Development status and future trend prospect of LED industry

by:ALLTOP      2020-02-17
LED rose in China in 2000, and its rapid development was in 2009- In 2010, it was mainly driven by backlight. However, since 2014, the saturation of the backlight market has led to a year-on-year decline in prices, mainly relying on the rapid penetration of lighting to support the growth of the entire industry. Now we can see some changes in the whole industry, that is, the industry resumes growth. Industry resumes growth Industry Overview in 2016 LED China's lighting exports totaled US $16. 4 billion in 2016. As a major OEM region in the world, export data can reflect changes in the demand side. There was no growth in 2016 compared with 2015, and there was a downward trend ( Compared with the growth of 64 in 2014 and 16 in 2015) It shows that the growth of the industry is difficult to sustain by lighting and has entered a gentle development period. The chip industry's market in 2016 was 13. 9 billion yuan, up 9 year-on-year, while in it was down 7 year-on-year. The main reason for the reversal is the rapid growth of some areas of stable lighting. From the supply side, the YOY of mainland enterprises in 2016 is 13, and Taiwan is-2, indicating that the domestic rate has increased rapidly. The localization rate is 66 in 2014, 73 in 2015 and 76 in 2016, and the domestic rate is always growing. In 2017, mainstream manufacturers will still expand their production capacity, and the domestic chip production rate will further increase in the future. In the past years, the technical advantages of the Taiwan factory were obvious and popular in the mainland. However, in recent years, the gap between the domestic manufacturers led by Sanan and the crystal power has been narrowing, and even surpassed in some product fields. On the other hand, the export rate in 2015 was 8. 6. Overseas markets are also expanding. Industry concentration, the top ten manufacturers in 2016 accounted for 77, the level is higher, the top three are Sanan (29), Crystal electricity (13)Huacan (8) In the future, the concentration will be further improved and the strong will be strong. The packaging industry's market in 2016 was 58. 9 billion, up 6 year-on-year and 2 year-on-year in 2014, mainly due to price and terminal demand factors. The difference between packaging and chip industry is that there are also international manufacturers. In 2016, the growth rate of mainland manufacturers was 8, that of Taiwanese enterprises was 1, and that of international enterprises was 4. In the future, the local growth will still be fast, with mainland manufacturers expanding their production, and the technological gap will continue to narrow, especially in the white light field, and the advantages of international enterprises will be eliminated. The localization rate continues to increase, with 2015 of 66 and of 67. The localization rate is lower than that of chips, mainly because international factories still have the right to speak in fields such as vehicles and mobile phone flashlights, and the technical threshold is very high. In 2016, the output value of mainland manufacturers reached 29. 5 billion, a growth rate of 8. Industrial Concentration continued to increase, with the top ten cities in 2015 accounting for and. Specific manufacturers: China's market share is still Japan's Nikko chemical 7, the second mulinsen 6. 9. Other Philips and other international companies still have a relatively high share, and local manufacturers such as Guoxing and Hongli can still rank in the top ten, ranking sixth and eighth respectively. Industry future outlook, future development forecast 2015- The industry entered the shuffle period in 2020, around 20-2009- The growth rate of 30 is difficult to appear in the future, 2015- In 2020, the compound growth rate of packaging was about 6, which was a gentle development. The chip industry ushered in an inflection point. Chips were generally miserable after the second half of 2010 and finally ushered in a turning point. This year, the supply side is very tight, in some areas (Small spacing) Blue and green light, regardless of Sanan Huacan's order is twice the capacity. In the next two years, the bargaining power of chip companies will increase, and packaging companies will decline. In addition, international factories such as Samsung and Philips may reduce their production capacity, and the trend is to find a foundry in China. On the demand side: for example, the previous international market (India, Russia) What is required is a lamp, now imported lamp beads and power supply. Because the local development of manufacturing industry should start with simple lamps, and chips are difficult to achieve self-sufficiency in a short time. It is predicted that the future industry will have a group phenomenon, such as the Sanan system, the Huacan system, and the mulinsen system. Other manufacturers are more difficult to survive, that is, the logic of the previous industry concentration increase, the leading strong and strong. Small spacing began to show rapid growth from 2014, and the situation of major manufacturers: Liad's compound growth rate from 2014 to 2016 was 70, and it broke out in 2016; Zhou Ming 80; Abison 70. The spacing is reduced by half and the amount is increased several times.
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