LED downstream applications include display, backlight, lighting and other application boards. In 2016, the market size of China's LED downstream applications sector was 369.7 billion yuan, and the four major application sectors accounted for 12%, 11%, 66% and 11% respectively. Statistics show that LED lighting is the largest downstream application, and the other three major applications account for it.
LED display is one of the downstream applications after LED lighting, and it has many participating companies. GEM, including Liard, Lianguang Optoelectronics, Zhouming Technology, Alto Electronics, Ai Biesen and Lehman's six leading companies; New Third Board also has Yuanheng Optoelectronics, Lianchengfa, Xinyasheng, Foshan Qingsong, Huaxia Glorious and other powerful enterprises; among the non-listed companies, Shanghai Sansi, Powerful Color, and Austrian Video can not be underestimated.
At present, the listed company's first-half results have been fully disclosed. From the "interim results", Liard handed over the answer of 2.512 billion yuan of revenue and 370 million net profit in the first half of the year, further opening up the distance with other companies; Lianjian Optoelectronics and Zhouming Technology's performance is also very eye-catching In the first half of the year, it broke through the 1 billion mark; Alto Electronics achieved doubled growth in both revenue and net profit; Aibisen and Lehman's net profit declined.
In the new three-board enterprises, thanks to the growth of the display market, Yuanheng Optoelectronics, Lianchengfa, Foshan Qingsong and Huaxia Guangcai's revenue and net profit achieved different degrees of growth. However, Qipu Optoelectronics, Diming Technology and Shenglong shares have shown a double decline.
From the results of the first half of the year, the brand concentration of the LED display industry market has further improved. The scale of revenues of big brands such as Liaide, Lianjian Optoelectronics and Chau Ming Technology has been increasing year by year, and some SMEs' market share has been “occupiedâ€. At the same time, it was found from the above table that 10 companies achieved growth in revenue.
For the growth point of the LED display market in the first half of the year, Powerful Color believes that with the continuous deepening of the commercialization of LED displays, which are all growth points, high-density (small-pitch) LED displays can be said to be the main growth point. one. "In the high-density field, the current price is still opaque, and commercialization still has a long way to go." The person in charge of the powerful giant color said, "But we have been working hard to popularize high density, in addition to giving more and more favorable prices. In addition, in order to save the user's purchase cost, we also launched a high-density product that can be freely DIY, which will become a trend and an explosion point of high density in the future."
Regarding the small-pitch driving role of the LED display in the market, Shanghai Sansi agreed. "Small spacing with the breakthrough of core technology and high-definition display, easy maintenance and other characteristics, continue to expand the market application field, become an indispensable quality choice for security, corporate propaganda, radio and television, conference center display, and become a strong driving force in the LED display market. "Shanghai Sansi related person in charge said.
Shanghai Sansi and Powerful Color agreed that “the trend of small pitch will be stronger in the second half of the year.†With the continuous improvement of LED display technology, the continuous decline of cost and the maturity of products, the LED display industry is developing rapidly. According to the data of the High-tech Research Institute LED Research Institute (GGII), the output value of China's LED display industry will reach 42 billion yuan in 2017. GGII predicts that the output value of China's LED display industry will reach 57.7 billion yuan in 2020.
The price of raw materials is fierce, and the price increase in the downstream is the solution?
Price hikes, like one after another blockbuster in the LED industry set off a lot of storms. Recently, various concerns about the rising prices of raw materials have continued, and the industry has shuffled and closed the tide. For some small and medium-sized enterprises that are barely running on ice and barely maintaining their business, the days are already very sad. Nowadays, it is not an exaggeration to describe them with wind and cranes.
In the case of fierce market competition and rising operating costs, many LED display companies have chosen to raise prices in order to maintain a reasonable profit margin. For the price increase problem, Powerful Color believes that “the price of raw materials will rise, and the products we sell to users do not have to go up. We can increase production efficiency through automated production, and at the same time integrate high-quality supply chains in the industry and achieve good results. Strategic partnerships together to benefit users and create value for users."
"PCB board, box and other LED display accessories, will cause a certain degree of pollution in the manufacturing process, in violation of national environmental requirements, need to carry out rectification and industrial upgrading, which indirectly increases the cost of these accessories. Small-pitch LED market The heat continues, driving the demand for multilayer PCB boards, boxes and other materials, and to a certain extent, the prices of raw materials such as PCBs and boxes are rising.†Shanghai Sansi said to Gaogong LED, “the price of PCBs, boxes and other materials, It will eliminate manufacturers who try to share a piece of the market through low-cost and low-price methods. However, the impact on powerful LED manufacturers is negligible. LED manufacturers should rationally treat and actively seek ways to solve difficulties."
OLED and MicroLED pinch, LED is facing a huge challenge?
Despite the rapid development of solid-state lighting, display backlighting is still a substantial market for LEDs. For more than a decade, screens have been displayed by these devices. Initially these devices were placed in conventional packages, more recently in chip-scale packages, and they are now backlights for LCDs. However, due to various factors such as cost and manufacturing feasibility, as of today, LEDs have not been used as direct light-emitting elements in small-pitch displays - that is, pixels.
Because of this, the emergence of technologies such as OLED (Organic Light Emitting Diode) and MicroLED in recent years has made the display field a lot of fun. In particular, many domestic and foreign large enterprises are competing for the layout, and the three people who will be the mainstream of the display field are pushed to the forefront.
OLED display technology has the advantages of self-illumination, wide viewing angle, almost infinite contrast, low power consumption, high response speed, etc., which has been sought after by more and more manufacturers; and MicroLED can be independent red, green and blue. As a separately controllable light source, the sub-pixels can form a display with high contrast, high speed and wide viewing angle.
Insiders believe that MicroLED displays are much stronger than OLED rivals because MicroLEDs have a wider color gamut, higher brightness, lower power consumption, longer life, greater durability and better Environmental stability.
In response to the technical disputes between LED, OLED and MicroLED, Shanghai Sansi believes that in recent years, OLED and Micro LED have developed rapidly, and many large companies are working hard. From the current situation, OLED and Micro LED are more used in small size. Commercial display screens and wearable devices make large splicing screens, and there are many technical and technical problems to be solved. For the Micro LED, after the large-screen process problem is solved, it will not rule out a strong opponent that will be a large LED screen.
However, the powerful giant color has different views. Powerful giant color said: "Micro LED is still only a conceptual product, it can not be mass-produced, and the competition is small at present; OLED has just started, there is no way to commercialize it, and it is far away from popularization. LED technology is basically mature, commercialization mode is starting, is the mainstream product in the market. In a word, LED is still not popular, Micro LED, OLED has a longer way to go."
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