Three, crystal electric swept LED chip market half of the country Chinese

The global market research firm TrendForce's green energy division LEDinside latest "2014 China packaging industry market report" shows that as the main raw materials of LED package, 2013 Chinese area LED chip market scale reached 9 billion yuan, an increase of 16%. Driven by the lighting market, LED chip market demand has been further improved, the market continues to expand. However, the continued decline in prices, resulting in market revenue growth rate is far less than the demand growth. Part of the chip manufacturers do not increase income, income does not increase profits performance also reflects this fact from the side.

Figure 1, 2012-2013 China LED chip market size

Data source: LEDinside

Prices fell significantly, China's local chip revenue market share increased slowly in China's LED chip market suppliers, including local manufacturers, Taiwan manufacturers and international manufacturers. Chinese local chip manufacturers including three safety optoelectronics, Tongfang opto and HC semitek; Taiwan manufacturers including EPISTAR, canyuan photoelectricity and the new century; international manufacturers mainly for American bridgelux.

2013, lighting devices, the largest market demand for power devices. With the continuous improvement of the technology of the mainland chip manufacturers, the gap between the overall performance of the power chip and the gap between the Taiwan manufacturers continue to narrow, more and more packaging manufacturers gradually accept the Chinese chip manufacturers. From a quantitative point of view, China's chip market share is expected to reach 8.

However, the price of Chinese chip manufacturers in the market is still in line with the price of the chip manufacturers in Taiwan is still a gap, and the price of domestic chip prices faster than the decline in the price of Taiwan chips. Therefore, from the revenue scale, 2013 Chinese local manufacturers market share of only 68.4%, compared with last year rose slightly, the total revenue of 6 billion 200 million yuan, an increase of 17%; Taiwan manufacturers market share of 28.4%, declined slightly compared with last year, the total revenue of 2 billion 600 million yuan, an increase of 10%.

Figure 2, regional chip manufacturers market share

Data source: LEDinside

Continue to enhance the degree of industry concentration, occupy half of the country three crystal electric LEDinside data show that in 2013 three and electric together occupy 51% chip market share China. Just look at Chinese local manufacturers, the mainland accounted for the proportion of an optoelectronic chip manufacturer's total revenue of more than 4; only Taiwan manufacturers, Taiwan imported chips EPISTAR accounted for the proportion of the total revenue of close to 8.

LED chip manufacturers are still difficult to improve profitability, many small manufacturers forced financial pressure, the customer is difficult to maintain, technology is also difficult to upgrade, some manufacturers have been withdrawn from the chip market. With three as the representative of the large manufacturers, is currently actively preparing for the expansion plan. With the development of the industry, the concentration of China's LED chip market will further enhance.

As the main material, the LED chip is playing a more and more important role. Other accessories, including stents, fluorescent powder, glue, etc., with the new technology innovation, such as remote phosphor, EMC/PCT stent, etc., will also have a greater impact on the development of LED packaging technology. In addition, it can be seen from the market, the rise of China's packaging accessories manufacturers is also very obvious, the market share to enhance the speed is very fast.

Figure 3, 2013 China chip market, three crystal electric market share.

Data source: LEDinside