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 
 [此贴子已经被angelboy于2009-3-26 13:28:04编辑过]