After seeing the aftermarket, 15 words reveal the LED industry in the first half of 2016

I used to think that time was slow and the days were very idle. Now I feel that time flies fast and catch up with high speed rail. No, it was half in 2016. This means that it also spent half a year with LED, witnessing the growth period of LED to today's stable period, and it seems that LED has also lost its vitality. But looking back in the first half of the year, it was found that in the wave of M & A and price war, the changes in LED were summed up in the 5 big blue sea market, the 4 major market key words, the 3 major competitive technologies, the 2 product status changes and 1 new technical vocabulary. The 5 big blue sea market cars in recent years with the price war of LED have made LED profits fall sharply, forcing companies to seek a platform for high Maori. Because of the carbon reduction policy of various country car factories, the purchase demand has been raised, the vehicle LED has attracted many enterprises to participate. However, because of the high threshold, the LED enterprises involved in the current participation are temporary few, but as the technology continues to mature, the number will increase gradually. According to the latest research of TrendForce's Green Energy Agency LEDinside, the growth of car and market in all regions of Q2 in 2016 is slowing down, but the trend of turning from traditional light bulbs to LED is still continuing, and the relatively mature market is gradually introducing a high proportion of LED, and the emerging countries are also gradually following up. It is estimated that the output value of LED in 2016 is 1 billion 570 million US dollars, and the compound growth rate of 2016-2020 years is 6%. UV LED has no doubt that the LED industry in the first half of 2016 has made a good fortune for UV LED. As another high Maori market, it has attracted many enterprises to invest more. In addition to the strong layout of foreign enterprises such as Japan Asia, Seoul semiconductor, and the day loading machine, it has also attracted a number of domestic enterprises such as the melting of Jason, crystal energy and Hongli. According to LEDinside research vice president Wu Yingjie, it is estimated that the output value of the UV LED market will reach $356 million by 2020. Among them, UV LED products are mainly used in the light curing market, and are currently used in the market of food packaging, glue curing, medical curing and many light curing applications. However, the market challenge lies in the high degree of customization, by working closely with the solidified machine manufacturers, from the chip wavelength, optical module design, the collocation and cooling system of the UV adhesive and the cooling system to provide a complete solution for the equipment machine manufacturers. The UV-CLED application includes the market of sterilization and purification, the potential of the market is huge and the profit of the product is very considerable. Japan, the United States and the south are developing. At present, the UV-CLED technology is still to be broken, and the product efficiency, life and market acceptance are still to be tested by the market. As the year of 2016, intelligent lighting is the year of "13th Five-Year planning". In the report of government work in various provinces and cities at the beginning of the year, smart cities have become "high frequency words". At the same time, in the proposals and proposals of many members, the city of wisdom is also concerned. As the knocking brick of the intelligent city, intelligent lighting will usher in a new round of development opportunities under the impetus of the new policy. According to LEDinside statistics, the global smart lighting market in 2014 is about $1 billion 544 million, and is expected to reach $14 billion 353 million by 2019. In particular, in the first half of 2016, domestic communications big HUAWEI, Zhongxing have participated in the layout, so that intelligent lighting ushered in new opportunities. Intelligent lighting as smart home, smart city, and the excellent access port of the Internet of things, with the participation of the big men, its great energy will be released, not only bring innovation to the whole lighting industry, but also have a great impact on the lighting related industry. Plant lighting plant lighting is not a new topic, but it is a new blue sea. With the continuous promotion of SHARP and OSRAM, domestic enterprises continue to follow up, plant lighting in 2016 set off a upsurge, and got a great deal of praise. According to market data, the output value of the global LED application plant lighting has grown rapidly since 2013, up to $100 million in 2014, and is expected to reach $500 million in 2017. With the mature artificial light controlled plant plant, the plant factory will become an important application and development direction of the global semiconductor industry by combining the technical advantages of traditional agriculture, the lighting and automation technology of semiconductor industry and the network information technology. Since IR LED entered the 2016, the development of VR, UAVs and robots has developed rapidly. If the factors that promote infrared LED growth in the past or in the near future are infrared LED iris recognition, closed-circuit television monitoring systems and monitoring systems, VR, robots and UAVs will be new growth points in the future. According to LEDinside's survey of the first half of 2016, the infrared LED permeability of VR, robot and UAV is also increasing in addition to automobile, security, monitoring sensing and consumer electronic applications, and the demand for infrared LED is increasing. According to relevant market research data, the Asia Pacific region will be the largest infrared LED segmentation market in the world in view of the surge in the permeability of smartphones, cars, monitoring systems and other applications of infrared LED. The annual growth rate of the global infrared LED market is expected to exceed 9% in the 2015-2020 year period. The 4 major market key words cross boundary language: the injection of the new three boards has lengthened the list of listed companies, and the merger and acquisition is no longer limited to the LED field, but is a cross boundary change. This list is longer: Lehman's cross-border sports acquisition is incorporated into a number of sports enterprises, the industry is to sell LED to develop education, and the long side set up a big fund to develop teaching. Breeding, Hongli renamed Hong Li