Li Bingjie said that the current number of LEDs required for global notebook computer (NB) backlights accounts for only 30% of the total global LED production capacity. If the LED TV penetration rate can be smoothly increased from 3% in 2009 to 10%, It is estimated that the total global LED production capacity must be expanded by 3 times. Therefore, if the market demand is in line with expectations and the production capacity of each LED manufacturer can be controlled by each other, he believes that under the backlight trend of this LED TV, the factories in the next 3 years There is room for profit.
Li Bingjie pointed out that the industry generally believes that 2012 will be a key year for LED lighting, but the current price of LED lighting products is still high, 400 lumens is about $3, and it is still a lot of effort to reach the market's estimated market price. Space, therefore, more need for policy coordination.
Compared with Europe and the United States, LED lighting applications have been standardized, and the mainland has also launched plans for ten cities and ten thousand. Li Bingjie believes that the Taiwan government’s policy is not clear enough, although there are plans to eliminate incandescent bulbs in 2012, but There are obviously insufficient incentives for LEDs.
Li Bingjie stressed that the lighting market will take some time to brew, but as long as the penetration rate of LED lighting can grow at a rate of 2 to 5% per year from 2012, the LED industry not only does not need to worry about oversupply, but also solid-state lighting. Each growth of 2 percentage points is equivalent to 20 to 30% of the demand for TV applications, and the LED industry is expected to connect to a wave of LED lighting growth after the large-size panel backlight.
Recently, the LED chip factory went to the mainland to invest and expand the factory to become the focus. Li Bingjie said that at present, the company has set up a factory in the mainland to focus on the latter stage of LED chips. It is also planning to evaluate the need to set up a new factory in the mainland. In principle, it will go to Considering the location in the south, but the initial stage is the first step, and whether the upstream process capacity will be expanded to the mainland, it will take another period of observation.
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