LED thematic analysis report: LED application prospects, vigilance overcapacity

This report is characteristics, according to the main application field of LED, the market prospect and direction of technological development, regional competition, industry chain structure and enterprise development for a more comprehensive and in-depth analysis, as an important complement to LED research at present. General lighting, backlight and automotive lighting, landscape lighting (including outdoor display) will be the LED of the top three applications, from the market capacity and development potential of view, we summed up the government procurement of commercial, civilian development path: landscape lighting to create LED preliminary prosperity will maintain a rapid growth; backlight and automotive lighting market the capacity and development potential, is the main driver of growth in the LED market; the largest general lighting market capacity and development potential, become the focus of the future development of LED. From the technical point of view, the red and yellow light as the most mature manufacturing technology of LED is still the future of landscape lighting (including outdoor display) the main technology market; high power blue white light technology is the direction of development, will eventually become the mainstream technology of backlight, lighting market. Overall, Blu ray technology will dominate the market, accounting for 63% share. From the point of view of regional competitive characteristics, LED is still a sunrise industry, and the regional distribution is obvious. Our global white LED technology leader, LED is the most advanced manufacturing center of Taiwan lighting; Han is the world's largest LED back light and high brightness red LED production base, and actively carry out a breakthrough in the field of lighting; China is the world's largest LED packaging base, manufacturing LED is mainly used in low-end landscape lighting the field, some enterprises are pushing the backlight market. From the analysis of the pattern of industrial chain, the upstream epitaxial wafer and chip patent is Europe Japan and the United States monopoly enterprises, will lead to overcapacity in a substantial expansion of domestic LED chip, is particularly serious; midstream packaging areas, the rapid rise of Taiwanese and Korean enterprises, industry supply and demand situation of good will enhance the value of packaging products; the downstream application link, the domestic enterprises with government support and localization the advantage to compete with the international well-known enterprises.