全球LED供应链市场展望

当前市场趋势：

一流品牌会定期评估零件供应商和製造合作伙伴，以最大程度提高品质，同时最大程度降低物料清单（BOM）和製造成本。第二采购和地理多样化是两种可以在不对成品进行大量投资的情况下加强供应链的策略。

前7名的LED品牌和13个二线品牌皆在中国製造。各家都有自己的大型工厂，顶级供应商对关键原料的购买力特别强，但他们不处理OOC或OOT。每个品牌都积极参与为其他品牌进行 OEM 和 ODM，或对这种可能性持开放态度。主要的担忧是，在国际市场（尤其是美洲和欧洲、中东和非洲地区）建立了强大的国际业务的顶级供应商将与这些供应商的品牌产品直接竞争。对于二线供应商来说，这种担忧不那么明显，因为他们大多数在中国和亚太地区以外的业务并不广泛。由于定价和差异化成本优势的降低，这些供应商的部分购买力和垂直整合的成本优势可能会丧失。

调查主题

本报告根据最近发生的世界事件和进行的国际贸易争论，深入探讨了全球 LED 供应链所面临的挑战和机会。它涵盖 LED 晶片、市场现状以及驱动器 IC、LED 控制器和电源等关键组件供应商，以探索当前的市场趋势。

由于不断变化的贸易政策有可能重塑该行业，许多 LED 品牌探索地域多元化和撤资策略。为了深入了解这一转变，本报告介绍了 36 家零件供应商、20 家中国 OEM/ODM 供应商和 15 家合约製造商。它还详细介绍了北美、欧洲和亚太地区其他国家积极生产 LED 的21 家公司。

目录

• 全面的PDF 报告
• 执行摘要
• 报告背景与研究方法
• LED显示器技术趋势
• 业务管理注意事项
• 供应链的策略考量
• 主要成分的趋势
• LED 晶片和封装 LED
• 驱动IC
• LED视讯墙控制系统
• 其他关键元件
• LED品牌製造商
• 国际市场上的LED 製造商
• 北美和南美的LED 製造商
• 中国以外的亚太地区 LED 製造商
• 欧洲、中东和非洲的LED 製造商
• LED 合约製造商

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