China's 2015 LED lighting industry chain development trend analysis

Analysis of the development trend of the entire LED lighting industry chain in China. The overall development stage of the LED market in China. The overall LED market in China can be divided into: industry rise stage-product and pipeline competition stage-brand competition stage-capital competition stage-business environment Competition stage. The current market is at the stage of brand competition. There are three stages to be experienced in the competition of China's LED products: the replacement period-the popularization period-the ** period. However, the current domestic LED lighting products are in the replacement period and turn to the popularization period. For the market in this period, it is necessary to clearly plan product categories, establish channels, establish marketing models, integrate resources, establish brands, and establish standards. Market share According to statistics, the total output value of China's LED industry will reach 100 million yuan, a year-on-year increase of %. Among them, the output value of LED upstream epitaxial chips, midstream packaging, and downstream applications were 100 million yuan, 100 million yuan, and 100 million yuan, respectively, up by %, %, and% year-on-year. The total output value of China's LED indoor lighting was 100 million yuan, a year-on-year increase of %. The annual compound growth rate is expected to exceed %, reaching 100 million yuan. The annual output value of the epitaxial chip market is 100 million yuan and the growth rate is %. Thanks to the increase in the proportion of domestic chips and the power of mature technology, the total output value of the epitaxial chip market reached 100 million yuan, a year-on-year increase of. The concentration of chip manufacturers continues to increase, and the larger ones are getting bigger and bigger; and the profitability is uneven, and the win and loss are polarized. Flip-chip packaging chips have begun to be adopted on a large scale in some areas and continue to expand production. The number of new MOCVDs in China will exceed that of Taiwan; Chinese LED manufacturers will begin to switch to a large number of inch production in this year. 3. Midstream packaging market At present, there are more than large-scale LED packaging companies in China, which have the strength to compete with international LED companies. In 2015, the packaging market also maintained steady growth, and the output value is expected to reach RMB 100 million, a year-on-year increase of .%. The ** rate has gradually become the mainstream packaging method, and the COB technology of the flip-chip structure and the integrated packaging optical module have become the focus of the manufacturers. In the year, the highest-rate LED (,,,) packages used in indoor products such as lamp tubes, bulbs, downlights, ceiling lamps, etc., have maintained their mainstream position in the market. The proportion of the overall package is expected to reach %. The downstream application market is expected to reach 100 million yuan in China's LED application industry, a year-on-year increase of %. Among them, indoor lighting is still the main engine for the rapid development of the LED application industry, replacing it with emerging markets. The 'New Deal on the Property Market' has effectively promoted the advancement of real estate recovery, and the closely related pan-household industry will also remove obstacles. Home lighting will also usher in the wind and waves in the year. In addition, smart lighting also brings new hope to the industry. According to relevant data, in the past two years, the global smart lighting industry has exceeded at least 100 million yuan (approximately %-100 million in China). If calculated according to the compound annual growth rate of %, it will reach nearly 100 million yuan by the year. At the same time, the industry lacks security, counterfeiting and plagiarism have become common practice, and product homogeneity has severely triggered vicious competition; as a result, price wars continue and lose their own competitiveness. V. Look at the LED industry trend in the year. The lighting e-commerce business reached a penetration rate of .%. The lighting products sold online are mainly home furnishings. The real estate recovery is profitable. It is expected to maintain a rapid growth rate of. The sales volume of e-commerce channels will continue to maintain rapid growth, but due to chaotic management, price wars are particularly prominent, many manufacturers are losing money and making money, and the overall profitability of the industry is not optimistic. LED indoor lighting has become a core element supporting the growth of the LED industry, and it is expected to exceed a compound growth rate of more than 100 million yuan for the whole year. LED lamps and lanterns accounted for a significant increase in the market proportion, the penetration rate reached %, and the annual continuous outbreak will exceed %. The price of downstream LED lighting products is declining very fast, and the LED industry is entering an era of meager profit. Reorganization and integration are the general trend. China’s future year will be a fierce market for China’s LED lighting market, and the wave of domestic bankruptcies continues. Only a few major brands will survive.