Micro led market gradually fermented, chip end expansion back to normal track 2018 industry supply and demand relative to 2017 annual growth, 18 h1 overall supply and demand is relatively balanced. From the demand side, lighting market is still the main growth of led market, is expected to maintain rapid growth; Mini / micro led market gradually fermented, is expected to open up the led market space, it is recommended to continue to pay attention to the breakthrough of core technology and the rhythm of mass production. From the supply side, led chip production still exists more know how, different manufacturers efficiency gap is bigger, we expect that in the case of industry capacity increase is relatively orderly, the price will remain orderly, good industry leader; Patent lawsuits between ve eco, amec and sgl were settled, and progress on chip-side capacity expansion returned to normal.
Operational overview of major led enterprises in the world
The global led industry maintained single-digit growth, with total revenue of major led companies ( including Cree, crystal power, yiguang, Seoul semiconductor and San 'an optoelectronics ) reaching $ 1.396 billion in 3q17, up 4.72 % from a year earlier. 1 platform led major enterprises to achieve a total revenue of nt $ 7,496 million, up 3.67 % month - on - month, up 2.16 % year - on - year; Affected by the off-season and lunar new year holiday, monthly shipments of crystal power and light ding decreased in January, and monthly revenue of Taiwan led chips and lighting enterprises decreased by 1.90 % and 36.94 % respectively; Downstream packaging leader yiguang product structure adjustment effect is remarkable, January Taiwan led packaging enterprises monthly revenue growth of 11 %.
Industrial chain dynamic tracking
Chip side: patent lawsuits between ve eco, amec and sgl have been settled. according to research, mainstream chip prices stabilized in Q1 and will remain orderly. Packaging side + application side: Sunan optoelectronics signed a micro led prepayment agreement with Samsung. Samsung joined hands with Wanda film to unveil the first led film screen in China. led bulbs and packaging prices remained stable in January.
Monthly market performance: led board bottom rebound
Last month, the Shanghai composite index fell 6.00 per cent month - on - month; By the U.S. ve eco, micro semiconductor and Sigri carbon litigation reached a settlement of good, mainland led plate rebound, led chip, led packaging, led lighting and led display panel rose 10.16 %, 3.92 %, 2.48 % and 10.94 %, respectively, the main domestic led enterprises have risen, its China can photoelectric rose the highest, to 31.5 %.