LED packaging market, Chinese manufacturers can complete counter attack, beyond foreign manufacturers?

Recently, TrendForce LED has released its latest "2017 Chinese LED chip and packaging industry market report", comparing the data in recent years can be found, China LED packaging manufacturers in the domestic market share in the steadily rising, ranking has steadily improved, so China manufacturers can finish the counter attack, beyond the foreign manufacturers?

TrendForce LED Research (LEDinside) latest "2017 China LED chip and packaging industry market report" shows that in 2016, LED lighting market steady growth, chip manufacturers continue to expand the packaging capacity. Especially Chinese LED packaging market size by 6% to $8 billion 900 million in revenue, the top ten vendors, Nichia won the championship, M.L.S. jumped to the runner up, Lumileds ranked third. Compared with 2015, Chinese manufacturers in the share and ranking have been improved. Let us compare the detailed data in recent years:

2015

In 2015 Chinese LED package market revenue of the top ten vendors, Nichia won the champion, runner up Lumileds, is behind rawlinson.

The top ten manufacturers revenue scale of 3 billion 300 million U.S. dollars, down 15%, accounting for the overall Chinese market LED packaging 38%, down 8%, indicating that the market is still showing a more decentralized state.

Specifically, international companies occupy 5 seats, the seats are Chinese manufacturers jumped to 3, the rise of the trend. Chinese manufacturers' revenue performance is excellent, mainly through the product cost advantage, coupled with a narrowing of the technology gap, and gradually grab the international manufacturers market share.

Nichia China District revenue was affected by the change of exchange rate and business, showing a substantial decline, the city accounted for significantly reduced, but the ranking is still called the crown. With the rapid growth of the lighting and automotive market, Lumileds has helped its revenue performance well and won the second place. China vendor revenue fell slightly Linsen, remained in third place position. Billion in the Chinese market successfully developed vehicles, small distance display and flash market, ranked fourth. OSRAM successfully developed in the Chinese market, automotive and infrared LED market, ranked fifth. State star power due to the development of small spacing screen display market has become, ranking improved. Honglitronic with smalite company revenue, will be able to replace rongchuang (AOT) for the first time into the top ten.

How has this changed in 2016?

2016

In 2016, China's LED packaging, the top ten manufacturers revenue scale of $4 billion 100 million, an annual increase of 24%, far higher than the average growth rate of 6% of the overall market, indicating industrial concentration improved.

In 2016, the ranking is still called Nichia crown with technology, patent and brand advantage, in addition to continue to maintain in the backlight market share, more actively expand high-end car lighting market. Ranked second in the MLS in 2016 continue to expand production capacity, in the lighting, display screen market share also improved. While Lumileds slipped to third, but in the high-end commercial lighting, flash and vehicle lighting areas still enjoy competitive advantage, revenue growth over the same period in 2015.

Taiwan Chinese manufacturers such as light and Lite billion in revenue, Chinese mainland performance have been increased obviously. With billion light as an example, revenue mainly from TV, mobile phone backlight display, flash lamp, car and infrared products revenue contribution; and have benefited from the mobile phone flash Lite, infrared products and automotive lighting products.

The top ten vendors in the other two Chinese mainland manufacturers nationstar and honglitronic, were ranked the 2015 progress. Nationstar not only consolidated in a small pitch LED display screen package market leading position, but also vigorously develop the lighting LED packaging market, revenue increase of 36%, ranking rose to sixth; honglitronic will continue to expand the market share of LED lighting package, subsidiary smalite revenue growth of more than 60%, with the 2017 Jiangxi base capacity further release, the ranking is expected to further.

What companies are in the top three?

Although in the past two years, the ranking of domestic market share has changed occasionally, but the overall trend has not changed. Big boss status has been Nichia monopoly. Domestic manufacturers share is rising, but the gap with international manufacturers is still obvious. Then come and take a look at the top three companies have what special skills!

Nichia

Nichia main products for the LED, but due to the use of mobile phone / tablet smart LCD screen LED market slowdown, coupled with the lighting market in Taiwan, South Korea, and China manufacturers led to intense price competition, Nichia has 2 consecutive years of decline in revenue, profits are over results, but the thin camel is bigger than a horse, though decline, but Nichia both in technology and market has great advantage.

According to Digitimes Research data, in 2016 Japan's Nichia LED chip revenue of $2 billion 423 million, is the highest income global service provider in the LED package.

Lumileds

Lumileds as a technology pioneer LED, development Xianshengduoren segments, which maintain good growth in mobile phone flash every year.

Lumileds R & D team with strong intellectual property rights is an important weapon to the company's existing staff of about nine thousand, and the status of an annual revenues of up to $2 billion, in the LED industry is still of considerable weight company.

At the end of December 2016, Holland Royal PHILPS company official said, the price will be $2 billion (including debt and debt, the sale of the 80.1% types of projects)