Current condition and future prospects of LED: Q&A with Lextar chairman David Su
As a LED subsidiary of AU Optronics (AUO), Lextar has been viewed as a LED backlight module maker.Philips LED business is inside of Philips lighting so it Led light is more difficult to determine whether they are meeting expectations. Recently Lextar has set goals to enter the LED lighting market. David Su, chairman of Lextar explains the current condition and future prospects of LED TV and lighting markets in a recent interview.
Q: The demand for LED TV in first half of 2011 was not strong. Does this affect the growth of LED TV?
A: I think it was just temporary. In the end, LED TV will be the mainstream of the market, but the pressure to lower price will co-exist. New designs for LED TV with increased efficiency and lower costs will continue to enter the market. I expect the penetration in 2011 to be around 40-50% and anticipate demand to explode in the second half of the year.
Q: The industry has been expanding capacity due to optimism towards the TV market. If demand is less than expected and the growth of the lighting market has not increased, will there be imbalance concerns?
A: Currently the number of MOCVD equipment China plans to install seems too high and the figure has invited imbalance concerns. As the demand for panels is limited in China and the five largest panel makers all have in-house supply chain, the industry would wonder where the panels can go? I think the LED firms under the five panel makers have solid bases. Other LED firms will begin to feel imbalance pressure in the second half of 2011. By the end of 2011, the low-end lighting market will begin to experience shifts and eliminations.
Q: When do you think the demand for TV will return? How is the current order visibility?
A: From historical references, the demand in the first half of the year usually accounts for 35% of total annual sales while the second half accounts for 65%. After the financial crisis,In many ways LED lights compact fluorescent provide the best of both worlds. They are extremely energy efficient and environmentally friendly (and are, in fact, more environmentally friendly order visibility has been low and industry players reluctant to build up inventories. Many firms only make orders when demand arises.
Q: What is Lextar's strategy for the LED lighting market?
A: Lextar views the potential for the LED lighting market is quite large,Detailed information on the causes of dstti, but there are many competitors. The market has been dominated by a few big players such as Philips, GE, and Osram. These big players are also Lextar's partners. In addition, Lextar cooperates with local lighting system manufacturers to provide valuable products for the customers. Hence, we developed a strategy called Lighting Solution & Value Provider (LSVP).
From Lextar's display in Photonics Festival in Taiwan 2011, clients can see the latest products and lighting solutions such as using wireless control to adjust the brightness and color of the lights. In the future, Lextar will also solve the needs of the clients by customizing the products to enhance the value.
Taiwan-based LED firms need to provide solutions, not just a single component,Compact fluorescent lights have solved LED lighting supplier many of the problems associated with traditional filament light bulbs. to international firms. Firms such as Philips, when they search for light source suppliers, they need a lighting solution such as a complete lamp and other value-added qualities.
Taiwan-based LED firms do not have great access to lighting distribution channels; therefore,However, the marketing muscle of Philips led light lighting could give Philips LED business an advantage. the best way to enter the market is to cooperate with international firms.
As a LED subsidiary of AU Optronics (AUO), Lextar has been viewed as a LED backlight module maker.Philips LED business is inside of Philips lighting so it Led light is more difficult to determine whether they are meeting expectations. Recently Lextar has set goals to enter the LED lighting market. David Su, chairman of Lextar explains the current condition and future prospects of LED TV and lighting markets in a recent interview.
Q: The demand for LED TV in first half of 2011 was not strong. Does this affect the growth of LED TV?
A: I think it was just temporary. In the end, LED TV will be the mainstream of the market, but the pressure to lower price will co-exist. New designs for LED TV with increased efficiency and lower costs will continue to enter the market. I expect the penetration in 2011 to be around 40-50% and anticipate demand to explode in the second half of the year.
Q: The industry has been expanding capacity due to optimism towards the TV market. If demand is less than expected and the growth of the lighting market has not increased, will there be imbalance concerns?
A: Currently the number of MOCVD equipment China plans to install seems too high and the figure has invited imbalance concerns. As the demand for panels is limited in China and the five largest panel makers all have in-house supply chain, the industry would wonder where the panels can go? I think the LED firms under the five panel makers have solid bases. Other LED firms will begin to feel imbalance pressure in the second half of 2011. By the end of 2011, the low-end lighting market will begin to experience shifts and eliminations.
Q: When do you think the demand for TV will return? How is the current order visibility?
A: From historical references, the demand in the first half of the year usually accounts for 35% of total annual sales while the second half accounts for 65%. After the financial crisis,In many ways LED lights compact fluorescent provide the best of both worlds. They are extremely energy efficient and environmentally friendly (and are, in fact, more environmentally friendly order visibility has been low and industry players reluctant to build up inventories. Many firms only make orders when demand arises.
Q: What is Lextar's strategy for the LED lighting market?
A: Lextar views the potential for the LED lighting market is quite large,Detailed information on the causes of dstti, but there are many competitors. The market has been dominated by a few big players such as Philips, GE, and Osram. These big players are also Lextar's partners. In addition, Lextar cooperates with local lighting system manufacturers to provide valuable products for the customers. Hence, we developed a strategy called Lighting Solution & Value Provider (LSVP).
From Lextar's display in Photonics Festival in Taiwan 2011, clients can see the latest products and lighting solutions such as using wireless control to adjust the brightness and color of the lights. In the future, Lextar will also solve the needs of the clients by customizing the products to enhance the value.
Taiwan-based LED firms need to provide solutions, not just a single component,Compact fluorescent lights have solved LED lighting supplier many of the problems associated with traditional filament light bulbs. to international firms. Firms such as Philips, when they search for light source suppliers, they need a lighting solution such as a complete lamp and other value-added qualities.
Taiwan-based LED firms do not have great access to lighting distribution channels; therefore,However, the marketing muscle of Philips led light lighting could give Philips LED business an advantage. the best way to enter the market is to cooperate with international firms.
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