GLII: 2013 domestic low-end phosphors will account for over 80%
[Source: "High- tech LED - Research and Review" May issue] High-tech LED Industry Research Institute (GLII) statistics show that in 2011, due to the rapid growth of phosphor demand in the LED packaging market, China's domestic LED phosphors continue to Emerge.
As of the end of 2011, the number of LED phosphor companies in China exceeded 40. At the same time, the price of LED phosphors in the domestic market declined significantly in 2011, especially the price of yellow phosphors dropped the most. In addition, after rapid development in recent years, China's LED phosphor products have gradually gained recognition in the low-end market and have a certain market share.
The number of enterprises in the Yangtze River Delta region accounts for more than 30%
The distribution of LED phosphors in China is different from that of LED packaging and LED application companies, and the distribution of enterprises is relatively scattered.
According to the GLII report, most of China's LED phosphor companies are attached to the downstream industry chain. The Yangtze River Delta and the Pearl River Delta region are still the main concentrated areas of China's LED phosphor companies, followed by the northern region and Jiangxi Province in Fujian.
As can be seen from (Graph 1), LED phosphor companies in the Yangtze River Delta accounted for 38%, and the Pearl River Delta accounted for 19%. The total number of companies in the two regions accounted for 57%. The north and Fujian Jiangxi regions have benefited from the gradual improvement of the LED industry chain, and the future is also the main gathering area for LED phosphors.
Chart 1 2011 China LED phosphor company
Source: Gaogong LED Industry Research Institute (GLII)
Yangtze River Delta: Jiangsu Bo Rui, Shanghai Shu Road, etc. are China's largest LED phosphor companies. More LED phosphors in the Yangtze River Delta region are not only related to highly concentrated LED packaging companies, but also directly related to the Yangtze River Delta region, which is China's main production base of rare earth luminescent materials and major energy-saving lamps.
At the same time, the Yangtze River Delta LED phosphors rely on the original R&D technology of traditional energy-saving lamps, so they have inherent advantages in the development and production of LED phosphors.
The Pearl River Delta region: LED phosphors account for about 19% of the total, representing the company has Jiangmen Yuanda and so on.
Northern Region, Jiangxi Province, Jiangxi Province: LED phosphors accounted for 17% and 14% respectively. The northern region is an important production area for rare earths in China. Representative enterprises include rare earth and Nakamura. In recent years, the LED industry in Jiangxi Province has developed rapidly. Representative enterprises include Xiamen Kemingda.
Other regions: LED phosphor companies are relatively scattered, among which Sichuan Xinli Light Source is a rising star in the industry, and its unique long afterglow luminescent materials are consistently optimistic in the industry.
Yellow phosphor into the base point of the enterprise
The GLII report shows that the new LED phosphor companies basically use yellow powder as the starting point for cutting into the market. This is directly related to the relatively mature yellow phosphor manufacturing process, faster technology upgrade, easy to bypass patent restrictions, and maximum market demand.
The data shows that yellow phosphors accounted for the largest share of sales over the years, followed by orange phosphors, with green and red phosphors accounting for less than ever. There is a difference in the sales volume of various types of phosphors, which is mainly related to the proportion of phosphors in each color of LED white light package products.
As the market demand for the quality of LED white light sources continues to increase, the proportion of red phosphors and green phosphors will gradually increase in the future, but the overall proportion is still small.
The price drop is obvious
Before 2010, the price reduction of various types of LED phosphors in China was relatively stable, mainly because domestic LED phosphors were mainly imported, and domestic phosphors accounted for less. Since the second half of 2010, China's domestic phosphor production capacity has gradually been released, and in the downturn of the downstream packaging industry, lowering prices has become an important means for enterprises to seize the market.
According to GLII monitoring data, the price of domestic yellow LED phosphors dropped the most in 2011, and the price decline is expected to be stable in 2012. (See Figure 2)
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