry will have a chance to turn a profit in the second half of this year, and the estimated total shipment amount in the second half of the year will reach 1.699 billion US dollars. The annual growth rate of 2.23% will allow Taiwan's LED industry to move in a positive direction. The growth of LED process equipment and materials is expected to be optimistic.

Taiwan's LED industry's LED epitaxial production capacity on both sides is the world's first, accounting for about 30% of the world's production capacity.

In addition, according to market adjustment agency Yole Developpement estimates, in 2014 MOCVD machine will be accompanied by general lighting into the new capacity investment cycle, and there are 400 growth opportunities (Global Epitech faucet crystal has about 300 sets of MOCVD) , and is expected to be the peak of the next MOCVD machine increase in 2014~2015.

According to SEMI, driven by the market demand for smart phones, tablet computers, and vehicles, as well as policies from various countries, the LED lighting market has grown rapidly. Smart lighting, energy-efficient and home-use markets have now become mainstream LED applications. From 2013 to 2018, the CAGR of the smart lighting market will reach 36%, and it will reach USD 6.748 billion in 2018, which will drastically increase the demand for related equipment and materials.