LED lighting a new round subsidies is expected to in the end of the launch

Recently, the LED industry expects a new round of home appliance energy-saving subsidy Q4 to be released in mainland China. Displaysearch estimates that the amount of TV involved is about 20- 3 billion yuan is expected to cover about 10 million large-size televisions, and major power plants in mainland China have also confirmed this statement. In addition, the promotion of high-efficiency lighting by financial subsidies in 2013 has been started, and the proportion of LED has greatly increased. The relevant bidding results are expected to be announced before the end of the year and become the catalyst for the LED sector. The industry is optimistic about the fourth quarter. The orders of Major LED companies in mainland China since September have been more than 7- In August, backlight LED enterprises have received a clear demand for stock from TV factories, while the demand for LED lighting has also remained steady and rising. In terms of Taiwan factories, manufacturers such as Dongbei and Lunda are more optimistic to judge that the fourth quarter revenue will have more than double-digit growth. The off-season of the fourth quarter is not a high probability event. In addition, due to the sluggish economy in the second half of last year, the single quarter of this year is expected to increase significantly. LED lighting will accelerate penetration. Philips, Kerui, Yiguang and other major brands have all introduced new LED bulb lamps with lower prices. On the premise of similar performance with the same brand, the price difference between LED bulbs and energy-saving lamps has narrowed to 1-2 times. In terms of market segmentation, commercial lighting will accelerate its popularization and expand to office and home in the next 2 years. International manufacturers generally expect that the penetration rate of LED lighting will reach more than 50 in 2015 (About 5 in 12 years) We believe that the rapid decline in prices will create more market demand, and the penetration rate is expected to increase beyond expectations.