LCD TV need the Wei Mi LED factory the large force deploy
lighting
Be constrained by Chinese mainland macro view's adjusting to
control a policy to set out don't have with jobless rate in North
America significant improvement, cause to give out light in the
first half of 2011 diode carry light source LCD TV(LEDTV) need on
diode's back weak,
plus a crystal grain of LED the price continuously walk to fall and
make the first half year of LED industry economic prosperity one
overcast.The operator thinks that the second half year of LED
economic prosperity can rise again and depend on Chinese mainland
macro view adjusts to control whether the policy adjusts, and 11
buying of long leave LEDTVs spirit but settle.
BE more opposite than LEDTV market, LED illuminates of growth kinetic energy, opposite and sturdy then, particularly carry out restriction of electricity policy after strong earthquake in Japan, and Euro-American and Chinese mainland LED lamp bulb need of push to help under, become pull LED supply chain operator revenue contribute of main force, draw on group of heroes extension layout.
The LED economic prosperity turns over a macro view to adjust to control|11 long leaves is key
The coming 2~3 year LED market production value mainly will come from LCD TV front-panel carry light source on LCD TV front-panel's back, still is a supply chain operator Jing pursues of market business opportunities.
Crystal dollar vice president in the optoelectronics research & development center thanks clear Xun to mean, is adjusted by Chinese mainland macro view to control policy impact, Chinese mainland bank puts a loan to tighten, letting must the small and medium enterprises of the margin perhaps will face collapse destiny, the influence degree of that policy has already been bigger than manufacturer's expectation, and jobless rate in North America is still high and make the consumption ability tightenned, expecting will implicate 2011 LEDTV market sale, and spread to LED market scale.
Thank clear Xun further analysis, though majority of operators hasn't optimistic LED economic prosperity to the second half of 2011, second half the country mainland macro view adjusts to control a policy in the middle of the year if appear to change direction,still have opportunity to encourage market growth;In addition, 8~9 month downstream the operator responds to 11 the having of long leaveses goods amount amount, as well is observe LEDTV second half year need whether rise again of direction of wind ball.Therefore, the crystal dollar optoelectronics will closely pay attention to the development trend of these two greatest index signs and decide the specific weight that the fourth quarter enters goods to get the materials ready again.Moreover, Korea LEDTV market's increasing speed is worth making reference to.
Compare with LEDTV, LED lighting still will be arouse 2011 LED market growth of one big kinetic energy, although parts of LED manufacturers worries for 2011 the middle of the years, the country mainland lighting market demands won't be like expectation,thank clear Xun emphasizes, in 2011 LED illuminate the market won't be subjected to economic prosperity influence, the need still continuously walks strong, particularly Japan is more biggest market religion, the market permeates a rate more than 60% become each point product that the supply chain manufacturer of LED sets up line to inject revenue contribution already.
Estimate and go to 2015 according to the Mo root big, the LED lamp bulb market permeates a rate to outstrip traditional incandescent lamp and fluorescent lamp tube for the first time and takes delivery of goods quantity to approach 4,000,000,000 toll-gates and goes to 2018 year agos and all increase maintenance quickly situation, bring into relief for the coming several year, LED illuminates the sturdy situation of growth.
Remarkable BE, don't flap at the LEDTV market demands under, as well implicate the upper stream blue precious stone list crystal and blue precious stone board price slump, the gross profit rate is also rapid to shrink.Thank clear Xun Hui speech not, at LED economic prosperity Wei Mi after, the blue precious stone board price has already fallen to below USD 10, this will change existing LED Lei crystal with crystal grain cost structure.However, currently each Lei crystal and crystal grain the factory all has material the amount of stock for 1~2 month, therefore the price reaction can't immediately appear in the third quarter.
Do obeisance LED to illuminate growth strength on the other hand sturdy grant, let not a few LED operator wallet money income, such as the Long reach the electronics productivity utilization second quarter since this year to start obvious rally already, LED illuminates a revenue to also pursue a quarter to grow up, expect by the end of this year that company LED to illuminate a revenue to have than will significantly increase to 50% from 30% of second quarter, and second half year revenue also will better than first half year of express.
