LED production capacity is moving towards tight balance, domestic giants take the opportunity to layout

After a round of cruel baptism, the prosperity of the LED industry in 2014 has surpassed that of last year. According to IHS's new data, this year will be an optimistic year for China's LED market, with LED chip revenue reaching 14. 5%. 7. 5 billion US dollars increased by 36. 6, packaging LED revenue will reach 48. 1. 2 billion US dollars increased by 14. 8. The agency expects China's general lighting share in all applications in 2014 to increase from 49. In 2013. 1 to 51. 6. The capacity of LED industry is moving towards 'tight balance', and the development situation of industrial chain reflects the future 3 ~ In the past five years, LED lighting will be popularized on a large scale. The industry's production capacity will move from a small surplus to a tight balance, and the price will stabilize. The real LED lighting revolution will be realized. Since second quarter of 2013, the downstream LED lighting market demand has exceeded the expected scale, directly driving the midstream device packaging and the production capacity release and utilization rate of upstream chips and epitaxial wafers. the trend of LED prosperity is further established. In the field of upstream LED chips, according to Mr. Bian Difei, vice president of Huacan Optoelectronics, the demand in the downstream market is relatively strong at present, and the number of MOCVD in the company has increased to 71 by the end of 2013. the 37 MOCVD equipment in Wuhan base is basically maintained at full load production, and since the 32 equipment of Huacan Suzhou company is still in the commissioning stage, the real contribution is estimated to be in the late first quarter of 14 years. For the packaging field, since 2010, the LED industry has experienced the process of 'investment fever' and 'overcapacity' until 2013 and 'recovery'. It is understood that the utilization rate of LED capacity reached more than 80% last year. Gong Weibin, chairman of Ruifeng Optoelectronics, has his own views on the new round of capacity expansion. He pointed out that the reason why LED packaging manufacturers in mainland China accelerated their expansion is because they have only two or three years to seize market share. Everyone hopes to increase market share by expanding production capacity. However, LED lighting was undoubtedly a part of the whole LED industry chain in 2013. Philips, Osram and listed companies involved in LED lighting in China all handed over beautiful transcripts. At the same time, in the first two months of 2014, the sales of LED lighting products in some enterprises surged year-on-year, showing the characteristics of the off-season. The domestic LED Giants took advantage of the spring breeze early, and the layout 2014 with this round of LED lighting market warming up, domestic LED companies have also made great gains. Hongli Optoelectronics's net profit increased by nearly 20% last year. The company said that the good demand for LED lighting market effectively released the company's production capacity and its main business maintained steady growth. At the same time, the performance of the LED lighting project undertaken has gradually appeared, which has had a positive impact on the operating performance. De hao run da watch 2014 recent announcement said 2014 of overall sales income is expected to will than 2013 of growth about 50 which LED business of sales income is expected to will than 2013 of growth about 100 the amount is about 3 billion yuan. The main reason for the growth of LED business is that the market demand for LED general lighting is expected to grow better in 2014. Some middle and upstream enterprises have also begun to extend to the downstream lighting field. Wanrun technology, which is engaged in LED packaging business, has entered the downstream lighting field since the second quarter of last year. The 2013 annual report recently released by the company shows that the company's LED lighting products have achieved operating income of 1. 0. 2 billion yuan, a year-on-year increase of 28. 91, LED lighting products gross profit margin reached 43. 34. Packaging manufacturer Ruifeng Optoelectronics also saw the opportunity of LED lighting. The company said that on the basis of stabilizing the led LCD TV market, it has intensified the development of LED lighting. a corresponding increase in sales and profits has been achieved. Xiamen Cinda company won the first place in the spring of 2014, and its application for private placement was approved by the CSRC. However, in order to expand, some companies will not hesitate to sacrifice short-term profit margins and lay out Long-term. For example, the net profit of qinshang Optoelectronics declined last year because the company vigorously laid the channel network in 2013 and increased advertising investment, resulting in increased costs.