Zhi Hui cross border car network... Comment on: in the first half of 2016 for the LED industry, the "joint and horizontal" mergers and acquisitions between enterprises is no longer a big drama, the real exciting is transboundary change, to people with a strange and fresh sense. If the past few years are the main theme of the merger and acquisition, then the first half of 2016 is a transboundary change. The new blue sea list: the LED industry is baptized by the price war. The profit of the product is hard to be guaranteed. The niche market is the new blue sea in the post LED era: car LED, UVLED, IR, intelligent lighting, plant lighting... Comment: the "super" price war in the last few years has washed the profits of LED lighting products. In order not to be dragged by the price war, the enterprise has been seeking the blue sea market. In 2016, it can be said to be the year of the new blue sea of LED, whether it is the car, UV or IR... LED+ list: the arrival of the era after LED lighting seems to stay. There is no future in the alternative concept. There are more possibilities in the LED industry in the post era: LED+VR, LED+ robot, LED+ design, LED+ car networking, LED+ Education... Comment: in the first half of 2016, for the LED industry, what is needed is its own way out. After 2015 of the shuffling, the LED enterprise in 2016 turned to rationalization, the "price war" between enterprises slowed down, and the "+" after the layout of LED was started. This "+" layout has a rapid growth of virtual reality, with China made 2025 major industrial robots and Internet finance, and so on. Patent list: some patents expire in 2017, and Chinese enterprises need to go out. The patent pressure of big factories is gradually upgraded: Japan Asia and the end of the battle of hundreds of millions of light, conciliation between Hongqi and CREE, Enplas and Seoul... Comment: if you want to go out, the patent must be solved. The patent has been the hard injury of the domestic LED enterprises. In the last two years, the gap between the enterprises and the international enterprises has gradually narrowed through the acquisition and its own development. The year 2016 is a year for Chinese enterprises to go out, and the escalation of the patent war is inevitable. The 3 big competition technology OLED, a 2018 iPhone mobile phone will all use the message of OLED, let OLED in the first half of this year a fire. OLED is known as the next generation display technology, and the market share of the mobile phone panel is getting higher and higher. According to the industry survey data, it is estimated that the penetration of the AMOLED panel in the Q4 China smartphone market will be close to 30% in 2016, which is higher than the penetration of around 20% in the global market. But OLED is still short of life, and the screen is large and difficult. With the entry of capital and the continuous improvement of technology, it will be necessary to replace the LED in some specific fields. In particular, when lighting has developed to a certain stage, people's demands for lighting are no longer simple lighting but design and light, and OLED can help designers to realize more possibilities of lighting. Micro LED is most likely to be the Micro LED in 2016 for the LED industry, which is facing capacity imbalance after the price war, and when the OLED panel is fully leading the market, the Micro LED also emerges to become the star of the industry. The rise of Micro LED is seen as an opportunity for LED and even the current LCD to seek a turn over. As far as the current situation is, the opportunity for Micro LED to turn over is more likely to depend on the apple. Since Apple's acquisition of micro LED screen maker LuxVue, the future of micro LED seems to be tied to apple. According to the latest news, apple Apple watch will use micro LED next year, and there is even news that apple is testing the microLED project. Once Apple's micro LED is confirmed, it will bring a new round of stimulus to the market, when the LED industry may usher in a new machine. Laser light source is based on semi - polar GaN laser diode, combined with advanced phosphor technology. Because the laser is concentrated on a tiny point on the phosphor and converted into white light, the light source can output a safe and highly collimated white light, and the light lens and the reflector are used, and the light is well controlled to achieve better lighting effect. Compared to the blue light LED, the laser does not have a "decline in light efficiency", and in the lighting, laser lighting can achieve very high efficiency. So Nakamura Shuji predicted that laser lighting would replace LED lighting in the future, and that in the first half of 2016, laser lighting was the future of lighting, and that the next 10 years would replace LED lighting. The rise of the status of the 2 major product status lantern lights in 2016 is a different year for the LED filament lamps. It can be said that it completed the "big attack" in the voice of question, not only attract PHILPS, OSRAM, GE and other international plants, as well as the domestic sunshine, Buddha, Ya Ming, axpu, Hongli, Mu Lin Sen, Yuan Lei and other enterprises to join and expand the production of mass production. According to the industry, from the second half of 2015 to the first half of this year, the market size of LED filament lamps has doubled. It is widely popular in foreign markets and is mainly concentrated in North America, Europe and South America. It has become one of the key products of LED lighting manufacturers in Asia supply chain. The concept of small spacing to be a small distance between the main station and the LED display from 2008 to 2014 is a large scale growth, and then it has been developing slowly. In the first half of 2016, the increase in the market capacity of small spaced LED displays brought more business opportunities to the LED display enterprises, especially the VR/AR heat. As the most basic hardware facilities, LED screen also ushered in an outbreak period, and with high definition, seamless splicing of small space can greatly improve the user experience of VR products. In the face of this new blue sea, the VR/AR and the small distance LED display depth, to open up its new mode of application in the commercial field and new model of profit. A lot of LED screen companies have been eager to try, including listed companies Li Yad, joint construction and Abison and so on. The 1 new noun, FEMC FEMC, was put forward by Ruifeng photoelectricity at the new product conference in 2016. It is the LED industry