LED lighting: the market is worthy of attention

According to the latest research report of Shenyin Wanguo, LED lighting involves different fields such as chips, packaging, thermal materials, light-guided anti-reflective materials, and drives. About 20% of global electricity consumption is lighting, and LED lighting will save more than half of electricity consumption, which is the potential market capacity of LEDs. The back-end packaging and application is a more noteworthy area in 2011, because the chip supply link includes the decline in chip prices and will trigger lighting application expectations; LED lighting chips currently account for only about 15% of the total lamp price, and huge product added value. It is in the latter stage of manufacturing and channel; unlike the previous Chinese TV companies in the TV backlight market, the global lighting manufacturing capacity has been concentrated in China, and Chinese companies will become the dominant force. Focus on Guoxing Optoelectronics, Zhejiang Sunshine, and focus on Fujing Technology.

The chip field focuses on the development of Silan Micro and Great Wall. Although the price of short-term LED lighting chips is on the decline channel, lighting demand will eventually improve the supply and demand pattern. Silan micro-display chips are less affected by price declines, and their blue-green optical chips are at the domestic first-class level; Great Wall Development has large-scale manufacturing management capabilities, and is expected to become a first-class upstream and downstream integrated manufacturer with the support of wafers and Everlight. .

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