2015 industry prospects big secret

[LED] Chinese news January 9, 2015, Shenzhen Marco Polo Hotel, sponsored by HC semitek Title LEDinside analysis will be held successfully, LEDinside analysts share one of the latest industry research results, the industry elite gathered, unprecedented.

Analysis meeting

Dr. Liu Jionglang, chairman of the State Science and Technology Commission

Yu Chao: LED chip market structure has been set, the growth opportunities in the special application of the new blue ocean

In 2014 the global new installed MOCVD number will reach 239 units, and in 2015 for part of the local government China continued subsidies came out, will still maintain the installed capacity of more than 170. Stored in the super said, LED manufacturers to expand production plan depends on local government grants, so the future of LED chip manufacturers will show the phenomenon of large hengda.

Due to the fierce competition in the price of LED, manufacturers are actively looking for new applications that can enhance profitability. For example, the invisible LED, which has attracted more and more attention, including UV or IR LED. Although not visible LED market scale is limited, not with LED lighting or backlight applications such as compared, but due to technical difficulties, customized demand and need to cooperate closely with the factory system, the entry threshold is high, the product gross margin was significantly better than that of white LED. At present, the supply chain in the field of UV LED and IR mainly led by Japan and the European and American manufacturers, Taiwan LED manufacturers also have a place, is expected in the future there will be more and more LED manufacturers began to enter the field of invisible light.

Wang Fei: the synergistic effect of fermentation of the line, the traditional lighting brand occupy four seats five

China from the beginning of 1990s the declining birth rate in recent years gradually affect the labor market supply, and as long as 30 years of economic growth fostered strong consumption capacity for China market, Chinese role in the global supply chain in the transition from simple factory to factory + market, these two trends lead to Chinese labor costs and rents cost increased year after year, the consumption channel competition, electricity cost advantage gradually.

Reflected in the LED lighting industry, although the traditional offline channels also play an important role in the pathway, however, lighting electricity supplier market is rapidly booming, the traditional lighting brand advantage line drives the rapid outbreak of electricity supplier performance. In 2013, the water and electricity provider of traditional lighting companies emerge, be roughly the same and lighting electricity supplier performance rising, to 2014 the traditional lighting companies brand advantage and synergy effect is prominent gradually, have talent shows itself OPPLE, NVC, PHILPS, Matsushita, Aldo, lighting lighting electricity supplier ranked 2014 top five, of which only Aldo is pure electricity supplier.

Yu Bin: 2015 China LED packaging market slowdown, shuffling speed

2014 China LED packaging market size grew by 19%, less than most people's expectations. From the area of application, the main power of the growth of the LED lighting package market, but it is almost the only power; small size backlight areas, although with the increase of the intelligent mobile phone penetration rate increases, the size of the market demand has increased, but not enough to have much impact on the entire packaging market, so small pitch LED display market; and TV backlight, the traditional display field, the size of the market is shrinking.

From the supply camp, the Chinese local manufacturers accounted for 64% market share, an increase of 1 percentage points; Taiwan manufacturers for the same period, unchanged; international manufacturers was 27%, down by 1 percentage points. 2013 lighting market suddenly broke out, international manufacturers rely on technology, patent advantage, the rapid growth in the Chinese market revenue, but in 2014 the growth rate tends to ease. 2014 international manufacturers in the China packaging market revenue growth rate of 17%, compared with 41% in 2013 has dropped significantly; Taiwan manufacturers in the Chinese packaging market revenue growth rate of 15%, better than 2013; Chinese local manufacturers a growth rate of 21%, higher than 16% in 2013.

Outlook 2015, LEDinside is expected to increase the size of China's packaging market 15%, packaging industry is still highly competitive, especially in the field of lighting packaging, corporate profitability is still difficult to improve. In the case of the package are actively expanding production, the industry reshuffle will accelerate the pace of.

Wang Ting: emerging markets over LED lighting to replace the tide, Chinese export enterprises to usher in new opportunities

With the rapid development of the global LED lighting industry, Europe and other mature markets have shown the fragmented situation, Chinese manufacturers more and more difficult in the local market and Chinese Fengeng; competition is becoming more intense, the size of the fight into a price era. At this point, the emerging markets as not yet fully open fertile ground for Chinese manufacturers, is undoubtedly full of opportunities and challenges of the treasure.

In the Russian market, in 2014 LED lighting showed substantial growth, reaching 2 billion 480 million U.S. dollars, penetration rate of around 32%. By 2016, LED lighting market size of up to $5 billion 70 million, penetration will reach about 44%. Russia will become the fourth largest market in Europe, the United States and china. Russia's energy consumption, energy saving, high demand and favorable tariff policy, coupled with the development of commercial building lighting demand growth, international sports events, and infrastructure projects will be accelerated, LED lighting scale and enhance penetration power.

In the Southeast Asian market, Thailand, Singapore, Malaysia, Vietnam, Indonesia and Philippines, the six major countries to calculate, in 2014 the size of the LED lighting is about $1 billion 100 million, LED penetration rate of 25%. Future expectation