In terms of LED street lights, Takuya said that LED has high light conversion efficiency, and has the advantages of low power consumption, small size, light weight, long life, no mercury, no radiation, and environmental protection. It also has a wide range of uses, including local lighting. Panel backlights, building (landscape) lighting, traffic lighting, medical He Agriculture and animal husbandry equipment light source, etc., night vision devices, so they are favored by manufacturers.
Taking China as an example, China will launch the “Ten Cities and Ten Thousand” LED streetlight plan this year, and list 21 large and medium-sized cities such as Shenzhen, Chongqing, Chengdu, Tianjin, Mianyang and Zhengzhou as the approved cities in the plan, official policy. Product specifications and market rules are clearly defined, and LED products are one of the important options.
It is still unclear when the global economy will recover. However, Tuoba Industrial Research Institute predicts that the overall LED industry will continue to grow in 2009, with energy-saving advantages. LED will be one of the core industries in the market. Among the three most explosive De markets, LED street lights, outdoor displays, and large display markets using LED backlight modules. It is predicted that LED lighting will enter the commercialization stage in 2010; in 2009, the output value of China's led display will reach 13.7 billion yuan, an annual increase of 37%; LED backlight use will rapidly erupt in the field of laptop (NB), and it is expected to be large in 2010. The trend of LED backlighting will also be clear.
LED backlight development potential After the large-size NB quickly introduced LED backlight technology, the business opportunity broke out instantly. Tuoba pointed out that for NB products, the current LED and CCFL panel price difference is only less than 5 US dollars, so the LED backlight use is gradually infiltrated by high-end model products to the low-end models. Although the penetration rate of LED NB in 2008 was only 14%, Tuoba predicts that it will grow rapidly to 60% in 2009. In addition, the proportion of LED NB shipments in the second quarter of this year is more than 70%. It is expected that by 2010, the penetration rate of LED NB will reach 95%.
The demand for LED outdoor display De will help LED growth. According to the analysis of Tuoba, the 2008 Beijing Olympics Deled display is a refreshing show, not only highlighting China's role as a technological powerhouse De and driving the development of China's semiconductor lighting industry. The Shanghai Municipal Science and Technology Commission and the World Expo Group have signed cooperation on LED lighting projects. It is expected that LEDDe lighting and outdoor large-scale displays will be more widely used in the 2010 Shanghai World Expo. It is estimated that the output value of China's led display will reach 13.7 billion yuan in 2009, an annual increase of 37%. It is the most clear De project in the market for many LED products.
Tuoba pointed out that at present all lighting manufacturers are committed to improving LED luminous efficiency, and have gradually broken through the limitations of traditional light source development. At present, LED luminous efficiency has reached the level of the general lighting market De. On the other hand, the policy De spur is also an important driving force for the development of LED lighting. From 2010 to 2014, it will be the peak period for the implementation of the incandescent lamp cut-off and ban policy in all countries of the world. Therefore, in 2009, the governments of various countries have implemented the follow-up policy. Begin to actively replace the traditional light source of the household.
However, due to the popularity of LED lighting, LED manufacturers will first introduce the special market from the most suitable LED light source characteristics, such as auxiliary lighting, professional lighting, outdoor lighting, architectural lighting, commercial lighting, etc., and then gradually expand to General household lighting market.
Tuoba expects that the global LED street lamp market demand potential will reach 2.5 million baht in 2009, with an annual growth rate of 178%. Among them, China accounts for more than 50% of the total demand, about 1.4 million baht. By 2010, LED light efficiency will surpass all traditional lighting sources and officially enter the stage of market commodification. However, LEDs must officially enter the mainstream in the lighting market, and the cost is still the biggest obstacle. It is predicted that even by 2010, LED lighting and traditional lighting will still have a price difference of 10 times in terms of light source cost. After 2020, LEDs may be compared with mainstream De. Fluorescent lamps that achieve the same source cost.
The average number of LEDs used in NB panel backlights is about 35 to 40. In 2009, the number of LEDs required for NB backlights will reach 3.721 billion, compared with 648 million in 2008, with an annual growth rate of 474%. . As for the development status of Monitor and LCD TVDe, it is still not clear, but Tuoba said that it is worth keeping a close watch. And can confirm De is that the development trend of large LED backlights in 2010 will be clear.
According to Tuoba's estimation statistics, the demand for mobile phones in 2009 was about 1.4 billion. It is predicted that the demand for LEDs in mobile phone panels will be 4.5 billion. In 2009, the global LED Netbook demanded about 27.25 million units. The Netbook backlight requires an average of 30 LEDs, and the LED demand is 800 million. In 2009, the global demand for large-size LED NB is about 70 million units, and the NB backlight requires an average of 45 LEDs. The number of LED NB LEDs is 3 billion. It is predicted that the global LED TV demand will be 2.5 million units in 2009, with an average of 500 LEDs per LCD TV, and about 1.2 billion LEDs.