TrendForce's green LEDinside research associate in said storage can cause, for the LED manufacturers in 2014 is a year full of challenges, from the first half of the lighting market demand than expected strong, once LED shortage phenomenon, into the second half, however, because of customer repeat order and lighting circuits emerging the influence of high end inventory, LED to the market demand urgent aspic and price competition, make the second half performance is generally not very ideal. As a whole, because the mainland LED factory rise, LED see prices falling, so in 2015 LED manufacturers goals should be on raising technical threshold, and into the new special applications, to get rid of the red sea of bargain competition.
LEDinside aimed at the development of LED industry in 2015, five trends include: head of evergrande, China LED manufacturers, share continue to increase; LED lighting customers search for lower cost solution; Looking for a new blue ocean special applications to boost profits; Automotive LED output growth year by year, among them with outside lighting the biggest growth; Backlit LED specification to the evolution direction of lightweight and high color saturation.
LEDinside, points out that the 2014 global MOCVD new power quantity will amount to 239 units, while in 2015 because of part of China's local governments continue to have a subsidy measures released, is expected to remain more than 170 sets of installed size. Store in said, LED manufacturers expansion plan depends on the local government grant, so the future of LED chip factory will present concurrently evergrande phenomenon. With the advanced technology of Chinese LED chip factory and production release, China accounts for the proportion of the global LED chip production is expected to grow from 27% in 2013, up to 36% in 2014 (see chart).
LEDinside and pointed out that because of the price competition is intense, the LED manufacturers for improving profit actively looking for new special applications; Such as the invisible light LED gradually attention, such as UV or IR LED applications. Although not visible light LED market size is limited, cannot be compared with LED lighting or backlight application, but due to technical difficulties, belongs to the customization demand, and factory work closely with the system, high barriers to entry, make the product gross margin is better than white LED. UV and IR LED LED field are mainly dominated by Europe and the United States and Japanese manufacturers, Taiwan LED manufacturers also occupies a place, there will be more and more in the future the LED factory started to enter the invisible light field.
In respect of automotive LED the market, is a stable growth, and to day line lamp (DRL) with headlights (H/L beam) LED lighting growth best outside waiting for the bus. LEDinside thinks, because the LED technology improvement and prices, car LED lighting demand gradually from high order models of switching to order models, the future automotive lighting add kinetic energy. In addition, the car LED application is still in automotive panel LED backlight for commodities, the main system with the increase of the penetration of multimedia and sensing images, and traditional instrument panel also has changed to the LCD panel.
In addition, because of the price competition is intense, a LED backlight LED manufacturers began to think about how to improve the LED specification to pull open the gap with competitors. Handheld devices, for example, as the high-end mobile phones gradually to the development of lightweight, high resolution panel. For the LED manufacturers how to do the LED thinner, higher brightness, the challenge of the target for 2015. As for the TV LED backlight specifications, in addition to the LED brightness increases to meet the demand of 4 k2k panel, imported special red fluorescence powder, ji NTSC 100 high color saturation, also LED factory development key. 2015 LED manufacturers, therefore, thinking direction to threshold, raising technology competition out of the bottom of the red sea.
