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LEDinside 2019:中國LED晶片和包裝產業

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
LEDinside 2019:中國LED晶片和包裝產業 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


第1章 中國LED包裝產業動向

  • 中國LED包裝市場規模
  • 位於中國的全球前10大LED企業
  • 中國前10大LED企業、其他

第2章 中國LED市場動向:種類分類

  • 行動背光和閃光LED市場
  • TV背光市場
  • 通用照明與建築用照明市場
  • 自動車用照明市場
  • 數位顯示器
  • UV LED市場
  • 迷你/微LED市場

第3章 LED產業市場焦點與分析

  • 主題1:美中貿易戰導致中國LED產業市場需求低迷
  • 主題2:中國照明市場的機會
  • 主題3:新顯示器吸引注意力,Mini LED預估實現大量生產

第4章 中國主要LED包裝製造業者分析

第5章 中國國內跨國LED製造業者商業策略

第6章 中國LED包裝產業的競爭力

  • 主要LED製造業者世界收益
  • 主要LED製造業者的中國市場收益
  • 主要製造業者的中國市場收益
  • 產業集中度
  • 中國LED包裝產業主要促進與阻礙因素
  • 中國包裝製造業者的R&D支出分析
  • 國內與跨國製造業者的競爭力

第7章 中國LED晶片市場的分析

  • 中國晶片產業的政府補助
  • 中國晶片市場的供給預測:CAMP分類
  • 中國晶片市場規模
  • 中國晶片製造業者的收益排名
  • 主要LED晶片製造業者的業績,生產量計畫,商業策略

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.


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