The global LED industry has benefited from the rise of the lighting market in multiple directions. The LED backlight industry has developed into a mature and plain stage. However, the price competition in the mainstream LED chip and application field is fierce, presenting a red sea situation.

The global LED industry shrank in 2015 for the first time after years of sustained growth, to $14.325 billion, or 3 percent a year, according to research from LEDinside, the green business division of TrendForce.

As the industry changes, some LED manufacturers have begun to implement the track change strategy, or crossover or transform to other fields. Most other LED manufacturers are still actively looking for new blue ocean market for layout, including LED filament lamp, automobile LED, plant lighting, intelligent lighting, IR/UV, microLED and other new and special application markets.

Wafer photoelectric (Epistar) itself is the most important markets on both sides of the Taiwan LED chip maker, has fully LED patent intellectual property and authorization network, and has experienced product platform, in the face of new market, crystal electric adhere to the "right-hand man at the same time punches" strategy, left hand cling to traditional lighting and backlight, right hand layout each big market segment and the category of special applications.

The conception and current situation of the development of new application market of jingdian should be investigated.

Jingyuan optoelectronic marketing center project director Chen xingang

Strong patent layout in the LED filament lamp market established

Just like every album has the theme song, this year the theme song of crystal electric's booth in guangzhou international lighting exhibition (GILS 2016) is LED filament lamp. The exhibits occupy the most central position in the exhibition area, showing its emphasis on this field.

In the field of LED filament lamps, crystalline optics is an early layout LED filament lamp manufacturers. As early as 2007, crystal has a patent related to transparent substrate. Over the years, it has continuously invested energy and resources in the LED filament to improve its efficiency.

Thanks to long-term efforts in research, development and layout, the wafer optoelectronics now has complete patents on LED filament and related chips as well as part of the filament structure. Through patent licensing to mid and downstream manufacturers to increase the competitiveness of crystal electric customers, not only this, but also China's largest LED sealing plant mu linsen.

For a long time, mullinson has been an important partner of jinyuan optoelectronics. At the level of LED filament lamps, currently only the LED chip for filament lamps is sold to mullinson. In the future, we will consider whether there will be further cooperation depending on the specific situation.

According to the existing LED filament lamp authorization experience of crystal electric, in the past two years, crystal electric has successively authorized three important Chinese LED and lighting manufacturers, including lidarxin, foshan lighting and jingyang.

Among them, jingyang is a joint venture between jingdian and yuzhong gaohong, originally a manufacturer of bulb bulbs, the first production of incandescent bulbs, so there is a lot of experience in the production line. And jinyuan provides the appropriate LED filament lamp chip for jingyang, and then produces LED filament lamp by jingyang, which is finally sold by yuzhong gaohong, forming two good industrial division of labor.

In view of the problem of "price war before technology matures" faced by the LED filament lamp market at present, crystal electric believes that the rapid price decline is mainly due to the market that does not pay attention to IP (patent intellectual property rights). Relatively speaking, the market price of products with IP is relatively stable. In addition, the quality and beauty of the product can also increase its competitiveness and value.

In the LED filament lamp market, if it is sold overseas, relevant LED patents must be available to be favored by channel procurement.

Layout of the invisible market for a long time, to provide a complete solution

Currently, the invisible LED market is the major focus of the LED industry. As the market is relatively high in unit price and gross profit, more and more manufacturers have been involved in the invisible (such as UV/IR) field, what is the entry point of crystal electric?

At present, the infrared IR LED products of crystal electric are mainly used for near range sensor (mainly small size product) and safety monitoring (mainly high-power product). The IR LED product of crystal electric has a good performance in the field of mobile phone and security monitoring. The performance of the product is improving steadily every year.

LEDinside estimated that the market value of infrared LED (excluding optical sensor component market) reached $278 million in 2016 and $525 million in 2020, including about $174 million in security monitoring applications. According to LEDinside research associate li yingjie, the optical sensing market demand in 2016 is also considerable as wearable devices continue to import optical sensing components and mobile phone brand factories.

In the field of invisible light, the most mature and measured optical sensor market is the optical sensor market. Besides the environmental light sensor of mobile phones and the near and far sensor, there are many fields in the industry 4.0 application that need to be applied to ir-related products, including industrial blocking, mechanical arm and infrared detection.

The emerging field of UV LED is currently commonly used in nail art. Nail curing mainly USES uv-a products with A wavelength of 390nm to 410nm. As this area has A low threshold, uv-a has dropped rapidly in the past two years.

With the improvement of LED luminous efficiency, industrial curing, exposure With the application of medium and high power, the penetration rate of LED will gradually increase. Industrial applications mainly use uv-a products with A wavelength of 365nm. This sector has great potential in the future.

Uv-c is mainly used for disinfection and sterilization, and the shorter the wavelength, the better. At present, manufacturers to compete for disinfection and sterilization market this cake, are trying to develop in the direction of uv-c. At present, the industry level is mainly between 270nm and 300nm. Besides the luminescence efficiency, uv-c with shorter wave length is another target. Crystal electricity is also moving in this direction.

In addition, jinyuan optoelectronics has already not only followed the traditional sales strategy, the product development and production to the market and sold to packaging customers. From the stage of research and development, crystal electric has begun to connect with the packaging plant and application plant, fully understand the needs of customers, and further guarantee the stability and reliability of products through the cooperation and development with customers, so as to provide customers with the most complete solution.

Plant lighting and car LED continuous improvement

Plant lighting drew more attention on the market in early June 2016, when President xi jinping visited the smart LED plant factory. In order to meet the needs of customers and the market, the performance of plant lighting related products of crystal electric has been improved steadily every year, and the revenue growth is stable.

Plant lighting products supplied by crystal electricity can be divided into two main product lines: "greenhouse light supplement" and "full artificial light source". In the past, plant lighting products were mainly traditional light sources, which were gradually replaced by LED light sources. High - pressure sodium lamp for plant irradiation can be replaced by high - power LED, while fluorescent lamp can be replaced by low - power LED.

According to different plants, different purposes and requirements, the most suitable combination of wavelengths can be found, which has better benefits. Therefore, the trend of LED plant lighting will adopt a combination of multiple wavelengths, giving full play to the advantages of LED: it is easy to adjust the light quality and quantity. For example, red LED with white light, red LED with blue light , and even the application of UV leds in plant lighting.

The automobile LED sector has been subject to electric vehicles, and various automobile manufacturers have expanded the purchase demand of automobile LED in response to the policy of reducing carbon emission. Crystal electric and automobile factory have been verified for many years, the relevant automobile LED products have also passed the TS16949 certification, and several well-known automobile light factories in Europe and Japan, have been strategic partners.

In the field of automobile LED business, jinyuan optoelectronics will focus on product quality and supply cycle, mainly because inventory of vehicle products will take at least 7 years. Jingdian will not stop production due to the reduction of customer consumption, but will continue to guarantee the stability of supply. On the other hand, there will be higher requirements for the product's point measurement and visual inspection specifications to ensure the quality of automobile LED products.

In addition, with the increasingly mature application of LED in automobile lights, customers have higher and higher requirements for the design of LED lamps. In the early stage of development, crystal electric and the third party will start to design-in together with relevant customers, so as to fully understand the needs of customers, so as to have a way to design products for corresponding automobile lights.

LEDinside thinks, from crystal electrical structural adjustment of product mix, and focused on the emerging applications, electric lift on the LED lighting, crystal and able to balance the market urgently needs new light source market, for the contribution of the whole supply chain is huge, the future market will also be looking forward to new products, crystal electricity to more possibilities.