The existing LED industry is about to face the big manufacturers such as panels and semiconductors. Li Bingjie said that the current LED manufacturers' yields are mostly increased to 80%. Even if newcomers bring strong resources, they may not be able to gain an advantage in production costs. At present, the LED market is not big enough, and the output of the new large-scale factory will not grow significantly in the initial stage of operation, and the scale of entry will depend on the results of LED expansion of new applications.
Although the industry has always had concerns about oversupply of LEDs, Li Bingjie believes that once large-size TV backlights are successfully introduced into the application market, global LED production is bound to be in short supply. The current big manufacturers in the LED industry are optimistic about the future of LEDs in large-size panels. As well as the development potential of lighting, so they have early layout, so the outside world is worried about the LED reshuffle effect, it should be delayed until 2010, and vice versa, if the LED application TV backlight can not enter the market smoothly, then this one The situation will not happen.
Li Bingjie believes that the current size of blue light LEDs of Jingdian is about 700 million to 800 million, and the domestic production capacity is only about 200 million, which is second only to Jingdian's LED factory, which will naturally attract large manufacturers to join the LED epitaxial plant. However, the advantage of Jingdian is that it is positioned as a pure epitaxial plant, and it will have the best chance to obtain professional OEM orders from international manufacturers.
Jingdian believes that the current Qiqi photoelectric operation is the fastest, and AUO has begun to cut into the packaging application. Although TSMC has taken the action of the LED factory, the progress of entering the upstream epitaxy is still unclear. In addition, although it is new in 2008 Nearly 100 MOCVD machines have been added, but the speed of delivery is not as fast as expected. Therefore, it is not the same as the production capacity in 2008. Under the continuous high oil prices, the LED industry will continue to have new development directions and growth space in the next 10 years. .
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