The Optoelectronics Association (PIDA) estimates that the annual growth rate of Taiwan's LED component industry's output value will reach 14% this year, which is larger than that of last year. It is mainly due to the merger of two major leading companies, Jingdian and Yiguang, to increase production value growth; The output value ranks first in the world, but the global influence of Taiwan's LED industry is not high, and it is necessary to strictly prevent the land factory from catching up.

PIDA said that the output value of LED components in Taiwan will still be the world's leading position this year. It will be active in Jingdian and will have the opportunity to acquire foreign companies in the next step. In addition, Yiguang will invest in new plants and expand production, which will make Taiwan's international visibility visible. Promote.

Although the output value is firmly in the championship, the influence of the Taiwan LED industry in the global lighting market is still not high. The lighting market is still dominated by major international manufacturers or local lighting local manufacturers, even the few competitors' mobile phones and TVs in the past. There are also many competitors in the field of backlighting, such as Sanan, Guoxing, etc. In particular, the lighting application market is more severely challenged by land-based price cut competition.

It is expected that the LED factory will continue to be eliminated and integrated this year. Taiwanese factories should seize the opportunity to deepen the niche market. For example, Renesas has withdrawn from the red light market. The wafer fab has replaced the supply gap and prompted downstream customers to turn to Taiwan. Factory procurement, including Yiguang and Dingyuan, were all accepted by the Japanese factory after the exit.

According to PIDA, the Japanese factory will still face exchange rate interference this year. The manufacturers are expected to pay more attention to the price competitiveness due to the yen-denominated products. However, the purchase of parts will also increase the cost due to exchange. Therefore, the operating trend of the Japanese factory last year was different. It is estimated that the output value of LED components will increase by 5% this year; South Korea will have a slight growth of 2% this year under the guarantee of terminal outlets such as monitors and mobile phones.

The growth rate of the mainland is the most dazzling. Under the rapid growth of lighting applications, the development of medium-power LEDs has been promoted, and the LED self-supply chain has gradually formed. It includes 40% jump growth in recent years, including Mulinsen, Guoxing and Jufei. Increase by 25%.

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