LED supply chain benefits lighting market development momentum is gratifying1

As the demand for LED lighting increases, the proportion of LED factory revenue is expected to increase significantly, and related stocks will also respond to the boom next year in advance, and the performance will improve. Let the upstream Sapphire be in short supply, the packaging factory's own brand bulbs are selling well at the same time, and the equipment factory resumes orders under the clear demand. The LED supply chain is benefiting from the booming lighting market, and the performance and stock price are rising. The LED supply chain is benefiting from gratifying sales in the lighting market. According to the new bulb retail survey, the average retail price of LED bulbs replacing 40 Watts fell by 2. 5% in November 2013. 7, up to 15. 4 US dollars, mainland China double eleven promotion, the price fell sharply by 20. 6, replacing the 60-watt LED bulb fell by 0. 7, up to 21. Five dollars. At the end of the year, the discount season will further push up the sales of LED bulbs. In 2014, the annual growth rate of LED bulb lamps will reach 86. 5%. Optimistic about the demand for LED lighting next year, Taiwan's epitaxial Crystal leading Crystal first started to expand production, and this month spent 15. NT $8. 8 billion (The same below) , Expand the production capacity of Xiamen and Shandong, and the crystal power large sapphire substrate supplier Zhaoyuan, also due to patterned sapphire (PSS) In short supply, he also went to Shandong to expand production, followed the customer's footsteps to start the capacity expansion plan of Taiwan and the mainland, and rushed to supply before the peak season of the industry next year. it is also planned to expand production in Xiamen and Changzhou plants. Not only has the crystal power supply chain benefited, but it has won the shares of San'an Optoelectronics in the mainland. Since the beginning of this year, the production capacity has continued to increase. At the end of the year, the monthly production capacity has reached 320 thousand pieces, compared with 250 thousand pieces at the beginning of the year. it is expected that the LED market will be prosperous next year, which will increase the capacity utilization rate of the next year by 90, and strive to turn to the peak season next year. Analyst Wang Ting said that although the annual price reduction promotion of lighting manufacturers is a short-term behavior, it has a driving effect on improving consumers' acceptance of LED lighting and product market share. As the demand for LED lighting increases, the proportion of lighting revenue of LED factories is expected to increase significantly, and relevant stocks will also reflect the prosperity of next year in advance, with 100 million lights taking 67. 5 yuan hit a new high since March 2012.