LED industry is crazy, companies need to calm down
Throughout the entire LED industry, from the perspective of upstream chips, whether it is the middle of the Hongli, Jufei, etc. directly do backlight, automotive lighting, outdoor lighting and other product segments, or high-power, COB high-power, small and medium-power, etc., or Downstream light sources, home, business and other enterprises, in fact, lighting development opportunities are nothing more than design, system solutions, light sources, lamps and so on. At present, the transformation of traditional enterprises is almost the same. Take Ops as an example. It is reported that LED products account for 70%. It is easy to see that LED chips have limited space in the lighting market.
Of course, in addition to the lighting sector, there are other markets for LEDs. For example, there are 90 million cars in the world, including body brakes, headlights, rear lights, etc.; there are 210 million LCD TVs in the world; smart phones have produced 1.1 billion in the past 11 months, plus ports, terminals, Special fields such as mining, military, flashlights, etc. However, these add up to the market and only 1500 MOCVD equipment is sufficient. This means that TSMC will withdraw, the crystal chip will take over, the new world will not survive, and the domestic San Ande Hao and the second and third line chip factories still need to exist? The whole industry needs us to look at it calmly.
Many semiconductor companies share the cost of pre-investment and post-production research and development on each product after the scale is enlarged, so that the cost performance of the chip is more competitive. However, whether it is home, business, light source or COB, integrated modules, small and medium power, etc., the LED market is so large, there is no need for so many chip companies.
As a result, Cree has invested approximately US$100 million in upstream production in the past 6-8 months, converting the original four-inch six-inch silicon carbide into six-inch eight-inch silicon carbide, enabling lighting customers to use less materials including heat dissipation. , lens, PCB, drive power, LED devices.
2015 <br> <br> future trends in upstream, middle and upper reaches have several trends:
â—† UL&ENEC&CQC Safety Approvals
â—† Long life & high reliability
â—† Variety of Levers
â—† Wide Range of wiring Terminals
â—† Wide used in Automotive Electronics,Appliance and Industrial Control etc.
Of course, in addition to the lighting sector, there are other markets for LEDs. For example, there are 90 million cars in the world, including body brakes, headlights, rear lights, etc.; there are 210 million LCD TVs in the world; smart phones have produced 1.1 billion in the past 11 months, plus ports, terminals, Special fields such as mining, military, flashlights, etc. However, these add up to the market and only 1500 MOCVD equipment is sufficient. This means that TSMC will withdraw, the crystal chip will take over, the new world will not survive, and the domestic San Ande Hao and the second and third line chip factories still need to exist? The whole industry needs us to look at it calmly.
Many semiconductor companies share the cost of pre-investment and post-production research and development on each product after the scale is enlarged, so that the cost performance of the chip is more competitive. However, whether it is home, business, light source or COB, integrated modules, small and medium power, etc., the LED market is so large, there is no need for so many chip companies.
As a result, Cree has invested approximately US$100 million in upstream production in the past 6-8 months, converting the original four-inch six-inch silicon carbide into six-inch eight-inch silicon carbide, enabling lighting customers to use less materials including heat dissipation. , lens, PCB, drive power, LED devices.
2015 <br> <br> future trends in upstream, middle and upper reaches have several trends:
Features
â—† Designed For Water and Dust Tight(IP67)
â—† Small Compact Sizeâ—† UL&ENEC&CQC Safety Approvals
â—† Long life & high reliability
â—† Variety of Levers
â—† Wide Range of wiring Terminals
â—† Wide used in Automotive Electronics,Appliance and Industrial Control etc.
â—† Customized Designs
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