LED shows the first reshuffle out of the market potential in the future

The industry is expected in 2012 LED display screen market size grew by 10%, reaching $24 billion 100 million. Among them, full-color LED display screen market grew by 15%-20%, shipments grew by more than 30%. Even so, the LED display screen industry has enough situation, the competition is forcing manufacturers to take the price for orders. Gradually entered the industry consolidation LED display screen industry, market segmentation trend is obvious.

LED display screen into the integration period

In 2012 the LED display screen industry price war, with the strength of large manufacturers hope that through some small and medium scale firms out of the price war. Has entered the integration of the LED display screen industry in the next few years will still show the situation of a hundred schools of thought contend. But affected by the slowdown in growth, gross margin continued to decline and other factors, LED display industry is difficult to have investment opportunities. 2012 mainland LED display market showed sales and price cycle to promote the situation, the decline in prices will prompt the rapid increase in sales, sales volume increases brought about by the economies of scale and further down the price.

At present, LED display screen industry competition, product competition is still in the early level, competition is reflected in key indicators: price, quality, delivery service, customer service and other aspects, at this stage the price factor is especially prominent. 2012 LED display screen prices continue to decline, an increase of 15%-20%. LED display is the deep reason of screen prices continued to decline, with the strength of the manufacturers hope that through some small scale manufacturers out of the price war. But in 2012 the price war has greatly affected the performance of the LED display manufacturers revenue, is expected in 2012 at least 30% of the revenue will come back.

Prices are falling, further reducing the gross margin. At present, the main channel of the LED display manufacturer's gross margin has been reduced to 10%-15%, the gross profit margin of the project pipeline is still above 20%. Even so, LED display screen manufacturers profitability is still weakening.

Thus, LED display screen industry has entered a consolidation period, the next few years will be part of the small and medium enterprises gradually eliminated. In the integration stage, there are technical strength and capital strength of the LED display screen manufacturers are expected to borrow the strength of the capital market and the company's own technology and pipeline advantages to achieve rapid development. The next 2-3 years, LED display screen industry concentration will rapidly improve.

Since the LED display screen industry has entered a mature period, so the LED display screen market size will maintain a steady growth trend. Expected in the next few years, LED display screen market growth will remain at 10%-20%. Future LED display profit growth will mainly come from the traditional inkjet, neon, billboards alternative markets, as well as high-definition, 3D, smart and other high-end LED display screen market.

Industrial new style LED display screen is clearly differentiated

Along with the energy conservation and environmental protection on the agenda of the next few years, LED development prospects are very impressive; so the day before LED occupation competition is very intense. Coupled with the economic globalization led to a variety of production factors and resources in the global scope of activities, equipment and restructuring, the company produced some of the work has also been to the horizontal and vertical expansion of the global division of labor. Today, the new LED display screen also has a significant occupation showed the trend, but the industry is still heard about the company do is the extension of industrial chain about sound, but with heavier economic competition and trust, the future of the LED industry division of labor will be more and more fine.

These years, many have planned LED display screen, LED display screen, like Shenzhen, some manufacturers are not limited to the continuous expansion of production capacity, but began to automatically enter the packaging equipment industry chain upstream, and the contribution of chip, extension category. People in the industry think, now LED display screen occupation resources are within the scope of global equipment, industrial chain division of labor is increasingly significant, blindly into the industrial chain will fold for the company is not more than sufficient, must be good.

Although these years, the level of domestic LED equipment package with the promotion of foreign There was no parallel in history., but the product function still exist certain distance, the high order display screen is still need to use imported equipment or domestic top equipment. The Mai Rui photoelectric equipment, foreign direct acquisition, according to the customer need to use some of the domestic product can do acquisition in the form of innovation, such as the selection of Taiwan and Mainland China's best factories for the OEM, and other investment factories, on demand products in particular, which can be satisfied.

In the LED display screen manufacturers do I will not be a large package of automatic control, more sensitive to the delivery of some. The industry believes that this is a misunderstanding, "first, the device does not appear to be out of stock; second, if you do have to think you can do a good job. Today, the industrial chain division is still so thin, you do this, but also to do some relatively difficult. For example, NICHIA and CREE almost sell lights, do not sell chips, I use other chips to the packaging can not reach the function of others. "