《高清LED全彩屏穩步增長帶來封裝紅利》當前LED全彩屏間距越做越小，清晰度越來越高，隨之LED燈珠的數量便不斷增加，對LED封裝企業造成擴產的動能。高清LED全彩屏普遍被視頻會議、高(gao)檔酒店、監控市場(chang)帶(dai)來(lai)(lai)(lai)了巨大(da)(da)(da)潛在(zai)市場(chang)，預估LED全(quan)(quan)彩(cai)(cai)屏(ping)(ping)(ping)(ping)今年(nian)將(jiang)(jiang)(jiang)(jiang)增(zeng)長(chang)(chang)(chang)28%的產(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)能。近(jin)年(nian)來(lai)(lai)(lai)大(da)(da)(da)陸(lu)高(gao)清(qing)(qing)led全(quan)(quan)彩(cai)(cai)屏(ping)(ping)(ping)(ping)應(ying)(ying)(ying)用(yong)(yong)(yong)(yong)市場(chang)扮(ban)演推動(dong)成長(chang)(chang)(chang)的主(zhu)力，LED業(ye)者(zhe)指出，隨著市場(chang)規模擴(kuo)大(da)(da)(da)，帶(dai)動(dong)高(gao)清(qing)(qing)LED封(feng)裝(zhuang)(zhuang)(zhuang)需(xu)求(qiu)成長(chang)(chang)(chang)，加(jia)上(shang)(shang)led全(quan)(quan)彩(cai)(cai)屏(ping)(ping)(ping)(ping)規格(ge)持(chi)(chi)(chi)續(xu)(xu)(xu)精進(jin)，顆粒(li)間距逐漸(jian)縮小，每單位所需(xu)要(yao)的封(feng)裝(zhuang)(zhuang)(zhuang)數量快速(su)增(zeng)加(jia)，使得高(gao)清(qing)(qing)LED封(feng)裝(zhuang)(zhuang)(zhuang)需(xu)求(qiu)可望保持(chi)(chi)(chi)高(gao)度(du)成長(chang)(chang)(chang)。全(quan)(quan)球LED產(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)業(ye)景(jing)氣漸(jian)佳，部分(fen)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)品(pin)價(jia)格(ge)陸(lu)續(xu)(xu)(xu)傳出調(diao)漲，盡管整(zheng)體LED產(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)能仍處于(yu)(yu)供(gong)過于(yu)(yu)求(qiu)，然因部分(fen)應(ying)(ying)(ying)用(yong)(yong)(yong)(yong)需(xu)求(qiu)看漲，導致LED晶粒(li)供(gong)應(ying)(ying)(ying)吃緊，尤其(qi)是高(gao)清(qing)(qing)應(ying)(ying)(ying)用(yong)(yong)(yong)(yong)快速(su)成長(chang)(chang)(chang)，估計2017年(nian)市場(chang)規模將(jiang)(jiang)(jiang)(jiang)成長(chang)(chang)(chang)3～4成，且(qie)未來(lai)(lai)(lai)3年(nian)將(jiang)(jiang)(jiang)(jiang)維(wei)持(chi)(chi)(chi)穩(wen)健增(zeng)長(chang)(chang)(chang)，吸引(yin)兩岸(an)(an)LED封(feng)裝(zhuang)(zhuang)(zhuang)企業(ye)持(chi)(chi)(chi)續(xu)(xu)(xu)擴(kuo)充產(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)能，全(quan)(quan)力爭搶(qiang)商機。木(mu)林森估計，2016年(nian)LED芯片市場(chang)需(xu)求(qiu)量約(yue)600億顆，換算成LED封(feng)裝(zhuang)(zhuang)(zhuang)體約(yue)200億顆，預計2017年(nian)芯片需(xu)求(qiu)量將(jiang)(jiang)(jiang)(jiang)增(zeng)至(zhi)(zhi)900億～1,000億顆，目(mu)前(qian)木(mu)林森用(yong)(yong)(yong)(yong)于(yu)(yu)高(gao)清(qing)(qing)led全(quan)(quan)彩(cai)(cai)屏(ping)(ping)(ping)(ping)應(ying)(ying)(ying)用(yong)(yong)(yong)(yong)的LED封(feng)裝(zhuang)(zhuang)(zhuang)量約(yue)達(da)100億顆，市占率(lv)約(yue)5成，隨著2017年(nian)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)能持(chi)(chi)(chi)續(xu)(xu)(xu)擴(kuo)增(zeng)，2017年(nian)目(mu)標(biao)將(jiang)(jiang)(jiang)(jiang)市占率(lv)拉(la)升至(zhi)(zhi)6成以上(shang)(shang)。