Trend and analysis of six major LED supply and demand markets in 2017 - LEDinside

TrendForce's green energy division of LEDinside's new "2017-2021 LED industry supply and demand database shows that 2017 six LED supply and demand market trends and market demand analysis, including the IT display market trends, lighting market trends, automotive lighting market trend display, market trends, market trend analysis and infrared LED; LED the supply of the market.

Theme 1: IT display market applications

1.1 TV market trends

Due to the wide gamut of color gamut market requirements, a variety of high color saturation methods have been pushed out of the market, including KSF or QD Film to enhance color saturation, can reach BT 2020 80-85%. A TV can be seen in 2017, Nichia launched the first 4014 B+G LED collocation KSF phosphors, BT 2020 can reach 80%-85%, it is expected that other Korean manufacturers will continue to fast track.

Direct LED TV is still more use of crystal coated LED products, CSP LED mainly by Han factory launched, in 2016 to 1313 / 1616 LED products based, in 2017 will be 1111 / 1313 LED based. LEDinside forecasts, along with the HDR market demand, will accelerate the introduction of CSP LED products.

Other advanced technologies for television applications include QLED, OLED, and Laser TV, and new developments have also been made in 2017. QLED TV stands for Samsung, TCL and Hisense; and Chinese LG TV brand factory is to support OLED TV.

1.2 projector market trends

Total annual shipments of commercial projector market remained stable at 700~800 million units. However, with the decline in the cost of LCD TV, size continued to enlarge, now you can see the 80 inch TV commercial import and school education space, plus 80 inch touch touch panel Market collocation scheme in Chinese market gradually rise, commercial projector shipments decreased year by year, in 2020 reached only 6 million units shipments forecast.

Commercial projectors are mainly used in indoor conference rooms, schools, educational space and so on. Luminous flux is concentrated in 2000lm-3000lm, which is the largest product, followed by 3000lm-4000lm. Because of the continuous improvement of the light source technology, plus brightness and image quality is positive, so the brightness demand has increased year by year. By 2020, the market share of 3000lm will reach 43%.

At present, the projector commonly used bulbs have metal halogen bulbs, UHE and UHP three, the general life of about 6000 hours. Commercial projector above 2000lm at the present stage, the main light source is still dominated by the traditional light bulb, but because of the traditional light bulb but life is short and energy consumption, thus gradually replaced by new type of light source, such as LED or laser light source.

The LED light source, the brightness and heat dissipation of LED is still a bottleneck, it is currently the main consumer market and home theater below 2000lm, with the decline in the cost of future and promote technology, will gradually get into the 3000lm market; laser brightness and color saturation of product life and has the advantage, as the only drawback high price. However, the laser light source has bright brightness, long product life and thinner projector design. The laser light source will predict a market penetration of 30% in 2020.

Theme two: lighting market trends

2.1 global and China COB revenue rankings

At present, the global COB market leader is still international manufacturers, and Chinese manufacturers are continuing to introduce new products, seize market share. The top five are Citizen, CREE, Lumileds, Nichia, and Samsung. Chinese manufacturers ranked under the influence of the company's revenue expansion speed, speed, and 2015 ranking somewhat different.

2.2 stage light application market

In 2017, the global LED dance table lamp market reached about 740 million U. s.dollars, an increase of 14%, the growth rate slowed down in the next few years, but still maintained a sustained growth. By 2020, it is expected to grow to over $1 billion. LED stage light is currently about 39% penetration, by 2020, penetration will reach 50%.

At present, OSRAM, as well as sferic billion light manufacturers have launched stage lighting related products, including monochrome and color mixing, high brightness and high efficiency.

The main technical standard LED stage lamp comprises a radiating light distribution and light control, quality management. LED stage light compared to the traditional stage, has its incomparable advantages, such as more energy, more color, fresh Yan long service life and convenient use; at the same time will also face higher costs, than a single variety and quality uneven challenges.

Theme three: automotive lighting market trends

Traditional passenger car market size forecast

The average power of LED in China is slightly lower than that in the world, and the attitude towards LED with low and medium power sources is more active than that of the international average. Therefore, the number of uses is higher than the usual practice.

Also because the average number of pieces of headlights in 2017 Chinese for 10, using a number of 2020 will gradually decline, 2021 estimated value of $881 million (the distance light 2015~2021 CAGR: 48%).

The light guide plate in the tail lamp import ratio pull up, and will increase the original factory Market (OE Market) in the use of RCL number, in China's average number of 35 LED products.

New energy passenger car market size forecast

Headlight growth rate is the highest: for new energy passenger cars, because the brand of car money is more concentrated, the economic scale of sales is higher, so in the new energy vehicles LED import opportunity is also the highest.

Chinese for passenger car lamp regulations consistent with the requirements of electric vehicles, therefore must also comply with the general passenger car headlamp lighting regulations, because the low permeability and high price, in 2017 the output value is still 2 million 300 thousand dollars, all new energy passenger cars with the highest LED value