International. According to the estudio carried out by IMS, concerning the last quarter of 2011, the sale of gallium nitride (GaN) despite having grown by 60% in 2010, fell 6% last year, thus reaching US $ 8,000 million.
The causes of the commercial decline of this component of LED technology can be identified in a growing surplus or in the fact that both shipments and LED penetration have been below expectations.
Likewise, the average price and LED backlighting have declined. For example, backlighting revenues have done so by up to 13% reaching US$4.8 billion.
LED TV revenue is expected to fall 5% in 2011 to about $1.9 billion, as well as penetration expectations to reach 39%, down from the previous estimate of 43%.
However, projections for the industry through 2016, according to the study, are positive. GaN LED is expected to recover with annual growth from 2012 to 2015 including double-digit growth in 2013 and 2014 as the lighting market accelerates.
For this year, the market is expected to grow by 5%, although it is still below 2010 levels. The backlight is expected to have a flat, slow growth and reduce its prices, while the growth in lighting could reach 30%.
