2011 Senior Industry LED Industry Research

In 2010, C&G LED lasted for three months in the 2010 LED Illumination China Tour—National Tour Research and Industry Seminars. It conducted field research on more than 200 major LED companies in the upper, middle, and lower reaches of the country and obtained a lot of first-hand data. . Gaogong LED Industry Research Institute (GLII) launched the "2010 China LED Industry Upstream Research Report", "2010 China LED Industry Midstream Survey Report" and "2010 China LED Industry Downstream Survey Report" in December 2010 respectively. In January, Gaogong LED kicked off the prelude to the 2011 industry survey. This year's research will be divided according to the industrial chain. Analyst teams will be arranged to visit local companies and companies to conduct research.

According to the analysis of the GLII 2010 survey data, with the significant decline in the cost of epitaxial chips upstream of the LED industry in the past two years, upstream epitaxial chips, midstream packaging, and downstream applications have formed a market scale ratio of 1:4:9. More than 50% of the upstream epitaxial chips, 30% of midstream packaging, and 20% of their own profit margins for downstream applications. In the profit distribution of the entire LED industry chain, LED upstream epitaxy chips account for only 14%, middle-stream packaging accounts for 34%, and downstream applications are Accounted for 52%, more than half.

LED upstream industry enclosure movement

Entering the top of the industry is not only the selection of a few well-capitalized domestic-funded enterprises, but also the best choice for foreign-funded enterprises to expand in China. The upstream enclave has become an inevitable trend since 2010, and this trend will further intensify in at least 1-3 years. An uprising battle with invisible smoke is being staged. Of course, in this process, it is not ruled out that some companies take the opportunity to cash in on “enclosures” and defraud them of government projects. According to the incomplete statistics of GLII, the total investment of equipment of the upstream LED companies in the first 9 months of 2010 exceeded RMB 2 billion, accounting for 23% of the total investment.

Global LED packaging industry is generally good

According to GLII incomplete statistics, the global LED packaging output value in 2010 will have a significant increase compared with 2009. The most important factor is the huge demand for future LED TV backlighting from global TV makers starting in the third quarter of last year. This is followed by the upgrading of the packaged device technology leading to product line transitions and improved product gross margins, and also to the upstream epitaxial chip area since last year. Constantly overweight investment also allows mid-stream packaging companies to maintain optimistic expectations for the future.

From the perspective of global packaging area and product distribution, European and American companies have gradually shifted their focus to high-power devices and high-end applications; Japan still has strong advantages in terms of packaging core processes and technological innovation; Taiwan’s surge in demand for large-size backlights since last year , to undertake more than 60% of the world's SMD LED production capacity.

Tunnel lights continue to lead LED road lighting steadily forward

As the most mature domestic technology and the most stable application of high-power outdoor road lighting LED lamps, LED tunnel lamp market has always been in a relatively closed market growth environment. Each year, the national project bidding is basically a fixed seven or eight companies to divide up. . In 2010, the use of LED tunnel lighting for the first time in domestic railway tunnels and subway sections, together with the current road tunnels, will expand the space for LED tunnel lighting in the future.

GLII estimates that the installation of LED tunnel lights in China will be around 80,000 baht in 2010, which is about the same as the installed capacity in 2009. In terms of product prices, LED tunnel lights are currently at a historically low level compared to street lamps.

According to the GLII survey, in 2010, China installed a total of 350,000 LED street lights (excluding LED tunnel lights), of which “City of Ten Thousand Cities” installed a total of 160,000 LED street lamps in 21 cities. Gaogong LED predicts that in 2011, the installed capacity of LED street lamps in China will exceed 500,000.

Based on the industry's timely and in-depth research and exchange analysis, the GLII will release quarterly research reports and annual reports in 2011. Mainly includes the LED industry chain at each end such as process equipment and materials, epitaxial chips, package modules, lighting applications, backlight applications, display applications and other fields.

In September 2011, GLII will hold a survey conference in Zhongshan to publish industry developments and data for the latest research. The areas to be released will include process equipment and materials, epitaxial chips, packaging modules, lighting applications, and backlight applications. Display applications etc. The conference will provide the industry with unique industry perspectives and strategic services to promote the development of the LED industry. The conference will hold the 8th China LED Industry Summit Forum in the same period, and invites well-known experts at home and abroad in the industry to exchange ideas on LED technology and market.

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