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LEDinside 2018:中國的LED晶片&包裝產業

LEDinside: 2019 Chinese LED Chip and Package Industry Market Report

出版商 TrendForce 商品編碼 227609
出版日期 內容資訊 英文 200 Pages
商品交期: 最快1-2個工作天內
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LEDinside 2018:中國的LED晶片&包裝產業 LEDinside: 2019 Chinese LED Chip and Package Industry Market Report
出版日期: 2019年06月30日內容資訊: 英文 200 Pages
簡介

本報告提供中國的LED晶片及包裝產業趨勢調查,國內LED構裝產業概要,市場規模的變化與預測,及各市場區隔的市場規模,LED製造商的排行榜,國內外的主要LED製造商簡介,以及國內LED晶片市場趨勢,市場規模的變化與預測,及企業簡介等彙整資料。

第1章 中國的LED包裝產業趨勢

  • 中國LED包專產業規模
  • 市場規模的預測
  • 市場規模的預測:各對像市場
  • 市場規模的預測:各電源類型
  • LED製造前十大企業的收益排行榜

第2章 中國的LED市場趨勢:各市場區隔

  • 行動背光用LED、閃光LED市場
  • 大型背光用LED市場
  • 照明用LED市場
  • 顯示器用LED市場

第3章 第3章 LED產業市場的焦點

  • 主要趨勢I:MOCVD設備的本地化
  • 主要趨勢II:全球對中國OEM訂貨增加
  • 主要趨勢III:AlInGaP LED的生產規模擴大
  • 主要趨勢IV:LED燈絲市場盛況

第4章 中國的LED包裝製造商的策略分析

  • 中國20間主要LED包裝製造業者的策略分析
    • 收益、利益
    • 產品組合
    • 製造容量擴張計劃
    • 事業摘要
    • 財務分析
    • 主要顧客
    • LED的展望等

第5章 跨國LED製造業者在中國國內的商業活動

  • 9家跨國企業、8家台灣企業商業活動分析
    • 企業產品與商業策略
    • 收益與利益
    • 中國收益與佔有率
    • 中國主要顧客、其他

第6章 中國LED包裝製造業者競爭力

  • 國內與跨國製造業者競爭力
    • 主要LED製造商的全球收益
    • 主要LED製造商的中國市場收益
    • 主要製造商的中國市場收益
    • 主要包裝製造商的收益成長率
    • 10家主要LED製造商在中國市場的排行
    • 跨國LED製造商在中國LED產業的活動
  • 國內製造業者間的激烈競爭
    • 產業集中度:省
    • 產業集中度:地區
    • 產業集中度
    • 產業整合動向
  • 中國晶片包裝產業動向
    • 整合照明領域的包裝製造商
    • 整合輔助領域的包裝製造商
    • 與包裝事業整合的晶片製造商佔少數
  • 產業成長機會與威脅

第7章 中國晶片市場分析

  • 中國的LED晶片產業上補助津貼分析
  • 中國LED晶片市場規模
  • 晶片產業發展:中國LED晶片市場規模
  • 中國的LED晶片製造規模(以金額為準)
  • 中國晶片製造商的收益排行
  • 13家中國主要晶片製造商:晶片收益、MOCVD計畫、產品策略

第8章 結論與建議

本網頁內容可能與最新版本有所差異。詳細情況請與我們聯繫。

目錄

Chinese Chip Market

With the support of the government and capital investment, China has become the major LED chip production base. A large number of enterprises from China introduce technical personnel from Taiwan, Japan, Korea or America. They gradually shorten the gap of overall technical level between Chinese enterprises and international ones.

Apart from being the large OEM nation of LED application, China has achieved development in LED chip and LED package fields following years of development and it has become the major production base worldwide. Thereby, besides that many international lighting brands seek OEM manufacturers in China, relevant companies in midstream and upstream follow suit. At least, market scale of Chinese LED chip and package increases apparently and the production capacity of Chinese manufacturers continues expanding.

In 2018, the new capacity increased in 2017 kept releasing. In addition, due to the China's trade conflict and market demand below expectations, LED chip capacity was surplus and market price dropped sharply. The year-round capacity grew by 30% YoY, but market scale only rose by 3.5%. In 2019, new capacity of 1.4 million pcs/M (converted into two inch) is expected to be expanded as planned, and those increased in 2018 have gradually released. In this connection, the situation of supply exceeding demand hardly improve in the short run. Also, market price and the profitability of manufacturers will continue to decline.

LED inside lists the top ten LED chip manufacturers in China (by ranking of revenue in Chinese market) for your reference.

According to LED inside's latest market report ‘2019 Chinese LED Chip and Package Industry Market Report’, the market scale of Chinese LED package was RMB 68.9 billion in 2018, which is expected to grow to RMB 91.5 billion in 2023. And Mini/Micro LED, UV LED and automotive LED will become the major driving forces in the next few years.

Chinese Lighting LED Market Scale in 2023 will Come to RMB 39.1 Billion

In 2018, Chinese lighting LED market scale reached RMB 34.5 billion. It remained in an uptrend in spite of the US-China trade conflict. But according to China Association of Lighting Industry, total export of Chinese LED lighting still saw an increase of 4% in 2018, standing at USD 32.4 billion. As export and domestic demand remained growth, lighting LED market demand continued to grow. In the next few years, due to the trade conflicts and relatively higher penetration ratio of LED lighting, it is estimated that the CAGR during 2018to2023 will be only 3%.

