The application prospects of light-emitting diodes (LEDs) are promising, especially the rapid growth of demand in the mainland market, which has enabled the mainland government to actively release resource support and fund subsidy policies, attracting Taiwanese LED chip manufacturers to seek early entry in emerging markets, and has recently accelerated westward. Landed in the plan to invest in the construction of LED die factory. Including Crystal Power and Yuyuan have announced plans to build LED chip factory in mainland China. AUO's LED factory Lunda also recently applied to reduce the investment scale of Zhongke Houli Park, and plans to transfer to AUO mainland base (Suzhou or Xiamen). ) Create a new LED factory.
Since the financial tsunami in 2008, Ronda’s expansion rate has been quite slow. In the past 1-2 years, the MOCVD machine introduction has only gradually increased from the original 2 units to 10-20 units. As AUO vertically integrated the Group's internal LED resources, Kaiding and Ronda merged, and the unlisted Ronda was the surviving company. AUO's layout in the LED supply chain also turned.
Originally, Ronda’s plan to build a new factory in the LED factory of Zhongke Houli Park in Taiwan was only approved by the Association in the third quarter of last year. At the beginning, Ronda was expected to build five plants in the park of Zhongke Houli, covering an area of 10 hectares. It will be invested and built in four phases. The total investment amount is estimated to be NT$30 billion. It is expected that the new plant will be officially mass-produced in 2011. It is rumored that the scale of this investment plan has shrunk.
The main reason is that the mainland market will be the fastest growing market for LCD panels and LED applications, and the mainland policy will clearly have a 70% domestic ratio for LED chips in the future. In terms of lighting, the manufacturer pointed out that in 2009, there were 21 pilot cities in the mainland, and 1 million LED municipal lighting hardware tools were used. It is estimated that in 2010, the mainland will complete the construction of 50 LED lighting demonstration cities, and the municipal LED lighting tools will reach 2 million baht. In the large-size LCD panel application of electronic products such as LCD TVs, the mainland will become the world's largest LCDTV single market in 2011. In summary, LED manufacturers are all actively moving westward.
Although the high-generation production line of LCD panels in Taiwan is still waiting to be observed recently, there are not many restrictions on LED chips. Secondly, Taiwan’s technology is still ahead of the mainland for 2-3 years, and it still has a competitive advantage. The release of land and other resource support and financial subsidies and other policies have attracted many Taiwanese LED chip leaders, Jingdian and Yuyuan, to announce the landing of the card.
Among them, Yuyuan and Dongbei, Ruixuan, and South Korea LG jointly established Yangzhou LED grain new plant - Jiangsu Shengyang, with a shareholding ratio of 51%. It is expected that Jiangsu will promote the production of 50 MOCVD machines in the future. equipment. Jingdian plans to introduce 30 MOCVD machines to 600 million yuan to build LED production bases in Changzhou, Jiangsu Province. As for Ronda, it also plans to follow up and land. It is said that the possible location of the new LED factory in Longda will fall in the area of Suzhou or Xiamen in the AUO mainland base.
According to the investigation of Beijing Guoxin Research Institute Information Center, in the global LED application market in China in 2008, the proportion of LED billboards is 31%, the proportion of LED lighting is 18%, the proportion of mobile phone applications is 16%, the indicator light is 14%, and the traffic light is 10%. %, LCD backlight, automotive, and other applications, the proportion is about 4% each. Including LED billboards, LED lighting, mobile phones and LCD backlights are the top 4 application markets, accounting for 80% of the total LED market in the mainland in 2008.
Last year, the LED billboard market in mainland China was 6.7 billion yuan, the LED lighting market reached 3.9 billion yuan, and the market size of led lamps reached 700 million yuan, both of which grew compared to 2008. ITRI believes that the most important application of the mainland LED industry in the next few years will still be lighting and large-size panel backlights. It is estimated that the output value of the LED industry in the mainland will exceed 20 billion yuan in 2010, and the annual growth rate will reach 25%. In 2011, it will exceed 26 billion yuan, with an annual growth rate of nearly 30%. In 2012, the output value will exceed 35 billion yuan, with an annual growth rate of 35%. %.
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