What is the situation of LED in 2015?1

This year is still the year of lighting. LED packaging factory mulinsen was listed on February 17. At present, the market value of land LED factory ranks second, second only to Sanan Optoelectronics. General manager of mulinsen Wang Jie said that the monthly production capacity of lamps will exceed 10 million this year. the bulb lamp broke through 15 million. Wang Jie emphasized that although the price of the company is cheaper than that of other factories, it is still profitable, mainly because the company's lamps and lanterns 100 self-made, including aluminum shells, etc. , only the chips are purchased from the Taiwan factory Jingdian, and currently it should be a big customer of Jingdian. jingdian Xiamen factory supplies up to 98 chips. Wang Jie said that the lighting market is very good this year. The company provides consumers with reasonable prices in the process of cost reduction. The price is 40 ~ lower than that of international brands. 50, 20 ~ lower than Taiwan factory 30, but the company can still maintain 25 ~ Gross profit margin of 35. At present, the monthly production capacity of the package is 26 billion, the monthly production capacity of the lamp is 8 million, and the bulb lamp is 12 million. The visibility of the company's current orders has been seen in August. This year is still a good year for lighting. In addition to its own brands, mulinsen helps international factories and Taiwan factories to contract, such as Tsann Kun LED lights, which are manufactured by mulinsen. at present, China's operating market accounts for 80% of revenue, and the proportion of overseas markets is 20. Wang Jie said that orders at home and abroad are quite hot. On 2015, it attacked emerging markets. The listed company Yiguang also participated in the LED lighting exhibition on the 25th. Wu Yizou, deputy general manager of Yiguang solid-state lighting, said that this year will increase the project revenue, including office LED lighting replacement. Lighting Demand in emerging markets is expected to grow rapidly this year. The company attacked the market channel three years ago. This year, it is expected to grow with the demand of emerging countries. Although mainland factories are rushing in, however, it will distance itself from the WOFI brand with differentiated products. Ye Yufu, chairman of Yiguang, said earlier that the LED bulb and lamp market belongs to the Red Sea competition. The price is low, the profit is poor, and the technical threshold is low. Together with the competitors, as long as there is a stock, it is easy to have a loss of inventory price. Therefore, as a lighting brand, Yiguang will gradually shift its focus from the bulb and lamp market to the Blue Ocean market with higher prices, such as lamps and smart lighting. Xu Xichuan, associate of Yiguang solid state lighting overseas business office, said that Yiguang is not only strong in Taiwan and the mainland market, but also actively exploring emerging countries with the Everlight brand, including Southeast Asia and the Middle East. In addition, Yiguang was originally marketed by the German lighting factory Wofi brand in Europe, and the Zenaro brand in the United States. He said that the demand for professional fields such as factory lighting and commercial lighting in emerging markets is not small. The unit price of such products is high, and the marketing cost is lower than that of general lighting, which is more favorable for brand growth. LED volume increase and price decline depressed profit-making lighting demand strong momentum listed company Jingdian chairman Li Bingjie said that the current backlight orders are slightly slower than in previous years, it is estimated that backlight orders will rise slowly in April, and then lighting orders will return. On the 25th, the stock price of Jingdian fell by 2. 2 yuan new Taiwan dollar, Yiguang once fell. Li Bingjie said that the pressure on LED prices continued this year, but the market will stimulate sales under the price decline. It is estimated that this year's backlight output value is expected to be in line with last year. With the enlargement of TV size and the increase of 4K2K permeability, the output value of backlight maintains a peak. The growth of the lighting market is expected to double. Last year, LED lighting sales were about 9 ~ 1. 2 billion, this year's sales can be increased to 20 ~ With 2. 5 billion LED lighting, the annual growth rate of LED lighting sales is more accelerated than last year. Li Bingjie pointed out that due to the rise of the land factory, the packaging and lamps at the back end have gradually emerged, so the upstream chip end has gradually generated pressure, which has a great impact on the terminal price. causing market price competition. However, due to the decline in terminal prices, the lighting market has grown in size this year. It is estimated that this year's LED bulbs will have a $5 Factory shipment, which is a rapid drop from last year's $8. less than $6 for energy-saving lamps, resulting in an alternative effect. Li Bingjie said that it is expected that LED factories will still face great pressure on terminal prices this year. The gross profit of manufacturers will be compressed and the gross profit will be maintained by process and product improvement. Jingdian will not purchase new machines this year, but will adjust the existing machines to increase output, and maintain operational profitability by reducing the chip by 70 and maintaining brightness. LED lighting demand has a strong growth momentum this year under the active subsidies of various governments, of which government support subsidies are growth momentum. Li Bingjie said that this year, including the Indian and Egyptian governments, they are actively subsidizing LED lighting replacement to reduce electricity consumption. The Indian government is expected to allocate 2 LED lights to each family, with a total demand of 0. 1 billion. LED lighting is growing rapidly under the government's promotion. Li Bingjie said that LED epitaxial wafers have been developing towards 6-inch, but at present, the industry generally encounters bottlenecks in the 6-inch process, and the cost is still dominated by the 4-inch mature technology. After the adjustment of the machine this year, it is estimated that the large production capacity can be increased by 50, and the mode of cutting the chip with process technology will promote the gross profit margin this year to remain stable under the price.