LED manufacturers accelerate cost cutting and performance

At present, LED manufacturers must meet the needs of LCD panel manufacturers and LCD TV manufacturers, but also must meet the needs of backlights such as LED lighting. In response to these situations, LED manufacturers are accelerating the pace of cost reduction and performance. The development of technology for this has seen a successful path. In addition, each LED manufacturer is also committed to increasing production capacity.

The target value of cost reduction is reduced to 0.5 yen/lm by 2011. The current cost is 1 to 1.5 yen / lm. It was originally planned to be halved in three years. Now shortened to half in two years. As a result, the price of LEDs will gradually match the situation in the LCD panel industry. In terms of performance goals, it is planned to achieve 200 lm/W by 2011. It is estimated that leading companies can achieve this goal. In the three years to 2008, performance has increased from 50lm/W to 100lm/W, and in 2011 it should be able to achieve 200lm/W.

The technical preparations for achieving the above goals are also not slack. Various technologies such as LED chips, phosphors, and packages have been developed. These technologies will be improved at the same time. This will speed up the cost reduction and performance improvement.

The mass production system will also be improved at a higher rate than the original. For example, Nichia Chemical Industry plans to invest more equipment than South Korea's Samsung Electronics in the three years from 2009 to 2011. It is estimated that the total investment in three years will be close to 90 billion to 100 billion yen. Therefore, the production capacity will expand at a rate of 1.5 times per year. Other LED manufacturers are also considering implementing the same equipment investment.

The rise of the LED lighting market is accelerating

As the competition between existing LED manufacturers and emerging LED manufacturers intensifies, there is a virtuous cycle of continuous reduction in cost reduction and performance improvement and further expansion of the LED lighting market.

For example, the current price of LED bulbs is less than 4,000 yen, and if the price can be reduced in the same proportion as the cost reduction of LED chips in the future, it can be reduced to 2,000 yen or less. If this price level can be achieved, the possibility of a rapid expansion of the LED bulb market is very high. Therefore, in terms of market share by amount, LED bulbs will go hand in hand with bulb-type fluorescent lamps, and may even exceed bulb-type fluorescent lamps.

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Accelerated cost and performance improvements

LED manufacturers are beginning to launch new technologies urgently. All technologies used by LEDs such as chips, phosphors, and packages are being improved at the same time. This results in higher cost and performance improvement rates than in the past. The diagram is based on data from the LED Lighting Promotion Conference (JLEDS).

In addition, fluorescent LEDs (straight tube type) are currently not as economical as fluorescent lamps, but by 2011, due to the cost reduction and performance improvement of LEDs, it is possible to achieve economics comparable to fluorescent lamps. That is to say, the initial cost of the fluorescent lamp type LED is relatively high, but if the long life and low power consumption can reduce the electricity cost and the like, the overall cost of the consumer may be lower than that of the fluorescent lamp.

Although many lighting manufacturers and LED manufacturers believe that LEDs can't see the results when they replace fluorescent lamps, if they achieve a cost of 0.5 yen/lm and a performance of 200 lm/W in 2011, they are expected to replace fluorescent lamps. Consumers are paying more attention to this aspect, which is an excellent opportunity to expand the market. Cost reductions and performance improvements will further expand the LED lighting market.

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