The global LED packaging industry is mainly concentrated in China, Japan, Taiwan, the United States, Europe, South Korea and other countries and regions. From the perspective of LED industry development, the first phase of Japan, the United States, Europe and other manufacturers rely on the first-mover advantage, with technological advantages and equipment advantages, become the world's first LED packaging industry center; the second phase of Taiwan and South Korea have complete consumer electronics The industrial chain, the division of labor in each link is clear, and rapidly rises; currently in the third stage, the mainland China region undertakes global industrial transfer, while benefiting from cost advantages and strong downstream product market demand, which has continued to grow in recent years and has become an important part of the world. LED packaging production base.
Major manufacturers include Japan's Nichia and Toyoda Gosei, the US's Cree, and Europe's Philips Lumileds and Osram. The above five major manufacturers have relatively perfect industrial chain, and have strong technical strength in the upstream of the industrial chain, monopolizing the high-end product market. Nichia has been in the leading position in the world for a long time, Taiwan's billion light ranked sixth, China's Mu Linsen ranked ninth.
Figure 1: 2015/2014 global packaged factory revenue rankings (%)
Source: IHS
In 2017, the global LED package production value is expected to be about 15.3 billion US dollars, and the growth rate will pick up to 5%. According to the LEDinside survey, the global LED package and module output value reached US$14.3 billion in 2015, and the output value is expected to increase to US$14.7 billion in 2016. 2.6%, the estimated output value in 2017 is 15.3 billion US dollars, and the annual growth rate is about 5%.
China's LED market has experienced rapid growth for many years, especially the ultra-high-speed growth of more than 30% for two consecutive years from 2013 to 2014. In 2015, the market showed signs of fatigue and suffered from global macro environmental impact. The overall performance of China's LED industry in 2015 Downturn.
At the same time, we saw that the price of upstream LED chips stopped falling in 2016. A few manufacturers began to increase the price of LED chips, and the price of LED packaging began to stabilize. However, considering that the LED industry has entered a slow growth period, some application areas such as the backlight market have been replaced by new technologies such as OLEDs. It is expected that the structural differentiation of the LED industry will become increasingly apparent.
Although China's LED started late, it is gradually becoming the global LED packaging device manufacturing center.
China's LED started late, most manufacturers started from the downstream packaging, and gradually entered the upstream epitaxial wafer production. Due to the relatively low labor cost in the early stage of development, and the government introduced more preferential policies for LED industry, the international packaging industry has gradually shifted to the domestic market. The domestic packaged LED industry has developed rapidly. At present, various types of package models are available, with foreign packaging. The product models are basically synchronized.
According to statistics, there were more than 2,000 packaging companies in China in 2016, providing 70% of the global packaging output. However, at present, domestic enterprises are mainly concentrated in the middle and low-end packaging fields. The market concentration is low and the competition situation is fierce. A small number of leading enterprises have made breakthroughs in high-end packaging technology. As more capital enters the mainland packaging industry, China's LED packaging capacity will further expand, and industry competition will become more intense.
According to LEDinside statistics, China's output value reached 21% in 2015, ranking first in the world for the first time. For the first time, it has surpassed Japan. After more than ten years of development, China's packaging industry relies on the government to support growth and expand its production capacity with capital advantages. China has become the manufacturing center of LED packaging devices in the world. Secondly, it is 20% in Japan and 18% in Europe. Taiwan ranks fourth with 15% market share.
Figure 2: Global package production value (%) in 2015
China's LED packaging market growth rate and output value growth rate is significantly higher than the global market, highlighting the global LED packaging capacity to accelerate the transfer to China, China has become the global LED packaging capacity center.
At the same time, according to the statistics of the organization, the output value of China's LED packaging increased by more than 15% in 2016. According to the statistics of the National Semiconductor Lighting R&D Engineering and Industry Alliance, the growth rate of China's packaging market in 2016 reached 20%.
LED package downstream demand pattern: lighting + display ratio exceeds 2/3 of downstream applications
LEDinside statistics show that the global LED package lamp bulb shipments reached 437 billion, of which 37% of full-color display and display device applications, about 29% of LED lighting, about 10% of TV and display backlight, about 2% of cars Consumer electronics and others accounted for 21%.
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