Dry cargo! 2017 Nanchang Optics Valley LED Summit Forum

By May 23rd, dramexchange consulting its LEDinside and CNLED network (formerly "China LED network"), jointly organized by the Nanchang Municipal People's Government in the "2017 Nanchang Optics Valley LED Forum opened in its new century hotel curtain, the forum of" 2017 global and China LED industry development trend and Qingshanhu electronic the information industry (LED) development trend analysis "as the theme.

2017 Nanchang Optics Valley LED Summit Forum site

At the beginning of the meeting, Yang Wenbin, vice mayor of Nanchang Municipal People's government, delivered a speech to Xiong Yunlang, Secretary of the district Party committee of Qingshan Lake District, to announce the establishment of LED.

Speech by Yang Wenbin, vice mayor of Nanchang Municipal People's Government

In order to accelerate the development of LED industry cluster in Nanchang, LED billion industry will be built. Li Ting, vice mayor of the government of Nanchang Qingshan Lake District, has made an introduction to the electronic information (LED) industry, and has worked with the elite of the LED industry to seek common development. Then, China semiconductor lighting /LED industry and application alliance Secretary General Guan Baiyu and enterprise capital representatives made statements respectively.

Chinese, /LED semiconductor lighting industry and union secretary general Guan Baiyu speech

Then the LEDinside analysts and several senior operators of global LED industry, Chinese LED industry trend analysis and Micro-LED, the car full range LED, LED lighting applications emerging a number of issues of interpretation.

Depth analysis of global and China LED industry trends

Dramexchange consulting LED Research Center (LEDinside) research associate reservoir and analyses the development trend of global LED industry in 2017 in super depth. He said that because of the fierce competition in the LED market, coupled with the rising cost of raw materials, so more and more LED manufacturers began to think of thinking of profit oriented. Even in the past, through the economies of scale to gain advantages of large manufacturers, but also began to shift to find new blue ocean market of high margin.

But at this stage the so-called blue ocean market is mostly past relatively niche application loopholes. As the market size is small, coupled with individual applications of the channel and the form is entirely different, it is difficult to attract large manufacturers to invest in the development of the application field. However, with the increasingly fierce market competition, the various manufacturers to kill in mainstream applications at the same time also began to head broken and bleeding, I hope to find some high margin applications to support profit. For example, small pitch LED display, or automotive lighting, not visible light applications, so various LED manufacturers are beginning to attract massive build-up and internal resources, hoping to seize the new blue ocean.

However, with the various manufacturers have entered the so-called blue ocean, but was soon to become the red sea. But for these emerging applications, it may not be a good thing. Because the past few people in this field operate, so the price is relatively high, but with the entry of various manufacturers, more research and development resources, will help technology breakthroughs and market promotion. At present, our so-called niche market is not innate market size has been limited, is more likely because the current technology has not been broken through, leading consumers can not accept, thus limiting the size of the market. As a result, as manufacturers move into development, as technology advances and prices decline, today's niche is likely to become the mainstream of tomorrow.

Yu Bin, an analyst at the LED Research Center (LEDinside), has made an analysis and outlook on the development of China's LED industry in 2017. Yu Bin said that in 2016, China's total export value of LED lighting was basically flat, and the impetus of lighting to the industry was slightly 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%.

2017, the industry has entered a mature period, the market slowdown, lighting, small spacing, vehicle and other fields are still the main driving force for market growth. Large manufacturers will continue to expand the pace of production, to seize market share, 2017 big rival Hengda trend will be more obvious.

Capital forces boost new trends in LED industry consolidation

Dry shine, deputy general manager of the photoelectric, strategic investment department head Zhang Qiang capital boost LED industry integration of new trends made a comprehensive interpretation. Zhang Xiancheng in domestic and international markets a few important industry news, open topic, analysis of the LED industry, especially the substrate, chip, package, productivity improvement and integration of industrial chain, and how to develop the enterprise how to compete and cooperate with the international LED industry giants.

He said that the current evolution direction of integrated domestic market performance: the mainland chip factory plant expansion capacity; to the advantage of manufacturers to further concentration; K465I is the main equipment, production capacity of 200 thousand pieces of manufacturers will be eliminated within two years; within two years, the advantage of supply chain manufacturers basically completed the layout; a strong contrast, the domestic industry chain for a the rise of chip manufacturers; from the substrate, chip to the package, the mainland will clear the formation of 2-3 camp; participate in the mainland or Taiwan is being eroded integration chip enterprises have to face the choice of. While the international market, the domestic leading international companies through chip attack international high-end chip position, with the capacity and cost advantages to undertake the international transfer of production at the same time, the domestic packaging manufacturers, and lighting enterprises through the capital to help the integration of international brand.

Finally, Zhang Xiancheng introduced changelight meet for