LED industry research center (LEDinside) data show that in 2016 China LED chip market size reached 13.9 billion yuan, after a recession of -7% in 2015, the 2016 chip industry ushered in 9% growth. Chip industry growth, whether the demand from the downstream application to promote it? In fact, this is not the case, first look at a set of data.
This is the Chinese LED lighting export data, from the Chinese customs. Can be seen from the figure, 2016 LED lighting exports growth rate of only 2%. As the largest LED applications, lighting market demand in the past few years have high-speed growth, but into the 2016, growth momentum has become a bit inadequate, the lighting industry into the mature period.
The backlight area, although the TV average size has increased, but with the technology to enhance the unit area required LED particles decreased, the backlight industry has entered a recession.
To say that there is no terminal market to promote, not entirely correct. 2016, small-pitch display market continues to maintain high-speed growth, the demand for LED chip market has also had a positive role in promoting, but the small-size display market size, after all, is relatively small, the chip industry's driving force is limited.
Automotive lighting areas, markets, technology are mainly concentrated in the hands of international manufacturers, the driving force of China's chip industry is not obvious. Other plant lighting, medical lighting and other emerging areas, is still in its infancy, basically negligible.
So, to promote China's LED chip industry, the main driving force is what? Let's look at the next set of data
China LED chip market has three main supply camp, respectively, for the Chinese mainland manufacturers, Chinese manufacturers in Taiwan and international manufacturers. As the international manufacturers mainly to sales of LED-based, so the international manufacturers in the Chinese chip market sales, basically negligible, that China's LED chip market has become a Chinese manufacturers and manufacturers in China between the contest.
LEDinside data show that Taiwan's market share in the Chinese market was declining year by year, 2016 market share only 22%, while the Chinese mainland manufacturers to 76%. Taiwan manufacturers are basically the rest of a crystal, other manufacturers are basically negligible, and crystal power in the Chinese market share market is also declining.
From 2010 onwards, the strong support of the Government, the Chinese mainland LED chip manufacturers large expansion, San An, Hua Can and other manufacturers, increasing MOCVD. In contrast, China Taiwan and the international plant, expansion is more cautious, in recent years more, but the Chinese mainland manufacturers in recent years is still expanding production capacity, and the next few years will continue to expand production capacity. In the case of technology gradually transparent, the competitiveness of Chinese manufacturers will continue to strengthen.
Take a look at the situation in mainland China manufacturers in 2016, LEDinside data show that in 2016 China's LED chip factory output value of 11.4 billion yuan, an increase of 13%.