从LED上游看,集中度加速提升,形成较高行业壁垒,扼制无序产能扩张;同时下游应用创新驱动产业链发展。从目前情况看,LED照明加速渗透,LED照明智能化、网络化推动小间距显示市场加速爆发,成为新一轮LED行业增长的主要驱动力。据机构测算,到2017年年底,LED芯片有效产能约8328万片, From the upper reaches of the LED, the concentration is accelerating, creating higher barriers to trade and curbing the expansion of disorganized production capacity. At the same time, downstream application innovation drives the development of the industrial chain. From the current situation, accelerated penetration of LED lighting, intelligent LED lighting, networking to promote small-spaced display market to accelerate the outbreak of a new round of LED industry growth is the main driving force. According to the agency’s calculations, by the end of 2017, the effective LED chip production capacity of about 83.28 million,