Top ten most valuable data of domestic LED industry

On December 30, 2016, the "2016 China Semiconductor Lighting Industry Development White Paper" (hereinafter referred to as the "White Paper") compiled by the National Semiconductor Lighting Engineering R & D and Industry Alliance Industry Research Institute (CSA Research) was released in Beijing. According to the White Paper, Xiao Bian has refined the top ten figures for 2016 for your reference only!

On December 30, 2016, the "2016 China Semiconductor Lighting Industry Development White Paper" (hereinafter referred to as the "White Paper") compiled by the National Semiconductor Lighting Engineering R & D and Industry Alliance Industry Research Institute (CSA Research) was released in Beijing. According to the White Paper, Xiao Bian has refined the top ten figures for 2016 for your reference only!
1. Overall output value of China's semiconductor lighting industry: 521.6 billion yuan
In 2016, the overall output value of China's semiconductor lighting industry reached 521.6 billion billion yuan, an increase of 22.8 percent over the same period in 2015. Although the average annual growth rate of 30% during the 12th five-year Plan period has declined, the growth rate is slightly higher than that of 21% in 2015.
Among them, the scale of upstream epitaxial chips was about 18.2 billion yuan, up 20% year-on-year; the scale of midstream packaging reached 74.8 billion yuan, up 21.5 percent year-on-year; and the scale of downstream applications was 428.6 billion yuan, up 23% year-on-year. LED general lighting is still the first driving force of the application market. In 2016, the output value reached 204 billion billion yuan, up 31.5 percent year-on-year, accounting for 47.6 percent of the overall application market from 45 percent in 2015. Due to the rapid rise of small-pitch LED display technology, display applications have ushered in a new wave of growth, with a scale of about 54.8 billion yuan, up 29% year-on-year, accounting for 12.8 of the overall application market.
2. Power white LED industrialization luminous efficiency: 160lm/W-176lm/W
The level of semiconductor lighting technology in China has been rapidly improved, and the gap with the international advanced level has been further narrowed. In 2016, the industrial luminous efficiency of power white LED in China will be 160lm/W (176lm/W from international manufacturers); The luminous efficiency of LED indoor lamps exceeds 90lm/W and that of outdoor lamps exceeds 110lm/W; The industrial luminous efficiency of power silicon-based LED chips with independent intellectual property rights is 150lm/W, and the luminous efficiency of silicon-based yellow LED(565nm) reaches 130lm/W, and the international leading level; deep ultraviolet LED technology has been further improved. The continuous output power of 280nm deep ultraviolet LED at room temperature exceeds 20mW, which is at the world's advanced level. White OLED luminous efficiency exceeds 120lm/W; The minimum distance between LED small-pitch display products for industrialization has reached 0.9mm(P0.9).
3. Total operating income of 26 LED listed companies in A shares: 45.1 billion yuan
According to the financial report of listed companies, in the first three quarters of 2016, the total operating income of 26 A- share listed companies whose main business is LED was 45.1 billion yuan, an increase of 33% over the same period in 2015. In the ranking of revenue growth of 28 first-class classification sectors in Shenwan, LED sector ranked second, second only to real estate, and far higher than the overall A- share average level. The total profit reached 5.9 billion yuan, up 25% year on year, revenue and profit growth both returned to their highs.
4. Gross profit margin of sales: 28.4 per cent
In the first three quarters of 2016, the overall profitability of LED listed companies improved slightly. Both sales gross profit margin and operating profit margin have rebounded. The sales profit gross profit margin of 26 LED listed companies was 28.4 (an increase of 0.4 percentage points from the same period last year), and the operating profit margin was 10.5 (an increase from the same period last year. 0.3 percentage points); corporate net interest rates were affected by tax adjustments (short-term impact of the VAT reform) and reduced subsidies, which fell by 0.5 percentage points from the previous year.
5. M & A integration transactions: 40
In 2016, there were 40 important mergers and acquisitions in the semiconductor lighting industry, of which the total amount of transactions disclosed exceeded 22 billion yuan. The direction of integration is not only vertical integration within the industry (37% of the transaction amount), but also "cross-border" integration of different industries (63% of the transaction amount), while overseas mergers and acquisitions are frequent (17% of the transaction amount).
6. The revenue of the top ten enterprises exceeds that of 2 billion yuan.
In 2016, the industrial concentration increased steadily. According to the financial report data of the first three quarters, the operating income of the top ten manufacturers in 2016 is expected to exceed 2 billion yuan, and 4-5 manufacturers will enter the 5 billion yuan club. Revenue The combined revenue of the top ten manufacturers accounted for 8% of the total output value, an increase of 0.8 percentage points from 7.2 in 2015.
7. Penetration rate of 42%
In 2016, the global accelerated elimination of incandescent lamps, LED has become the mainstream light source of lighting. China's domestic LED lighting products output of about 8 billion, an increase of 33%; domestic sales of about 3.8 billion, an increase of 35%. The domestic market penetration rate of LED lighting products (domestic sales volume of LED lighting products/total domestic sales volume of lighting products) reached 42%, up 10 percentage points from 2015.
8. The export amount is about US $10.5 billion.
The amount of lighting exports showed negative growth. After years of rapid growth, China's LED lighting products exports began to decline in 2016. In the first 11 months of 2016, China's cumulative export value of LED lighting products was nearly 9.4 billion US dollars, down 2.4 from the same period in 2015. It is estimated that the export amount for the whole year of 2016 will be about 10.5 billion US dollars.
The rate of decline in product prices has slowed. From the beginning of 2012 to the end of October 2016, the average export price of LED lighting products decreased by 87.6. From January to October 2016, the average export price of LED lighting products fell by more than 20%.
9, the Middle East market growth rate of 27%
The Middle East has become the new darling of the export region. From January to November 2016, the European Union, the United States, Japan, ASEAN countries, BRICS countries and the Middle East countries are the main markets for the export of LED lighting products in China, but the market is uneven and the growth is different. The growth rate of the U.S. market slowed down to 17%, and the market share expanded by 4 percentage points compared with the same period in 2015; the growth rate of the European Union was 23%; the market in the Middle East was rapidly emerging, with the highest growth rate of 27%, and the market share was 7%. An increase of 2 percentage points over the same period last year. At the same time, the Russian market has declined severely; the market share of the BRICS countries has shrunk to 6% from 7% in the same period in 2015; exports to Japan have fallen sharply, down 17% from the same period in 2015.
10. Annual electricity saving is about 140 billion degrees
China is the world's largest energy consumer. More than 70% of power generation is thermal power generation, and the power generation industry is an important source of carbon emissions. China's energy conservation and emission reduction needs are very urgent. According to statistics from the China Electricity Council, from January to November 2016, my country's power generation 5370.1 billion kWh, an increase of 4.2 percent year-on-year. Among them, thermal power generation is 3967.9 billion kWh, accounting for 73.9 percent of the country's total power generation; the electricity consumption of the whole society is 5384.7 billion kWh, an increase of 5.0 percent over the same period last year, resulting in 0.67 billion tons of carbon dioxide emissions. Among them, industrial electricity consumption accounts for 69.6 per cent of the electricity consumption of the whole society, and urban and rural residents account for 13.8 per cent of the electricity consumption of the whole society.
China's lighting electricity accounts for about 14% of the electricity consumption of the whole society. From January to November 2016, lighting electricity consumption was 742.5 billion kWh. In 2016, the market penetration rate of LED lighting products (based on domestic market sales) was 42%, and the annual power saving was about 140 billion degrees.