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In 2017, the demand for LED chips is expected to grow by 12.5%, showing a pattern of short supply

  • Categories:业界资讯
  • Author:
  • Origin:
  • Time of issue:2019-07-15 14:07
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(Summary description) LED enters the era of stable growth from full competition, and Chinese products go to the world. From the perspective of the LED industry cycle, after deep reshuffles in 2015 and 2016, the supply-side reform is relatively sufficient, and the LED industry is already in the opening of the second wavelength of the S-shaped industry curve: from the perspective of upstream LED supply, the industry's production capacity is concentrated Accelerate the improvement of the industry, form higher industry barriers, and curb the disordered capacity expansion; meanwhile, downstream application innovation drives the vigorous development of the industrial chain. From the current point of view, the accelerated penetration of LED lighting, the intelligent networking of LED lighting has promoted a 1.3-fold increase in market space, and the accelerated explosive growth of small-pitch displays is becoming the main driving force for a new round of demand for the prosperity of the LED industry. Supply side In 2016, the new production capacity contracted sharply and the old models withdrew. In 2017, the effective production capacity was 83.28 million pieces. As of 2016, the effective production capacity was about 1083 units (49 machines and above) and the corresponding production capacity was about 63 million pieces / year. At present, the 45-49 model (with a contract of 1033 sets of k465i54 film machine production capacity of about 60.24 million pieces / year) is in a weak start situation, and will be gradually phased out over time. In 2016, the overall supply and demand remained weakly balanced, and the structural capacity of some products was tight. It is understood that in 2017, LED chip leading companies increased by about 345 units (54 VeecoK465i model conversion machine). And it includes the improvement of some old models that bought second-hand equipment, so the global effective production capacity reached 83.28 million pieces / year at the end of 2017. Demand side In 2017, the demand for chips was 92.35 million, an increase of 12.5%. According to estimates, the demand for LED epitaxial wafers in 2017 was 92.35 million (equivalent to 2 inches), of which 47.04 million were for lighting chips, an increase of 20%; the demand for outdoor full-color displays was 26.02 million The number of tablets increased by 5%; the demand for indoor small spacing increased by 50% to 1.02 million; the backlight demand for mobile phones was 1.39 million; the backlight for tablets was 440,000; the backlight for computers and TVs was 6.99 million; the demand for automotive lamps was 1.06 million; other About 8.39 million pieces. In summary, in 2017, the total chip demand area is estimated at 92.35 million, an increase of about 12.5%. Guosen Securities believes that the production capacity of any industry is slightly higher than the demand is a steady-state characteristic of supply and demand balance, and LED demand in 2017 still has a steady growth of 12.5%, so Guosen Securities judged that LED chips were in short supply in 2017, and the effective production capacity of LED chips at the end of 2017 was about 8328 10,000 pieces, demanding about 92.35 million pieces

In 2017, the demand for LED chips is expected to grow by 12.5%, showing a pattern of short supply

(Summary description)
LED enters the era of stable growth from full competition, and Chinese products go to the world. From the perspective of the LED industry cycle, after deep reshuffles in 2015 and 2016, the supply-side reform is relatively sufficient, and the LED industry is already in the opening of the second wavelength of the S-shaped industry curve: from the perspective of upstream LED supply, the industry's production capacity is concentrated Accelerate the improvement of the industry, form higher industry barriers, and curb the disordered capacity expansion; meanwhile, downstream application innovation drives the vigorous development of the industrial chain. From the current point of view, the accelerated penetration of LED lighting, the intelligent networking of LED lighting has promoted a 1.3-fold increase in market space, and the accelerated explosive growth of small-pitch displays is becoming the main driving force for a new round of demand for the prosperity of the LED industry.

Supply side

In 2016, the new production capacity contracted sharply and the old models withdrew. In 2017, the effective production capacity was 83.28 million pieces. As of 2016, the effective production capacity was about 1083 units (49 machines and above) and the corresponding production capacity was about 63 million pieces / year.

