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

I used to think that time passed very slowly and days were very busy. Now I feel that time has passed so fast that I have caught up with the high-speed rail. No, half of 2016. This means that she spent half a year with LED, and witnessed the growth of LED to the present stable period. It seems that LED has lost its vigour. But in the first half of the year, we found that in the wave of mergers and acquisitions and price wars, the changes in LED were summed up in 5 major blue ocean markets, 4 market key words, 3 major competitive technologies, 2 big product status changes and 1 new technology terms. 5 big blue ocean market LED price war in recent years has led to a sharp decline in LED profits, forcing companies to seek high margin platform. Due to the reduction of carbon policy in various countries, the purchasing demand of cars has been increased. LED has attracted many enterprises to participate. However, due to the relatively high threshold, the LED companies currently participating are few, but as the technology continues to mature, this number will gradually increase. According to the latest research of LEDinside, TrendForce's green energy division, the growth of the regional Q2 market in the world is slowing down in 2016. However, the trend of the transformation from traditional light bulbs to LED continues. The more mature markets are introducing high proportion of LED, and the emerging countries are gradually following up. It is estimated that the output value of LED in 2016 will reach US $1 billion 570 million and the 2016-2020 - year compound growth rate will be 6%. UV LED is unquestionable, UV LED in the first half of 2016, the LED industry has earned a lot of money. As another high margin market, many enterprises have been attracted more investment. In addition to the layout of foreign companies such as Japan Asia, Seoul semiconductor and daily loader, it has attracted a number of domestic enterprises such as Jen Sheng, crystal energy and Hongli. According to LEDinside Research Associate Wu Yingjie, it is estimated that the market value of UV LED will reach US $356 million by 2020. Among them, UV LED products are mainly used in the UV curing market. Currently, applications include food packaging, curing materials, medical curing and many applications of UV curing applications. However, the challenge of the market lies in highly customization. Through the close cooperation with solidified machine manufacturers, we provide a complete solution for equipment manufacturers from chip wavelength, optical module design, UV glue matching and cooling system. The UV-CLED application includes sterilization and purification market, the market potential is huge, the product profit is also very impressive, Japan, the United States and South Korea are gradually developing. At present, UV-CLED technology needs to be broken through, and the efficiency, life span and market acceptance of products still need to be tested by the market. As the opening year of the "13th Five-Year plan" in 2016, smart cities became the "high frequency words" in the government's work report at the beginning of the year. As a stepping stone to smart 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 US $14 billion 353 million by 2019. Especially in the first half of 2016, domestic communications giants HUAWEI and ZTE participated in the layout, enabling intelligent lighting to usher in new opportunities. As intelligent lighting for smart home, smart city and excellent access to the Internet of things, with the participation of bigwigs, its enormous energy will be released, not only will bring innovation to the entire lighting industry, but also will have a great impact on lighting related industries. Plant lighting plant lighting is not a new topic, but a new blue ocean. With the continuous development of SHARP and OSRAM in the world's big factories and the continuous follow up of domestic enterprises, plant lighting has set off an upsurge in 2016 and has won a great deal of praise. According to market data, the output value of LED lighting has been growing rapidly since 2013, reaching 100 million US dollars in 2014 and US $500 million in 2017. With the full maturity of the artificial light controlled plant factory, the plant factory will become an important application and development direction of the global semiconductor industry in the future by combining the technological advantages of traditional agriculture, lighting and automation technology and network information technology of semiconductor industry. Since the entry of IR LED in 2016, the development of VR, UAV and robots has been developing rapidly. If the past or recent growth of infrared LED is due to smart phone infrared LED iris recognition, closed-circuit television monitoring system and monitoring system, the future VR, robot and UAV will be a new growth point. According to LEDinside's survey in the first half of 2016, the infrared LED penetration rate of VR, robot and UAV is also increasing, besides the automobile, security, monitoring and consumer electronics applications, and the demand for infrared LED is increasing. According to relevant market research data, in view of the surge in penetration of infrared LED in smart phones, automobiles, monitoring systems and other applications, the Asia Pacific region will become the world's largest infrared LED segmentation market. The composite annual growth rate of the global infrared LED market is expected to exceed 9% over the next 2015-2020 years. 