Overview: In 2010, LED backlight applications penetrated the market at speeds beyond the industry expectations, bringing short-term prosperity to the LED market. However, after the 2011 LED backlight market growth is weak, as the main driving force of the current LED industry growth, the weakness of the LED backlight market has brought a lot of growth pressure to the entire LED industry. At the same time, under the background of the industry where LED general illumination has not yet started, the LED chip surplus trend has become more and more prominent. So, what is the impact of the recent lack of LED backlight growth on the domestic LED industry? How will the subsequent chain effect affect the domestic LED industry? In response to these problems, OFweek semiconductor lighting has made an in-depth analysis of this! Backlight demand is weak Taiwan is the first to be known. In the LED backlight market broke out last year and the current growth is weak, LED companies in mainland China are involved in the LED backlight market. From the upstream LED chip for backlight to the LED backlight module for the midstream, domestic companies participate. There are only a handful of them, and the market share is small. This part is basically occupied by LED companies in Europe, America, Japan, Korea and Taiwan. Therefore, OFweek believes that the lack of LED backlight growth has little impact on China's LED industry, but it is the LED companies in Europe, America, Japan, Korea and Taiwan that occupy the market as mentioned above. Take Taiwan as an example. From the revenue of Taiwan's LED chip factory in June, the weak demand for backlights has reduced the capacity utilization rate of LED chip factories to 70%. Overall, June revenues fell by 6.2% compared with the previous month. In terms of LED packaging , Taiwan's LED package listed manufacturers' revenue in June was 4.897 billion yuan, a sharp decrease of 14.8% compared with the same period last year. In addition, South Korean LED manufacturers have suspended their capacity expansion plans due to sluggish sales of LED TVs . However, as the inventory of various manufacturers has gradually increased, various LED manufacturers have started to cut prices on a large scale. In contrast, in China's LED market, in the current three LED application areas, domestic enterprises and products are mainly for LED display and LED lighting applications, and there is basically no involvement in LED backlighting, so there is no way to talk about the impact of the problem. It will not bring about a sharp decline in the performance of the domestic LED industry in the short term. However, the chain effect and subsequent impact of the weak growth of the LED backlight market is a problem that domestic LED companies should pay attention to. Non-local enterprises to accelerate product structure adjustment We know that the biggest potential market for LED is the general lighting field. LED backlight is only the driving force for LED growth at this stage, but with the development trend, LED general lighting will be opened, LED lighting replaces LED backlight to become the market. The main driving force for growth is only a matter of time. OFweek believes that the weak LED backlight demand will promote the adjustment of product structure in foreign and Taiwan LED companies. LED backlight will gradually turn to LED lighting. This is a trend, but the backlight growth is weak and it seems to be coming soon. some. In Taiwan, for example, the target application field of Taiwan's LED industry has been concentrated in backlights in recent years, accounting for about 40% of the total. According to analysis, due to IP issues, rapid price reductions and various requirements of panel manufacturers, manufacturers can only ensure benefits in a short period of time. In view of the emerging LED lighting field, Taiwan LED companies are also seeking a shift in industrial positioning. The survival space of local LED enterprises will be threatened as analyzed above. Entering the field of LED lighting will become an inevitable trend of international LED manufacturers. For domestic LED companies, the application field of LED products is incomplete. The expected LED lighting field will be squeezed by international manufacturers, and the survival pressure can be imagined. OFweek believes that in order to reverse the decline in performance, international LED manufacturers will certainly adjust the structure and price of products. Under the circumstances of patents and technologies, the living space of the domestic LED industry will be It is greatly challenged by the encounter, and for the domestic LED lighting field, the price advantage is estimated to be weakened to a certain extent. So how do local companies respond? OFweek believes that domestic LED companies must first do product positioning and psychological preparation for possible impacts; secondly, strengthen the advantages of LED products, cast mature and market-oriented products, in our view, domestic LED companies Due to the influence of technical disadvantages, try to avoid the impulse of all-round development, so that the overall competitiveness will be further weakened in the face of the strong impact of foreign companies; at the same time, the state will provide targeted support and guidance in relevant fields, such as LED core technology. Research, layout of related fields, etc. In a word: the soldiers and horses have not moved the grain first!
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