LED full-color screen enterprises develop towards concentration

The concentration of LED full-color screens is not high, and the top three brands of many electronic consumer product manufacturers occupy 50% of the market share. LED full-color screen manufacturers are transitioning from small, scattered, and low-tech to industrial concentration. LED full-color screen companies should seize Opportunity, challenge the future. The concentration of the LED industry has increased, and the overseas market is worth looking forward to. After the deep reshuffle of the LED industry in 2015 and 2016, it will usher in a turning point in the boom. Driven by new applications such as lighting and high-definition LED full-color screens, the industry is expected to open a new era. round of growth. In 2015, the Chinese government canceled the subsidy for the purchase of MOCVD, and the capital investment pressure for new production line machines became prominent, and the impulse of domestic small and medium-sized chip manufacturers to expand production dropped sharply.

According to the monitoring results of the China Industry and Enterprise Information Release Center, the average market share of the top ten brands in the country is 69.18%, while the current total share of leading LED companies is still far below. With the support of national policies, the Internet of Vehicles is in the ascendant: Internet of Vehicles refers to the use of vehicles as information nodes, using wireless communication, embedded chips and other technical means to obtain and integrate the information of the vehicle itself and the road environment, and through network sharing to make vehicles and vehicles, vehicles and roads The network of pedestrians, vehicles and cities can be connected to each other, so as to realize smarter and safer driving. The "2012-2020 Intelligent Transportation Development Strategy for Transportation Industry (2012-2020)" issued by the Ministry of Transport, as a programmatic document for the development of intelligent transportation, clarifies that by 2020, my country will build a system that can basically adapt to modern times. An intelligent transportation system for the development needs of the transportation industry.

With the growing maturity of the mobile Internet and the increasing demand of consumers for safety-related services, remote services, and parking assistance and other Internet of Vehicles technologies, the performance of cars and the functions of on-board equipment will continue to improve in the future, and the Internet of Vehicles will usher in a huge The market space is expected to reach 200 billion yuan by 2020. Auto parts manufacturers and IT companies focus on developing smart vehicle products to enter the Internet of Vehicles market. In addition, Internet companies represented by Baidu, Alibaba and Tencent are also actively entering the field of Internet of Vehicles.

According to incomplete statistics from GSCresearch, there are more than 35,000 LED companies nationwide, including more than 8,200 enterprises above designated size. Looking back at the traditional electronics industry, such as TVs, refrigerators, and air conditioners, the market share of the top 3 manufacturers all exceeds 50%. At present, there are at least hundreds of manufacturers in the LED full-color screen industry, and the total market share of the top 3 manufacturers is less than 50%. 20%. With the continuous development of the LED full-color screen industry, the concentration of the industry will become higher and higher. It is estimated that there will be about 10-20 companies that will eventually win the competition and remain, and the competition will be very cruel in the future, but each All living businesses have opportunities.

Therefore, the market concentration of the LED full-color screen industry will inevitably accelerate. .