On November 11th, the “2017 Industry†New “Opportunities and 10th Anniversary Thanksgiving Celebration†held by the High-tech Industry Research Institute was held at the Mission Hills Hotel in Dongguan.
More than 100 listed companies, new three board companies and typical corporate executives from emerging industries gathered together to discuss the development of strategic emerging industries in 2016, and look forward to the trends in technology, market, capital, and structure in 2017. The development of China's emerging industries.
Luo Huanta, vice president of the High-tech Industrial Research Institute, shared the development status and prospects of the LED industry with the on-site enterprises from three aspects. The first part is the analysis of the LED market situation in 2016; the second part is the analysis of the LED industry hotspot; the third part It is the LED industry trend outlook for 2017.
LED general lighting market continues to increase
This year, the total size of the LED industry has significantly expanded compared to last year, especially in the field of general lighting, which plays a major role in the growth of the LED industry. This year, the global LED indoor lighting penetration rate is 36%.
According to the monitoring data of the High-tech Research Institute LED Research Institute (GGII), the global LED market is expected to reach 699.6 billion yuan in 2016. It is estimated that the industry scale will reach 849.7 billion yuan in 2020.
In 2016, the overall scale of China's LED industry market reached 457.6 billion yuan, a year-on-year increase of 15.35%. China's LED chip production increased by 60% this year, but the output value only increased by 11.5%.
In the middle of the package field, in 2015, the expansion of LED packaging manufacturers accelerated, and mergers and acquisitions were in a normal state. In 2015, the competition in the LED packaging market was fierce, and the price of the products was almost swaying. In 2016, the demand for LED applications, especially the general lighting market, rebounded, and the overall market was in a warmer trend.
The data shows that the output value of LED packaging will reach 73.4 billion yuan in 2016, an increase of 11.7% over the previous year. The growth rate is still in the downtrend channel, down 4 percentage points from the previous year.
In the field of downstream lighting, the proportion of LED indoor general lighting production in 2016 (the total output value of LED application market, the same below) was 42.80%, an increase of 2.88 percentage points over 2015. LED special lighting accounted for 3.64%, an increase of 0.11 percentage points over 2015.
From the global LED application market, the market demand for LED backlight terminal applications tends to be saturated, and the proportion of output value continues to decline; the market for LED display applications is shrinking year by year; the proportion of general lighting application market continues to increase, including automotive lighting and Intelligent lighting applications will become a new growth driver for global LED applications.
LED industry price increases, mergers and acquisitions
For this year's LED industry "price surge", first, raw materials + labor costs rose; second, demand changes (small pitch LED to increase the demand for LED lamp bead per unit area, overseas lighting penetration rate, the rise of special LED applications, Demand seasonal season).
In several segments with large growth potential, the scale of China's automotive lighting market in 2016 was 20.4 billion yuan. In 2016, China's UV LED market reached 1.36 billion yuan. In 2016, China's smart lighting market reached 8.9 billion yuan. The scale of China's plant lighting market reached 2.54 billion yuan.
In terms of industrial mergers and acquisitions, 37 LED listed companies participated in M&A in 2016, and M&A focused on horizontally complementary M&A, with a small proportion of vertical integration. The rise of overseas mergers and acquisitions and the elimination of industrial competition have been accelerating.
The future of the LED industry
For the prospect of 2017 China LED industry, Luo Huanta made a prospect from several aspects of technology, price, concentration, capital and capacity transfer:
1. In terms of technology, after the formation of the upstream chip giants in 2017, the competition will shift from simple production capacity to technology and scale.
2. In terms of price, the price of chips and devices still has room to rise in 2017, and the price of LED application links has little room to fall.
3. In terms of concentration, scale advantages and brand advantages are increasingly prominent, industry concentration is rapidly increasing, competition elimination is becoming increasingly fierce, and the number of enterprises will be rapidly reduced.
4. In terms of capital, in the past three years, LED companies have landed on the Main Board, the Growth Enterprise Market, and the New Third Board. After 2017, expansion will become a new destination for industrial capital, and M&A cases will be reduced.
5. In terms of capacity transfer, in order to reduce costs and enhance the competitiveness of enterprises, LED manufacturers will gradually transfer production capacity to inland areas.
The most influential new three-board LED company that was awarded on the same day of the year, Huapu Yongming, Guangyu Lighting, Auman Lighting, Kegu Power, Emerald, Yachengwei, Zhaochi Energy-saving Lighting, Crystal Ke Electronics and Xuyu Optoelectronics have won 9 awards.
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