由(you)于(yu)(yu)看好(hao)高(gao)清(qing)(qing)led全(quan)(quan)彩(cai)(cai)屏(ping)(ping)(ping)(ping)需(xu)求(qiu)成長(chang)(chang)(chang)強勁，兩岸(an)(an)LED業(ye)者(zhe)持(chi)(chi)(chi)續(xu)(xu)(xu)擴(kuo)充產(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)能，其(qi)中(zhong)，大(da)(da)(da)陸(lu)LED封(feng)裝(zhuang)(zhuang)(zhuang)龍頭(tou)廠(chang)木(mu)林森2017年(nian)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)能目(mu)標(biao)將(jiang)(jiang)(jiang)(jiang)擴(kuo)大(da)(da)(da)至(zhi)(zhi)1,000億～1,500億顆，且(qie)擴(kuo)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)重心聚焦于(yu)(yu)高(gao)清(qing)(qing)應(ying)(ying)(ying)用(yong)(yong)(yong)(yong)，占新(xin)增(zeng)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)能約(yue)60～70%，另外(wai)(wai)40%新(xin)增(zeng)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)能則用(yong)(yong)(yong)(yong)在(zai)LED照明需(xu)求(qiu)。國星光(guang)(guang)電亦(yi)陸(lu)續(xu)(xu)(xu)啟(qi)動(dong)LED封(feng)裝(zhuang)(zhuang)(zhuang)擴(kuo)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)計劃，晶臺光(guang)(guang)電則推動(dong)二期(qi)(qi)項目(mu)的擴(kuo)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)建設(she)，隨著大(da)(da)(da)陸(lu)LED封(feng)裝(zhuang)(zhuang)(zhuang)廠(chang)加(jia)速(su)擴(kuo)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)，且(qie)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)品(pin)以2020或1010等中(zhong)高(gao)端規格(ge)為主(zhu)，加(jia)上(shang)(shang)價(jia)格(ge)具有競爭力，將(jiang)(jiang)(jiang)(jiang)持(chi)(chi)(chi)續(xu)(xu)(xu)擴(kuo)大(da)(da)(da)市占版圖。聯合匯(hui)業(ye)董事長(chang)(chang)(chang)葉寅夫表示(shi)，看好(hao)高(gao)清(qing)(qing)led全(quan)(quan)彩(cai)(cai)屏(ping)(ping)(ping)(ping)應(ying)(ying)(ying)用(yong)(yong)(yong)(yong)市場(chang)具高(gao)度(du)成長(chang)(chang)(chang)空(kong)間，2017年(nian)主(zhu)要(yao)成長(chang)(chang)(chang)動(dong)能將(jiang)(jiang)(jiang)(jiang)鎖(suo)定高(gao)清(qing)(qing)led全(quan)(quan)彩(cai)(cai)屏(ping)(ping)(ping)(ping)、車用(yong)(yong)(yong)(yong)及(ji)(ji)紅(hong)外(wai)(wai)光(guang)(guang)LED等應(ying)(ying)(ying)用(yong)(yong)(yong)(yong)。由(you)于(yu)(yu)高(gao)清(qing)(qing)led全(quan)(quan)彩(cai)(cai)屏(ping)(ping)(ping)(ping)分(fen)辨率(lv)提(ti)升，在(zai)遠距離觀看已具有優勢，產(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)品(pin)應(ying)(ying)(ying)用(yong)(yong)(yong)(yong)面擴(kuo)大(da)(da)(da)至(zhi)(zhi)電影院屏(ping)(ping)(ping)(ping)幕及(ji)(ji)軍事用(yong)(yong)(yong)(yong)途，近(jin)期(qi)(qi)聯合匯(hui)業(ye)接獲來(lai)(lai)(lai)自韓國電影院業(ye)者(zhe)相關(guan)訂單，產(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)品(pin)應(ying)(ying)(ying)用(yong)(yong)(yong)(yong)將(jiang)(jiang)(jiang)(jiang)進(jin)一步拓展(zhan)至(zhi)(zhi)高(gao)端市場(chang)，可望帶(dai)動(dong)2017年(nian)獲利持(chi)(chi)(chi)續(xu)(xu)(xu)成長(chang)(chang)(chang)。臺系LED封(feng)裝(zhuang)(zhuang)(zhuang)大(da)(da)(da)廠(chang)過去曾位居全(quan)(quan)球高(gao)清(qing)(qing)led全(quan)(quan)彩(cai)(cai)顯(xian)示(shi)屏(ping)(ping)(ping)(ping)應(ying)(ying)(ying)用(yong)(yong)(yong)(yong)**供(gong)應(ying)(ying)(ying)商，近(jin)年(nian)來(lai)(lai)(lai)市占版圖雖然縮小，但主(zhu)力產(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)品(pin)拉(la)高(gao)至(zhi)(zhi)0808或1010等規格(ge)，苗栗(li)新(xin)廠(chang)落(luo)成啟(qi)用(yong)(yong)(yong)(yong)后，新(xin)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)能亦(yi)將(jiang)(jiang)(jiang)(jiang)集中(zhong)于(yu)(yu)利基型產(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)(chan)品(pin)，包含高(gao)清(qing)(qing)、車用(yong)(yong)(yong)(yong)及(ji)(ji)不可見光(guang)(guang)等應(ying)(ying)(ying)用(yong)(yong)(yong)(yong)。