产经:供过于求的LED市场增长放缓
工研院产经根据最新的调查指出,2006年台湾光上半年的发光二极管(LED)产量约为新台币220.00亿元的价值,市场已经走过了它的增长高峰期,预测的LED产值下半年267.00亿元的去年同期增长14%。工研院产经研究经理林志勋表示,供应商将恢复正常供水,新的作为了市场供求的影响,加上能力明显超过需求,市场增长放缓。
今年上半年LED行业不是短期淡季,林志勋指出,在低端手机中的白光LED驱动器市场增长的需求,以及产能利用率低一些,减少的影响供应,LED市场的大幅增长部分中高端,LED在产品供不应求的现象发生。总在2005年整体市场规模比25年上半年增长百分之同期,产值已达22亿元。但下半年开始作为一种新的能力,因此,在市场增长势头放缓,预计到约267.0亿元,每年市场约20%的增长速度下半年LED输出值。
在许多市场,中型和大型面板背光源的潜在市场,由于规模庞大,一个极大的关注,但市场仍然新兴应用的关键,普遍的LED单位价格,产品特点,技术成熟度和商业模式等。。林志勋表示,LED背光将成为增长最快的7英寸面板市场,由于在小尺寸手机面板应用LED背光的市场已经相当成熟,预计将进一步扩大,今年7英寸显示器面板的汽车市场。至于笔记本电脑应用程序,因为该产品可用于侧光小型和中小型设计,技术成熟度,再加上薄,重量轻等,与消费者需求一致,成本仅是高比CCFL背光模组20至30美元,超过市场接受电视高。目前,韩国三星,日本战区导弹防御系统已推出的产品,奇美电子,京东方将推出下半年的产品。估计2007年第三季度,LED在背光以下13英寸笔记本有明显的替代效应,预计发生。
林志勋说,在电视市场的LED背光模组,不仅面临着高单价的产品,产品特色不显示,并且没有明确的规范。更重要的是,现有的低成本的商业模式不能满足要求,这是在2008年之前LED背光平板电视市场占有率预期困难。总之,短期和中期的LED大屏幕背光模块应用,汽车仍显示,在高端消费为导向的群体笔记本电脑,估计到2010年,市场渗透率约2成。 06.8.2
IEK: LED oversupply the market slowdown
ITRI IEK According to the latest survey pointed out that in 2006 the first half of Taiwan’s light-emitting diode (LED)output value of about NT 22 billion yuan, the market has passed its peak growth, forecast the second half of LED output value 26.7 billion yuan for the same period last year growth of 14%. ITRI IEK research manager林志勋said that by the vendor will return to normal supply, coupled with new capacity being out the impact of market supply and demand clearly outstripped demand, the market slowdown.
first half of this year LED industry is not short off-season,林志勋pointed out by the low-end mobile phone market growth in demand for white LED drive, as well as some of the low capacity utilization, reduce the impact of supply, the LED market to grow significantly, partly in the high-end LED products in short supply phenomenon happened. Total first half of the overall market size in 2005 than the 25 percent growth over the same period, output value reached 22 billion yuan. But the second half opened as a result of new capacity, the market slowdown in growth momentum is expected to LED output value of the second half of about 26.7 billion yuan, the annual market growth rate of about 20%.
emerging applications in many markets, medium and large panel backlight potential market due to its large scale, a great deal of attention, but the market is still the key to universal LED unit price, product characteristics, technology maturity and the business model, etc. .林志勋express, LED backlight will be the fastest growing market in the seven-inch panel market, due to LED backlighting in small-size mobile phone panel applications has reached a mature state, is expected to further widen this year and seven-inch car display panel market . As for the notebook computer applications, because the products can be used侧光small and medium-sized design, the high degree of technological maturity, coupled with the thin, light weight, etc. in line with consumer demand, the cost is only higher than the CCFL backlight module 20 to 30 U.S. dollars, market acceptance of more high than TV. At present, South Korea’s Samsung, Japan TMD have introduced products, Chi Mei Optoelectronics, BOE will be rolled out products in the second half. Estimate the third quarter of 2007, LED backlight in the following 13-inch laptop has obvious substitution effect is expected to happen.
林志勋said that in the TV market LED backlight module is not only faced with the high unit price products, product characteristics do not show, and do not have clear specifications. More importantly, the existing low-cost business model can not satisfy the requirements, it is expected before 2008 LED backlight panel television market penetration difficult. All in all, short-term LED backlighting in medium and large panel module applications, still car displays, and notebook computers in the high-end consumer-oriented groups, it is estimated that in 2010 the market penetration rate of about 2-cheng. (06-8-2)