全球LED供應鏈市場展望

當前市場趨勢：

一流品牌會定期評估零件供應商和製造合作夥伴，以最大程度提高品質，同時最大程度降低物料清單（BOM）和製造成本。第二採購和地理多樣化是兩種可以在不對成品進行大量投資的情況下加強供應鏈的策略。

前7名的LED品牌和13個二線品牌皆在中國製造。各家都有自己的大型工廠，頂級供應商對關鍵原料的購買力特別強，但他們不處理OOC或OOT。每個品牌都積極參與為其他品牌進行 OEM 和 ODM，或對這種可能性持開放態度。主要的擔憂是，在國際市場（尤其是美洲和歐洲、中東和非洲地區）建立了強大的國際業務的頂級供應商將與這些供應商的品牌產品直接競爭。對於二線供應商來說，這種擔憂不那麼明顯，因為他們大多數在中國和亞太地區以外的業務並不廣泛。由於定價和差異化成本優勢的降低，這些供應商的部分購買力和垂直整合的成本優勢可能會喪失。

調查主題

本報告根據最近發生的世界事件和進行的國際貿易爭論，深入探討了全球 LED 供應鏈所面臨的挑戰和機會。它涵蓋 LED 晶片、市場現狀以及驅動器 IC、LED 控制器和電源等關鍵組件供應商，以探索當前的市場趨勢。

由於不斷變化的貿易政策有可能重塑該行業，許多 LED 品牌探索地域多元化和撤資策略。為了深入了解這一轉變，本報告介紹了 36 家零件供應商、20 家中國 OEM/ODM 供應商和 15 家合約製造商。它還詳細介紹了北美、歐洲和亞太地區其他國家積極生產 LED 的21 家公司。

目錄

• 全面的PDF 報告
• 執行摘要
• 報告背景與研究方法
• LED顯示器技術趨勢
• 業務管理注意事項
• 供應鏈的策略考量
• 主要成分的趨勢
• LED 晶片和封裝 LED
• 驅動IC
• LED視訊牆控制系統
• 其他關鍵元件
• LED品牌製造商
• 國際市場上的LED 製造商
• 北美和南美的LED 製造商
• 中國以外的亞太地區 LED 製造商
• 歐洲、中東和非洲的LED 製造商
• LED 合約製造商

In light of recent global events and the ongoing discussions around international trade, this comprehensive report dives into the challenges and opportunities surrounding the global LED supply chain. Exploring the current market landscape, key component suppliers for LED chiplets, packaged LEDs, driver ICs, LED controllers, and power supplies.

With evolving trade policies bearing the potential to reshape the industry, many LED brands are exploring strategies for geographic diversification and divestiture. This report provides insights into these shifts, profiling 36 component providers, 20 China-based branded OEM/ODM vendors, and 15 contract manufacturers. Additionally, it details 21 companies actively manufacturing LEDs in North America, Europe, and the Rest of APAC (RoAPAC).

Current market trends:

Best in class brands routinely evaluate component vendors and manufacturing partners to maximise quality while minimising bill of material (BOM) and production costs. Second sourcing and geographical diversity are two strategies to harden supply chains without incurring significant finished goods investments.

Seven of the top tier LED brands as well as thirteen second tier brands all manufacture in mainland China. Each has large factories and the top tier vendors have especially strong buying power for key ingredients but do not support OOC or OOT objectives. Each is actively OEMing or ODMing for other brands or open to the possibility. A primary concern is directly competing with these vendors' branded offerings head-to-head in international markets, especially the top tier that have established strong international businesses in Americas and EMEA. The concern is less with second tier as most have not expanded significantly outside of China and APAC. A portion of the buying power and vertical integration cost benefit of these vendors can be lost due to price of differentiation and reduced cost advantage.

Areas Explored:

Did you Know?

Futuresource has been regularly tracking, researching and consulting on the LED market since 2013, as part of its professional display technology portfolio.

Any enterprise operating within the LED display market and adjacent industries will benefit from this report, particularly:

• Manufacturers and their suppliers
• Resellers and VARs
• Intermediaries and supply chain
• Market strategists, marketing and sales professionals
• Investors

Table of Contents

• Comprehensive PDF report
• Executive summary
• Report Background and Methodology
• LED Display Technology Trends
• Business Management Considerations
• Supply Chain Strategic Considerations
• Key Component Trends
• LED Chiplets and Packaged LEDs
• Driver ICs
• LED Video Wall Control Systems
• Other Key Components
• LED Branded Manufacturers
• LED Manufacturers in International Markets
• LED Manufacturers in Americas
• LED Manufacturers in APAC Outside China (RoAPAC)
• LED Manufacturers in EMEA
• LED Contract Manufacturers