In the first half of the year, the LED industry was strong in the third quarter with a “price boom†to start the second half of the market. So, what new opportunities and new trends will the LED industry present in the second half of the year?
The High-tech Research Institute LED Research Institute (GGII) believes that the global LED industry is entering the development cycle dominated by “Chinese companiesâ€. On the one hand, the pattern of China's local LED industry has basically taken shape, and the performance growth and capacity expansion of a number of leading enterprises in the middle and lower reaches have entered a new stage.
In particular, the strong power of China's capital market has pushed China's LED companies to quickly squeeze the global market share by means of mergers and acquisitions, and formed a counterbalance between traditional multinational giants.
In the second half of the year, the LED industry is still facing greater opportunities, and of course risks coexist. On the one hand, technological innovation is still evolving rapidly, and the maturity of new technologies such as CSP is accelerating. The new application market represented by infrared, ultraviolet and headlights is starting. On the other hand, there will be new trends in mergers and acquisitions around capital and integration.
Starting from this issue, Gaogong LED will use the third phase of the content to show the top ten trends of the LED industry in the second half of the year.
Car headlights LED penetration rate is accelerated
According to statistics from the High-Tech Research Institute LED Research Institute (GGII), the global automotive lighting market increased by 5.8% in 2015 compared with 2014, with a total volume of nearly US$23 billion. By 2020, with the outbreak of new energy vehicles, it will boost automotive lighting. The market size has grown to $30 billion.
GGII expects that the global automotive LED lighting market is expected to exceed $10 billion by 2020, and the penetration rate will increase to around 30% by the headlight market.
In 2008, the full LED headlights were first commercialized and gradually applied to the C-class sedan market in 2012. But for a long time, due to price factors and the slow driving speed of the lamp manufacturers, the market size has been stagnant.
Prior to this, LED lighting was mainly used in automotive high-position brake lights, turn signals, tail lights, automotive dashboard lighting and other parts. However, the headlights of the car have always had low penetration rates, and this situation will be fundamentally changed in the second half of this year.
JEEP, the global leader in SUVs, announced that it plans to replace traditional headlights with LED lighting in the new JEEP Wrangler.
In addition, including Audi, BMW, Lexus and other high-end models, it is also planned to fully standardize LED headlights in the new models released in the second half of this year.
The addition of a number of mid-end brand models will make 2017 the real outbreak of LED headlights. According to relevant sources, the price of LED headlights used in JEEP models is about 595 US dollars, and also includes LED fog light combination.
From the perspective of the current car manufacturer, the price of 600 US dollars is close to the "sweet spot" replaced by headlights. More importantly, LED lighting can provide a brighter, more uniform beam in a dark environment than conventional sources.
More car manufacturers are expected to start next year, LED headlights will become one of the highlights of the new model.
Jumbo: LED headlight market ushered in an outbreak year
Iris recognition infrared LED
From fingerprint recognition to iris recognition, biometrics has gradually entered the consumer electronics terminal. The global biometrics market is expected to reach $25 billion by 2020, with the fastest growth being face recognition.
There are about 40 identification points for fingerprint recognition and 240 iris recognition. The recognition is greatly improved. It is safer for mobile payment. The early introduction of IR LED specifications is OSRAM.
Since the application emphasizes light and thin, small-angle illumination on the mobile phone, there is a technical threshold in the rear package. Osram does the latter from the front, so the price is high. On the infrared LED chip, the Chinese mainland and Taiwan packaging factories have the price. Advantage.
Recently, it has been rumored that OSRAM plans to convert the funds that would otherwise be used in the LED chip factory to the iris scanning technology such as IR LED.
In the first half of the year, Samsung's flagship mobile phone Galaxy Note7, one of the highlights is the iris recognition, users can quickly unlock the phone when they look at the phone screen, which represents the rapid expansion of IR LED applications from security control to consumer electronics. trend.
Knocking: Infrared LED market "dark tide" Osram / Samsung / Hongli / crystal / Yiguang plus full horsepower
Incandescent delisting booster filament light burst
From October 1, 2016, it is prohibited to import and sell ordinary lighting incandescent lamps of 15 watts or more. This is the final stage of the elimination of the incandescent road map, which also means that the incandescent lamp will completely withdraw from the market from October 1.
According to the latest data from the High-tech Research Institute LED Research Institute (GGII), the cumulative production of incandescent bulbs in the first half of 2016 reached 2.012 billion, and most of the incandescent products were withdrawn after October 1.
According to the current market price of LED bulbs replacing 15W and above incandescent lamps, an annual replacement demand of nearly 50 billion yuan will be added.
Among all the export lighting products in the first half of this year, the export volume of ordinary lighting incandescent products was almost the same as that of the same period of last year, and there was no significant decline.
Because the filament lamp can achieve full-circumference effect, and the appearance is similar to the traditional tungsten filament lamp, it has an antique style, which is widely favored by European and American consumers on the market, and the distributors are also very concerned.
This also directly led to the continued fissure of the filament lamp market in the first half of this year. Some "players" with large overseas retail channels have continuously entered the market. For example, IKEA, Home Depot, Wal-Mart and other large stores have begun to get involved in the subdivision of filament lamps.
According to the statistics of the High-tech Research Institute LED Research Institute (GGII), the global LED filament lamp market demand reached 70 million in 2015. It is expected that the global LED filament lamp demand will reach 220 million in 2016, an increase of 367%.
In the next three years, with the increase in the automated production of LED filament lamps, production will rise rapidly.
As a fist product to replace the traditional incandescent lamp market, the future LED filament lamp market will reach 8 billion yuan.
Poke: focus on the delisting of incandescent lamps, the filament lamp market is welcoming
The Chinese pattern has been settled, and it has reached the stage of globalization
In the past few years, in order to break through, companies began to compete in disorderly price wars, which reached its peak in 2015. According to data from the High-Tech Research Institute LED Research Institute (GGII), more than 20% and about 5,000 LED-related companies have withdrawn from the market in 2015.
In the view of Liu Wei, president of Huacan Optoelectronics, the competition in the LED industry will continue, but this competition will tend to be stable, because the price war between enterprises is not large. In the chip, Sanan Optoelectronics, Huacan Optoelectronics and other companies are expanding production, but the amount of each family is not large, expansion may lead to overcapacity, but like the price of previous years, the possibility of losing order is not great.
In the eyes of the industry, after a round of shuffling, the target of government subsidies will change, and will not subsidize as much as before. It will subsidize those enterprises that can become the top few in the industry. Some small and medium-sized enterprises want to take subsidies again. It is unlikely. Moreover, government subsidies have begun to decline and the subsidy has narrowed.
Liu Wei said, "From the perspective of the main players, the government has also seen this stage clearly. The remaining companies will participate in international competition. The government subsidies will replenish these enterprises. This is a healthy subsidy. The LED industry competition will continue. However, the situation will not be so fierce, it will be stable, and the number of companies that can cut prices will be reduced. Therefore, the price will stabilize and the performance of LED companies will be further improved."
At the same time, multinational giants have gradually withdrawn from the Chinese and Asian markets, or adjusted their product mix to abandon the general lighting business or sell assets to Chinese listed companies.
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