With the good expectations of the future status of SMD LED in recent years, the market continues to show a thriving and prosperous atmosphere. Benefit from SMD products, there is a large room for brightness enhancement and cost reduction on the upstream chip side than other LED products, and there is greater market demand in the downstream application side, especially the large-size LED backlight and LED lighting requirements started in 2009. Under the continual growth of the blast, GLII estimates that global SMD product demand will rise sharply in the next 2-3 years.
SMD LED market growth is accelerating
In the past five years, when the output and sales of the entire LED industry increased by 30% and 20% respectively, the market share of SMD LEDs only accounted for a small part of China's LED packaging industry. Sales in 2007 accounted for only 10% to 15% of all LED devices. The growth of the SMD LED industry is very slow compared to the entire industry. In 2008, SMD LED revenue increased by only 5% to 10%.
However, with the changes in independent innovation and business strategies of major manufacturers in China, by 2009, China had 153 MOCVD equipment, and the output of chips increased by 25% compared with 2008, reaching 2.3 billion yuan, and the packaged output value reached 20.4 billion yuan. Power LEDs and SMD LEDs are growing faster. In 2010, it is expected to increase to 28 billion yuan.
According to research institute isuppli, the global LED market sales growth rate was about 14.6% from 2006 to 2012. It is driven by emerging fields such as medium and large LCD backlights, automotive lighting and general lighting. It is expected to be in 2012. The LED market will reach $12.3 billion. As far as the LED packaging industry is concerned, according to the Taiwan Optoelectronics Technology Industry Association (Pida), the annual average compound annual growth rate (cagr) of global LED package output is 13.6% from 2005 to 2010. By 2010, globally. The total output value of LED packaging market will reach 11.583 billion US dollars, of which SMD LED and power LED will occupy 80% of the output value.
SMD LED's strong downstream demand support
With the rapid increase in the demand for large-size LED backlights, market research organizations are constantly forecasting new LED penetration rates. In 2010, global LED demand is expected to grow by 40% annually. Compared with 2008, mobile phone backlight applications accounted for 40% of the overall market. In 2013, large-size backlights will grow to 50%, and mobile phone backlights will shrink to 11%. The demand for desktop backlights will be 6~7 times larger than that of the mobile phone market. In addition, the proportion of lighting applications will grow to 16%. Backlighting and lighting will be the main growth markets in the future.
Based on the global mobile phone scale of about 1.35 billion units, the demand for white LEDs will reach 13.5 billion. If the penetration rate of the desktop backlight market reaches 100%, the demand for NB will require 6 billion white LEDs in one year. The demand for white light for LCD monitors is 11.5 billion, and that for LCD TVs is 71.6 billion. Among them, the demand for white LEDs for LCD TVs is 5. The scale of the three mobile phone markets, the market will drive LEDs. The industry has entered an explosive growth.
In 2009, whether it is Samsung, LG, Ruixuan, Sharp, Panasonic and other international manufacturers, or domestic domestic Hisense, TCL, Skyworth, Tongfang and other domestic manufacturers, have launched a variety of sizes of LED-backlit TV, upgraded with LED backlight The proportion of the species. According to experts' prediction, the use of large-size TV backlights brought by Samsung as a pioneer has only zero penetration at the beginning of the year. In 2009, the penetration rate was less than 4%, and next year it is expected to reach 10%. In 2012, it will reach 40%. In 2013, large-size backlights will account for 50% of the global LED application market.
In addition, in the new market, new applications, and the LED lighting inspection standards in early 2010, the LED lighting market in 2010 has grown considerably. It is estimated that from 2007 to 2012, the global LED lighting market will grow at a compound annual growth rate of 28.5%. In 2012, the global LED lighting market reached US$5.29 billion. According to Philips' prediction, LED lighting will account for 90% of the total lighting market in 2020, and traditional general lighting will only have 10% market share.
SMD LED production cost and capacity advantage
Compared with other types of LED devices, SMD products have the advantages of high luminous efficiency, low cost and fast production speed. Because SMD products are driven by low current, the luminous efficiency can reach 110-120 lumens per watt, and the cost is much lower than that of high-power LEDs. At the same time, one machine can seal more than 200,000 SMD products a day at the package speed, which can be 60-70,000 more than other types of LED products.
