LED supply and demand is expected to have a gold cross between the end of 14 and 15 years1

2014 is regarded as the year of LED industry transformation. LED supply and demand have the opportunity to have a golden cross between the end of 2014 and 2015. In MOCVD (Chemical Vapor Deposition Equipment) Veeco, whose market share is as high as 60, predicts that the price of LED bulbs will drop to 6 US dollars in 2015, which is the sweet point for detonating the price of residential lighting, and under the take-off of the lighting market, it is expected to digest thousands of MOCVD capacity. MOCVD equipment factory Veeco held a press conference yesterday. JefferyPina, senior marketing director, personally stood on the platform and was cautiously optimistic about the LED industry in 2014. He pointed out that the mainland will start the LED subsidy policy for backlights from 2011. resulting in oversupply of production capacity, but this year, the mainland subsidy peak has passed, it is estimated that by the end of 2014 ~ Benefiting from the take-off of commercial lighting in 2015, LED supply and demand will cross a key point. If residential lighting is followed up, the industrial growth will accelerate. JefferyPina believes that only 5 LEDs are currently used in the lighting market, and there is great room for growth in the future. It is estimated that in 2010 ~ In 2020, the annual compound growth rate of LED lighting was 35. Mobile phones use LED to digest 250 MOCVD production capacity, while LEDTV digests 1,500 MOCVD production capacity. However, the market is approaching saturation at present. Entering the LED lighting era, it is estimated that thousands of MOCVD production capacity will be digested. The industry believes that the first half of this year is still in the stage of MOCVD digestion capacity. Although the demand is optimistic, the last wave of production capacity under the strong subsidy policy of the mainland has LED to a serious oversupply, and LED manufacturers are still lingering. so far, the production plan is still cautious and conservative. It is a good thing for the industry to control production capacity. At present, the delivery period of equipment has been extended from less than 4 weeks to 4 ~ 6 weeks. As for residential lighting, JefferyPina also quoted data as saying that the price of LED bulbs was as high as US $50 in 2010. As the cost decreased and the price declined, it fell to US $13 in 2012 and is expected to fall to US $6 by 2015. 2020 is about $5, $5 ~ $6 is the sweet spot for residential lighting. Veeco's MOCVD market share is as high as 60. In the past, the impact of overcapacity LED to a decline in revenue. As the demand for LED lighting rises, it is a good opportunity for Veeco. JefferyPina expects that MOCVD, power components, MBE, EUV and other products are all turning points this year.