LED lighting industry continues to warm up

The continuous growth of lighting demand has driven the LED industry to enter a one-way upward channel in 2013. With the further restriction of the use of incandescent lamps and the decline in the price of LED lighting products, LED lighting has ushered in an opportunity for rapid development. Recently, the average yield rate of leading wafer manufacturers is almost full, of which the yield rate of four yuan high-brightness LED is 100, and the yield rate of blue LED is over 90. The production line will work overtime, the scene of overtime work in the off-season has once again reappeared in 2009 and 2010. Based on the data of major manufacturers and research institutions, it is estimated that the shipment scale of LED lighting will increase by more than 100, and relevant companies are also expected to obtain more than expected returns. The industry's prosperity continued to warm up. This round of market conditions turned better at the end of last year. The revenue of LED enterprises in Taiwan, China, has always been an indicator of the prosperity of the LED industry. Although December is the off-season in the traditional sense, the chip revenue in the LED industry chain increased by year on year in last December, and the overall package revenue was, the revenue of major companies such as Yiguang, Lunda and Jingdian has been gratifying. Among the packaging manufacturers, Yiguang's revenue in December was 22. NT $0. 6 billion, up year-on-year, while Lunda Electronics benefited from the recovery of notebook computer orders, the increase in demand for flash lamps and TV backlights from Korean mobile phone manufacturers, with a revenue of in December. NT $9. 7 billion, down 5 from November. 84, the year-on-year growth rate reached 55. Among the big chip manufacturers, Jingdian's revenue reached 20. In December. 4. 7 billion New Taiwan dollars, slightly down 1. 36, year-on-year growth reached 78. 8. Benefiting from orders for lighting and backlights, Yiguang expects shipments to continue to grow in the first quarter of this year. Leading manufacturers crystal said last year 4th season, this year 1st season of order visibility than expected good many Crystal 1st season four high brightness LED epitaxial process has full obvious is better than previous years 60 ~ 70 level and Blueray LED Jia dynamic rate also more than 90 even new year also will work overtime crashing the whole 1st season can be maintain full event boom visibility is expected is preferred. Judging from the recent technological development trend, the rapid progress of LED lighting technology has further reduced the production cost, which is expected to attract more ordinary consumers. It is understood that the light efficiency of LED lighting products can reach more than 200lm/w. At the same time, the selling price of terminal lighting products in the market has continued to decline. The products of Osram, Kerui and other companies have all been reduced to around US $10, while the price of energy-saving lamps of the same brand is about US $5, considering the great difference in service life, the actual use cost of LED lamps is cheaper than that of ordinary energy-saving lamps. Due to the lower price of LED chips, manufacturers that were originally based on display chips have also increased their investment in lighting. Huacan Optoelectronics said that the proportion of revenue of LED lighting chips is gradually increasing; Shilan Mingxin also said that the newly put-into-production machine will also be used to produce lighting chips. Lamp manufacturers take the lead in benefiting. Judging from the division of LED industry chain, it mainly includes LED raw materials (MO source, luminescent materials, etc) , LED chips, LED packaging and LED lamps and lanterns and other four major sectors, from the perspective of benefits, the first benefit is the downstream lamp manufacturers with channel advantages. The second is LED chip and packaging. With the growth of demand scale, the capacity utilization rate has increased rapidly, and the price of LED raw materials has also been boosted to a certain extent. From the perspective of functional division, it is mainly divided into LED lighting and LED backlight. The industry is more optimistic about the development of LED lighting. The recent situation of Ruifeng Optoelectronics also verified this judgment. The company's management said that on the basis of stabilizing the led LCD TV market, the company has stepped up its efforts in the field of LED lighting and achieved corresponding growth in sales and profits. Analysts said that from the perspective of growth, since the penetration rate of LED backlight in panels and intelligent terminals has exceeded 90, the growth of backlight scale in the future will mainly come from natural growth, the growth of LED lighting will usher in the double click of Davis brought about by permeability and natural growth. In fact, the capacity utilization rate of manufacturers based on lighting chips is rapidly increasing. China's Dehao Runda LED chip revenue in 2012 was only 35. Five million dollars, 2013 has reached 56. $5 million, up more than 50%; Yuanrong Optoelectronics's revenue in 2013 has doubled; The capacity utilization rate of Sanan Optoelectronics, Tongfang optoelectronics and Hualei Optoelectronics has also remained at a high level. It is expected that this kind of rapid growth will continue in 2014. At present, major international manufacturers have reached a consensus that LED lighting demand will enter an outbreak period in 2014 and LED lighting will be fully rolled out.