LED industry enters stable profit era from excessive competition

by:ALLTOP      2019-12-30
Imported biometric technologies including smart phones, tablet computers and wearable devices will continue to increase rapidly. As IRLED components are used in Iris and face recognition applications, the future market has great growth potential. 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. LED lighting, as a new industry, has been favored by the state since 2009, with a huge subsidy range, even some enterprises receive government subsidies in one year, which account for half of their performance, turning losses 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 will gradually adjust 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. LED lighting market penetration acceleration small-pitch display screen will usher in outbreak from October 1, 2016, incandescent lamps for general lighting of 15W and above will be banned from sale and import. This is interpreted by the industry as a full-scale 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 situation of short supply and short supply in the third quarter appeared. In 2016, the total demand for small-pitch indoor and outdoor LEDs will be 141. 3 billion, while the current capacity of small-pitch LEDs will be about 70 billion, leaving a large gap between supply and demand in the future. We expect the next 2-Within 3 years, the small-pitch display will usher in an outbreak. The replacement rate of DLP by small-pitch LED in 2017 can reach 40- More than 50, the replacement rate is expected to reach 7080 by 2020. 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 growth potential. 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 for 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) All of them are making efforts to apply this technology to new products. However, due to the high cost of laser lighting at present, the application rate is not high. I believe it will be a big trend in the future. Backward production capacity phased out LED industry from the era of excessive competition to the era of stable income since the second half of 2016, with the continuous sharp rise of raw materials such as circuit boards and gold wires, as well as the increase of labor and rent costs, LED enterprises have also shifted from price war to value war. Since 2016, LED chips and packages have been rising in price one after another, marking the end of the reshuffle of the overall LED industry chain and the entry of the industry from an era of excessive competition to an era of stable returns. It is estimated that in 2017, some uncompetitive small and medium-sized enterprises will be gradually eliminated from the market under the rising cost cycle of the overall LED industry. In the future, orders will gradually be concentrated in major factories, and the phenomenon of Evergrande, the largest in the LED industry, will become more obvious. San 'an Optronics fired a price increase gun in 2017 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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