2009-2010 Global SMD LED Packaging Factory Capacity Table, Data Source: National Semiconductor Lighting Industry Alliance CSA
|
Company Type
|
company name
|
2009 production capacity
|
2010 production capacity forecast
|
|
Taiwanese manufacturer
|
Billion light
|
1000KK/month
|
2000KK/month
|
|
Dongbei
|
400KK/month
|
600-800KK/month
|
|
Yu Hong
|
300KK/month
|
350-400KK / month
|
|
Hong Qi
|
550KK / month
|
650KK / month
|
|
Advanced electricity
|
350KK / month
|
450KK / month
|
|
Huaxing
|
40KK/month
|
60KK/month
|
|
Mainland manufacturer
|
National star
|
200KK/month
|
250KK/month
|
|
Jiuzhou
|
115KK / month
|
150KK/month
|
|
Ruifeng
|
57KK/month
|
85KK / month
|
Taiwan's largest packaging company, Everbright, has a large volume of LED TV backlight shipments in 2010. It has received orders from major manufacturers such as LG, Samsung and Ruixuan. Initially, SMD's monthly production capacity will double from 1 billion to 2 billion. Another big factory, Dongbei, currently has a monthly capacity of 400 million SMDs. In 2010, it will also lock in the expansion of SMD packaging capacity for large-size backlights. SMD's monthly production capacity will reach 600 million to 800 million, while Hongqi and Qihong also have Expansion plan. In 2010, Taiwan's SMD capacity growth was at least 50% to 1 times.
According to China National Semiconductor Lighting Industry Alliance (CSA) statistics, in 2009 China's LED packaging output value reached 20.4 billion yuan, an increase of 10% compared with 18.5 billion yuan in 2008; production increased by 10% from 2008's 94 billion, reaching 1056 Billions, of which SMD LEDs account for 10%, about 10 billion. Guoxing Optoelectronics ranks first in the domestic market with SMD's monthly production capacity of 200 million, occupying a market share of nearly 30%. The main products of Guoxing Optoelectronics are mainly blue light, which is suitable for applications in mobile phones and home appliances. Jiuzhou Optoelectronics ranks second with a monthly production capacity of around 100 million pieces. Its products are mainly used for lighting, and most of its production capacity is used for its own downstream applications. Ranked third in the domestic market, Ruifeng Optoelectronics, the first in Shenzhen, although the current monthly production capacity is only half of Jiuzhou, most of the products are used in mobile phones, PDA button switches, medium and large backlights, car audio, In the high-end product field such as instrument panel, the focus is on the full-color product field, especially in the medium and large-size backlights. The automotive electronic backlight field ranks first in the domestic market, among which SMD LED2009 is the medium and large backlight. The annual supply is 77KK, and it was 96KK in the first half of 2010. It is the only packaging manufacturer in China that has successfully mass-produced and received large orders from TV manufacturers.
SMD LED will be one of the main light sources in the future market
At present, the brightness of SMD is very fast. In 2009, the chip for 3528 SMD LED has reached 7 lumens, and it may increase to 10 lumens in the future. There will be much room for improvement in the future. 3528 SMD LED light is round and uniform, suitable for illumination, large illumination area; 3020 SMD LED light is rectangular, which is the main light source used for backlight. Because the 3020 SMD LED used for backlighting is different from the white light color of the 3528 SMD LED used for illumination, and the current 3020 SMD LED production capacity is mainly supplied to equipment and panel manufacturers, there is no excess capacity to meet The demand for the lighting market, plus 3528 has been used in the auxiliary lighting market, the market is more customary, so 3528 SMD LED will be the main source of light in the future lighting market.
As the fierce competition in the market continues to intensify, customers are increasingly demanding LED products, and domestic suppliers are constantly improving product performance to meet customer needs. First of all, the customer's requirements for the color and brightness of the product are getting higher and higher, requiring an overall uniformity of color and brightness. "The uniformity of the product is affected by many parameters, such as voltage, light length and wavelength. By controlling these three parameters, the overall uniformity of the product can be guaranteed." Gong Weibin, general manager of Ruifeng Optoelectronics pointed out that "these parameters are mainly relied on Production equipment to ensure that." At present, domestic manufacturers such as Foshan Guoxing, Shenzhen Ruifeng and other production equipment are mostly imported from abroad, mainly Japanese equipment.
Second, customers' requirements for color consistency are becoming more stringent, which is controlled by maintaining consistency of technical parameters. In the case of blue LEDs, there are dark blue and light blue. Previously, customers have checked by visual inspection. Now many customers are using equipment inspection. Suppliers control color consistency by controlling the source of the material and the source of the chip. The consistency of product color can provide manufacturers with the convenience of product design and ensure the interchangeability of the device.
Domestic suppliers are constantly improving and trying to do better. They pay great attention to the development of new products and constantly introduce new products. Fang Zhilie, a professor at Fudan University, said recently that from the technical indicators completed in previous years, the development of semiconductor lighting technology is much faster than originally planned. The luminous efficiency Ф5LED has reached 2491m/W, the power LED has reached 208lm/W, and the market product power LED has reached 130lm/W. The international semiconductor lighting application market is developing steadily, and the domestic market is developing rapidly.
As LED packaging technology matures, suppliers continue to improve product development capabilities to enhance market competitiveness. More and more companies are eager to obtain technology and processing patents for in-house R&D, thereby reducing the cost of patent licensing, while waiting for the failure of some overseas patents, including core patents owned by OSRAM, individually held by Cree and Nichia Some patents will also expire in 2010.