With Market Scale to Reach RMB 8.9 Billion in 2023, Chinese Automotive LED will be among One of the Fields with Faster Growth

In recent years, the spread of xEV has been speeding up and the penetration ratio of traditional automotive LED lighting has escalated. In addition, the acceptance of AM LED lighting has improved rapidly. Therefore, automotive lighting market will maintain fast growth in the next few years. Its market scale is expected to come to RMB 8.9 billion in 2023 with a CAGR of 12%.

Chinese Digital Display LED Market Scale will Hit RMB 12.2 Billion in 2023

In 2019, manufacturers have successively launched display products smaller than P1.0. In future years, the pixel pitch of display is very likely to get smaller and more LED display application fields will be developed like cinema and meeting rooms. The increases in application fields and LED usage volume per unit area will boost the growth of display LED market scale. It is estimated that the CAGR will hit 6% during 2018 to 2023.

Mini/Micro LED Market will Continue to Grow at a High speed

In late 2018, Taiwan and international manufacturers introduced Mini LED products in succession. Mainland Chinese manufacturers also announced that they will achieve mass production of Mini LED in 2019. Driven by the continuous cost reduction, Mini/Micro LEDmarket demands will keep booming in the years to come. However, due to higher technical threshold, international and Taiwan markets are expected to achieve mass production while Chinese market will make it later.

UV LED Market will Welcome a Period of Robust Growth.

UV-A LED products have gained market recognition in industrial curing field. As product stability improves, UV-A market size will expand step by step. Regarding UV-C LED field, currently international manufacturers still dominate UV-C market and the price of UV-C products remains at a higher level. But price is expected to decline due to the involvement of Chinese manufacturers. Minamata Convention on Mercury will take effect in 2020 and consumer products with mercury will be banned on distribution. In addition, household appliance manufacturers will energetically develop products relevant to UV-C sterilization. It is learned that household appliance giants are rush to apply UV-C products to their products, which contributes to the soaring growth of UV-C market.

SAMPLE

Table of Contents

Chapter I. Chinese LED Package Industry Trend

  • 2019-2023 Chinese LED Package Market Scale
  • 2019-2023 Chinese LED Package Market Scale- Market Segments
  • 2019-2023 Chinese LED Package Market Scale- Market Camps
  • 2019-2023 Chinese LED Package Market Scale- Product Power
  • 2017-2018 Global Top Ten LED Players in China
  • 2017-2018 Top Ten Chinese LED Players

Chapter II. Chinese LED Industry Market Segment Trend

Mobile Backlight and Flash LED Market

  • 2018-2023 Chinese Mobile Backlight and Flash Market Scale
  • 2019 Flash LED Supply Chain
  • 2018 Chinese Mobile Backlight and Flash LED Player Ranking

TV Backlight Market

  • 2018-2023 Chinese Large-sized Backlight LEDs Market Scale
  • 2019 TV Backlight LED Supply Chain Analysis
  • 2018 Chinese Large-sized Backlight LED Player Ranking

General Lighting and Architectural Lighting Market

  • 2018-2021 Chinese General Lighting LED Package Market Scale
  • 2018-2023 Chinese Architectural Lighting LED Market Scale
  • Chinese General Lighting LED Market Supply Chain Analysis
  • 2018 Chinese Lighting LED Player Ranking

Automotive Lighting Market

  • 2018-2023 Chinese Automotive LED Market Scale
  • 2019 Chinese Automotive LED Value Chain
  • 2018 Automotive LED Player Ranking

Digital Display Market

  • 2018-2023 Chinese Digital Display LED Market Scale
  • 2018 Display LED Supply Chain Analysis Application Market
  • 2018 Chinese Display LED Manufacturer Ranking

UV LED Market

  • 2018-2023 Chinese UV LED Market Scale

Mini/Micro LED Market

  • 2018-2023 Chinese Mini/Micro LED Market Scale
  • Mini/Micro LED Manufacturer Progress

Chapter III. 2019 LED Industry Main Focus and Analysis

Topic One: The US-China trade frictions led to the downturn in market demand of Chinese LED industry.

  • The process that the US-China trade conflicts happened
  • Analysis on the influence of the US-China trade conflicts on LED industry

Topic Two: Opportunity for Chinese Lighting Market - Healthy Lighting and Architectural Landscape Lighting

  • Many Chinese manufacturers launched new products of healthy lighting after international enterprises.
  • As healthy lighting receives attention, the era of full-spectrum lighting is around the corner

Topic Three: New Display Captures Attention and Mini LED is Expected to Achieve Mass Production in 2019.

  • Analysis on key factor of Mini LED mass production
  • Analysis on the development situation of Mini LED manufacturers

Chapter IV. China Major LED Package Player Analysis

  • 17 Chinese LED Package Manufacturers Operation Performance, Capacity Plan and Business Strategy

Chapter V. International LED Manufacturer Business Strategy in China

  • 16 Oversea LED Package Manufacturers Operation Performance and Business Strategy

Chapter VI. Competitiveness of Chinese LED Package Industry

  • Major LED Manufacturers Global Revenue
  • Major LED Manufacturers Revenue from China Market
  • Major Manufacturers Revenue from China
  • Concentration of Production Value
  • Key Drivers and Restraints in Chinese LED Package Industry
  • 2018 Chinese Package Maker R&D Expenditure Analysis

Chapter VII. Chinese LED Chip Market Analysis

  • 2011-2018 Government Subsidy for Chinese LED Chip Industry
  • 2016-2018 Chinese Chip Market Supply Change- By Camp
  • 2018-2023 Chinese Chip Market Scale
  • 2018 Chip Manufacturer Revenue Ranking in China
  • 11 Major LED Chip Manufacturers Operation Performance, Capacity Plan and Business Strategy
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