Development trend of LED industry in 2015

Lediniside puts forward five trends for the development of LED industry in 2015, including: greater Evergrande, the market share of Chinese LED manufacturers continues to increase; LED lighting customers continue to seek solutions with lower cost; looking for special application of new blue sea to improve profits; the output value of automotive LED grows year by year, with the largest growth range of off vehicle lighting; backlight LED specifications are going to light thinning and high color saturation direction Evolution.

Ledinside pointed out that the number of new installed MOCVD in 2014 will reach 239, while in 2015, due to the continuous subsidy measures of some local governments in China, it is expected to maintain more than 170 installed units. Mr. Yu said that the expansion plan of LED manufacturers depends on the subsidy from local government, so the future LED chip factories will show a big phenomenon. With the technological improvement and production capacity release of China's LED chip factory, China's proportion of global LED chip output is expected to rise from 27% in 2013 to 36% in 2014.

Lediniside also pointed out that due to the fierce competition of LED price, manufacturers actively seek new special applications that can improve profit; for example, invisible led, including UV or IR LED, which has been gradually concerned. Although the market scale of invisible LED is limited, it can not be compared with LED lighting or backlight applications, but due to technical difficulties, customized demand and close cooperation with system factory, the entry threshold is high, which makes the gross profit rate of products significantly superior to white LED. At present, UV LED and IR LED are mainly dominated by Japanese and European and American manufacturers, and Taiwan LED manufacturers also occupy a place. It is expected that more and more led plants will enter the field of invisible light in the future.

In the aspect of the LED market, it is stable growth, among which, the growth of the LED lighting outside the vehicle is the best, such as DRL and H / L beam. Ledinside believes that the demand for LED lighting for vehicles has gradually shifted from high-level car to medium-class vehicle due to the improvement of LED technology and price decline, which will increase the energy of vehicle lighting demand in the next few years. In addition, the LED application in the vehicle still takes the LED backlight of the vehicle panel as the main part, mainly due to the increase of the popularity of multimedia and sensing images, and the traditional instrument panel has also been changed into LCD panel.

In addition, because of the fierce price competition of backlight LED, LED manufacturers began to think about how to improve the LED specifications to open the gap with competitors. Taking the hand-held device as an example, with the development of high-level mobile phones, it is becoming thinner and more resolution. For LED manufacturers, how to make LED lighter and brighter is the challenge target of 2015. As for the TV LED backlight specification, in addition to improving the LED brightness to meet the demand of 4k2k panel, special red phosphor is introduced to achieve the high color saturation of NTSC 100, and it is also the key point of LED plant development. Therefore, in 2015, the direction of thinking of LED manufacturers is how to raise the technical threshold and get rid of the red sea of price competition.