At present, the 45-49 model (with a contract of 1033 sets of k465i54 film machine production capacity of about 60.24 million pieces / year) is in a weak start situation, and will be gradually phased out over time. In 2016, the overall supply and demand remained weakly balanced, and the structural capacity of some products was tight. It is understood that in 2017, LED chip leading companies increased by about 345 units (54 VeecoK465i model conversion machine). And it includes the improvement of some old models that bought second-hand equipment, so the global effective production capacity reached 83.28 million pieces / year at the end of 2017.

Demand side

In 2017, the demand for chips was 92.35 million, an increase of 12.5%. According to estimates, the demand for LED epitaxial wafers in 2017 was 92.35 million (equivalent to 2 inches), of which 47.04 million were for lighting chips, an increase of 20%; the demand for outdoor full-color displays was 26.02 million The number of tablets increased by 5%; the demand for indoor small spacing increased by 50% to 1.02 million; the backlight demand for mobile phones was 1.39 million; the backlight for tablets was 440,000; the backlight for computers and TVs was 6.99 million; the demand for automotive lamps was 1.06 million; other About 8.39 million pieces.

In summary, in 2017, the total chip demand area is estimated at 92.35 million, an increase of about 12.5%.

Guosen Securities believes that the production capacity of any industry is slightly higher than the demand is a steady-state characteristic of supply and demand balance, and LED demand in 2017 still has a steady growth of 12.5%, so Guosen Securities judged that LED chips were in short supply in 2017, and the effective production capacity of LED chips at the end of 2017 was about 8328 10,000 pieces, demanding about 92.35 million pieces

  • Categories:业界资讯
  • Author:
  • Origin:
  • Time of issue:2019-07-15 14:07
  • Views:
Information

LED enters the era of stable growth from full competition, and Chinese products go to the world. From the perspective of the LED industry cycle, after deep reshuffles in 2015 and 2016, the supply-side reform is relatively sufficient, and the LED industry is already in the opening of the second wavelength of the S-shaped industry curve: from the perspective of upstream LED supply, the industry's production capacity is concentrated Accelerate the improvement of the industry, form higher industry barriers, and curb the disordered capacity expansion; meanwhile, downstream application innovation drives the vigorous development of the industrial chain. From the current point of view, the accelerated penetration of LED lighting, the intelligent networking of LED lighting has promoted a 1.3-fold increase in market space, and the accelerated explosive growth of small-pitch displays is becoming the main driving force for a new round of demand for the prosperity of the LED industry.

Supply side

In 2016, the new production capacity contracted sharply and the old models withdrew. In 2017, the effective production capacity was 83.28 million pieces. As of 2016, the effective production capacity was about 1083 units (49 machines and above) and the corresponding production capacity was about 63 million pieces / year.

At present, the 45-49 model (with a contract of 1033 sets of k465i54 film machine production capacity of about 60.24 million pieces / year) is in a weak start situation, and will be gradually phased out over time. In 2016, the overall supply and demand remained weakly balanced, and the structural capacity of some products was tight. It is understood that in 2017, LED chip leading companies increased by about 345 units (54 VeecoK465i model conversion machine). And it includes the improvement of some old models that bought second-hand equipment, so the global effective production capacity reached 83.28 million pieces / year at the end of 2017.

Demand side

In 2017, the demand for chips was 92.35 million, an increase of 12.5%. According to estimates, the demand for LED epitaxial wafers in 2017 was 92.35 million (equivalent to 2 inches), of which 47.04 million were for lighting chips, an increase of 20%; the demand for outdoor full-color displays was 26.02 million The number of tablets increased by 5%; the demand for indoor small spacing increased by 50% to 1.02 million; the backlight demand for mobile phones was 1.39 million; the backlight for tablets was 440,000; the backlight for computers and TVs was 6.99 million; the demand for automotive lamps was 1.06 million; other About 8.39 million pieces.

In summary, in 2017, the total chip demand area is estimated at 92.35 million, an increase of about 12.5%.

Guosen Securities believes that the production capacity of any industry is slightly higher than the demand is a steady-state characteristic of supply and demand balance, and LED demand in 2017 still has a steady growth of 12.5%, so Guosen Securities judged that LED chips were in short supply in 2017, and the effective production capacity of LED chips at the end of 2017 was about 8328 10,000 pieces, demanding about 92.35 million pieces

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