In 2013, the mainland government development LED attitude is still firm, out incandescent roadmap will be fully implemented, and actively promote the industry in the end of the channel, will help to obtain stable growth in the mainland LED industry; but behind the growth inevitably manufacturers to compete for market, launched a fierce price, channel and the war for talent.
LED industry on the mainland manufacturers, has bid farewell to the era of high margin, how to maintain and expand their own profits, is the problem before the manufacturers. Overall, the price competition and cooperation, and enhance corporate profits will be the main theme of the development of LED industry, 2013; industry chain trend, will surround the epitaxial wafer, in power devices, the patterned substrate, LED backlight application pathway, five issues of development.
1, epitaxial wafer quantity increased price war detonated
2012 orders in the first half of the return to the mainland to pick up LED epitaxial wafer plant confidence, which led to the use of the equipment to be put on the agenda of purchase orders, not installed equipment also have access to the operation. As of the end of October 2012, MOCVD machines 823 taiwan. Production capacity, the total capacity of the mainland LED chip production line is calculated on a 2 inch wafer, has reached 40 million 220 thousand pieces per year. Capacity utilization in part of the equipment has not yet completed the assembly, the talent is still inadequate, the market demand is not vibration and other factors, the average maintained at 65%.
Although the project has been launched around the LED extension of the project has resulted in the mainland wafer chip oversupply, but optimistic about the future size of the market, there are still manufacturers continue to invest in the mainland in 2012 in LED epitaxial wafer project. The larger Guangzhou Jingxing (plans to introduce 60 sets of MOCVD), Foshan Qili photoelectric (plans to introduce 20 MOCVD production lines and supporting the wafer production equipment) and Foshan nationstar LED epitaxial wafer (project plans to introduce 50 MOCVD).
It is not difficult to predict, 2013, manufacturers will release more LED chips in the market, coupled with the chip mainland companies are mostly concentrated in the low order, so the good price war, manufacturers, is bound to set off a new round of battle. Most of mainland chip manufacturers from the local government financial subsidies, even if the wafer business losses, to whitewash earnings through government subsidies. However, to enter the market late, so as to snatch competitors' market, manufacturers tend to lower prices to initiate the impact. As the mainland's largest three chip factory as an example, directly put forward more than EPISTAR, Asia's first "slogan, will be directed at EPISTAR, not only significantly more poaching, with cheap 20 to 30% of the price to sell the products to the downstream packaging manufacturers. In the market downturn, the low price strategy is indeed effective, REFOND, honglitronic and other mainstream country star power, LED packaging manufacturers are beginning to use an optoelectronic chip. In addition, three also significantly enhance the capacity and through the red chip price, in order to exclude the single product and the same for the mainland manufacturers of dry light, so had to rely on product differentiation to achieve better performance of the dry light in recent years, a serious decline in performance.
2, the rise of power price stabilization in LED devices
In 2011, prices of LED device market suffered cold and rapid decline in 2012 with the warming of the market and inventory gradually returned to normal level, the decline tends to be stable, the quarterly decline is about 6%, the current price of LED devices has been at a low level, while considering the LED chip price due to the price war is still down space, but other raw material prices more stable, and labor and operating costs and rising trend, topology prediction, 2013 prices will further decline in quarterly LED device control in less than 3%.
In the LED device price decline space has become smaller and smaller, LED manufacturers tend to use the power device (0.2 ~ 0.5W), and gradually replace the traditional small power devices (0.06 ~ 0.1W), applied to indoor lighting.
With a 16W LED lamp as an example, if you use the 3528 white 0.06W devices, to 270, the total cost of 32.9 yuan (about NT $158 yuan), and the luminous flux is only 7lm. And if the 5050 white light device 0.4W, only 40, the total cost of 14.3 yuan (about NT $69 yuan), and the luminous flux of up to 38lm; the power chip package that will be the future trend of development.
