Today, the upper, middle and lower reaches of the LED industry chain show different characteristics. Among them, the upstream chip manufacturers are becoming more and more clear, the production capacity of large factories continues to release, the product price drops, the profitability of enterprises declines, and small and medium-sized enterprises have a hard time; In addition, most chip enterprises build their own substrates.

Middle stream packaging devices continued to fall in price, gross profit margin fell, large factories continued to expand production, and the survival space of small and medium-sized enterprises was increasingly compressed. Due to the cost pressure and lean manufacturing requirements, packaging enterprises have a strong demand for automation, but there are still many difficulties to achieve. In addition, the automation of lighting production line is suitable for standard products of light sources, which is not "flexible" enough for niche and personalized products.

In the field of downstream general lighting, large factories started price war, the growth of alternative market slowed down, the market share of large lighting factories increased, and the differentiated development of small factories was the key; New display, outdoor landscape lighting, intelligent lighting, plant lighting, automotive lighting and other emerging markets are gaining popularity, but their problems are still obvious.

It can be said that the post LED lighting era has opened. When LED enters the stage of traditional manufacturing, LED lighting brands will face a major reshuffle in the next few years.