What is the current status and trend of the LED industry? What do professionals say?

From a global perspective, the LED industry is in a period of steady development. The main growth of the global LED market to maintain rapid growth is the explosive growth of indoor general lighting, architectural lighting, landscape lighting, backlights and outdoor LED large screens.

In the next 3-5 years, with the maturity of technology and the decline of cost, the penetration rate of LED in the field of general lighting will be further improved, and the continued expansion of automotive lighting, small-pitch LED display and other applications is expected to usher in the new LED industry. The round broke out.

Of course, for the current status of the LED industry and the future development trend, LED industry insiders also expressed their opinions and made analysis and predictions.

Large-scale investment in the mid-stream of the LED industry chain, expansion and mergers and acquisitions, making the industry more and more concentrated. At the supply chain, with the continuous release of production capacity, the supply chain relationship of the industrial chain will change again. The upstream, middle and lower reaches of the enterprise need to continuously improve the level of supply chain management, and promote the deep cooperation of the supply side from the capital level, so that the enterprises in the segmented fields can work together.

Luo Huanta, Dean of Gaogong LED Research Institute

In 2017, the overall scale of China's LED industry was 636.8 billion yuan, a year-on-year increase of 21%. Among them, the upstream chip is growing at a high speed, the midstream package is developing steadily, and the downstream application maintains a rapid growth trend.

We expect that the compound growth rate of China's LED industry output value will reach 18% in 2018-2020. In 2020, China's LED output value will exceed 1 trillion.

Dr. Zhang Xiaofei, Chairman of Gaogong LED

The LED industry has developed to this stage. I think everyone should consider how to stand in the various segments and how to layout. In 2016, no matter whether it is upstream, midstream or downstream, it is in a state of expansion. The deep integration period is 2017, but the deep integration in 2017 will not be completed. I think the integration in 2019 will basically end.

During the period from 2017 to 2019, both listed companies, large and medium-sized enterprises, and small and medium-sized enterprises need to adjust their mindsets, adjust their strategies, and even adjust their tactics.

Jin Zhangyu, Chairman of Ganzhao Optoelectronics

Chip and package integration will be a relatively large trend. In the case of several camps, we still hope to have more vertical integration cooperation with downstream customers and packaging manufacturers, including our upstream manufacturers.

Yang Jian, deputy general manager of Liyang Optoelectronics

There are two major situations in the LED industry. The first is that the market is highly concentrated. The larger ones are Evergrande. Some large enterprises have natural advantages in product concentration. The second is the industrial chain transformation, which competes with the comprehensive strength of enterprises, including resources. Integration, product integration, supply chain integration, market integration.

For technical SMEs, what they need to do is to dig deep into the market and get rid of the dilemma of the Red Sea.

Lin Yufeng, Chairman of Shenzhen Zhouming Technology

In the future, China's LED lighting companies will occupy the majority of the world's LED lighting market share, so we must have full confidence to do this industry. At this stage, too many practitioners enter the LED lighting industry, “survival of the fittest, survival of the fittest”, a large number of enterprises will die in the future, and those enterprises that do not have scale and lack of advantages may opt out or choose to be merged. Development is very beneficial.

At this stage, many packaging companies have invested in new plants in Nanchang, Jiangxi and Yiwu, Zhejiang, but they are generally faced with many problems: difficulty in recruiting workers; although the labor costs of single people in the Mainland have declined, the efficiency and literacy of personnel are relatively relative to the coastal cities of Guangdong. Slightly worse. These challenges have led to increased demand for equipment.

Hyun Shuo Zhi R & D Director Zhang Qinglang

At present, LED production line equipment has three major development trends.

The first is the linkage of equipment, that is, the single automation equipment is connected with the enterprise ERP system through the EMS system. This aspect is mainly the information integration of the single machine. In the future, it will definitely increase the information integration of the single machine and manage the entire production line through information.

