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2008年全球LED行业研究报告
字数:8.5万 页数:155 图表数:110
中文电子版:9000元 中文纸版:8500元 发布日期:2008-09
英文电子版:3000美元 英文纸版:2800美元
编号:CA059 附件:下载 购买报告

2007年全球LED EPI-Wafer厂家排名
200810055.gif

2007年全球LED下游厂家排名
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  2002年起LED进入飞速发展期,手机领域的应用大大促进了LED行业的发展。随着LED发光效率的提高,LED已经摆脱对手机产业的高度依赖,全面进入半导体照明时代。LED的发展方向有四个:

  一是汽车照明。目前在车外用LED光源应用项目中,以刹车灯是最主要的应用产品,主要与行车安全考虑息息相关。2007年市场渗透率已达53%,预估到了2011年,LED渗透率将持续增至85%。至于LED尾灯在2007年渗透率逼近15%,预计2011年将可达38%。业者指出,LED车灯除了成本过高之外,电控、光学和散热等LED搭配技术都还有改善空间,同时也必须配合法规应用。国际大车厂已经有很多LED车灯问世,最新的卡迪拉克Escalade也是全球首款远光与近光都采用LED的车型,标志着LED进入车前灯时代。台湾亿光最快将在2008年第3季度完成LED车头灯认证并实际进入量产阶段,将切入东风汽车。佰鸿有5款车用模块认证获得通过,稳定出货给奇瑞汽车。

  二是笔记本电脑和其他中小尺寸背光,尤其14寸以下笔记本电脑。暂时来看IT业遭遇寒流,笔记本电脑业者大幅度压低成本,导致LED应用未全面展开,但一旦景气反转,LED必大展宏图。

  三是LED广告或展示看板。奥运会开幕式鸟巢天幕的惊艳全世界,也为LED做了一个绝妙的广告。尤其在中国,政府热衷于此类工程,各地都有类似于天幕的工程。苏州天幕已经建成,上海的金融中心也有巨型LED,其价格惊人。金融中心的巨型LED造价近1亿人民币。LED广告也得益于郁金香和香榭丽媒体的推波助澜,它们充足的资金使得超大型LED广告屏的高造价问题不复存在。

  四是通用照明,路灯和手电筒是其中最有潜力的。LED的节能环保是LED路灯最大的优势,而成本问题正在逐渐解决,如果考虑整体成本,LED路灯并不比高压钠灯高多少。而中国大力推进城市化建设也成就中国为LED路灯最大的市场。


Rank of Global LED EPI-Wafer Manufacturers, 2007
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Source: ResearchInChina

Rank of Global LED Downstream Manufacturers, 2007
200810058.gif
Source: ResearchInChina

Since 2002, LED has been developed rapidly caused by the wide application in mobile phones. With the improvement of LED luminescence efficiency, LED has got rid off the reliance on mobile phone industry and enters the semiconductor lighting era. LED development has the following four trends:

Firstly, vehicle lighting. Currently, break lights is the main LED application for vehicle. The market penetration rate was 53% in 2007; the figure will increase to 85% by 2011. In addition, the penetration rate of vehicle LED taillight was close to 15%, and the figure is expected to reach 38% by 2011. Moreover, Cadillac Escalade was the first car adopting LED both in high beam and low beam in the world, signifying that LED has entered the headlight era. Taiwan Everlight will also start the mass production of LED headlight as early as Q3 2008; the client is China DongFeng Motor Corporation.

Secondly, laptops and other medium and small-size backlights, especially the laptop below 14-inch. However, the IT industry is suffering slowdown, manufacturers have greatly cut down the cost, and the wide application of LED has to wait for the industry recovery.

Thirdly, social activities and screen adverting. The application in the opening ceremony of Beijing Olympics was a typical achievement. Especially in China, the governments are enthusiasm at huge LED screens; the one in Shanghai Financial Center cost RMB 100 million.

Fourthly, general lighting. Street lights and flashlight are more potential. The energy-efficient and environment-friendly is the advantages of LED street lights, considering the overall cost, LED street lights only slight higher than sodium lights

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