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 will gradually ferment by the MicroLED market, and the chip end expansion will return to the normal track. 2018 Industry supply and demand relative to 2017 Both have grown, and the overall supply and demand of 18H1 is 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/microLED 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 knowhow in 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 capacity expansion progress returned to normal track. Overview of the world's major LED companies' operations The global LED industry maintains 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 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. Dynamic tracking of the industry chain 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 MicroLED prepayment agreement with Samsung. Samsung and Wanda film unveiled China's first LED movie screen. In January, the price of LED bulbs and packaging remained stable. Monthly market performance: LED sector bottomed out last month, the Shanghai Composite Index fell by 6.00%; 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 sectors rose 10.16%, 3.92%, 2.48% and 10.94% respectively. The major domestic LED companies all rose, with Huacan Optoelectronics having the highest increase, 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, the leading company in the packaging field, Ruifeng Optoelectronics, LED small-pitch display leading Liard and Zhouming Technology. (
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