Prospects and Challenges of LED industry development in 2017

by:ALLTOP      2020-02-18
In 2016, the LED industry recovered from the cold winter and has a great potential for recovery. First of all, judging from the performance forecast of listed companies in 2016, more than 70% of the enterprises have achieved double growth in performance and profit; In addition, the price increase that has been maintained from the beginning of last year to the end of last year has been raging in the LED industry. From a series of industry data 2016 of LED 2016 LED industry from winter Sino-Soviet wake up great recovery of potential. First of all, judging from the performance forecast of listed companies in 2016, more than 70% of the enterprises have achieved double growth in performance and profit; In addition, the price increase that has been maintained from the beginning of last year to the end of last year has been raging in the LED industry. Judging from a series of industry data, the LED industry in 2016 is no longer full of sorrow and sorrow, and the dawn of the industry is reappearing. However, not all LED enterprises have a good 2016. Under the scale effect of industry giants, the living space of small and medium-sized enterprises is getting smaller and smaller, the situation is getting more and more difficult, and the bankruptcy and running away are frequent; In addition, in the case that the profit margin of the product is compressed and the profitability is gradually declining, the international lighting giants have shrunk their fronts in order to protect themselves, and the focus of the LED industry has further moved closer to China. Entering the 2017 S, whether the LED industry can continue its development momentum in the 2016 s has become the focus of the industry. Some analysts said that the supply-demand relationship of LED industry will be further improved in 2017 and the industrial development will be more rational. First of all, from the industrial analysis data, the growth momentum of the LED industry will remain unchanged. Judging from the analysis of the upper, middle and lower volumes of the industrial chain by the analysis organization, the LED industry will still maintain rapid growth in 2017, and the development of LED enterprises will usher in further development momentum. 1. The prospect of LED chips is promising. Demand will exceed supply in 2017. Before 2016, LED chip manufacturers expanded their business one after another, resulting in obvious overcapacity and continuous and rapid price decline, which caused drastic changes in the LED industry. However, since 2016, with the steady growth of demand, the supply-demand relationship in the LED industry has gradually improved. Last year, there was a product-intensive price increase event. Experts said that after the LED industry has undergone a deep reshuffle, the supply-side reform is relatively sufficient. According to estimates, by the end of 2017, the effective capacity of LED chips will be about 83. 28 million pieces, with a demand of about 92. 35 million pieces. Among them, the demand for lighting chips was 47. 04 million pieces, up year on year; The demand for outdoor full-color display screens was 26. 02 million pieces, up year on year; The demand for indoor small spacing was 1. 02 million pieces, up year on year; The demand for backlighting of mobile phones is 1. 39 million pieces, the demand for backlighting of tablet computers is 440 thousand pieces, the demand for backlighting of computers and televisions is 6. 99 million pieces, and the demand for automotive lamps is 1. 06 million pieces. The industry believes that LED chip production capacity is still lower than demand. Considering the steady growth of demand in 2017, LED chips will be in short supply. 2. China's LED packaging capacity continued to strengthen in 2017. According to DIGITIMES Research, in view of LED lighting, the demand for large-size LED display screens and LED Automotive Lighting has increased significantly, in 2017, the production capacity of China's LED packaging enterprises will continue to grow. As a large LED packaging enterprise in China, Jason's monthly production capacity will increase from 50 billion LED chips in third quarter of 2016 to 600 by the end of the year-70 billion pieces. The monthly packaging capacity will be further expanded to 15 billion LED chips. Foshan Guoxing Optoelectronics expanded its LED packaging capacity by in 2016 and will continue to expand in 2017. 3. The market scale of LED lighting will reach 33. 1 billion dollars in 2017. According to the outlook report of TrendForce2017 lighting market, the market scale of LED lighting will reach 29. 6 billion dollars in 2016, in 2017, the market size of LED lighting will reach 33. 1 billion US dollars, and the penetration rate of LED lighting will reach 52. According to analysis, benefiting from the development of regional lighting market, LED lighting in Europe accounted for in 2016, followed by North America and China. Looking ahead, the Asia-Pacific lighting market is growing fast. 4. The market size of LED display screen will reach 30 billion US dollars in 2020, 2016- The market demand and investment consulting report of China's LED display industry in 2021 predicts that the market demand of LED display will continue to grow rapidly in the next few years, with an average annual growth rate of more than 20. It is estimated that by 2020, the market size of LED display screen will reach 30 billion US dollars, and China will be an important manufacturing base. LED display industry has broad market prospects. 5. The output value of high-brightness LED reached 131 in 2017. US $0. 8 billion, according to the Research organization DIGITIMES Research, the annual growth rate of high-brightness LED output value in 2017 will be 2. 8, up to 131. $0. 8 billion. In terms of the number of pieces used, it will reach 3037 in 2017. 0. 5 billion, with an annual growth rate of 23. 9. Among them, those with high annual growth rate of usage will still be lighting applications, reaching 39. 2. According to the proportion distribution of LED usage, lighting applications will account for 66 in 2017. Mobile device (Mainly for mobile phones) The total proportion of LED light source and medium and large size LED backlight is 20. 8. The display board and vehicle LED are 5 respectively. 6, 4. 7. Judging from the above industry forecast data, we can see that: 1. The growth trend of LED industry will remain unchanged in 2017; 2. The growth momentum slowed down and the industry entered a period of steady development; 3. The degree of industrial concentration will be further strengthened. Secondly, in the 2017 s, several major development trends of LED industry are also worthy of our attention. 1. Industrial integration will continue. The future trend of LED industry is still Integration-based. On the one hand, through mergers and acquisitions, a number of enterprises will become bigger and stronger; On the other hand, a number of uncompetitive enterprises will be phased out, making China's lighting industry healthier and more competitive. From the development of the upper and middle reaches of the LED industry, we can clearly see the trend of Evergrande. Epitaxial chip companies Sanan and Huacan have clearly led the way; The scale of listed companies in packaging companies is constantly expanding, and the living space of small enterprises is limited. It is only a matter of time before they are eliminated.
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