Taiwan LED chip factory to follow up the price cut LED lighting market ahead of schedule

LED large-size backlight driven by TV brand customers, the penetration rate is expected to reach 50% in 2011, it is estimated that 2012 will be the peak of LED large-size backlight applications, and then the market growth will gradually slow down, and LED lighting Performance, LED manufacturers said that with the United States leading LED maker Cree took the lead in launching price cuts, since the fourth quarter of 2010, high-power LED prices have been reduced by 10 to 15%, led the Taiwanese LED chip manufacturers to follow-up price cuts, LED lighting is expected The market is expected to break out in the third quarter ahead of schedule.

At present, the efficiency of LED components has exceeded 150 lm/W, reaching the basic threshold of 100 lm/W. LED experts pointed out that leading manufacturer Cree has launched 160 lm/W products at the end of 2010, but the price is relatively high and the estimated unit price is about US$3. Orsam also launched 136 lm/W products at the end of 2010, including large-scale high-power LEDs with mass production efficiencies of 100 to 133 lm/W in the first quarter of 2011, including Nichia, Jingdian and Yuyuan. As LED maker Philips hopes to reduce its cost to 400 lumens per US dollar in 2011, it is expected that competition in the high-power LED lighting market will intensify in 2011.

In addition, the semiconductor leader TSMC tried to enter the LED field with silicon substrates, is also considered a strong opponent, although the current TSMC LED chip production schedule will be postponed to the second quarter, but TSMC investment in LED packaging subsidiary pick In 2011, we will focus on LED interior lighting and reduce costs by 30% each year. It is expected that the cost will be similar to that of LED packaging plants using aluminum nitride materials in general.

Pick said that with Cree and LED chip prices in the first quarter began, it is expected that the LED lighting market in the third quarter has the opportunity to enter the outbreak early. However, whether the LED unit price will continue to decline in 2011, it is still necessary to observe whether the demand for TV backlighting is revitalized. LED price reduction will be an important driving force for the lighting market to take off. At present, the monthly production capacity of high-power LED is about 4 million. The chip sources include manufacturers such as Jingdian and Cree. As the total chip cost accounts for 70% of the total cost, if TSMC's production capacity is opened and the demand is increased, it will be more cost-competitive in the future.