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

by:ALLTOP      2019-12-19
After a round of cruel baptism, the LED industry boom in 2014 surpassed that of last year and was born. 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%. US $7. 5 billion up 36. 6, packaged LED revenue will reach 48. US $1. 2 billion up 14. 8. The agency expects China's share of general lighting in all applications to increase from 49. 2014 in 2013. 1 to 51. 6. The production capacity of LED industry is moving towards 'tight balance', and the development situation of industrial chain reflects the future 3 ~ LED lighting will be popularized on a large scale in 5 years, the production capacity of the industry will move from a small surplus to a tight balance, and the price will stabilize, thus realizing a real LED lighting revolution. Since second quarter of 2013, the demand of downstream LED lighting market has exceeded the expected scale, directly driving the release and utilization rate of midstream device packages, 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 units by the end of 2013, the 37 MOCVD equipments in Wuhan base are basically kept in full-load production status, and since the 32 equipments of Huacan Suzhou company are 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 a process of 'investment boom' and 'overcapacity' until 2013, when it gradually recovered. It is understood that the utilization rate of LED production 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 have accelerated their production expansion is that they have only two or three years to seize market share, and everyone hopes to increase market share by expanding production capacity. However, LED lighting will undoubtedly be a part of the whole LED industry chain in 2013. Both Philips, Osram and listed companies involved in LED lighting in China will hand over beautiful report cards. At the same time, in the first two months of 2014, sales of LED lighting products in some enterprises surged year-on-year, showing the characteristics of the off-season. Domestic LED giant early by spring breeze layout 2014 with the this round LED Lighting Market heating domestic of LED the company has also made inroads. Hongli Optoelectronics's net profit increased by nearly 20% last year. The company said that the good demand in the 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 realized operating income of 1. 0. 2 billion yuan, up year on year. 91. Gross profit margin of LED lighting products 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 stepped up the development of LED lighting, a corresponding increase in sales and profits has been achieved. Xiamen Cinda company won the top spot in the spring of 2014, and its application for private placement was approved by the CSRC. However, in order to expand, some companies do not hesitate to sacrifice short-term profit margins and lay out the long-term situation. For example, qinshang Optronics's net profit declined last year because the company vigorously laid out its channel network in 2013 and increased its advertising investment, resulting in an increase in costs.
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