2013 mainland Chinese enterprises LED chip output reached 6 billion 200 million yuan

According to the global market research firm TrendForce's green energy division LEDinside survey, 2013 Chinese, local enterprises (financial background to land owned enterprises, the same below) LED chip output value of 6 billion 200 million yuan, the annual increase of 17%. LEDinside analyst Yu Bin said that the rapid increase of chip lift capacity utilization in 2013 LED commercial lighting penetration, but because the LED chip prices continued to decline, resulting in output growth rate than output, is expected in 2014 will be in the same growth rate, pushing up the output value reached 7 billion 300 million yuan.

Figure 1 China's domestic enterprises chip production and forecast

Strong demand for lighting chips, in 2013 China's domestic chip rate has reached 80%

The first half of 2013 LED commercial lighting market demand, speed up the transformation of traditional lighting, midstream packaging manufacturers have to integrate downstream lighting, resulting in power in the first half of the lighting chip was out of stock phenomenon.

Lighting chip manufacturers to enhance the utilization rate of the rapid increase. The 2012 LED chip revenue is only 220 million yuan, in 2013 is expected to reach 350 million, the growth of more than 5; harmony photoelectric 2013 revenue will achieve double growth. Sanan optoelectronics, Tongfang opto and Hualei optoelectronic, capacity utilization is to maintain a high level of.

In order to display the main chip manufacturers, have increased the lighting chip business. HC semitek LED lighting chip revenue accounted for gradually increase, is expected by the end of 2013 reached 5; the machine is mainly used for production of new Silan azure chip used in the production of lighting.

In the case of the rise of mainland China chip companies, Taiwan and international manufacturers in the mainland chip market share gradually reduced. LEDinsde data show that in 2013 China LED chip domestic rate has reached 80%.

In the field of display chips, 2013 is still showing a rapid decline in the price trend, corporate profits did not increase with revenue. Decline in prices led to a sharp decline in profits, which is one of the reasons for the display chip manufacturers to increase the lighting chip business.

Further enhance market concentration, industry consolidation in the ascendant

2013 China LED chip industry to further enhance the degree of concentration, the former five vendors closed rate of view, from 2012's growth of 64.4% to $61.9%. With the continuous development of industry, concentration will continue to improve, industry reshuffle, integration is inevitable. Yu Bin said, from the current chip industry, although the price decline has slowed down, but still difficult to enhance the profitability of enterprises, lack of capital and technology of small and medium sized chip manufacturers, will become the object of collapse or merger of a group.

Figure 2 the top five chip manufacturers accounted for the proportion of output forecast

2014 lighting is still growing point, 4 inch epitaxial technology has gradually been introduced

Outlook 2014, in the case of slow growth in the backlight, display, LED lighting is still the main field of chip manufacturers compete. LEDinside is expected in 2014 the global LED lighting output value will reach $17 billion 800 million, the total number of shipments of LED lighting products up to 1 billion 320 million, compared with growth of 68% in 2013.

Technology, 4 inch epitaxial growth technology, manufacturers quickly pulled into proportion, in addition to the expected 100% in addition to Elec-Tech, Sanan optoelectronics, HC semitek, nationstar accounted for will reach more than 30%; the flip chip packaging method (Flip Chip) will also be sought, by virtue of their own advantages in the power lighting and flash are widely used.