第1页共36页编号:时间:2021年x月x日书山有路勤为径,学海无涯苦作舟页码:第1页共36页LED行业基本面分析目录一,总结..........................................................................................................................................21.1行业演进............................................................................................................................21.2产业链分解........................................................................................................................21.3竞争力分析........................................................................................................................21.3.1行业壁垒.................................................................................................................21.3.2议价能力.................................................................................................................31.3.3同业竞争.................................................................................................................31.3.4替代威胁.................................................................................................................31.4领导企业............................................................................................................................41.5下游需求............................................................................................................................41.5.1产值预测.................................................................................................................41.5.2重点需求.................................................................................................................51.6发展趋势............................................................................................................................51.7投资建议............................................................................................................................5二,行业概况..................................................................................................................................62.1技术发展............................................................................................................................62.2白光LED基本情况...........................................................................................................72.3产业链................................................................................................................................82.4竞争格局............................................................................................................................9三,LED制造产业........................................................................................................................123.1材料制备行业..................................................................................................................123.2设备制造行业..................................................................................................................133.3外延片芯片制造行业.......................................................................................................143.3.1基本情况...............................................................................................................143.3.2大陆市场..............................