2014 for LED manufacturers is a challenging year, the second half performance like a rainbow night. TrendForce's Green LEDinside research career at Roger Chu said the first half of the lighting to the strong market demand than expected, the phenomenon was caused by a shortage of LED; however into the second half, the customer repeat orders and high end lighting channel inventory effects gradually emerging, led high bay light for sale demand and price competitive pressures frozen, generally less than ideal performance in the second half. In particular, a strong rise in China LED manufacturers, LED makes falling prices. So 2015 will be hard pushed LED manufacturers as well as investment in new technology threshold for special applications, to get rid of price competition in the Red Sea. LEDinside proposed five development trends for 2015 the development of LED industry.
Companies continue to improve market share in mainland China
In 2014 the number of the world's newly installed capacity will reach 239 MOCVD units, while in 2015 due to some local governments continued subsidies introduced, will remain installed capacity of more than 170 units. Stored in Chao said, LED manufacturers expansion plans depend on subsidies to local government, and therefore the future of LED chip manufacturers will present the bigger phenomenon.
With the technological upgrading and production LED chip plant in China to release its share of global output of LED chip is expected by 2013 the proportion of 27%, increased to 36% in 2014. As in the past status LED backlight and lighting applications rely on foreign-funded enterprises in mainland China's Gone, packaging manufacturers in China with domestic chip proportion rising in price is quite competitive, manufacturers in mainland China in the global market share gradually increases.
Lighting customers seeking a more cost-effective solution
End lighting product prices fell, stimulate a large demand for LED lighting market. Chu Chao said in 2015, the driving force of the growth of LED lighting products, mainly still comes from LED bulbs, LED lamps and other alternative lighting products, LED prices and costs and therefore the customer's account will be key.
And with a good cost-effective power LED LED lighting products just to meet these requirements continued price cuts, such as the market has become the mainstream of the 3030 and 2835 LED. Future LED manufacturers will continue looking for better heat dissipation material, to reduce the use of LED current drive through the large number of stars, even COB LED lighting will also gradually being customers. In addition to the LED price cuts, manufacturers have begun to focus on other components such as drive power, hoping to reach for a more cost-effective solutions through the overall system design.
Looking for a special application of new blue ocean
LED due to intense price competition, so that manufacturers can improve profits actively looking for new special applications, such as growing interest in non-visible LED, including UV and IR LED applications. Although the limited size of the market is not visible LED's, can not be compared with other LED lighting or backlighting applications, but high technical difficulty and customization requirements and other needs in close coordination with system vendors to high barriers to entry, product gross margin was better than white LED. Currently the supply chain as well as IR LED UV LED field dominated by Japan, Europe and the US manufacturers, Taiwan LED manufacturers place, expected future there will be more and more non-visible LED manufacturers to enter the field.
Car continues to grow with the market
Car LED market with stable growth, among daytime running lights (DRL) with headlights (H / L beam) and other exterior led high bay light price optimum growth. The main reason is the decline in LED technology to enhance and price, making the car a gradual shift from high-end models with LED lighting to midrange models, the next few years driven by the needs of automotive lighting. In addition, the car is still Automotive LED applications LED backlit panels based, with the penetration of multimedia and sensing images increases, the traditional dashboard has been replaced by LCD panel backlight demand driven car.
The backlight of the pursuit of light and high color saturation
Due to intense price competition LED backlight, LED manufacturers to start thinking about how to improve the LED specifications opened the gap with competitors. To handheld devices, for example, high-end phones to gradually thin, high-resolution panel development. For LED manufacturers, LED How do slimmer, higher brightness, becoming the 2015 Challenge targets. 0.4t LED backlight mainstream standard brightness stage high-end smart phone use in about 2500 ~ 2700mcd, packaging technology threshold is relatively high. 4.7 inches iPhone6 phone, for example, about the use of the backlight module 10-12 0.4t LED as a backlight. At present, the main supplier for the Japanese LED or Korean series LED manufacturers such as Nichia and other companies, expected future LED specifications thinner 0.3t LED will go forward.
As LED backlit TV specifications, in addition to improving 4K2K panel LED brightness to meet demand, import special red phosphors to achieve high color saturation NTSC 100 of the LED, but also focus on the development of LED manufacturers. So ponder the future direction of the LED technology vendors is how to raise the threshold to get rid of price competition in the Red Sea.
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