The properties of the LED industry are consistent with the silicon semiconductor industry. LED is a compound semiconductor whose technical model and business model are consistent with silicon semiconductors, so the industry also complies with Moore's Law. Because of the consistency of industry attributes, the future development trend of the LED industry can be derived from the development path of integrated circuits.
The MOCVD industry is the commanding height of the entire industry chain. Because of its high technical barriers, the MOCVD industry is highly concentrated, and the two companies monopolize nearly 90% of the global market share. The impact of the MOCVD industry on the industrial chain can be seen in the impact of integrated circuit equipment on the industrial chain. The market space and profitability of the midstream and downstream industries of the industrial chain will be affected by the progress of MOCVD technology. In this field, it is still very difficult for Chinese companies to occupy a certain market share in the future.
LED chip manufacturing industry is in the transition period from maturity to maturity . The life cycle of LED chip manufacturing industry is in the transition from maturity to maturity. The industry will face the process of industry concentration in the future. At this stage, companies with competitive strength will Benefit. If the history of the development of the silicon diode industry is used as a blueprint, once the LED chip manufacturing industry enters a mature stage, its profit level will move closer to the industry average in the future.
LED packaging industry's future large changes <br> <br> semiconductor packaging technology is undergoing rapid change, with the application of wafer-level packaging technology in the field of LED, LED packaging industry market space will be squeezed. In the future, a large number of enterprises will withdraw, but they should not be pessimistic about this industry. Many enterprises will actively choose to transform, and there will be more investment opportunities.
In the LED application industry LED industry chain at the other end of the smile curve , MOCVD is undoubtedly at the left end of the smile curve, and the LED application industry is at the right end of the smile curve because of the customer resources. At present, LED applications are mainly in the field of backlight, display and lighting, and the market space in the field of lighting is the most extensive, which is generally optimistic for the market. As LEDs replace traditional lighting, the attributes of the lighting industry will change, and the future concentration of the industry will increase moderately, which provides an opportunity for competitive and innovative companies to develop rapidly.
The MOCVD industry is the commanding height of the entire industry chain. Because of its high technical barriers, the MOCVD industry is highly concentrated, and the two companies monopolize nearly 90% of the global market share. The impact of the MOCVD industry on the industrial chain can be seen in the impact of integrated circuit equipment on the industrial chain. The market space and profitability of the midstream and downstream industries of the industrial chain will be affected by the progress of MOCVD technology. In this field, it is still very difficult for Chinese companies to occupy a certain market share in the future.
LED chip manufacturing industry is in the transition period from maturity to maturity . The life cycle of LED chip manufacturing industry is in the transition from maturity to maturity. The industry will face the process of industry concentration in the future. At this stage, companies with competitive strength will Benefit. If the history of the development of the silicon diode industry is used as a blueprint, once the LED chip manufacturing industry enters a mature stage, its profit level will move closer to the industry average in the future.
LED packaging industry's future large changes <br> <br> semiconductor packaging technology is undergoing rapid change, with the application of wafer-level packaging technology in the field of LED, LED packaging industry market space will be squeezed. In the future, a large number of enterprises will withdraw, but they should not be pessimistic about this industry. Many enterprises will actively choose to transform, and there will be more investment opportunities.
In the LED application industry LED industry chain at the other end of the smile curve , MOCVD is undoubtedly at the left end of the smile curve, and the LED application industry is at the right end of the smile curve because of the customer resources. At present, LED applications are mainly in the field of backlight, display and lighting, and the market space in the field of lighting is the most extensive, which is generally optimistic for the market. As LEDs replace traditional lighting, the attributes of the lighting industry will change, and the future concentration of the industry will increase moderately, which provides an opportunity for competitive and innovative companies to develop rapidly.
Lithium Battery Chargers,48V Lithium Battery Charger,48V Bike Lithium Battery Charger,48V Bicycle Lithium Battery Charger
Changxing Deli Technology Co., Ltd. , https://www.delipowers.com