4 big market keywords cross border list: the injection of new three boards lengthened the list of listed companies, and mergers and acquisitions are no longer confined to the field of LED, but cross boundary changes, so the list is even longer: Lehman cross-border sports acquisition and many sports enterprises in the stock market, and sell LED to develop education in a long way. Yu, Hongli renamed Hongli Zhi Hui cross-border vehicle networking...... Liang commentary: in the first half of 2016, for the LED industry, mergers and acquisitions between enterprises are no longer a big play. What is really exciting is cross boundary transformation, giving people a strange and fresh feeling. If the M & A is the main theme in the past few years, then the first half of 2016 is cross boundary change. New blue ocean slogan: LED industry encountered price war baptism, product profits can not be guaranteed, niche market has become a new blue ocean in the post LED era: vehicle LED, UVLED, IR, intelligent lighting, plant lighting...... Liang commentary: in the past few years, the "super" price war has made the profits of LED lighting products thin. In order not to be dragged down by price wars, enterprises have been looking for the blue ocean market. In 2016, it can be said that the first year of the new blue ocean of LED, whether vehicle, UV or IR... LED+: the advent of the era of LED lighting seems to stay. There is no future in the replacement idea. There are more possibilities in the LED industry in the post era: LED+VR, LED+ robots, LED+ design, LED+ vehicle networking, LED+ Education... Liang commentary: for the LED industry in the first half of 2016, what we need is our own way out. After 2015 shuffling, LED enterprises in 2016 moved towards rationalization, and the "price war" between enterprises slowed down, and began to layout the "+" behind LED. This "+" layout has high-speed growth of virtual reality, with China made 2025 of the main industrial robots and Internet Finance and so on. Patent list: in 2017, some of the patents on Japanese Asia's products expired, and Chinese enterprises needed to go out. The patent suppression of Dachang was escalating gradually: the end of the battle of Japan and Asia, and the reconciliation of Hongqi and CREE, Enplas and Seoul... Liang commented: if we want to go out, the patent must be solved. Patents have been the bruising of LED companies in China, and the gap between them has narrowed gradually in the past two years through acquisitions and their own development. 2016 is a year when Chinese enterprises go out, and the escalation of patent war is inevitable. The 3 big competition technology OLED, a 2018 iPhone mobile phone will all use OLED's news, let OLED fire in the first half of this year. OLED is known as the next generation display technology, and its market share in mobile phone panels is increasing. According to industry survey data, the penetration rate of AMOLED in China's smartphone market in 2016 will be close to 30%, which is higher than the penetration rate of around 20% in the global market in Q4. However, at present, OLED still has shortcomings such as short service life and large screen difficulty. With the entry of capital and continuous improvement of technology, it will become inevitable in some specific fields to replace LED. Especially when lighting has developed to a certain stage, people's requirements for lighting are no longer simple lighting, but when they are designed and light, OLED can help designers achieve more possibilities of lighting. Micro LED for the LED industry after the impact of price war is facing the imbalance of production capacity, the most anticipated 2016 may be Micro LED; when the OLED panel fully leads the display market, Micro LED also emerges as the industry tomorrow star. The rise of Micro LED is seen as a turning point for LED and even LCD. In the current situation, the chance to turn over Micro LED seems to depend more on apple. Since Apple bought micro LED screen maker LuxVue, the future of micro LED seems to be tied to apple. According to the latest news, Apple will use micro LED next year, Apple watch, and even news that apple is testing the microLED project. Once apple is confirmed by micro LED, it will bring a new round of stimulation to the market, and the LED industry may usher in new opportunities. The laser illuminating laser source is based on a semi polar GaN laser diode and combines advanced phosphor technology. Because the laser concentrates on a tiny point of phosphor and emits light into white light, the light source can output a safe and highly collimated white light, plus the use of tiny optical lenses and reflectors to control the light so as to achieve better lighting effect. Compared with Blu ray LED, laser does not exist the problem of "drop in luminous efficiency". In lighting, laser illumination can achieve very high efficiency. Therefore, Nakamura Shuji expects that laser lighting will replace LED lighting in the future. And in the first half of 2016, laser lighting is the future of lighting in many speeches, and he said that the LED lighting will be replaced in the next 10 years. 2 big product status adjustment filament lamp status rose in 2016 is a different year for LED filament lamps. It can be said that it completed the "big counter attack" in the voice of doubt, not only attracted PHILPS, OSRAM, GE and other international factories, but also the domestic sunshine, Buddha, Ya Ming, app, Hongli, Mu Lin Sen, Yuan Lei and other LED enterprises joined and expanded mass production. According to industry experts, from the second half of 2015 to the first half of this year, the market size of LED filament lamps has doubled. Abroad, the market is popular, mainly in North America, Europe and South America. It has become one of the key products of LED lighting manufacturers in the Asian supply chain. The concept of small spacing as the main station and small spacing LED display has been raised from 2008 to 2014, and it has been developing slowly. By the first half of 2016, the increasing market capacity of small spacing LED displays brought more business opportunities to LED display enterprises, especially VR/AR fever. As the most basic hardware facilities, the LED screen is ushering in an outbreak stage, and the small spacing with high-definition and seamless stitching will undoubtedly greatly enhance the user experience of VR products. In the face of this new blue ocean, VR/AR will be combined with the LED display depth of small spacing to expand its new application mode and new profit mode in the commercial field. Many LED screen companies have been eager to try, including listed companies such as Riad, Lian Jian and Abison. The 1 new term, FEMC FEMC, was put forward by the Ruifeng photoelectric company at the 2016 new product conference. It is the LED industry.