LEDinside stored in super: change the era of the track to find a new blue ocean industry

"Last year for the entire LED industry is quite a difficult year, from the beginning of the second half of last year, many companies are looking for a change of their own track strategy as well as the new blue ocean". In LEDinside, China LED hosted LEDforum2016 China international LED market trends Forum, LEDinside research associate storage in the speech in.

Prices fell significantly last year, LED output for the first time facing recession

2015 global LED output for the first time showed a negative growth phenomenon, the entire output value showed a decline in -3%, mainly due to the oversupply of the entire industry, making LED prices plummeted.

First look at the chip part, the price decline of about 40-50%, some even up to 6. The package, the price decline is not the same as, the Mobile field, in the field of mobile phone backlight many manufacturers have cut prices decline greatly; lighting application part, is also a heavy disaster area; and vehicle parts, the price decline is relatively small.

Into 2016, a lot of chip production capacity utilization are on the rise, and even some chip manufacturers in the adjustment of prices. But the market really so good? Store in the super think that prices have fallen or not.

According to statistics, the market price of two inch LED wafer has been close to the cost price, although many manufacturers may Chinese, through government subsidies, or only the production of some standard products, the cost of the low pressure. But no matter how the cost down, and now the market price is really too low, and there are other operating expenses and management fees, so there is little chip manufacturers can earn money.

Some devices, packaging manufacturers, or to China in expansion, including the country star, Hongli, wood Linsen, each vendor shouted an aggressive expansion plan. Compared to the existing capacity, the expansion of these manufacturers is actually quite large. A rough estimate, if the manufacturers capacity expanded enough, China mainland whole package capacity increase of about 30% level.

So in the market seems to be reversed, the upstream chip part may be because so many packaging manufacturers will expand production, demand has relatively good condition, but part of the package, because the expansion of the service is relatively large, so in the reservoir - that, in some categories, such as display, lighting some may also have a fierce fight this year.

Change the era of rail, looking for new blue ocean industry

In such a competitive environment, in fact, many manufacturers want to change track. KingSun from LED to the field of education, three from the LED to the semiconductor field, honglitronic intends to change the name of Hongli Newell, began to enter the field of car networking.

Each manufacturer is thinking about how to improve profitability, from the existing product categories to other applications. However, for LED manufacturers, the current direction which can be found?

1, LED filament lamp

During the Frankfurt exhibition, many manufacturers focus on the promotion of filament lamps, in the past filament lamp can only be applied in candle lamp, crystal lamp, but now more and more specifications. Filament lamp last year accounted for only 1% of the total revenue of the lighting, but relatively low. 2015 LED filament lamp shipments of about 50 million to 100 million, in the amount of up to more than 200 million in 2020, the opportunity to reach the top of the year in, the number of shipments of filament lamps compound growth rate of up to 65% in 2016.

2, intelligent lighting

Chu Chao said in 2015 the global smart lighting market size is estimated to be 1 billion 716 million dollars, because the smart lighting market is not mature, the scale effect has not been formed, the high cost of related software and hardware products, but with the future of technology, mature products, is expected to reach $13 billion 427 million by 2020.

3, invisible light

Visible LED2015 - 2020 annual output growth rate of only about 4% of the standard level, but the field of invisible light, there are still a lot of high growth application categories. Such as infrared and security monitoring, expected compound annual growth rate is 11%, the biological perceived part is about 33%, including biological scanning identification, iris facial identification, including VR, are new products, its future growth, explosive is relatively strong.

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