LED lamp penetration rate continues to increase, Taiwan LED enterprises accelerate layout

Taiwan manufacturers Li Qing and Lian Jia have successfully cut into the supply chain of LED lamp modules and become suppliers of large lamp manufacturers; In recent years, the Taiwan-based LED packaging factory Yiguang has also actively entered the automotive sector, and the proportion of revenue has gradually increased; Jingdian is a supplier of large Quaternary wafers and is a major beneficiary of LED automotive lighting. It is understood that Liqing LED lamp module has a revenue share of more than 90. The main market is in mainland China. The main customers are Great Wall Motor and Shanghai Xiaoyu. The major shareholders include diweixi and Fuhua. Lianjia LED lamp components and module revenue accounted for more than 70, the main market is Europe and the United States, has cut into Haila (HELLA) It is the fourth largest supply chain for car lamp factories and has recently become AL ( Automotive Lighting) KoiTo, a qualified supplier of LED lamp components, is in the process of certification. Yiguang is the leading factory of LED packaging components in Taiwan, China, with a revenue share of 4 ~ 6, for the company's important growth momentum. Miaoli Tonglu new factory is currently actively introducing TS16949 certification. The monthly production capacity of future automotive products is expected to increase the revenue of automotive products to double digits. Jingdian is the leading factory of LED wafers in Taiwan, China (Aluminum gallium indium phosphide, AlGaInP) Wafer Suppliers, Quaternary products are the main source of profit, with a revenue ratio of 20 ~ 25, car lighting accounted for 20, to 5. NT $1. 2 billion to obtain Malaysian smt led packaging factory Tongliang (Dominant Opto)10 Equity, layout of vehicle lighting outlets. The market scale of the auto market has grown steadily in the past five years, benefiting from the continuous improvement of the penetration rate of LED lamps, the penetration rate of LED taillights has exceeded 70, and the penetration rate of LED daytime running lamps has also reached 40, but the penetration rate is still climbing. At present, the penetration rate of LED headlights is still low, and there is considerable room for future growth. The original automobile lamp supply chain has a high entry threshold and a closed system. It is estimated that the market share of the top ten lamp factories in 2015 will exceed 85, and that of the top five lamp factories will exceed 70.