2017 global LED industry development outlook and challenges
Gate Valve,Slide Gate Valve,4 Inch Gate Valve,Stainless Steel Gate Valve Wuzhong Instrument Co., Ltd. , https://www.wzivalve.com
In 2016, the LED industry recovered from the cold winter, and there is a great recovery. First of all, from the 2016 company's performance forecast, more than 70% of the companies have achieved double growth in performance and profits; in addition, the price increase that has been maintained since the beginning of last year to the end of the year has been raging in the LED industry. From a series of industry data, 2016 LED LED industry in 2016 recovered from the cold winter, and there is a great recovery. First of all, from the 2016 company's performance forecast, more than 70% of the companies have achieved double growth in performance and profits; in addition, the price increase that has been maintained since the beginning of last year to the end of the year has been raging in the LED industry. From a series of industry data, the LED industry in 2016 is no longer a sorrow, the dawn of the industry. However, not all LED companies have been very moisturized in 2016. Under the scale effect of the industry giants, the survival space of small and medium-sized enterprises is getting smaller and smaller, the situation is getting more and more difficult, and the bankruptcy and running are frequent; in addition, in the case that the product profit space is compressed and the profitability is gradually declining, the international lighting giant They have shrunk the front line in order to protect themselves, and the global LED industry has moved closer to China. In 2017, whether the LED industry can continue its development momentum in 2016 has become the focus of attention in the industry. Some analysts said that the supply and demand relationship of the LED industry will be further improved in 2017, and industrial development will be more rational. First, from the industry analysis data, the global LED industry growth momentum will remain unchanged. From the analysis of the analysis of the industry's upper and lower body volume in the industry chain, in 2017, the global LED industry will continue to maintain rapid growth, LED enterprise development will usher in further development momentum. 1, LED chip prospects are optimistic, 2017 will be in short supply Before 2016, LED chip manufacturers have expanded their business, resulting in overcapacity, prices continue to decline rapidly, making the LED industry undergo a dramatic change. However, since 2016, with the steady growth of demand, the supply and demand relationship of the LED industry has gradually improved. Last year, there was a product intensive price increase incident. Experts said that after the deep reshuffle of the LED industry, the supply side reform is more adequate. According to estimates, by the end of 2017, the effective production capacity of LED chips is about 83.28 million pieces, and the demand is about 92.35 million pieces. Among them, the demand for lighting chips is 47.04 million, up 20% year-on-year; the demand for outdoor full-color displays is 26.02 million, up 5% year-on-year; the demand for small indoor space is 1.02 million, up 50% year-on-year; the demand for mobile phone backlights is 1.39 million. There are 440,000 tablets for backlighting, 6.99 million for computer and TV backlights, and 1.06 million for automotive lamps. The industry believes that LED chip production capacity is still below demand. Considering the steady growth in demand in 2017, LED chips will be in short supply. 2. China's LED packaging capability continues to strengthen in 2017 According to DIGITIMES research, in view of the significant increase in demand for LED lighting, large-size LED display and LED automotive lighting, the capacity of China's LED packaging enterprises will continue to grow in 2017. As the largest LED packaging company in China, Mulinsen will increase its monthly production capacity from 50 billion LED chips in the third quarter of 2016 to 60-70 billion at the end of the year. The monthly packaging capacity will be further expanded to 15 billion LED chips. Foshan Guoxing Optoelectronics has expanded its LED packaging capacity by 40% in 2016 and will continue to expand in 2017. 3. In 2017, the LED lighting market will reach US$33.1 billion. According to the TrendForce2017 global lighting market outlook report, the LED lighting market will reach US$29.6 billion in 2016, and the LED lighting market will reach US$33.1 billion in 2017. LED lighting The penetration rate reached 52%. According to analysis, benefiting from the development of the regional lighting market, the proportion of LED lighting in Europe in 2016 was 23%, followed by North America and China. Looking ahead, the Asia Pacific lighting market is growing the fastest. 4. In 2020, the LED display market will reach 30 billion US dollars. 2016-2021 China LED display industry market demand and investment consulting report predicts that in the next few years, the global LED display market demand will continue to grow rapidly, with an average annual The growth rate will exceed 20%. It is estimated that by 2020, the global LED display market will reach 30 billion US dollars, and China will be the most important manufacturing base. The LED display industry has broad market prospects. 5. In 2017, the global high-brightness LED output value reached 13.18 billion US dollars According to the research institute DIGITIMES Research, the annual global high-brightness LED output value will increase by 2.8% to 13.18 billion US dollars in 2017. In terms of the number of uses, it will reach 303.75 billion in 2017, with an annual growth rate of 23.9%. Among them, the highest annual increase in usage will still be lighting applications, reaching 39.2%. In terms of the proportion of LED usage, the proportion of lighting applications will reach 66% in 2017, and the LED light source for mobile devices (mainly mobile phones) and LED backlights for medium and large sizes will add up to 20.8%, display panels and vehicles. The LEDs were 5.6% and 4.7%, respectively. From the above industry forecast data, we can see that: 1. In 2017, the global LED industry growth trend remains unchanged; 2. The growth momentum slows down and the industry enters a steady development period; 3. The industrial concentration will be further strengthened. Secondly, entering 2017, several major development trends of the LED industry are also worthy of our attention. 1. Industry integration will continue. The future trend of LED industry is still integrated. On the one hand, through mergers and acquisitions, we will enlarge and strengthen a number of enterprises; on the other hand, we will gradually phase out a group of uncompetitive enterprises, making China's lighting industry Healthier and more competitive. From the development of the upper and middle reaches of the LED industry, it is obvious that the trend of the big one is Evergrande. The epitaxial chip companies Sanan and Huacan have clearly led the way; the scale of listed companies in packaging enterprises is constantly expanding, and the living space of small enterprises is limited. It is only a matter of time before being eliminated.