The second is the production line automation, the automation equipment "island" to the production line automation development, to adapt to the new production needs of enterprises.

The third is intelligent, the production line investment is relatively large, flexible and intelligent become the new needs of enterprises.

Lin Yan, Vice Chairman of Sanxiong Aurora

In 2017, the LED industry has two major changes in production automation and product innovation. Under these two trends, the concentration of LED companies and the level of innovation of products are getting higher and higher.

In 2018, the LED industry will continue to develop in both production automation and product innovation. As the core competitiveness of the company continues to strengthen, I am very optimistic about 2018.

Li Guoping, Chairman of Hongli Zhihui

As a packaging company, we are now most eager to have some intelligence in the field of packaging equipment. Although this is difficult, we also hope that packaging equipment manufacturers can meet our needs as soon as possible.

In recent years, the domestic LED industry has become a blue-sea, like a star-studded, capital-influx, and has become a situation of overcapacity and sorrow. In the fierce market competition environment, many manufacturers decided to develop new segmentation areas to achieve differentiation with mainstream manufacturers and obtain higher profit margins.

LED industry veteran Tang Guoqing

There is no shortage of business opportunities in this world, but a lack of discovery. The industry is big, and the personal view is limited. After all, it is a glimpse of the leopard. The new discovery may be a small discovery, but it is gestating new business opportunities. Big and strong, good and small.

Ruifeng Optoelectronics Technical Director Yan Xiaoming

At present, the application of LED package devices in the field of general illumination is already a red sea. In this case, it is difficult for everyone to compete with the "big Mac" such as Mulinsen, so it is necessary to innovate in the segmentation field.

Recently, the most mentioned is Micro-LED. As far as the application is concerned, it has not been applied in commercialization so far, mainly in the field of display and backlight. In fact, the hope of Micro-LED is still far away. We hope that with the development of Mini-LED, we will see if there is any opportunity to intervene in the field of Micro-LED in the near future.

Dr. Shao Pengrui, Jingtai Shares

In 2017, the hot word in the display field is “small spacing”, the small spacing in the room is accelerating, and the outdoor small spacing is hot.

The other is the “lease market”, which means that small indoor spaces are developed towards small outdoor spaces, which will bring a bigger market to the rental market inside and outside. Our slogan is: the indoor rental market is compatible and the outdoor rental is highly dense, and P3 will become the mainstream.

Jiang Yuyan, Associate Dean of Shanghai Sansi LED Research Institute

At present, there are many types of outdoor lighting, including tunnels, roads, landscapes, and lighting in special places. From the perspective of a smart city, it used to be only a requirement for the lighting rate of lighting, but now there are more requirements for lighting.

As far as landscape lighting is concerned, the light show made by Hangzhou G20 Summit in 2017 is very shocking, so I think this is also a trend. From the market situation in the second half of 2017, the landscape lighting market will soon rise.

Li Zhaohua, general manager of Mingwei Electronics

I am optimistic about smart lighting. In 2018, smart lighting will start to walk like a child because of the Internet of Things era, including the development of smart homes. Then, can we form a smart home to drive the development of intelligent lighting, I think this will be a budding beginning.

In 2018, landscape lighting is still a very large market. General lighting will be more centralized, and growth should not be too large and tend to be stable. However, as technology continues to change and demand continues to increase, I still have great expectations for lighting in 2018.

Shen Xiaohui, Vice President, Philips Lighting

In addition to energy saving, LED has a greater advantage of being digital. It can be used as a carrier to realize urban smart interconnection, which will usher in another revolution in the lighting industry. At present, there are 300 million sets of street lamps in the world, and only 12% use LEDs. Only 2% of them have achieved interconnection, and the market space is huge in the future.

To design superb

Lighting companies need to upgrade, from price war to value war, we must pay attention to product research and development, focus on innovative product design, and create a truly "value for money" product. Nowadays, products that meet the needs of consumers can quickly occupy the market and enhance their product strength and brand power.


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