Five major expectations for the development of LED lighting industry in 2017

On December 30, 2016, the National Semiconductor Lighting Engineering Research and Development and Industry Alliance Industry Research Institute (CSA Research) released the "2016 China Semiconductor Lighting Industry Development White Paper", the white paper made an expected analysis of the industry development in 2017, CSA Research pointed out that 2017 Year, Intelligent, Connected December 30, 2016, National Semiconductor Lighting Engineering R&D and Industry Alliance Industry Research Institute (CSA Research) released "2016 China Semiconductor Lighting Industry Development White Paper", white paper to make expected analysis of 2017 industry development CSA Research pointed out that in 2017, new technologies and economic changes such as intelligence, Internet +, and sharing economy will accelerate the development of semiconductor lighting technology and application areas. At the same time, with the successive introduction and implementation of national planning and projects such as the 13th Five-Year Semiconductor Lighting Industry Plan and the Green Photo IV, the semiconductor lighting industry will usher in new development opportunities and challenges in 2017. First, the basic and cutting-edge technology continues to break through, the lighting quality further enhances the silicon-based yellow light LED light effect is expected to break through 140lm / W, the deep ultraviolet LED external quantum efficiency will also increase to about 15%, the output power at room temperature will exceed 30mW, which will Accelerate the penetration of UV LEDs in the field of sterilization, disinfection and purification; with the gradual solution of problems such as materials, reliability and price, the cost-effective advantages of CSP are gradually highlighted, and it is expected to achieve large-scale production. In addition, in order to improve the light quality, it is necessary to further strengthen the application of basic theory research such as color rendering, non-visual effect and visual comfort; in light biosafety and light medicine, combined with physiology, medicine, psychology, sociology, etc., research light Research on the influence mechanism of physiology and pathology, and gradually establish a quantitative evaluation system supported by big data. Second, the application segmentation trend is obvious, niche market or new growth point 2016 small-pitch display, automotive LED, mobile phone LED flash and other market segments are concerned; bio-agriculture lighting, light medical, communication, security, sterilization, etc. Innovative applications will be the new growth point and long-term growth engine after the replacement phase. Driven by urbanization, Internet of Things, and smart city construction, small-pitch LEDs continue to exert strength in the field of large-screen splicing, accelerating penetration, and competing with DLP and LCD products. It is expected that the domestic small-pitch LED market will continue to grow rapidly in 2017. The growth rate is over 40%. The overall LED color of vehicles is on the rise. It is expected that the market size will exceed 10 billion yuan in 2017. UVLED's global market size in 2017 will reach 270 million US dollars, which is expected to exceed 1/3 of the entire UV light source market, thus forming a situation of resistance to ultraviolet mercury vapor lamps. Third, industrial resources are further agglomerated, and cross-border integration has become mainstream. With the capital market, large enterprises have further concentrated their resources through mergers and acquisitions, and continue to grow bigger and stronger. SMEs need to dig deep into the market segment and do a good job in order to find a way. In addition, in addition to the integration of next-generation information technologies such as the Internet of Things and big data, the trend of LED and intelligent manufacturing, LED and cultural industries, manufacturing and service integration is further evident. Cross-border, integration and development will be the mainstream of the industry in 2017. Fourth, the overall growth rate of the market slowed down, and risk control management needs to be strengthened. In 2017, the macroeconomic situation at home and abroad is still complicated and changeable. The moderate recovery of the economies of the United States, Japan and Europe, as well as the expected depreciation of the renminbi, will benefit exports, which will slow down the decline in the export of LED lighting products since 2016. In 2017, the domestic economy is still bottoming out. In addition to the strict regulation of real estate in the country since October 2016, the brake effect will continue to be conveyed to the building materials industry for several months. It is expected that the growth rate of the LED lighting market will be released in the first half of 2017. Slow, while the slowdown in downstream demand will also lead to a decline in the growth rate of the middle and upper reaches. At the same time, the price of a new round of PPI started to rise in the third quarter of 2016, and the cost of labor and raw materials of the company may rise. In addition, as the penetration rate of the general lighting market increases, niche markets such as agricultural lighting, small-pitch displays, automotive LEDs, UV LEDs, and IR LEDs will continue to be launched in 2017. Therefore, in 2017, companies need to pay attention to prevent risks, do a good job in strategy and cost management, and avoid price competition in the Red Sea. The five, thirteenth and five-fifth plans have been issued one after another, and the central and local support efforts are not reduced. The 13th Five-Year Semiconductor Lighting Industry Plan will be released in early 2017. The introduction of the “Planning” will clearly define the industry's next development focus and development mode. In addition, the promotion of the semiconductor lighting market transformation, promotion of energy-saving and environmental protection new light source (Green Photo IV) project (GEF-SSLED), will play a positive role in the semiconductor lighting market transformation, application demonstration, quality assurance. Jiangxi Nanchang and other places will successively launch specific measures and programs to further increase policy support to promote the rapid accumulation and development of local industries, and to form distinctive optical valleys, photoelectric towns, and smart towns. In addition, with the promotion and implementation of the “Planning the Belt and Road Construction Science and Technology Innovation Cooperation Special Plan” and other policies, it will continue to promote Chinese enterprises to go global.

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