【ENet, Calif. market research firm Topology Research Institute (TRI) has released a research report, the global LED industry is still highly dependent on the cell phone industry, this year the development of new applications in mobile phones than expected, inventory issue is not clarified, the global mobile phone Shipments fell from 21.6% projected growth rate of 6.9%, making 05 LED growth rate declined from last year's 26.9% to 15.2%.
The agency pointed out that the color of the phone to increase the ratio to stimulate demand for high-brightness LED under the influence since 2003, LED high-brightness LED market growth in the world the main driving force. After 2-year high for the probability of the mobile phone industry caused by high growth and, together with the global LED industry is also experiencing the same boom. But this year, the color screen phone is less than the proportion of growth in 2004, thus affecting the global LED market size, forecasts the global LED market in 2005 will reach 5.43 billion U.S. dollars, representing an increase of approximately 15.2% in 2004, but 2004 growth rate of 26.9% compared to 2005, growth in the global LED market is flat.
Taiwan LED industry after 30 years of development has been quite mature, become the world's supply of mobile phone use LED products, the main areas, blue LED chips account for 40% of the global market, and other LED products, and more than 80% global market share. In 2005, the low growth rate of the global mobile phone shipments under the influence of Taiwan LED market growth than expected growth of about 20% in 2004, but still lower than in 2004, about 37% of the high growth rates. Estimated LED industry in Taiwan in 2005 driven by high growth in mobile phone cool, car and panel backlight, and other emerging markets have not yet formed, the Taiwan LED market is expanding rapidly from the first two years of return to natural growth.
As the mobile phone panel with white LED backlight required for blue chip high due to a technical level, Taiwan under the generally low standard rate of companies, will present a serious shortage situation, Taiwan's global market share in the product will also be in 2004 8 to 10% to 15 in 2005 to 20%. As part of blue chip prices, the first quarter of 2005, prices of some blue chip ITO NT 2.0 ~ 3.0 yuan each, the same with the fourth quarter of 2004; blue grains in general terms, because prices have been approaching the cost of So the price declines will slow down, the price is about the first quarter of 2005, NT 0.7 yuan each, compared with the fourth quarter of 2004 fell by about 6.7%.
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