LED group in the small and medium-sized backlight demand visibility continues to climb, the overall performance of the rebound in March is very clear, Q1 operation will be better than the same period of the previous year, plus new applications such as LED NB, LED street lights in 2008 will be expected to accelerate expansion The imagination of the subject matter is fully fermented, causing the ethnic group to rebound in the band after the deepdown. Among them, the rise of the band of Jingdian (2448) and Yiguang (2393) since the beginning of the red plate in the new year has reached the level of 30% to 40%. The average increase of the remaining stocks is also above 20%, indicating that the LED NB and LED street lamps are in need of continuous acceleration of the LED industry prospects in 2008 when the operational fundamentals are innocent.
As far as LED NB products are concerned, panel maker AUO (2409) indicates that NB panels will be fully mercury-free in 2012, and 100% will be LED NB models, which undoubtedly made the most specific endorsement for the mainstream trend of LED NB. In addition, AUO and backlight module supplier Zhongguang (5371) also agrees with LED NB import pace, which means that other backlight module suppliers include Ruiyi (6176), Naipu (6255) and large Yike (8107), etc., should gradually benefit in essence.
AUO's current LED NB models account for about 5% to 6% of the total NB panel sales. It is estimated that the average annual LED NB model will exceed 20%. The other LED NB's current LED NB ratio is about 4.5%. The trend of increasing by 5 percentage points per season, the proportion of 20% before the end of this year, shows that LED NB shipments will accelerate the takeoff in 2008.
Macquarie Securities previously assessed that the penetration rate of LED NB models will increase from 5% in 2007 to 15% in 2008, and will grow to 41% in 2010. The US market-adjusting agency MCG also estimated that the penetration rate of LED NB models will officially exceed 30% in 2010, and the market penetration rate in 2012 will be 50% higher.
In fact, in addition to Sony, Asus and APPLE have launched new LED NB models, other including DELL, HP and Acer (2353), etc., will also launch 5 to 6 LED NB models this year. And optimistic about LED backlights can bring high added value to its NB products.
As for LED street lights, according to industry statistics, the global street lamp market is currently about 160 million baht, of which the mainland region accounts for 17 million baht. It is estimated that the global LED street lighting market is estimated to be about 910,000 baht in 2008. The mainland region accounts for more than 50% of the demand for street lighting devices, while the demand for high-power crystal chips derived from mainland LED street lamps is at least 800 million, which will make the supply and demand of high-power LEDs tighter. From the perspective of output value, This year, the total output value of global LED street lamps is about 1 billion US dollars.
In addition, according to the evaluation of the Photovoltaic Technology Industry Association (PIDA), from 2008 to 2012, the annual compound growth rate of global LED street lamp production value will reach 15%, and the annual output value estimated to be in 2012 will be the current. 4.5 times as many, it shows that the growth momentum of the LED street lamp market around the world will be very strong in the next few years. This part is an important business opportunity for Taiwanese LED manufacturers.
At present, the development of Yangjie Technology and the Yangling Technology under the Gangneung Group is the most representative in the LED industry. Both of them have entered the market with their own advantages in cooling solutions. Among them, the former is better in the mainland market than Hon Hai. (2317) Peixin Semiconductor (3413) of the group. Directly cut from the high-power LED package into the LED street light module supply chain, including Edison (3591), Qiqi Optoelectronics and Yanjing Optoelectronics.
From the perspective of LED listed companies, Yiguang and Dongbei (2499) indicated that they will not be absent in the LED market. The upstream Huashang (6289) and Yuyuan also have substantial gains, but the overall layout is relatively representative. For Yuhong (3031), the number of orders received this year has reached 50,000, and customers are in mainland China and overseas. However, the time of shipment is mainly in the second half of the year. The company evaluates the department that recognizes revenue this year. The share is about 25,000, accounting for 5% to 6% of the total revenue, and the contribution of the performance in the next year should be more significant.
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