Domestic policies boost the LED industry, Hantai LED industry, adjust the development focus

In order to implement the energy conservation and carbon reduction goals of the “Twelfth Five-Year Plan” in Mainland China, it was pointed out that Putian began to launch a total solution for designing energy conservation for enterprises, and it is expected to purchase LED lamps and lanterns from its strategic partner New Century. Currently, there is a small amount in the new century. Shipments are heavy from month to month from May.

China's LED industry is rapidly developing with the support of policies. With the LED being regarded as a key project of the “Twelfth Five-Year Plan”, Taiwanese and South Korean LED companies have recently adjusted their focus to develop the LED lighting market in Mainland China. Optoelectronics has cooperated with the mainland Chinese central government's Putian Group. Recently, lighting orders have been gradually shipped in volume. In the past, the focus of TV backlighting has also begun to adjust its focus. Since the second quarter, it has actively developed LED packaging customers in China and increased the proportion of lighting orders. , And with the Samsung LED lighting products have been released, Samsung LED lighting director of China Sales Department Tang Naibin recently pointed out that the future production of LED lighting products will gradually migrate from the Korean mainland to the Chinese mainland Tianjin plant, and will play Samsung in the LED industry chain The advantages of the layout formally entered the lighting market in mainland China. It is expected that the sales target for the Chinese mainland market in 2011 will reach US$30 million. It is hoped that 2013 will become the leading LED lighting market in China.

LED makers said that despite the unsatisfactory performance of lighting policies such as “Ten Cities, Ten Thousand Peoples” in mainland China, the recent market heat has shifted from street lamps to indoor lighting. LED street lamps must withstand the complex outdoor environmental test, and many new installations LED street lights also have problems such as light decline, and the terminal market for the difference between LED and traditional lighting is still large, price competition is fierce, the initial market development is not easy, so the office business and the standard market has become a more favorable entry into the application market.

According to the new century, the current revenue share of LED lighting is about 15~20%, and about 30% of the Leibiao chips used in outdoor signage, and about 30% of the backlight products, and other products including small-sized crystal grains are expected to be produced in the second half of the year. The proportion of lighting applications will continue to increase, including the Japanese and Chinese mainland markets have good gains, in particular, the growth momentum in China is greater. As for the new century, the epitaxial plant invested in Kunshan, China, is expected to be completed in the third quarter, and it is expected to expand at the end of the year. According to the original plan, 50 MOCVD machines will be introduced at the initial stage, and will be positioned as a specialized LED lighting production base. Taiwanese factories are also expected to introduce 20 machines at the end of 2011.

Sales of LCD TVs were lower than expected in the second half of 2010. Under the inventory adjustment by Korean manufacturers, LED TV backlight shipments continued to slump in the first half of 2011. Since 2011, Yuyuan Optoelectronics began to adjust its strategy and changed the proportion of its products. The issue will significantly strengthen the layout of the LED lighting market in mainland China. In the second quarter, many mainland Chinese packaging companies have been approached.

Due to the low production rate of crystal grains in mainland China, the price of high-end products is even higher than that of customers in Taiwan. It is expected that the results will show up as early as June. It is estimated that the proportion of revenue in the Chinese mainland market will grow from around 10% in 2011, and gradually increase from the second half of 2011. The proportion of LED lighting is also expected to reach 25% by the end of the year. In addition to the Taiwanese LED factory actively expanding the lighting market in mainland China, Samsung LED after the significant expansion in 2010, the focus of operations began to shift from TV backlighting to lighting opportunities, Samsung LED operating income in 2010 reached 1.68 billion US dollars, large-size backlight Accounted for more than 70%, LED lighting revenue accounted for 8%.