[Text / high-tech LED Huang Yaping] GGII believes: In 2016, China's LED chip industry technology is backward, equipment update is slow, and the chip factory that does not have the scale advantage will be discontinued or closed down in batches, and the chip industry structure will be further clear. (click to read the details)
GGII statistics show that in 2015, Taiwan's LED industry chain upstream sapphire factory revenue growth rate is about small, the faster the decline in revenue, the Taiwan sapphire industry concentration is accelerating. In 2015, the revenue of five chip companies in Taiwan fell year-on-year. The smaller the revenue of the top three companies in Taiwan, the smaller the decline. Taiwan's 10 LED packaging plants total revenue of 66.88 billion Taiwan dollars, a year-on-year decrease of 5.5%.
Market trend
1. It is understood that after the release of the white LED patent of Japan Yahua in 2017, the patent competition of the LED industry may enter a new era, because from the current situation, flip chip and CSP patents are more important. White light patents will not be affected by patents after next year.
2. In 2015, the scale of LED packaging manufacturers has been expanding. The cost-effectiveness and revenue efficiency brought by scale production have made packaging manufacturers “can’t stopâ€. As an important subsidiary of Hongli Optoelectronics (300219.SZ), Smect is also firm on this road.
3, issued or will detonate hundreds of billions or even trillions of energy-saving market, and the selection of six of the key lighting technologies indicates that green lighting will also usher in new development opportunities after experiencing a slowdown in 2015. .
4. The state promotes mandatory 3C certification. For the entire driving power industry, it is undoubtedly to promote the development of the entire industry in a more benign direction.
5. High-tech LEDs have been learned from different channels. At present, there are about 15,000 splitting tape machines in operation on the market. At the beginning of 2016, major packaging factories are planning full-year production capacity, and feedback from some current equipment manufacturers Look, the capacity of the packaging giants in 2016 will further expand.
6, the growth of equipment market share can not be achieved overnight, packaged sales practices can not be taken, more must be built on the premise of thinking for customers, marketable is the king.
Listed company
1. Lianchuang Optoelectronics intends to invest 20 million yuan as a limited partner to subscribe for Shanghai Yusheng Investment's share of 20 million yuan, and the funds raised by Yusheng Investment will all be used to subscribe for Shenzhen Sino-Korea Investment Fund.
2. Feile Audio expects that the net profit attributable to shareholders of listed companies in 2015 will increase by about 500% compared with the same period of the previous year (statutory disclosure data).
3. Changfang Lighting disclosed its annual performance forecast. In 2015, the company expects to achieve a profit of 95 million yuan to 110 million yuan, an increase of 87.48% to 117.08%.
4. Wuhu Dehao Optoelectronics received a total of RMB 2.0146 million from the social insurance payment center of Wuhu City, accounting for 14.44% of the company's 2014 audited net profit of RMB 13.95 million.
5. Xiamen Cinda intends to realize the transformation and upgrading of the LED industry and the extension of the application field through the non-public issuance of no more than 1.3 billion, and create the core application field of the Internet of Things business.
6. Qixing Electronics plans to acquire 100% equity of Northern Microelectronics for 931 million yuan; it also plans to use 931 million yuan for the construction of Northern Microelectronics “Microelectronic Equipment Expansion Project†and supplement the company's working capital, of which the National Integrated Circuit Fund is planned to be subscribed. 600 million yuan.
Big Data
1. It is estimated that by 2020, the main business income of LED industry in Jiangxi Province is expected to exceed 100 billion yuan, of which the entire industrial chain of silicon substrate LED technology will reach 50 billion yuan.
2. According to the data from the Research Institute of Advanced Industrial Research and Development (GGII), the average price of red powder in 2015 dropped to 25 yuan / gram, the green powder dropped to 4.5 yuan / gram, and the yellow powder has dropped to 0.5 yuan / gram.
3. According to DIGITIMES Research, the annual growth rate of global high-brightness LED output value will be 3.4% in 2016, reaching US$12.82 billion, but it will increase by 0.6% compared with 2014. The main reason is that it will decrease by 2.7% in 2015 and the base period will be lower. .
4. According to the data of the High-tech Research Institute LED Research Institute (GGII), in 2014, China's LED lighting automation production accounted for less than 5%. In 2017, the proportion of automated production is expected to exceed 30%, and the equipment market will be less than 100 million in 2014. Yuan, rising to about 600 million yuan in 2017.
5, high-tech production research LED Research Institute (GGII) survey data show that in 2015, the global LED packaging scale reached 113.9 billion yuan, of which China's packaging market scale reached 64.2 billion yuan, an increase of 13.0% compared with 2014. It is estimated that the size of China's packaging will reach 73.4 billion yuan in 2016, and the phenomenon of the larger Evergrande will become more obvious.
See overseas
1. The Indian government implements a LED lamp replacement program. By 2018, India can save $6 billion in lighting costs per year. It is estimated that the replacement of traditional light bulbs up to 710 million rupees into LED bulbs will save 100 billion units of electricity.
2. Osram, the international lighting manufacturer, recently licensed the core patent to Dongbei Optoelectronics of Taiwan. Authorized white LED package patents include phosphor-converted white light technology.
3. US SETI and deep ultraviolet (DUV LEDs) lamps entered the Chinese market, allowing customers to successfully extend the shelf life of fresh fruits and vegetables.
4. The newly developed Flip Chip packaging technology of Nichia, a leading LED manufacturer, broke through the “Red Sea†competition.
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