LED lighting demand growth is the highlight of the industry

LED lighting is undoubtedly the highlight of the industry in 2014. According to the new report issued by foreign Morgan Stanley Securities, the penetration rate of LED lighting will rise to 17 in 2014 and 44 in 2016, the shipment of driverIC, an indispensable semiconductor component in LED bulbs, will also grow with the growth of LED bulbs. It is estimated that the annual compound growth rate of LEDdriverIC shipments from 2014 to 2016 will be 80. Morgan Stanley Securities pointed out in its new report that the shipments of several Asian analog IC design manufacturers will benefit from the strong growth of LED lighting demand. However, manufacturers are still facing a rapid decline in the average unit price of products, and the market is diluted. In addition, Morgan Stanley Securities also believes that ASIC (application- Specificintegratedcircuit, IC for special applications)Have the opportunity to grab the LED lighting market. Although LEDdriverIC will increase its demand for LED lighting, the competition is becoming more and more fierce. According to Morgan Stanley Securities report, compared with 2012, LEDdriverIC has only 5- Ten manufacturers are the main players. At least 15 manufacturers must compete with each other in 2014, while the Chinese market will become more crowded with the increase of local suppliers. From the perspective of industrial manufacturers, before 2012, European and American analog ICIDM factories including PowerIntergration, NXP and ti led the LED lighting market, these European and American manufacturers have been actively cooperating with lighting manufacturers such as Philips, OSRAM and GE for a long time in the past, and with their technological advantages, their products still have a high share in well-known lighting brands. In terms of Asian manufacturers, Morgan Stanley Securities pointed out that Asian analog IC factories, including Lili, concave-convex technology, have provided LEDdriverIC to backlight and lighting manufacturers in the past. And angbao benefited from the layout of Chinese Channel, which was the manufacturer of LEDdriverIC in 2012; Silicon power has an advantage in the industrial LED lighting market.