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According to the LEDinside survey of the Green Energy Division of TrendForce, a global market research organization, the output value of LED chips in mainland China in 2013 (the capital-based enterprise, the same below) is 6.2 billion yuan, an increase of 17. LEDinside analysts. Yu Bin said that the rapid increase in the penetration rate of LED commercial lighting in 2013 boosted the capacity utilization rate of the chip. However, as the price of LED chips continued to decline, the growth rate of output value was not as good as the output. It is expected that the output value will increase by the same growth rate in 2014. 7.3 billion yuan.
The demand for lighting chips is strong. In 2013, China's chip production rate reached 80%. In the first half of 2013, LED commercial lighting market demand was strong. Traditional lighting accelerated the transformation speed. Midstream packaging manufacturers gradually integrated downstream lighting, resulting in the first half of the mid-power lighting chip. The phenomenon of goods.
The capacity utilization rate of manufacturers based on lighting chips has increased rapidly. Dehao Runda's LED chip revenue in 2012 was only 220 million yuan, and it is expected to reach 350 million in 2013, which will grow by more than 50%. Yuanrong Optoelectronics will double its revenue in 2013. Sanan Optoelectronics, Tongfang Optoelectronics and Hualei Optoelectronics have maintained a high level of capacity utilization.
Manufacturers based on display chips have increased their lighting chip business. Huacan Optoelectronics LED lighting chip revenue has gradually increased, and it is expected to reach 50% by the end of 2013; Silan Mingxin's new production machine is mainly used to produce lighting chips.
In the case of the rise of local chip companies in mainland China, the market share of Taiwan and international manufacturers in the mainland is gradually shrinking. LEDinsde data shows that in 2013 China's LED chip country has reached 80.
In the field of display chips, in 2013, the trend of rapid price decline continued, and corporate profits did not increase with revenue. The drop in prices has led to a sharp drop in profits, which is one of the reasons why display chip makers have increased their lighting chip business.
Market concentration has further improved, and industrial integration is on the rise. In 2013, China's LED chip industry concentration has further improved. From the top five manufacturers' revenue market share, it has increased from 61.9 in 2012 to 64.4. As the industry continues to develop, the concentration will be It will continue to improve, and industry reshuffle and integration will be inevitable. Yu Bin said that from the current chip industry situation, although the price decline rate has slowed down, but the profitability of enterprises is still difficult to upgrade, small and medium chip manufacturers lacking funds and technology will become the next batch of bankruptcy or mergers and acquisitions. Object.
Figure 2 The top five chip manufacturers' output value ratio and forecast 2014 lighting is still the growth point, 4 inch epitaxial technology is gradually introduced into 2014, in the case of backlight and display field growth slowdown, LED lighting is still the chip manufacturers competing Main areas. LEDinside expects global LED lighting output value to reach 17.8 billion US dollars in 2014, the total number of LED lighting products shipped to 1.32 billion, an increase of 68.
In terms of technology, the 4-inch epitaxial growth technology has been rapidly increased by the mainland manufacturers. Except for the use of Dehao Runda 100, it is expected that the proportion of Sanan Optoelectronics, Huacan Optoelectronics and Guoxing Optoelectronics will reach more than 30%. FlipChip will also be sought after, and it is widely used in high-power lighting and flashlights due to its own advantages.