LED shipments will increase by at least 30% next year

The LED market penetration rate will continue to increase by 30%. According to Chu Chao, LEDinside research associate of Green Resources Group's Green Energy Business Unit, global LED shipments will increase by at least 30% year-on-year next year, but this year's new production capacity will be oversupply It is still difficult to come to Thailand next year. However, under the government subsidies, the industrial order is expected to gradually recover.

Chu Chaochao stated that the mainland chip factory purchased the MOCVD machine before the end of the subsidy. The new machine production capacity was released one after another in this quarter. It is estimated that the new production capacity will increase the global wafer production capacity by 8% per month and increase the overcapacity in the industry. Fortunately, with The 13th Five-Year Plan will no longer invest in LED industry subsidies, and it is expected to speed up industrial restructuring and ineffective production capacity to speed up exit from the market.

Chu Chao said that the mainland will place resources in the semiconductor industry to make LED subsidy, plus the original LED plant to support the lighting market, expecting a significant increase in lighting sales will bring profits, but did not expect this year, the industry ushered in LED The rapid enlargement of the lighting scale is also a year when manufacturers pay large amounts of money. The situation of selling more and making more losses allows manufacturers to no longer hold their dreams, and therefore accelerates the withdrawal of the industry.

UV LED is currently developing better than IR LED, which has been widely adopted in the market for sterilization and other medical purposes. However, IR sensing applications have no killer products on the product side. The original market expects smart watches to introduce IR sensing components, but the current restrictions are not yet available. With the launch of killer products and long certification time, the market has yet to be developed.