Analysis on development characteristics of five sub-sectors of LED industry in 2015

In a blink of an eye, 2014 has entered the next month. We will analyze the characteristics of LED industry in the past year from five sub-sectors. The LED display field in 2014 presents the following characteristics: 1. In the first half of 2014, China's LED display market has not changed much compared with last year. Enterprise orders are relatively stable, but many small and medium-sized enterprises are in a low profit state. and there is a widespread problem of difficult payment, and triangular debt is still a common problem in the LED display industry. 2. The new market segment has become a new growth point for LED display enterprises. Outdoor advertising media, indoor small spacing and other market segments still maintain good growth, making the LED display industry maintain a certain growth. Such as Lehman Optoelectronics layout sports media field. 3. Small-time and small-pitch LED screen of LED display screen. Major LED manufacturers have begun to compete to launch their own small-pitch strategies, and the prospects for small-pitch LED products at home and abroad are also promising. Among them, high-density small-pitch LED display screen is an important emerging market in the industry, and is also one of the markets with higher profit margins. The field of LED street lamps in 2014 shows the following characteristics: 1. The overall environment of LED street lamps tends to be stable, but due to the influence of many objective factors such as government transition and anti-corruption, the speed of LED street lamps is obviously lower than expected this year. the growth rate has slowed down, and the market is more rational. 2. Overall, this year's LED street lamps have made great progress in terms of overall road illumination, uniformity and glare control. however, due to the tight market demand and the huge base of LED street lamp manufacturers, the market competition is fierce. LED street lamp orders are mostly concentrated in large-scale enterprises. In the future, LED street lamp manufacturers will fight for quality and price. seeking new economic growth points is also the goal of many LED street lamp manufacturers. 3. The structural design of LED street lamps has changed, and the modularization of light sources has become a new trend in the future. In the previous integral and modular design, once there is a problem with the lamp, the whole lamp must be replaced, but after the light source is modularized, only the electronic control part is replaced, although the cost cannot be saved from the perspective of a single lamp. but in the long run, the cost is lower. 4. The application of intelligent control system in LED street lamps is gradually increasing. Many street lamp enterprises at home and abroad have begun to devote themselves to the research and development and production of intelligent LED street lamps, such as Philips, GE and other international giants. qinshang Optoelectronics, micro-optoelectronics and other domestic rising stars. The intelligent LED street lamp can save another 10 yuan in the original LED energy-saving technology, but the stability of the intelligent LED street lamp system is insufficient, and the failure rate has doubled. the system may break down faster than the lamp. In 2014, the field of LED chips/epitaxial wafers showed the following characteristics: 1. In the first half of 2014, LED chips continued to grow. At the same time, the concentration of LED chip industry was getting higher and higher. the polarization of domestic LED chip factories is becoming more and more serious. 2. LED chips and epitaxial wafer factories in the mainland LED by San'an Optoelectronics and Dehao Runda have emerged. Domestic LED chips have gradually gained recognition from the local market. grabbed the market share of the original Taiwan-made LED chips in the mainland market. 3. The design and manufacture of LED chips are developing towards small size, high current, low voltage and high lumen, with the same luminous efficiency but smaller size, or the same size and higher luminous efficiency. 4. The limited market capacity determines the relationship between enterprises. At present, the LED industry has not changed its overall overcapacity from epitaxial chips to packaging to downstream applications, and the Chinese chip market is still digesting production capacity. 5. The three quarterly reports of LED listed companies in 2014 have been released one after another. In the first three quarters of this year, more than 50 LED chip factories have achieved good results. The LED chip companies on the list are polarized. It is expected that in addition to the top three LED chip factories this year, market position will change. In 2014, the field of LED light sources has the following characteristics: 1. LED daylight tubes and bulb lamps have become the top two with high sales in China. China is a large lighting production, sales and use of the country, China's high-efficiency lighting products accounted for more than 80 of the output. The LED bulb lamp market will continue to maintain a rapid development trend. 2. Conventional products such as LED solar tubes and bulb lamps will maintain a price reduction trend, which will be a fierce cost-effective competition in the next two years. It is estimated that by the end of 2015, the price of LED with the same light effect and the price of energy-saving lamps will reach a ratio of 1: 1, and the cost and price will continue to decline by. 3. The sales volume of LED light sources in e-commerce channels is getting higher and higher, and more and more LED lighting manufacturers are developing e-commerce. 4. LED light sources are developing towards intelligent lighting. The field of driving power supply in 2014 presents the following characteristics: 1. LED lighting driving power supply grows at a high speed. By the end of 2013, the number of LED drive power enterprises in China had exceeded 400. 2. There is more room for growth, but the gross profit level continues to decline. Some power supply enterprises lack the motivation to release their performance, and the competition for LED street lamp power supply is also increasingly fierce. These enterprises are seeking transformation. 3. The market needs high-quality LED driving power products. In foreign countries, customers have extremely strict requirements on the efficiency conversion, effective power, constant current accuracy, power Life and electromagnetic compatibility of LED driving power supply. In China, the power market has gradually turned to the demand for brands from the low-end price competition. In addition, since September 1, 2014, LED driving power supply has been included in the category of 3C compulsory certification, and the implementation time of this 3C certification is September 1, 2015. The state has incorporated it into the 3C compulsory certification system, which means that LED power supply enterprises must meet the 3C certification standards before they can go on sale, which will be a blow to enterprises that do not follow the rules. 4. Modularization and intelligence of LED power supply have become a trend of general lighting. The cost of LED power supply modularization will be lower, and intelligence can meet people's living needs, such as dimming, temperature adjustment, etc.