First of all, the 2012 upstream production capacity gradually released, the epitaxial silicon price pressure will continue, the localization rate of steady improvement, the Chinese foreign competition affected the high-power chips.
2012, made in China, a large number of the release of the global market demand slowdown, the government subsidy policy has been clear under the multiple pressures, China’s LED lighting industry is bound to enter a new stage of the LED lighting industry pattern of restructuring and competition paradigm shift.
GaN chip production to grow up to 12000kk / month, but capacity utilization is less than 50%, the annual output of only 71 billion, but the localization rate of 70% or more. The same time, China’s chip has a small chip integration in lighting applications a breakthrough; 20% market share in high-power lighting chip is still low, but with the R & D and innovation and product quality improvement, the overall trend is the share of China’s chip slightly improved, foreign chip prices are expected to exceed 6000RMB / K.
The end of 2011, the increase of the LED market slow down, but still upstream of the project from Japan and Taiwan to enter China also resulted in the competitive trends in the field of the 2012 China LED epitaxial silicon intensified international macroeconomic situation remained turbulent situation upstream LED lighting industry investment will be more cautious.
China’s MOCVD a total of 720 units, the estimated installed capacity of 2012 MOCVD equipment companies adjusted to the introduction of the plan, will remain around 300 levels. In 2011, Chinese enterprises chip revenue growth of 30%, reaching 6.5 billion yuan, but far less than 106% of the growth rate of the MOCVD equipment, which also reflects China’s chip production capacity failed to give full play to the 2012 epitaxial silicon price pressure will continue .
Secondly, the 2012 package areas, high-quality companies will integrate more LED lighting industry resources, product mix to the bright LED, SMD LED Down Lights concentration, the overall market to maintain the incremental benefit reduction trend, the cooperation of the upstream and downstream integrated packaging companies to break a new model.
The overall size of China’s LED packaging LED lighting industry reached 28.5 billion yuan, an increase of 14 percent, compared with $ 250 billion in 2010 and production from 2010’s 133.5 billion to 182 billion, an increase of 36%. In 2012, China’s packaging production will still maintain a growth of more than 30%, but profit margins squeezed by cost and demand of the upstream and downstream, resulting in overall output growth will not exceed 20%.
The country star power, Ruifeng power, Hongli Opto-electronic LED packaging companies, led by one after another force, have to enter the market, the 2012 capital and packaging companies will be more closely related to active cooperation.
From the product structure, bright LED output value reached 26.5 billion yuan, accounting for more than 90% of the total sales of the LED streetlight package; SMD LED packaging growth is the most obvious has become the mainstream product of the LED package, 2012, SMD, and bright LED accounting for the proportion will still be much improvement.