LED development has been toward technical specialization, brand strategy, production mechanization. According to various enterprises in the performance report brings good news, given the current lifeless LED lighting industry ushered in the returning spring.
According to the research report was, in 2013 packaged LED revenues of $ 14.4 billion, in 2018 the market is expected to reach $ 25.9 billion. The general lighting market is growing more rapidly. LED light source will be the new 2013, only the market's revenue reached $ 4.8 billion, and is expected in 2018 will reach $ 12.2 billion. Revenue growth in these two markets will experience falling selling prices, while the next five years will be the mature semiconductor lighting exciting time.
LED business news story again and again
Taiwan LED makers in June revenues basic baked, first disclosed in June Lunda revenue 1.36 billion yuan, a record high, Epistar, Everlight two leading is to achieve a growth of more than 30% year on year, both record-breaking, 尤其晶 electric revenues for the fourth consecutive month hit a new high in the second quarter consolidated revenue reached 8.126 billion yuan, a substantial growth compared to the previous quarter to 30.2%, the highest single-quarter revenue record high. LED chip industry, packaging grew over ten months, the industry boom highlights.
Taiwan LED makers June revenue performance continued the rapid growth brisk this month a few months before, in which capacity Lunda season continued full. Fundamentals, driven by Ronda stock hit a new high of nearly three months, leading LED groups rose across. Epistar capacity has also been loaded, and Formosa Epitaxy after the merger, is expected to help further expand its leading foundry. Everlight strong performance in June, mainly because of increased white LED orders, coupled with the recent positive ambition to enter the car show with LED supply chain, the third quarter will be better than expected second quarter. In addition, the size of the top two makers Epistar and Everlight year growth rate also remains among the top, the two plants are expected to gradually increase the proportion of revenues, in the emphasis on capital investment in LED industry, industry concentration is expected to further increase by the constant formation of large trend!
LED industry rebound
The industry believes that 2014 - 2016 is the golden period of development of global LED lighting penetration rate improved from 20% to about 45%, is a rare and rapid growth, the industry is relatively high uncertainty. 2013 LED lamp sales reached 770 million in 2015, 2.2 billion in 2016, compared with 3 billion. Which the 2013-2016 compound annual growth rate as high as 56%. Recent LED Plate consecutive correction, investors will inevitably cast doubt on the investment prospects of the industry, the industry boom will continue downward suspicion. According to the report, but noted that in the past the main source LED cyclical sectors because of seasonal fluctuations backlight market, and from the beginning of this year, the source of the industry boom is already up general lighting market. By the upstream chip technology to enhance the impact of the rapid decline and prices, the price gap between LED lighting and traditional lighting products are gradually narrowing between the upstream and downstream LED lighting products cost advantage has emerged. With the future of LED lighting penetration continues to improve, the industry boom upward solid support.
LED industrial subsidy policies in contrast
Energy-saving lamps subsidy policy in 2008 will be completed by the end of this year onwards, the current NDRC, the Ministry of Finance and other departments are studying policy financial subsidies to promote LED lighting products, and efforts will be in the form of subsidies to promote energy-saving lamps, based on the combination of the characteristics of LED lights be adjusted accordingly.
In recent years, carbon emission constraints tight. Country in 2011 to phase out incandescent released roadmap shows from October 1 this year, banned the import and sale of 60 watts and above ordinary incandescent lighting. With the roadmap midterm evaluation time, the speed will further accelerate the phase-out. A listed company executives LED zhengbao reporters that last year the country's total lighting market 260 billion, nearly 80 percent share of all energy saving lamps, LED according to a 2015 market share of 20% -30% of the data is calculated, LED huge potential.
As the home lighting more consideration to the initial purchase cost, compared to the current LED and energy-saving lamps are still gaps, the future introduction of subsidies will greatly accelerate the LED lighting comprehensive alternative to traditional lighting. Since the energy-saving lamps contain mercury, a larger environmental concerns, there are many local governments have eliminated subsidies for energy-saving lamps, LED cost and environmental effects of the future will be gradually reflected.
LED industry investment and perhaps a chance
At present, although a large number of end consumers still purchase traditional lighting products, but dealers have started to decrease significantly the proportion of traditional procurement sources. From the production point of view, estimating the mainland lighting LED lighting market in the first half accounted for 25% to 30%, while the second half will be 35 to 40 percent probability range is large, quarter by quarter, significantly higher than the upgrade ring trends. Thus, three quarters of lighting materials were flat overall revenue, while the LED penetration rate rising quarter by quarter, LED lighting three quarters of the total is still sequential growth, and growth in the fourth quarter or further improved.
Under the strong demand for LCD TV backlight and lighting fast-growing market, driven each year in Taiwan LED production plant capacity utilization, showed a full load, Ronda and other manufacturers are expected in the third quarter the economy prosperous. In addition, three safety optoelectronics, Chau Ming Technology LED manufacturers such as Continental interim results to predict better than market expectations, industry valuation push up.
LED continent's development, maintaining the LED industry "recommended" rating, recommendation Liard, the sun lighting, Hongli Opto-electronic, Sanan Optoelectronics. Liard small pitch LED DLP TV replacement trends established in the second half of the room a large TV worth the wait; sun lighting rely on locking customers and other world-class customers continue to expand rapidly expanding LED scale, and a stable level of profitability; Honglitronic the in the next few years, LED general lighting and automotive lighting will have better prospects for development; position Sanan Optoelectronics domestic chip leader gradually established, will benefit from the bigger competition.
Nanjing DingYing Electronics Technology Co., Ltd.