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The LED lighting market is fiercely competitive, the Korean factory is shrinking, and the Chinese industry is actively expanding production. It is estimated that the number of organic metal chemical vapor deposition (MOCVD) machines in China's LED industry will exceed that of South Korea this year. Due to China's massive increase in production and similar product quality, there is a high probability of a price war next year. Korean media etnews reported on the 18th that industry sources revealed that Samsung Electronics and LG Innotek have not purchased new equipment in the past three years, and they do not intend to increase investment next year. Hanwon only Seoul Semiconductor (SeoulSemiconductor) actively expanded production, this year added 30 MOCVD machines, the number of the company's machines increased to 100, plus 150 sets of Samsung Electronics, 140 sets of LGInnotek, the number of Korean LED manufacturers It is 400 sets. LEDinside reported that China is the second largest market for LED lighting, accounting for 21, second only to Europe. The LED lighting manufacturer's production base is mostly located in China, and the local has a complete LED supply chain and price advantage. Looking forward to next year, China's lighting market will continue to develop due to stable lighting demand, but the market is extremely competitive, the product quality is small, and the price competition is more likely. The price war will probably break out. If the company does not have proper distribution channels, it may be forced. qiut the market. MoneyDJ News reported on the 18th that after the merger of LED epitaxial/wafer manufacturer Jingyuan Optoelectronics and Yuyuan, the total number of crystal MOCVD machines will be increased from 380 to 480-490. The company expects that it will be expected to restart at the end of the first quarter of next year due to the rebound in seasonal demand and the start of stocking of new year TV sets.
December 04, 2024