Government subsidies are narrowed
Structure of supply and demand LED industry will gradually improve
LED lighting as a new industry, since 2009 and has won the national "caressing" subsidy rate is huge, even some businesses a year to get government subsidies accounted for half of the performance, making it out of the red. Statistical data show that in sanan optoelectronics, for example, LED industry as "subsidies" from 2010 to 2015 for various subsidies exceeding 3 billion yuan.
According to analysis, the expected trend, as the LED industry matures and shuffling, the "Thirteen-Five" period, the Government gradually adjust subsidies, upstream chip subsidies are gradually narrowing. Narrow subsidies at Government level, sources from the industry chain curb sprawl LED chip capacity, subsidies and is expected to be transferred to the LED lighting application, from the demand-side pull the LED industry chain, supply and demand of China's LED industry chain structure will gradually improve.
LED lighting market penetration speed
Small pitch screen will usher in an explosion
October 1, 2016, the 15W and banned the sale and import of incandescent lamps for general lighting purposes. This was interpreted by industry "white ban" in full swing, domestic market penetration rate of LED lighting products will further accelerate, is expected in 2017 domestic market penetration rate of LED lighting products at 48%.
2016 is the LED screen with small spacing product development a year, has three quarters of the upstream stock, even the shortage situation. 2016 small space indoor and outdoor LED the total demand of 141.3 billion, while the small capacity of the pitch LED at about 70 billion, remains a large gap between supply and demand in the future. We expect the next 2-3 years and small space display will mark the outbreak.
2017 small space between LED DLP replacement rate can reach more than 40-50%, are expected to be completed by 2020 alternative rate to 70%-80%.
LED manufacturers of new South
2017 infrared led/lasers lighting unlimited business opportunities
Global include smartphones, tablet computers and wearable devices imported, such as biometric technology will continue to rapidly increase, because the application uses the IRLED components such as IRIS and facial recognition, the future market growth potential. Forecast to 2020 IR LED output (without sensor) output value will reach us $710 million ($ 4.711 billion yuan), a compound annual growth rate of 24%, a new blue ocean of LED manufacturers.
On November 13, 2016, Shuji Nakamura of laser lighting laboratory inaugurated in Shenzhen. Laser lighting light emitting area of smaller, higher luminous efficiency, easier to focus on the sensory and irradiation distance farther, can be widely used in automobile headlamps and other areas. In the automotive lighting applications, the world well-known automobile brands such as BMW (BMW) and Audi (Audi), are to apply this technology to work on new products. But due to the current high cost of laser lighting, resulting in application rates are not high, I believe the future is going to be a big trend.
Backward production phase-out
LED industry from excessive competition entered the era of steady income
Since the second half of 2016, as the continuous circuit boards, gold and other raw materials rose sharply, and the rising cost of labor, rent, LED businesses "from the price war" to "value". LED chip woes and package prices starting from 2016, mark LED the whole industry chain shuffling completed, industry from excessive competition enters era of steady income. Expected in 2017, costs pushing up prices in the overall LED industry cycle, part of competitive small and medium enterprises will be gradually phased out from the market. Future orders will gradually focus on the family, which LED industry hengda will become even more pronounced.
Sanan optoelectronics started 2017 the price first, raised January 10, 2017 S-30MB/S-32BB products price 8%
"Supply side reform" efforts to strengthen and further enhance out strength, shanzhai business model will no longer meet LED industry