The Optoelectronics Association (PIDA) recently released an analysis report on the performance of Taiwan's optoelectronic industry in 2011 and the industry outlook for 2012. It pointed out that in the second half of 2011, Taiwan's optoelectronic industry was affected by the global economic shock caused by the European debt storm and entered another cycle of prosperity. According to the statistics of PIDA, the total output value of Taiwan's optoelectronic industry declined by 6 in 2011. Although it has maintained a scale of around NT$2 trillion, it has also made the industry feel worried and constantly looking forward to the arrival of Chunyan.
In this regard, PIDA believes that the photovoltaic industry is experiencing short-term consolidation, and the current market visibility is low, but the second half of the year should be able to break away from the impact of the European debt storm and have optimistic development. In terms of long-term trends, the trend of the market in the next five years is still in the fields of lighting, energy, communication and biomedical. Sun Optoelectronics will be the century-old energy future; the emerging technologies and emerging markets of displays should not be underestimated; Against the trend of growth 11, under the various drivers, the prospects of the photovoltaic industry is still expected.
Taiwan's optoelectronic industry, which is oriented to foreign sales and OEM production, is closely related to the global economic climate. In 2011, the European debt crisis caused the three major industries that Taiwan's optoelectronic industry relied on – LED, solar photovoltaic, LCD, etc., to face the challenge of sluggish demand. The global economic downturn caused by the European debt crisis caused the global photovoltaic output to decline by 5 in 2011, estimated at US$403.8 billion.
According to the observation of PIDA, the global optoelectronics market began to enter the turbulent period from the previous stable growth period in 2008. In 2010, the governments of all countries joined in the economic stimulus plan, making the overall output value in 2010 exceed 400 billion US dollars, showing more than 30%. Growth; but after the effectiveness, the trajectory of market development still has to return to its original shape. In 2011, the global optoelectronic market fell into recession.
It is expected that the European debt crisis will affect at least the third quarter of 2011 to the first or second quarter of 2012. Looking ahead, the global PV output may still have some slight negative growth in 2012, or only maintain low growth. By 2013, global photovoltaic output is expected to return to near double-digit growth.
In the long run, the market development should show a smooth and stable trend, even if there is a strong shock within a short period of time. For example, in the past decade, the global optoelectronics market has continued to expand at a compound annual growth rate (CAGR) of around 10, such as the CAGR of the global optoelectronics market between 2001 and 2011, which is about 10.8. It is believed that in the short to medium term, the world The long-term CAGR of the photovoltaic market can still maintain a validity of about 10.
Prospects for LED lighting are optimistic In the global LED market in 2011, the original popular mobile phone LED backlight application is due to the improvement of wafer efficiency and the improvement of backlight module design and the reduction of the number of LEDs used, but the LED package and lighting are not afraid of the trend, the output value It reached $16.7 billion and showed 11 growth.
PIDA estimates that in 2011, the global LED lighting output value is about 3.119 billion US dollars, accounting for less than 5 in the overall lighting market, but it is estimated that in 2012, due to the elimination of traditional incandescent bulbs and street lamps, the market share can exceed 10, and the efficiency is improved. Stable and continuous growth with cost reduction. At present, the fastest development of LED lighting is in the Japanese market. The main reason is that the Japanese government actively promoted energy conservation policies after the 311 earthquake in 2011, making the penetration rate of local LED bulbs reach 60%.
Taiwan Optoelectronics Industry Status In 2011, Taiwan's photovoltaic output value declined 6 times, which is larger than the global market; the output value reached 2,515.7 billion Taiwan dollars (about 73.3 billion US dollars), and the global market share was 18. But PIDA said that due to the depreciation of the US dollar, If Taiwan's photovoltaic output value is calculated in US dollars, its growth rate will change from -6 to 1.5, showing a flat or slight growth.
Similar to previous years, the top ten optoelectronic products in Taiwan in 2011 are TFT-LCD panels and modules, TFT-LCD materials and components, digital cameras (OEM), wafer-type and thin-film solar cells, and optical discs. Machines, LED packages, precision optics and lenses, LED epitaxy, and optical discs, as well as solar enamel materials; these top ten products account for 93% of Taiwan's overall photovoltaic output value.
PIDA pointed out that in 2011, Taiwan's optoelectronic industry showed various phenomena in various fields. On the whole, the prosperity of some areas in the past few years was frustrated by the European debt crisis in 2011, showing slight shrinkage, such as LCD, LED backlight, sun. Photoelectric and so on. Other than traditional optoelectronic fields, such as optical communications, optical components, optical storage, light output, etc., still maintain a basic, even good growth rate. The outstanding performance of LED lighting, electronic paper and other projects shows that the photovoltaic industry continues to reshuffle the characteristics of the brand, but also allows people to see a new turn from the crisis.
2-people Tent
Zhejiang Shengfa Textiles Printing&Dyeing.,ltd , https://www.chzjsf.com