After the haze of overcapacity in recent years, the LED industry has benefited from the growth of small-pitch display and LED lighting in 2017. The upstream grain is in short supply, and the supply gap of some specified specifications is as high as 3 to 50%. The mainland industry pointed out that with the tight LED array, two or three mainland LED chip manufacturers will once again set off an arms expansion competition. It is expected that the land-based LED factory will expand its production to hundreds of MOCVD machines in 2017. In the future, the overall market supply and demand will cast variables. Recently, the mainland LED chip factory Sanan Optoelectronics announced that it will increase the price of the grain, including the price of the S-30MB/S-32BB series, which will increase by 8%. After the leading price increase in the leading factory, the LED die price is expected to bottom out. According to the mainland industry, some small and medium-sized power products have been seriously strained recently, especially the designated specifications of international lighting manufacturers, which are used in LED bulbs, lamps and other applications. The gap in supply shortage is as high as 3 to 50%. Sanan executives are more optimistic. In 2017, the overall LED market will be optimistic, and the shortage of supply will continue. It is understood that due to the strong growth of LED terminal application demand, equipment manufacturers have recently received orders for a large number of machines. In the first half of 2017, the progress of shipments was tight, and the LED industry suddenly returned to life. The market once came out to meet market demand. The potential of the outbreak, in 2017, the mainland LED industry may actively expand the scale of 200 MOCVD machines, but the industry believes that the rumor credibility of 200 units remains to be seen, but from the recent expansion plans of the LED die factory At least 120 machines may be added throughout the year, of which about 60 to 80 orders will be released in the second half of 2016. It is expected that production will be put into production in the first half of 2017, and another 60 are expected to be in the second half of 2017. Import. The market pointed out that it has announced that it will invest a large amount of RMB 6 billion in Huacan Optoelectronics. It is expected that the new plant in Yiwu will be put into production in May 2017. After the project is put into production, it will reach an annual output of 3 million LED chips. It is said that Sanan is not willing to show weakness. In order to maintain its leading position, it will also purchase a large number of machines in 2017. In addition to blue LEDs, the expansion project will also target high-profit quaternary LED production capacity. Aofeng Shunchang accelerated the expansion of LED die production from the second half of 2016. It is expected to gradually release production capacity from the first quarter of 2017. The production capacity in 2017 is expected to reach 800,000 pieces per month. In addition, It is said that in 2017, it will also increase the production capacity of the four-element LED machine in 2017. LED packaging industry said that the market demand for LED chips in mainland China has been hot since 2017, as the market size of small-pitch display screens is expected to continue to expand, and market applications will extend from outdoor displays to indoor commercial billboards, cinemas, etc. As the number of particles increases, the demand for LED dies also grows sharply. As the LED lighting market is gradually fermented around the world, in addition to markets such as Europe and the United States, the mainland domestic demand market continues to grow, making the recent grain production capacity tight, expected in the short term. The market price will be relatively stable. However, equipment manufacturers also revealed that the current expansion of the mainland die factory has introduced a new type of 4 机 machine, 4 吋 芯片 chip is equivalent to 4 times 4 ,, if the monthly capacity of each unit is about 4 吋 3800 ~ 4000 pieces of epitaxial In view of this, it is expected that the LED die production capacity will enter a new round of explosion in 2017, although the grain industry is still optimistic that the market will show a good situation of supply and demand in 2017, but the industry can not help but worry privately, with the new The increase in production capacity will be released in the second half of the year. It is likely that the LED market will maintain a stable order in the second half of 2016 and it will be possible to face challenges again.

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