LED lighting consolidation tide hits the second-line factory

With the gradual increase of LED lighting penetration rate, the photoelectric Association and other research institutions all expect that the trend of Evergrande is determined. This year, the LED industry will continue to merge. In Taiwan, the observation index is the second-line grain factory, mainland China is an LED packaging factory. Chu Yuchao, research associate of LEDinside, a market professional research and adjustment organization, said that the penetration rate of LED backlight in LCD TV has reached a relatively high point, so there is limited room for continuous growth this year, on the contrary, there may be stagnation or even decline in demand. For the current backlight-based packaging factory, it is bound to transfer production capacity to lighting, which will drive the price of lighting products to decline, favorable lighting permeability increase. The benefits of Crystal electricity and gallium have emerged and stored in the Super analysis. Taiwan's LED grain factory has undergone a wave of integration before, such as Crystal electricity and gallium. At present, the integration benefits have gradually emerged; In addition, Yiguang integrated Taigu. What we want to observe now is the second-line factory, including the new century, Guangyu and Guanglei. Chu Yuchao said that in the face of the continuous consolidation of the first-line factories, the second-line factories should find out the niche market that is beneficial to themselves. For example, although there are only 17 MOCVD machines in Guangxuan itself, however, it mainly focuses on the high-power LED lighting market, producing blue, green, red, yellow, ultraviolet and infrared crystal products, and selling them to high-end outdoor lighting and commercial lighting markets such as wall washing lamps and stage lights, avoid confrontation with big companies such as Jingdian and hand over good transcripts. The new century is trying its best to attack lighting, while the new century is trying its best to attack Lighting. The technology of the new century is obvious to all in the industry, and even Jingdian is quite praised. However, the new century may be limited by the number of MOCVD machines, based on the capacity factor, international lighting companies have been unable to place large orders. Therefore, how to make production capacity and technology add points will be an important issue in the new century. Taiwan Optoelectronics Association (PIDA) Industry analyst Lu shaoxu said that major international lighting factories have begun to cut into LED lighting. Since these major international factories were previously assembled by Chinese manufacturers in the energy-saving lamps, this time in the assembly part, the chances of being obtained by mainland Chinese manufacturers are still high. Based on the settlement effect of the supply chain, international lighting manufacturers place orders for assembly plants, and jointly place module orders for packaging plants in mainland China. Lu shaoxu pointed out that compared with backlight product specifications, there is still no clear standard for lighting products, so it is more difficult for various packaging factories to merge directly based on capacity and technical differences. It is more likely that downstream brand factories will gradually divide the market, once a brand factory withdraws, the relevant supply chain will also withdraw.