According to M.T. Chu, director of Electronics & Optoelectronics Research Laboratories (EOL) of the government-backed Industrial Technology Research Institute (ITRI), Taiwan' s LED industry is poised to recover soon.
Firstly, in Chu' s opinion, Taiwan' s LED makers' 60% orders come from the mainland. He ascribed the 2011 supply glut of Taiwan' s LED industry mostly to slower-than-expected global market for LCD TVs lit by LED backlights and desperate production expansions at mainland China' s LED makers. Thanks to the lucrative business opportunities hidden in mainland China' s ambitious project, namely the 12th Five-Year Development Plan, the island' s LED industry will see growth drives in 2012, 2013 and 2014.
Secondly, despite Taiwan LED rival South Korea' s backlight-module makers have secured the most advantageous position in the supply chain, Taiwan' s manufacturers will soon see business recover as many of them have joined the chain.
Thirdly, the common standard co-established by Taiwan and the mainland on 11 LED technologies will play a major part in helping Taiwanese suppliers increase market share in the mainland. Plus, quality LED suppliers like Taiwanese manufacturers will also benefit from the mainland' s implementation of the Energy Management Contracting (EMC) system. And instead of competing with the mainland’s suppliers in prices, Chu suggested that Taiwan' s small-sized manufacturers switch profession to special-purpose lighting with their quality manufacturing capability.
Source:
