LED industry enters stable income era from excessive competition

by:ALLTOP      2020-03-08
Imported biometric technologies including smart phones, tablets and wearable devices will continue to increase rapidly. As IRLED components are used in Iris and face recognition applications, the future market has great potential for growth. Estimated ir led output value by 2020 (Without sensor)The output value will reach 7. $0. 1 billion (About RMB 47. RMB 1. 1 billion) Government subsidies are narrowing the supply and demand structure of LED industry will gradually improve. As a new industry, LED lighting has been favored by the state since 2009, with a huge subsidy range, even the government subsidies that some companies receive in one year account for half of their performance, turning them into profits. Statistics show that, taking San'an Optoelectronics as an example, as the first brother of subsidies in the LED industry, the amount of subsidies received from 2010 to 2015 exceeded 3 billion yuan. According to analysis, the expected development trend is that with the maturity and reshuffle of the LED industry, the government gradually adjusted the subsidy policy during the 13th Five-Year Plan period, and the upstream chip subsidy is gradually narrowing. Narrowing subsidies at the government level will inhibit the disorderly expansion of LED chip production capacity from the source of the industrial chain, and is expected to transfer subsidies to the LED lighting application end, which will pull the LED industrial chain from the demand side, the supply and demand structure of China's LED industry chain will gradually improve. The penetration of LED lighting market accelerates the outbreak of small-pitch display screens. From October 1, 2016, incandescent lamps for general lighting with 15W and above will be banned from sale and import. This is interpreted by the industry as the full spread of the ban on Bering. The domestic market penetration rate of LED lighting products will further accelerate. It is estimated that the domestic market penetration rate of LED lighting products will reach 48 in 2017. 2016 was a year of vigorous development of small-pitch LED screen products, and even the upstream was out of stock and in short supply in the third quarter. In 2016, the total demand for small-pitch indoor and outdoor LEDs will be 141. 3 billion, while the current capacity of small-pitch LED will be about 70 billion, leaving a large gap between supply and demand in the future. We expect that in the next 2-The small-pitch display will usher in an outbreak within 3 years. The replacement rate of DLP by small-pitch LED in 2017 can reach 40- More than 50, by 2020, the replacement rate is expected to reach 7080. LED Manufacturers' new blue ocean 2017 infrared LED/laser lighting welcomes unlimited business opportunities, including imported biometric technologies such as smart phones, tablet computers and wearable devices, which will continue to increase rapidly, due to the IRLED components used in Iris and face recognition applications, the future market has great potential for growth. Estimated ir led output value by 2020 (Without sensor)The output value will reach 7. $0. 1 billion (About RMB 47. RMB 1. 1 billion) , The annual compound growth rate reached 24, becoming the new blue sea of LED manufacturers. On November 13, 2016, Nakamura xiuer laser lighting laboratory was unveiled in Shenzhen. Laser illumination has smaller luminous area, higher luminous efficiency, easier sensory focusing and longer irradiation distance, and can be widely used in automobile headlights and other fields. In automotive lighting applications, currently world-renowned automotive brands such as BMW (BMW)And Audi (Audi) , Are making efforts to apply this technology to new products. However, due to the high cost of laser lighting, the application rate is not high. I believe that the future will be a big trend. The LED industry has stepped into the era of stable profits from the era of excessive competition since the second half of 2016, with the continuous sharp rise of raw materials such as circuit boards and gold wires, and the increase of labor and rent costs, LED companies have also shifted from price wars to value wars. Since 2016, the prices of LED chips and packages have been rising one after another, marking the end of the reshuffle of the overall LED industry chain and the transition of the industry from an era of excessive competition to an era of stable returns. It is estimated that in 2017, under the cycle of rising cost in the overall LED industry, some uncompetitive small and medium-sized enterprises will be gradually eliminated from the market. In the future, orders will gradually be concentrated in various large factories, and the phenomenon of Evergrande, the leader of the LED industry, will become more obvious. Sanan Optoelectronics started the 2017 price increase gun, and raised S-from January 10, 2017-30 MB/S- 32BB series product price 8 supply side reform efforts to strengthen, further strengthen the elimination intensity, the cottage business model will no longer adapt to the future LED industry
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