2014 LED Industry Comprehensive Forecast

Since 2013 , LED full business orders , increase product yield, synchronous growth in sales , business at full load or overload, capacity utilization gradually put l . The next generation of LED lighting products have become the development direction of the new light source , the product has been further promoted through demonstration and application of energy saving effect is increasingly significant. 2014 How will the development of LED industry ? Us in several ways , the middle and lower reaches , and other equipment for the industrial development trend analysis and forecasting .

Upstream: the price war is turning into a battle LED technology increasing output without increasing the chip industry , and sapphire prices will continue , so the chip is not much room for price cuts .

Say the beginning of the 2013 war and the merger price war , then, after 2014 , LED upstream industry will gradually shift technology warfare and patent battle . 2013 LED chip industry has been in a state of increasing output without increasing , and sapphire prices will continue , so the chip is not much room for price cuts . If there is no breakthrough in technology, the next two years the price cut will be slowed down.

After 2013 the major corporate mergers , consolidation, expansion, domestic chip companies already have large-scale production capacity. Meanwhile , a preliminary patent issues also emerged , each company by strengthening R & D , the formation of patent pools and other ways to avoid the risk of patent brings . 2013 a wholly owned subsidiary of Sanan Optoelectronics LighteraCorporation to $ 22 million acquisition of U.S. LuminusDevices, Inc ( hereinafter referred to as the United States lumens ) 100% equity . American lumens in the world with 151 patents , covering all aspects of LED chips, packaging , systems and applications , the company's main high-power chips, committed to the development of a large area of ​​high-efficiency LED chip . Acquisition will significantly enhance American lumens three optical chip technology strength in power , but also solve some of the patent issues , the international development of its open windows.

Midstream : lighting market growth driven by large-scale package .

Being squeezed on both upstream and downstream packaging business through alliances, mergers and other methods , with large-scale production to ease the pressure of survival .

In 2013 the global LED lighting market is growing rapidly . Data show that in 2013 the output value of LED for lighting applications reached $ 3.7 billion , the total output value of LED packaging ratio reached 29%. Lighting accounts for 2014 the proportion of the overall package will reach 33 percent , becoming the highest proportion among all LED application category . 2014 expects the global LED lighting product shipments will grow 68% , the output value reached 17.8 billion U.S. dollars . LED lighting needs by the good influence , many packaging companies in 2013 exceeded the value of the highest level . In light of the current market penetration becomes saturated , China LED packaging companies how to grasp the opportunity of rapid development of the global lighting market , will become an important factor in determining the success or failure of the enterprise .

Currently wafer is a gradual transition from 2 inches to 4 inches , gradually reduce chip cost , if the technology is mature, the next few years, chip prices have declined or space , so companies are forced to engage in technological breakthroughs upstream work . And when the technology has reached a bottleneck when it can only compress industry chain . Chip companies began to extend the package , and some chip manufacturers have even started manufacturing lamps directly .

Meanwhile, many companies have begun to do the downstream package, subject to both the upstream and downstream extrusion packaging companies can only go upstream or downstream . However, the scale of investment upstream LED industry , the technical threshold is much higher than the middle and lower reaches , the possibility of packaging companies to upstream expansion is small, so many choose to expand downstream packaging factory to make lamps.

Thus , packaging companies will go in both directions . First, the horizontal, vertical integration , and take the road of scale . The form and size of the package according to the needs of downstream customers to produce, resulting in lower customer demand for many packaged product model more, and so many product models do not meet the requirements of large-scale production . So some aspect of packaging companies began merger , through alliances, mergers and other methods , with large-scale production to ease the pressure of survival . Large companies formed a strategic alliance with the downstream , eat small enterprise market space, which are concentrated market area , large-scale performance. Second part of the packaging companies will extend downstream . Packaging switch to lighting companies can do their own package , and then do the product , and then the high cost and large-scale production and improve the competitiveness of enterprises, but the weak market channels is the biggest problem facing these packaging factory .

Downstream: high low-end products targeted specifically because most companies will channel funds to build the high cost and large enterprises at home and abroad choose to do OEM or ODM.

2013 global lighting market is the most important feature of LED lighting products , with the rapid decline in prices and the elimination of incandescent and other factors, the global outbreak of the LED light source to replace the traditional tide . Bulb and lamp which is its most popular alternative source. 2014 , lower product prices, actively seeking tenders , and vigorously promote the construction and reconstruction of road lighting , intelligent lighting and promote the brand image , etc., will become the main development strategy for the global LED lighting manufacturers .

On the domestic market, with the rapid start indoor lighting market , the traditional lighting companies gradually fought LED lighting market. Transition quickly, there are channels resources traditional lighting companies have great advantages, but most LED companies will channel funds to build because of the high cost of domestic and foreign manufacturers choose to do OEM or ODM. The strength of the LED companies began to look for a wide range of channels, scale advantages of enterprise integration, or the formation of strategic alliances.

Equipment : Domestic MOCVD Charge Pending

Equipment not only to large capacity , have made ​​out a good product consistency , so as to allow the chip companies to accept domestic equipment.

MOCVD epitaxial furnace is the heart of LED production equipment , we generally put the number of MOCVD equipment as a measure of capacity. By the end of 2012, domestic equipment MOCVD equipment 1050 sets , the real mass production of less than 500 units, the operating rate of less than 50 %. LED market in the first half of 2013 to the good , LED enterprises continue to open MOCVD equipment has been purchased , and gradually reach full production ; companies are integrating through cooperation , mergers and acquisitions , and further release of production capacity.

With the rapid development of the domestic chip industry , chip localization rate continues to improve, demand for equipment increases. Domestic LED industry needs to have the strength of their own country's emergence MOCVD equipment manufacturing enterprises to upgrade technology and innovation capacity of the entire LED industry. The success of domestic MOCVD equipment , mainly in independent research and development and innovation , domestic enterprises must understand the advantages and disadvantages of foreign equipment , in order to achieve technological breakthroughs to achieve localization in the true sense . After years of research and a strong research and development of core technologies , domestic enterprises launched with its own characteristics of domestic MOCVD equipment , also marks the Chinese enterprises have made in the core of the LED chip production equipment at home on the road some results. MOCVD equipment made by means of long-term monopoly of foreign technology is broken, many domestic companies will bid farewell to the LED entirely dependent on foreign equipment.

2014 , domestic MOCVD equipment manufacturers will improve their strength following aspects : First, to improve the consistency and stability of the device , the device not only to large capacity , have made ​​out a good product consistency , so as to allow the chip companies to accept domestic equipment. The second is to enhance the production scale , can accept big orders at home and abroad , there are industrial production capacity of enterprises in order to achieve sustainable development. Third, improve technical support capabilities for the timely and chip corporate communications , customer needs to customize the device. Fourth, the localization of the core components of research . Parts processing involving gas control many aspects boxes , heaters, graphite trays , real mature these several parts is very difficult to do , so many of the core components of domestic production using MOCVD equipment manufacturers or imported from abroad. From a long-term perspective, the country lacks precision machining technology , many components require precision machining, so important for the study of key materials also make domestic enterprises to invest more effort. If we can break through these bottlenecks in the coming years MOCVD domestic manufacturers will accomplish much.


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