The industry is in a period of rapid rise, the industrialization process is accelerating, and the imagination space is huge in the future.
After decades of technology accumulation and market cultivation, the LED industry is about to usher in explosive growth. Upstream companies have increased their investment in MOCVD equipment. It is expected that the LED chip production capacity in the domestic market will be 10 times that of 2009 at the end of 2011. The increase in production capacity will cause the price of chips to drop. Not only does it stimulate the market demand for displays and backlights, but it may also make LED lamps that are currently at a high price acceptable to the market.
Once LED luminaires are popular, it means a new and larger LED market is starting to start. The entire LED industry will enter a new stage of development.
Industry development is driven by market demand and is expected to continue at a high rate for at least three years. Short-term hotspots are display screens and backlights; waiting for the general lighting market to start in the medium term, long-term optimistic about solar cells. As the semiconductor industry enters a rising channel, the demand for the whole machine will increase the demand for the LED market. The decline in the price of LED chips is expected to prompt the general lighting market to start as soon as the end of 2011. It is estimated that from now until 2015, the output value of the semiconductor lighting industry will increase by about 30% annually.
The entire LED industry will face both opportunities and challenges. The upstream chip production capacity has expanded rapidly, and the chip makers who are the first to produce and master the ultra-high brightness blue and white light chip production technology will benefit. Packaging companies that are large and capable of packaging ultra-high brightness and high-power chips will also benefit from increased upstream supply and lower chip prices. Industry reshuffle is inevitable, and the trend of vertical integration is obvious.
Carefully recommend Sanan Optoelectronics, Silan Micro and Dehao Runda. Based on the expansion of demand for chips in 2011, consideration of the company's production capacity, core technology, vertical integration strategy, and the uncertainty of the company's capacity release in 2011, we give Sanan Optoelectronics, Silan Micro and Dehao Runda cautiously recommended. Rating.
Recommended National Star Optoelectronics. Based on the high market share of the company's SMD package, the company's leading edge in terms of technology reserves, talent pool and scale effect, as well as the decline in chip prices will bring benefits to the company, we give National Star Optoelectronics recommended rating.
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