The Micro LED market is gradually fermenting, and the chip end expansion has returned to normal track. In 2018, the supply and demand of the industry increased compared with 2017, and the overall supply and demand of 18H1 was relatively balanced. From the demand side, the lighting market is still the main growth force of the LED market, and it is expected to maintain rapid growth; the mini/micro LED market is gradually fermenting, and it is expected to open up the LED market space. It is recommended to continue to pay attention to the breakthrough of core technology and the rhythm of mass production. From the perspective of the supply side, there are still many doubts about the production of LED chips. The efficiency gap between different manufacturers is large. We expect that prices will remain orderly in the case of relatively orderly increase in production capacity in the industry, which is good for industry leaders; The patent litigation between Veeco, AMEC and SGL reached a settlement, and the chip-side capacity expansion progressed back to normal track.
Overview of the world's major LED business operations
The global LED industry maintained single-digit growth. The total revenue of major LED companies (including Cree, Jingdian, Yiguang, Seoul Semiconductor, Sanan Optoelectronics) reached US$1.396 billion in 3Q17, up 4.72% year-on-year. In January, Taiwan's major LED companies achieved a total revenue of NT$7.496 billion, up 3.67% from the previous month and up 2.16% year-on-year. Due to the off-season and the lunar holiday, the monthly shipments of Jingdian and Guangding decreased. Taiwan LED chips The monthly revenue of lighting companies and lighting companies decreased by 1.90% and 36.94% respectively; the downstream packaging leader Yiguang products structural adjustment effect was remarkable, and the monthly revenue of Taiwan LED packaging enterprises increased by 11% in January.
Industry chain dynamic tracking
Chip end: The patent litigation between Veeco, AMEC and SGL reached a settlement. According to the survey, the price of mainstream chips in the first quarter stabilized and will remain orderly. Package end + application side: Sanan Optoelectronics signed a Micro LED prepayment agreement with Samsung. Samsung and Wanda Movie unveiled China's first LED movie screen. The price of LED bulbs and packaging remained stable in January.
Monthly market performance: LED block bottomed out
Last month, the Shanghai Composite Index fell 6.00% from the previous month; the United States Veeco, China Micro Semiconductor and SGL Carbon litigation reached a favorable settlement, the mainland LED sector rebounded, LED chips, LED packaging, LED lighting and LED display panels rose respectively 10.16%, 3.92%, 2.48% and 10.94%, the major domestic LED companies all showed an increase, of which Huacan Optoelectronics rose the most, reaching 31.5%.
It is recommended to pay attention to LED chip faucet Sanan Optoelectronics and Huacan Optoelectronics, LED small-pitch package leading Guoxing Optoelectronics, Ruifeng Optoelectronics, the leader in the packaging field, LED small-pitch display leading Liard and Zhouming Technology.
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