In the context of the current global energy shortages, the energy conservation is an important issue for us in the future. In the field of lighting, the application of LED lighting products is attracting the attention of the world. LED is a new type of green light source. It must be the trend of future development. So, what are the hot spots in the LED industry in 2018?
1, the chip field
In 2017, behind the high level of prosperity and high profitability, the market has stimulated a new round of intensive expansion, which casts a shadow of unrest on the just-turning industry. Including the top three chip manufacturers in China, there are obvious expansion plans starting in 2017. It is estimated that when these new capacities are in place, the cumulative installed capacity of MOCVD in China will reach 54% in 2017. Next year, what is the competitive landscape of China's LED chip industry? What kind of development will happen in the future?
2, the field of packaging
In 2017, affected by the terminal market demand and capacity transfer, China's LED chip and packaging market scale showed rapid growth. According to preliminary statistics, the LED chip market grew at a rate of 19%, and the LED packaging market grew at a rate of 9%.
3, LED lights
The scale of China's passenger car market has grown steadily. Starting from 2016, as the quality of local car manufacturers in China has gradually increased, the sales volume of its own brands has also grown year by year. In addition, the Chinese government's subsidy and credit policy for new energy vehicles is shifting from encouraging to mandatory, and new energy vehicles will develop toward high performance in the future. China's passenger car market has a very high acceptance of LEDs. In 2017, the output value of China's passenger car LEDs is expected to be close to 740 million US dollars, of which LED output value of exterior lighting accounts for about 82%. In terms of LED penetration rate, taillights, daytime running lights and interior lighting have higher penetration rates, while the headlights are still very low. At present, in China's automotive front-loading market, LED suppliers are still dominated by international manufacturers, but as local manufacturers actively deploy the lighting industry chain, there will be opportunities to break the market monopoly in the future.
4, the display field
Affected by the global economic downturn, LED shows that the overall market growth is limited, but due to the development of LED small-pitch display in recent years, the market demand for display screens has been reopened, among which indoor small spacing (≤ P2.5) is in the past few After the rapid development of the year, it will continue to grow. In 2017, the market size was 1.141 billion US dollars. It is estimated that the CAGR will reach 12% from 2017 to 2021. According to the application scene displayed by the LED small pitch, the traditional DLP and LCD will be replaced in the future. From the perspective of the display industry chain, the output value of the display LED market reached 1.63 billion US dollars in 2017, and the display IC market still maintained rapid growth, reaching US$212 million in 2017.
5, VCSEL laser market
The global VCSEL market is currently close to $800 million and is expected to grow to $2.1 billion by 2020. Short-distance fiber optic data transmission accounts for nearly half of the market. The demand for VCSELs in low-energy optical storage, servers, and fast switching in high-capacity data centers is increasing. With gesture recognition and 3D sensing technology in consumer electronics, VCSELs will explode. Medical diagnostics and therapeutic applications in the medical field are also market growth points for VCSELs. For example, in optical nerve stimulation and computed tomography imaging applications, VCSELs have better electrical efficiency than LEDs, which will make them more suitable. In proximity sensing.
6, EMC products
High-power EMC products are gaining momentum in the market, and low-power COBs are in danger of being replaced. The advantages of high-power EMC products are excellent performance, the process is based on the mature technology of medium-power products, and the delivery cycle is short. It can be produced in line with medium-power products with mature technology, and can meet a large number of orders in the short term. These advantages are unmatched by low-power COB, so high-power EMC is favored by more and more customers, and is the best choice to replace low-power COB products.
development trend:
LED is called the fourth-generation illumination source or green light source. It has the characteristics of energy saving, environmental protection, long life and small size. The lamp refers to the device that can transmit, distribute and change the light distribution of the light source, so that the light source can emit light reliably. A lighting fixture that meets the light requirements of human activities in a variety of activities. Has been widely used in led street lights , led mining lights, led tunnel lights , spotlights, fluorescent lamps and many other lighting fields, praised by the industry. Can be widely used in various fields such as indication, display, decoration, backlight, general lighting and urban night scenes. In recent years, some economically developed regions in the world have launched a fierce technical competition around the development of LEDs. The United States has invested $500 million since 2000 to implement the "domestic semiconductor lighting plan", and the European Union also announced the launch of a similar "Rainbow Plan" in July 2000. With the support of the “863” program, the Ministry of Science and Technology of China gave priority to the development of semiconductor lighting plans in June 2003.