LED lighting industry continues to improve

In the first half of 2014, the domestic LED Lighting Market opened rapidly and kept in line with the international trend, and the prosperity of the industry continued to improve. Driven by the strong demand in the downstream lighting market, the LED upstream chip industry has achieved rapid growth. In the first half of the year, the overall performance of LED chip companies was good, and the new trend shown by the chip side was even more remarkable. Full production capacity and good performance to the stock market is like a mirror, and subtle fluctuations will reflect the development status of enterprises and industries. The LED chip market is no exception. In the first half of the year, the stock markets of listed chip companies have been all the way. Recently, LED chip listed companies Sanan Optoelectronics, Huacan optoelectronics and Qianzhao Optoelectronics respectively released performance forecasts for the first half of 2014, with Sanan and Huacan respectively increasing by 185 and-215, Qianzhao will drop 5-25. Sanan Optoelectronics said that with the penetration of LED lighting, LED demand is strong and has not slowed down so far. During the reporting period, the company's production capacity has further improved and its profitability has continued to improve. The Huacan Optoelectronics Announcement, which has a large increase in earnings, said that since the second half of last year, the demand for LED chip market has continued to grow, the price decline of products is basically reasonable, and profitability has rebounded significantly. LED chip enterprises in Taiwan, represented by Jingyuan, Changyuan, New Century, Dingyuan and Taigu, have different revenue performance in 2013. However, with the change of Jingyuan optoelectronics with wind vane significance from deficit to surplus, the overall trend of the industry is obvious. It is understood that international companies such as Philips Lumileds and Osram have also achieved higher growth in chip performance. Zhou Xuejun, marketing director of Philips Lumileds Lighting Asia, said that since the chip business involves many segments, it has been added to four agents since last year, using their own channels to expand market segments, compared with last year, there has been double-digit growth, and the company's overall orders have achieved steady growth, and more orders will be seen in the second half of the year. In the third quarter of 2014, most enterprises had full production capacity, showing a state of not being weak in the off-season. In the second quarter, MOCVD, the main production equipment of enterprises, will probably be in full production and the revenue performance will also challenge a new high. It is expected that the output scale of the entire chip market will continue to grow rapidly after 2014. The price of LED chip factories has declined. In the first half of the year, the performance of LED chip manufacturers has been very popular. The chip market is extremely hot, and the full capacity seems to be unable to meet the needs of the downstream market. Furthermore, some chip manufacturers can't wait to balance the supply and demand relationship by expanding production capacity, and also hope to further seize market share. Among them, Sanan Optoelectronics added 10 billion yuan to hit the top of the production capacity, invested in the construction of LED blue and green extension, and the total scale of the industrialization project of chip research and development and manufacturing was 200 MOCVD (Based on 2 inch 54 pieces). Huacan Optoelectronics announced on April 18, proposed 11. 0. 8 billion yuan will be invested to build LED Phase III project to expand epitaxial wafer production capacity; Aoyang Shunchang announced on June 18 that it plans to invest 1 billion yuan to build LED epitaxial wafer and chip industrialization projects (Phase II); The monthly capacity of LED chips at the end of xinhaiyi is expected to reach 90 thousand pieces; Dehao Runda is building Bengbu and Yangzhou bases, and the capacity of new LED chips will be three times that of the current ones; Qianzhao Optoelectronics announced on July 24 that it has received government subsidies and plans to invest 5 billion yuan to build LED blue-green epitaxial wafers, chips and lighting industry projects.