LED lighting market picks up next year, chip supply and demand will be tight1

Apple will hold a press conference on October 22, may release ipad5 and ipadmini2, the current strong demand for 5S, the industry is expected, Apple has raised production. The capacity utilization rate of Lighting LED manufacturers has begun to increase, and LED industry research institutions expect lighting output value to increase by nearly 50% year on year next year. Overall, the overall chip supply and demand will likely be in a state of tension next year. Information points, Apple will hold a press conference on October 22 local time in the United States. Apple officially issued an invitation to announce that it will hold a new product launch on October 22, local time in the United States. The main characters of this launch are probably the long-rumored iPad5 and iPadmini2. It is expected that the new ipad5 will be reduced by about 20 in weight and thickness compared with the old model, and the camera will be upgraded to 8 million pixels with 64-bit A7X processor. Ipadmini2 will use retinal display technology. At the same time, NPDDisplaySearch reported that Apple has cut 5c production by 35 and 5S production by 75. Taiwan's LED manufacturers' fourth-quarter revenue is expected to be the same as the third quarter. In September, the operating income of Taiwan's listed on-board chips and packaging factories increased by 9. 5% compared with August. 6 and 34. 1. There has been some differentiation among manufacturers. Backlight manufacturers did not perform well due to the weak TV market, but manufacturers such as Lite-On, which is dominated by lighting, performed better. Looking forward to the lighting market next year, LED research institutions expect the output value of the LED lighting market to be 35. 3 billion US dollars, up from 2013. 8. LED lighting penetration rate will also increase to 32 in 2014. 7/. Shipments of large-size panels decreased slightly in September. According to WitsView's investigation report on the shipment of large-size panels in September, the total shipment of large-size panels in September was 69. 18 million pieces, a decrease of 1. 3. In September 4, the shipment of k TV panels increased by 39 last month, reaching 530 thousand pieces per month. Witsview expects the overall shipment of large-size panels to increase by 1-month on month in October. 2. Industry View: Apple will release a new generation of ipad5 and ipadmini2 at the press conference. It is expected that the new product is superior to the previous generation in weight and thickness. Relevant supply chain companies will benefit from the listing of new products. The lighting demand in the LED industry chain has increased recently, which is reflected in the high capacity utilization rate of chip manufacturers. LEDinside expects the output value of LED lighting to increase by 47. 5% in the coming year. 8. To support these demands, a new MOCVD machine capacity of 250 units will be required. Judging from the current survey data, the order volume of major MOCVD manufacturers is still far lower than this data, and the overall supply and demand of LED chips will be in a relatively tight state next year.