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目录 没有天花板的新兴行业.................................................................................... 5 人类照明的第四次革命 .......................................................................................................5 行业上下游产业链完整清晰................................................................................................7 应用领域不断拓宽无限广阔..............................................................................................11 台湾 LED 行业怎么了? ................................................................................ 16 台湾是全球 LED 版图重镇................................................................................................16 异军突起后来居上 ............................................................................................................18 主要厂商实力不断加强 .....................................................................................................19 近一年来行业陷入低谷 .....................................................................................................21 此次衰退的原因和影响.................................................................................. 24 传统需求下滑,新的需求有待起步 ...................................................................................24 大厂不断加入导致供给增加迅速.......................................................................................25 对外延片和芯片的影响大于封装.......................................................................................26 LED 正在重演新兴产业的故事...................................................................... 28 技术进步在增长中扮演决定性角色 ...................................................................................28 产能扩张导致成本及价格下降带来新的需求.....................................................................30 唯庞大与创新者能生存 .....................................................................................................32 液晶面板和太阳能是最近的例子.......................................................................................33 期待中国 LED 行业的腾飞............................................................................ 37 行业快速增长 ...................................................................................................................37 地区分布相对集中 ............................................................................................................39 技术水平差距不远 ............................................................................................................40 产能迅速扩张 ...................................................................................................................41 台湾向大陆产业转移.........................................................................................................43 七月八,龙抬头:三安光电登录资本市场………………………………………...48
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