2017, chief consultant market analysis (ShangHai Railway Station) will come to a successful conclusion

In February 20th, the 2017 chief consultant market analysis (ShangHai Railway Station), jointly sponsored by LEDinside and CNLED network (formerly China LED net), opened the curtain at the Parkyard Hotel in Shanghai.

At the beginning of the meeting, Dr. Liu Jionglang, chairman of the TrendForce State Council, delivered an opening speech, thanking all the participants, followed by speeches from various guests.

This analysis will be "2017 global and Chinese LED industry development trend" as the theme, the interpretation of LEDinside analysts and several senior operators of Micro-LED, auto LED, intelligent lighting, LED lamps, LED filament price game phenomenon and many other topics of the full range of.

Depth analysis of global and China LED industry trends

In LEDinside's research associate state Advisory reservoir in super depth analysis of the development trend of global LED industry in 2017. He said that in 2017, the LED market is still competitive, manufacturers will accelerate the transfer to small distance display, infrared and ultraviolet LED and other niche market to profit, estimated value of the global LED market will reach $15 billion 400 million in 2017, the annual growth of 4%.

Storage in ultra small pitch LED display market that has become a a hotly contested spot, due to the small pitch LED display drive LED number is growing exponentially, attracting many China LED packaging factory to expand production capacity to attack the market pie. In addition, the UVC-LED application market will gradually improve with efficiency, and infrared LED will be in security and iris recognition, as well as VR applications somatosensory detection and other areas of great opportunities.

Yu Bin, an analyst at LEDinside, a consultancy, made an analysis and outlook on the development of China's LED industry in 2017. He said that in 2016, China's total value of LED lighting exports grew by a slight margin of 2%, and the driving force of lighting to the industry was insufficient. However, in 2016 prices bottomed out, in the car, small spacing and other segments of the promotion, the industry still maintained growth.

Upstream of the LED chips, the market size in 2016 reached 13 billion 900 million yuan, year-on-year growth of 9%, the domestic chip rate rose to 76%, the top ten manufacturers market share rose to 77% in 2016; the packaging field, the market scale reached 58 billion 900 million yuan, year-on-year growth of 6%, the domestic rate rose to 67%, the top ten manufacturers market share rose to 43%.

Interpretation of LED price game phenomenon

The company's LEDinside consulting brand director Wang Fei analysis of the phenomenon of price in 2016 LED industry from the perspective of supply and demand, pointed out that the main factors of the 2016 LED industry price increases is the supply side of the rising prices of raw materials, the rapid growth of small pitch LED display and the demand side of the segments of the.

Because prices are mainly due to cost factors, the growth of demand for the benefit of enterprises is not much, so the price benefit is relatively limited, mainly concentrated in the display supply chain, as well as the ability to shift the cost of production links downstream. Most of the middle and lower manufacturers are facing the unfavorable situation of sluggish demand and rapid growth of material costs, affecting profitability.

In addition, Wang Fei also read over the past year and three power in LED chip China market price game phenomenon, with a discussion of the influence on the performance of different strategies, and suggested that 2017 chip manufacturers take reasonable strategy, maintain the industry into the cooperative game model, the continuation of 2016 price does not fall up, avoid fast back into the price competition.

Micro-LED display technology has become a hot topic

Yu Bin mentioned that Micro-LED will attract more and more attention.

Another important thing in 2017 is that Micro LED products are expected to come out. Micro LED has the opportunity to replace the next-generation display technology of the OLED panel, attracting many brand manufacturers to invest in R & D resources. Although at present the Micro LED distance to replace the existing TFT-LCD and OLED display (LCD) is still very far away, and the market still has many new display technology in the competition, but some manufacturers have plans to launch the market positioning is different from the LCD or OLED panel Micro LED display applications, through the number of pixels with low PPI or less to accelerate the realization of mass production. LEDinside estimates that 2017 will see Micro, LED related products coming out.

Liu Zhaojun, assistant professor at the Joint School of engineering at Zhongshan University and Carnegie Mellon University, focuses on the development of Micro-LED display technology.

Liu Zhaojun believes that as a self luminous device, micro LED has its advantages such as its richly endowed by nature, low working voltage, high efficiency, high brightness, simple optical structure, wide working range, is considered to be an ideal next-generation display technology, its application will include large / medium size outdoor / indoor screen. Desktop computer / laptop computer displays, mobile products such as mobile phone / digital camera / portable projector screen / watch, bracelet and other wearable products.

Liu Zhaojun said, as one of the world's first research and development team of micro LED technology in recent ten years, the team has developed the 7 generation of micro LED technology, location driven micro LED array to the active site of LED, from the area of micro array chip to module transfer large area technology, from single color to color, from the ultraviolet micro LED to the blue, green and red micro LED display from passive, and developed the world's first micro projector to backlight LED, and micro LED integrated optical communication function display chip has been developed.

Industrial lighting, automotive LED, LED filament lamps and other niche markets heated debate

The company's LEDinside consulting analyst Wang Juxian said that the importance of industrial lighting in the lighting industry is more and more obvious, in 2016 the global industrial lighting market size of $2 billion 932 million, after a few years to more than 15% of the growth rate to 2020