LED chip side of the concentration has entered the deep water, the industry trend has been basically formed. To Sanan, Hua Can, led by the chip-led sheep echelon pattern has been set, and the rest of the other chip-side enterprises in the next wave of production capacity, will face what kind of survival?
In order to understand the current market situation of the current chip-side LED chip in the future market development and technology strategy, TrendForce's research brand LEDinside in the light of the exhibition during the exhibition of Hua Chan Optoelectronics Co., Ltd. Mr. Shi Songgang.
Increased concentration of industry leads to entry thresholds, small scale will die in this wave of production release
With the development of the industry is becoming more mature, more and more market share to the technical and scale advantages of enterprises to speed up the concentration. The basic pattern of the domestic chip, the industry has also entered the capital-driven growth stage.
As there is no listing of small and medium-sized LED chip companies, in the absence of capital-driven, even the opportunity to participate in the scale of war are not, especially the chip of this heavy asset investment links. Shi Songgang also said that "the development of the industry to the present stage, the chip side of the competition is the scale of war, so not only raise the threshold of new entrants, but also forcing the cost of small and medium-sized chip companies to withdraw."
According to LEDinside market data show that by the end of 2017, Hua Chan and other LED chip expansion capacity will be significantly released, when the small and medium-sized LED chip companies will be directly into the winter. Although the number of visits to the light Asia Exhibition, the market even came warm message, but for dozens of old MOCVD small businesses, the future will always be the winter, and is likely to die in this wave of winter.
Segment the market opportunity, the chip left to the new space is not big
When the traditional LED lighting display backlight market into a stable period, the industry are looking for niche market. For a time, for the survival of being forced to the edge of the LED business, are trying to find the market to find a new machine, but things are not so easy.
In recent years, forced by the mainland chip package size price war strategy, Taiwan LED factory have accelerated the transformation, following the abandonment of Blu-ray on China, Bai Hong through investment in high-hui photoelectric production Blu-ray LED chip, Gallium nitride production line, into the IR? LED, four yuan LED. And with this year's LED lighting penetration continues to record high, Taiwan will continue to put into operation blue LED manufacturers have become less and less, the mainland is not only so, and leading enterprises are still expanding production.
According to Sisong Gang said that the current chip-side scale is increasing lead to the threshold in disguise, and it is difficult to have a new market segments, so that no size of the enterprise a good survival. The main reason for the performance of three aspects: First, the market segment itself on the technical requirements of the existing traditional LED than the mature application, if you are not difficult to go in size. Second, the market is now more transparent, if neither the size of cost advantages, and no technical advantages, then the new market segments, with the integration of the packaging plant industry, the new market segments into the business is not much, leaving the space Not much more and more difficult. Again, new technology or more cutting-edge things related to the relevant ancillary equipment, and early equipment must gradually be eliminated, because it can not adapt to the current technology, new equipment investment is too large, when many small and medium enterprises were forced to let Out of the market.
New technology research and development, Hua Can photoelectric began to increase investment last year, which is expected to achieve the end of this year, infrared LED production, and well-known manufacturers to develop Micro-LED project also achieved initial results. Deep ultraviolet, plant lighting and other market research and development are actively deployed.