Abroad, many LED manufacturers because the cost control less than China chip factory, have the chip by the domestic chip factory foundry. China has become the world's leading LED chip manufacturing base.
(I) Capacity shift to the mainland and domestic enterprises to break through the ceiling
Domestic LED chips can be said that already occupied the majority of the world's production capacity. To MOCVD machine, for example, according to LEDinside statistics, as of 2015, the global MOCVD machine installed a total of about 3,130 units, of which the mainland installed a total number of 1,473 units, accounting for 47% of the total installed capacity of the world, the other, Taiwan accounts for 19% of the global total, Japan 15% and South Korea 13%. And after 2015, with the expansion of new machines, the Chinese chip market is still the main market for future capacity expansion. It is estimated that the production capacity in mainland China this year will surpass more than half of the world. Looking at foreign markets, many LED manufacturers because the cost control less than China's chip factory, have the chip by the domestic chip factory foundry. China has become the world's leading LED chip manufacturing base.
In the transfer of production capacity to the mainland at the same time, LED products from the country to the world. To LED display, for example, in April this year, China's LED display products export market as high as 141 million US dollars, a record high for a single month, an increase of 29.5%, growth of 27.2%. From the increase point of view, in April year on year increase of 10 percentage points from the previous month.
(B) industry concentration increased, the leading benefit
In recent years, with the expansion of upstream LED chip manufacturers, the top five manufacturers in the industry have occupied about 75% of the domestic market, while the domestic market share of LED chip factories has also been as high as 45%. Epitaxial chip companies further show the scale advantages, the industry has entered a multi-oligopoly situation, the leading vendors Sanan Optoelectronics, Hua Can photoelectric market share continued to rise; In addition, some domestic chip factory in 2017 using domestic MOCVD equipment, follow-up production The cost will be more competitive, in which case the chip industry has achieved an unprecedented level of concentration. (According to China Investment Advisory Network news order) Back to see more