LED lighting market competition enters white-hot1

The competition in the LED lighting market has heated up, the Korean factory has shrunk, and the Chinese industry has actively expanded its production. It is estimated that the organic metal chemical vapor deposition (MOCVD)The number of machines will exceed South Korea. Due to China's large-scale production increase and similar product quality, there is a high possibility of a price war next year. Korean media etnews18 daily, industry sources revealed that in the past three years, Samsung Electronics ( SamsungElectronics) LGInnotek has not purchased new equipment and has no intention of increasing investment next year. Korean factory only Seoul Semiconductor ( SeoulSemiconductor) Actively expand production, increase the purchase of 30 MOCVD machines this year, the number of the company's machines increased to 100, plus Samsung Electronics's 150, LGInnotek's 140, South Korea's LED industry's machine number is about 400. LEDinside reported that China is the second largest market for LED lighting, accounting for 21%, second only to Europe. The production bases of LED lighting manufacturers are mostly located in China, where there are complete LED supply chains and price advantages. Looking forward to next year, China's lighting market will continue to develop due to stable lighting demand. However, the market is extremely competitive and the product quality difference is small. Price competition is mostly relied on, and price war is likely to break out. if the industry does not have a proper distribution pipeline, it may be forced to withdraw from the market. MoneyDJ News reported on the 18th that after the combination of LED epitaxial/wafer manufacturers and wafer Optoelectronics, the total number of crystal electric MOCVD machines will be increased from the existing more than 380 units to 480-490 units. The company expects that at the end of the first quarter of next year, due to the rebound in seasonal demand and the start of the new year's TV series, it is expected to restart the kinetic energy.