Regarding the market's view that the LED industry may become the next DRAM, Li Bingjie, chairman of LED epitaxial granulator (2448), said on the 8th that the LED lighting market is much larger than the backlight market, and the LED lighting market is estimated to be It will not be saturated until 2016~2017. Therefore, according to the current development of the lighting market, LED has not become the next DRAM.
Li Bingjie stressed that LED component manufacturers can't decide the trend of the industry. The government should work hard to develop products for Taiwanese manufacturers and adjust from the industrial structure. This is the most effective strategy.
In response to the estuary, Li Bingjie pointed out that LG and Samsung have gradually built and stabilized their market in LCD TVs. It is difficult for Taiwan to gain a place without a brand. He believes that in the next two years, the amount of China's own LCD TV will surpass that of the Korean industry. If the Taiwan government does not make relevant arrangements for the industry, the relevant industry will have no seaport. He hopes that the LEDs that have been included in the cross-strait bridging issue should have a further positive cooperative relationship with the industry.
Li Bingjie said that the penetration rate of LEDs used as LCD TV backlights will reach saturation, about 70% in 2 years. He pointed out that the penetration rate of LED backlights on LCD TVs is about 10% in the first half of this year, and will increase to 30% in the second half of the year. The average annual penetration rate is about 20%; Ming (2011) will reach 50% by the end of 2011.
In addition, Li Bingjie pointed out that LED TV shipments will be about 30 million units this year and will reach 90 million units next year. He said that at present LED large-size backlight production capacity is mostly used in the TV market, which crowds out the amount of monitors; therefore, if the amount of TV does not reach 90 million units next year, there is no need to worry, because the size of Monitor will also rise.
As for the attention of the mainland's ten cities and millions of domestic LED industry players, the industry said that it usually takes 1-2 years to implement the product after the announcement of the relevant products. However, most Taiwanese companies have said that they have not yet Received the standard content of the mainland LED street light.
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