Although the beginning of the autumn season, but still around the sun like fire. Autumn wins Chunchao, LED industry development is like the weather is generally hot and look at the industry data.
About 1,800 old MOCVD will face out
It is reported that in 2016 the world's new MOCVD 134, 2010 - 2012 expansion peak period purchase MOCVD machine is now facing the aging will focus on elimination, such production is mainly distributed in Europe and the United States, Japan and South Korea Taiwan and mainland China, a total of about 1,800 MOCVD, accounting for the current global holdings of about 3100 units of about 60%, producing nearly 50% of the world's LED epitaxial wafers, 2018-2020 these old machines will be gradually eliminated.
LED manufacturers from the current expansion plan, the expansion of overseas manufacturers lack of power, expansion of the main force is the Chinese mainland manufacturers, but the number of expansion units less than the elimination of the machine, so the next three years, production capacity is still tight, industry Into the boom cycle, the relevant LED business benefits, profitability upgrade.
At present, the global LED application market size is still more than 10% annual growth, small spacing, automotive lighting penetration rate, led the LED epitaxial wafers, chip demand growth. Infrared, UV LED products in the medical and health, security and other fields have been applied. MicroLED even in only 5% of the world's watches and mobile phone applications, will consume the current global LED epitaxial wafer production capacity, so MicroLED is a huge market. In the MicroLED from scratch, the application of the process of gradual penetration, LED demand will grow rapidly.
High manufacturing costs Micro LED can not be commercialized, because the key to the huge transfer technology bottlenecks still to be a breakthrough. (UPH), yield and grain size (<100μm) are still unable to achieve the level of commercialization, manufacturers have to seek grain size of about 150μm "class Micro LED (Figure), the global manufacturers to actively layout transfer process, but consider the hourly output (UPH), yield and grain size (<100μm) "solution.
China LED packaging market in 2017 is expected to reach 87 billion yuan
According to the latest research data, 2016 China LED packaging market size from RMB644 billion in 2015 to 73.7 billion yuan, an increase of 14%. 2017 by the LED application market, especially LED lighting market to pick up and strong demand for small space market driven, is expected in 2017 China LED packaging market will reach 87 billion yuan, an increase of 16%.
China's LED packaging industry in the next few years will maintain the output value of 13% -15% growth rate is expected in 2020 China's LED packaging scale will grow further to 128.8 billion yuan.
China 2014 LED packaging market output and forecast (unit: billion,%)
July global LED bulb prices continued to decline
According to the LED research center (LEDinside) 3 released price report shows that in July 2017, the global LED bulb prices continue to decline. Replacement of 40-watt incandescent LED bulb retail price fell 0.9% to $ 6.5. Replacement of 60-watt incandescent LED bulb retail prices fell 2.8 percent to 7.8 dollars.
LEDinside analyst Yu Bin said that Europe and the United States and Japan, the price decline is more obvious, on the one hand is the low-cost manufacturers to grab the market strategy, on the other hand is due to the introduction of low-priced new products, resulting in the overall average price decline. China's regional prices have increased, mainly due to the price of international manufacturers caused by the callback. To replace the 40-watt portion, the Chinese region prices rose slightly by 1.1%. To replace the 60-watt part of China's regional prices rose 1.8%.
China LED packaging, lighting LED packaging device prices remain stable. The report pointed out that although the third quarter, the chip manufacturers have been released, but the market demand is still tight, price stability. 2835 is currently on the market the largest amount of products, because the price has been low, price space is not, the price has been stable for several months. 1W or more 3030 LED products, the price remained stable, the power 3030 products, some international manufacturers prices slightly higher.
In the first half of China's total exports of LED lighting products amounted to 5.916 billion US dollars
According to material statistics, 2017, January-June, China's exports of LED lighting products amounted to 5.916 billion US dollars, an increase of 18.14%, growth is still slow. 2017 January-June China's LED lighting products export enterprises 11,323, the top 30 enterprises export totaled 1.528 billion US dollars, accounting for only 25.84%, showing the overall concentration of smaller.
From the lighting product type analysis, found that indoor lighting accounted for Qi Cheng, in the indoor lighting, the bulb to 1.34 billion US dollars topped the list, than the second ranked pipe lamp more than 665 million US dollars, compared with the same period in 2016 increased 167.88% The January-June, the United States to 386 million US dollars of imports ranked first, accounting for 28.77% of the market, followed by Brazil, Canada, France and Japan, imports of bulbs before the top five countries accounted for only 42.74% Bulb country is still more dispersed.