In 2014, for many LED manufacturers is a bumper year, but also a challenging year. Although the first half of 2014 from the lighting market demand is stronger than expected, and even caused a shortage of LED phenomenon.
But because the client repeat orders and inventory of the end lighting pathway emerges gradually in the second half of the year, many manufacturers feel the obvious market demand and price competition of the frozen pressure. So for many LED vendors, the second half of the performance of two kinds of feelings, such as a sauna bath.
In the face of the upcoming 2015, LEDinside also for the LED industry has put forward some views and prospects, and for the next year, the main highlights of the ten major market trends.
1 LED expansion plan is still dependent on government subsidies, China is still the largest MOCVD installed area
LEDinside estimates, in 2014 the number of new global MOCVD installed capacity will reach 239 units. Observed from the installation of the region, China is still the largest MOCVD installed area. Outlook 2015, China's local government because there are still some measures to continue the introduction of subsidies, so in 2015 there are still more than 170 units installed in china.
At present, China local government subsidies with the MOCVD equipment price adjustment subsidy, currently a MOCVD grant money from the past RMB1000 million dropped to 5 million yuan RMB, but for many manufacturers is still profitable. Overall, due to the expansion of LED manufacturers plan depends on local government grants, so the future of LED chip manufacturers will show the phenomenon of large hengda.
2 rival, China LED market share continued to increase
With China's LED chip technology upgrade and capacity release, making China's chip production accounted for 27% of the proportion of global LED chip output by 2013, is expected to be expected to upgrade to the year of 2014. In the past, China's LED backlight or lighting applications rely on Taiwan funded or foreign-funded enterprises is no longer the situation.
Due to the constant increase in the proportion of China's domestic manufacturers of chip manufacturers, the price is also very competitive, making Chinese manufacturers in the global LED industry market share will gradually increase.
3.LED lighting customers continue to look for lower cost solutions
LED lighting market demand is due to the decline in the price of terminal lighting products are stimulated a lot of demand. The main driving force for the growth of LED lighting products in 2015 is still mainly from the LED bulb, LED lamps and other alternative light source products, so lighting customers for the price and cost of LED as the main consideration.
And has a good performance in the price of power LED can meet these LED lighting products continued price requirements, such as 3030 and 2835 LED has become the mainstream market. The future of LED manufacturers will still be looking for better heat dissipation material, through the large current drive to reduce the number of LED use, and even COB LED has gradually been favored by lighting customers.
In addition to the price of LED, LED lighting manufacturers have begun to focus on other components, such as power driven components, hoping to achieve a lower cost solution through the overall system design.
4 for special application of blue sea to improve profitability
Due to the fierce competition in the price of LED, so LED manufacturers hope to find some new special applications to enhance profitability. For example, the invisible light LED gradually by the attention of LED vendors, including UV or IR LED and other applications.
Although the market size of the invisible LED is limited, can not be compared with LED lighting or backlight applications. But due to technical difficulties, customization, and need to cooperate closely with the factory system, so the entry threshold is high. The gross profit margin of non visible LED products is better than white LED.
From the supply chain observation, UV LED and IR LED mainly by Japan and the European and American manufacturers led, Taiwan LED manufacturers also have a place in the future there will be more and more LED manufacturers began to enter the field of invisible light.
5 LED output value is growing year by year, with the largest growth rate of out of vehicle lighting
Car LED market steady growth, in which the car outside the LED lighting in the daytime running light (DRL) and car headlights (H/L beam) growth is the best, the main reason is to improve the power of LED technology. With the decline in the price of LED, car LED lighting gradually shifted from the high-end car models to the middle of the car, driven by the needs of the next few years, car lighting.
In addition, the car LED application part, or to use the LED backlight panel for the bulk. With the increasing popularity of multimedia and sensing image, the traditional dashboard has been changed to LCD panel, which led to the demand of the vehicle backlight.
6 mobile phone thin trend, mobile phone backlight LED specifications to 0.4t
At present, the gradual development of high order light, coupled with the resolution of the panel to enhance, for LED vendors how to do LED lighter, higher brightness, the challenge for the 2015 target. At this stage, the use of the mainstream smart phone 0.4t LED backlight brightness of about 2500~2700mcd.
The 4.7 "screen, backlight module about using 10~12 LED as a backlight source, because 0.4t is 0.6T thinner, LED is also the most thin market product backlight thickness, packaging technology threshold is relatively high, and is currently the main supplier for Japanese manufacturers in the supply of LED. At present, iPhone6's mobile phone backlight has been imported 0.4t LED, the future even thinner 0.3T LED forward.
7.FLASH LED in the use of higher order phone number gradually increased
Since the introduction of iPhone different color temperature FLASH LED
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