Dry sets: a comprehensive interpretation of the development trend of LED industry

In May 19th, set by the state Advisory's LEDinside and CNLED (the original "Chinese LED net") analysis will be jointly organized by the 2017 chief adviser market (XiaMen Railway Station) Super Hotel in Xiamen opened the curtain, the analysis will be "2017 global and China LED industry development trend" as the theme.

The beginning of the meeting, TrendForce set state Advisory chairman Dr. Liu Jionglang delivered the opening speech, thanked all the guests, then interpret LEDinside all the analysts and several senior operators Micro-LED, UV, LED, LED, LED car, LED filament lamp lighting applications and other emerging issues comprehensively.

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.

Micro-LED display technology has become a hot topic

Since May, Micro LED frequently came big event, the first third generations of Apple's Watch will end by Micro LED, another apple Taiwan Longtan base and Samsung LED Micro exposure to the acquisition of enterprises and so on, let Micro LED LED and became the biggest hot industry show.

In this regard, Yu Chao also mentioned in the meeting, in 2017, another important thing in the LED industry is that Micro LED products are expected to come out. Micro LED is a next-generation display technology that has the opportunity to replace the OLED panel, attracting many brands to invest in research and development 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.

Assistant Professor Liu Zhaojun of South University of science and technology focuses on the development of Micro LED display technology.

Liu Zhaojun, as a self luminous device, Micro LED has the 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 applications include large / medium size outdoor / indoor large screen, desktop computer / laptop display, mobile products such as mobile phones / digital cameras / portable projectors, screens and watches / bracelets and other wearable products.

Liu Zhaojun also said that as one of the world's first research and development team Micro LED technology, nearly ten years the team has developed the 7 generation of Micro LED, PM Micro from LED to AM Micro LED array array, small chip area to transfer large area module technology, from monochrome to color, from the ultraviolet micro LED to the blue, green and red Micro LED display, and developed the world's first to backlight Micro LED projectors, and integrated optical communication function