Brokers: China will become the world's LED manufacturing center

LED industry has seen a clear recovery momentum. The main manufacturers in the industry are in full production status, short-term memory in a certain supply, the industry chain is also a general price appeal. The industry is expected in the two quarter and the three quarter, the supply and demand situation will be more tense.

Guoxin Securities analysts believe that the global LED packaging output value of $15 billion 300 million, the growth rate increased to 5%. Europe, the United States, Japan and other foreign manufacturers dominate the high-end market, China's LED, although a late start, is gradually becoming the world's LED packaging device manufacturing center. At the same time, LED packaging industry concentration continues to improve, leading enterprises to enhance the profitability of packaging. In 2016, LED chip package and lighting several rounds of price increases, in 2017 the chip leader Sanan optoelectronics, fired the starting gun price package leading Linsen, highlighting the pattern of supply and demand determine the improvement of LED industry. Lighting + display accounted for more than downstream applications 2/3. 2016 global LED lighting market size of $34 billion 600 million penetration rate of only 31%, in 2017 the global LED lighting market penetration is expected to exceed 36%, the growth rate of more than 20%, the wisdom of the industry continued to stimulate the overall demand for lighting. 2017 small spacing LED display market growth of more than 50%, the overall supply and demand continued to boom. Global LED backlight market slightly lower by OLED substitution, backlight capacity to accelerate the transfer to china. Optimistic about the industry's leading enterprises, Linsen nationstar.

LED supply and demand in the industry is mainly related to two factors, first, the downstream demand continues to grow, especially lighting and other consumer goods explosive growth, the industry is not its own expansion for many years two. The Great Wall Securities pointed out that 2016 is a small pitch LED display to usher in the explosive growth of the year, enterprises to increase R & D, product spacing has been a breakthrough innovation, display greatly upgrading, industry market demand soared, 2017 small pitch LED display industry will usher in greater development opportunities. In the huge business opportunities, the domestic small spacing LED display companies have increased technology research and development, continuous expansion of production capacity. Small spacing products positioned in the high-end application market, high prices and high profits. Technical support, small pitch LED display with bare intelligent applications, cloud platform control, the naked eye 3D, VR technology, display more creative, attracting a large number of users, pushing a small pitch LED display products to the greater market.

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