The 4th G20-LED Lighting Summit was held in Shenzhen on the 12th. Zhang Xiaofei, Chairman of Gaogong LED, said at the meeting that the overall profitability of the LED industry is not optimistic. The upstream, middle and lower reaches are facing their own problems. The transformation demand is entering Sham Shui Po. Area.
According to the data of the High-tech LED Industry Research Institute, the total size of China's LED industry will reach 344.5 billion yuan in 2014, an increase of 30.57%; the number of LED industry chain enterprises exceeds 20,000. The number of companies in 2014 was the same as in 2013. It is expected that the industry gold development will only be in 2017.
On the upstream chip side, Zhang Xiaofei pointed out that 51 domestic LED chip companies improved their overall operations in 2014, and there was no bankruptcy, but about 10 companies have already had strong exit requirements. Technically, the technical gap between domestic leading enterprises and international enterprises is within one year, and technological competition is the most critical factor in the industry. Throughout the upstream market, the trend of industrial M&A elimination is obvious. Most enterprises have difficulty refinancing, and the industrial structure is gradually formed. Sanan and Huacan will become the first echelon. The proportion of global competitiveness and direct exports will rise, and both production capacity and output value will exceed. Taiwan and Japan.
In the middle of the package, “the billion yuan of large and medium-sized packaging companies accounted for more than 60% of the expansion this year. The external attention of the industry has dropped significantly compared with the previous two years. The market performance is more competitive. Chip-level flip-chip packaging It takes about a year to enter the market in a large scale. It mainly replaces high-power devices. The packaging industry technology is still unshaped. The market share of flip-chip packaging will not exceed SMD packaging, and the prospect of COB packaging is still not clear."
On the downstream side, Zhang Xiaofei also predicted that the elimination rate of downstream industries will accelerate, and traditional lighting enterprises still dominate the domestic sales. The transformation speed exceeds expectations, and the proportion of LEDs will increase from 40% in 2014 to 60%. LED indoor lighting companies are on the verge of listing.
According to the data of the High-tech LED Industry Research Institute, the total size of China's LED industry will reach 344.5 billion yuan in 2014, an increase of 30.57%; the number of LED industry chain enterprises exceeds 20,000. The number of companies in 2014 was the same as in 2013. It is expected that the industry gold development will only be in 2017.
On the upstream chip side, Zhang Xiaofei pointed out that 51 domestic LED chip companies improved their overall operations in 2014, and there was no bankruptcy, but about 10 companies have already had strong exit requirements. Technically, the technical gap between domestic leading enterprises and international enterprises is within one year, and technological competition is the most critical factor in the industry. Throughout the upstream market, the trend of industrial M&A elimination is obvious. Most enterprises have difficulty refinancing, and the industrial structure is gradually formed. Sanan and Huacan will become the first echelon. The proportion of global competitiveness and direct exports will rise, and both production capacity and output value will exceed. Taiwan and Japan.
In the middle of the package, “the billion yuan of large and medium-sized packaging companies accounted for more than 60% of the expansion this year. The external attention of the industry has dropped significantly compared with the previous two years. The market performance is more competitive. Chip-level flip-chip packaging It takes about a year to enter the market in a large scale. It mainly replaces high-power devices. The packaging industry technology is still unshaped. The market share of flip-chip packaging will not exceed SMD packaging, and the prospect of COB packaging is still not clear."
On the downstream side, Zhang Xiaofei also predicted that the elimination rate of downstream industries will accelerate, and traditional lighting enterprises still dominate the domestic sales. The transformation speed exceeds expectations, and the proportion of LEDs will increase from 40% in 2014 to 60%. LED indoor lighting companies are on the verge of listing.
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