Where are the highlights of the lighting industry in 2015?

Where are the highlights of the lighting industry? Although this policy in mainland China will bring positive benefits to the development of the LED upstream epitaxy industry, it may still have to face the 'pain period' in the short term. The performance of LED Taiwanese manufacturers in the year under review was still not satisfactory. They suffered heavy losses in the relative year and finally figured out their own direction. Looking forward to the year, despite the challenges, the confidence of several major manufacturers has increased, bringing an atmosphere of optimism to the industry. The light-emitting diode (LED) industry has gone through several years of fighting, eliminating, forming alliances, and merging, and the market order is expected to gradually return to the right track, especially in the previous Chinese official announcement that requires local governments not to continue to subsidize MOCVD machines and requires provincial governments It is necessary to report to the Ministry of Finance the clearing-up situation of each project before this month. This move is expected to alleviate the oversupply of LED chip production capacity in mainland China. The LED industry believes that the market is expected to return to fair competition after the subsidy is cancelled in China, and it will also help balance the supply and demand of LEDs. LED factories may rush to expand their production quickly before this month to fight for the opportunity of post-refund subsidy; according to industry sources, after the subsidy is cancelled, the expansion plan of large Chinese factories will be implemented faster, and the period before this month will be It is the peak of production expansion, and Taiwanese factories still have a period of pain to face. Everlight is actively expanding its investment. A few days ago, Chairman Ye Yinfu announced that it would spend NT$-100 million to build a factory in the coming year. With such a large investment plan, the market interprets Everlight already holding a 'big order.' Looking forward to the new year, Ye Yinfu pointed out that the LED industry is not optimistic but dare not say anything, but Everlight's operations seem to be fairly optimistic. Jingdian completed the merger with Canyuan on the day of the year, and became the world's largest non-self-use epitaxy plant; then it is reported that it will be in a strategic alliance with TSMC and intend to buy TSMC’s solid-state MOCVD equipment. , And introduced the capital increase to TSMC as a shareholding. The market is optimistic that the two-power alliance will bring strong backing for Epistar's development of LED lighting. In addition, Dongbei, Longda and New Century are relatively optimistic about this year's operations, and are expected to deliver better results than last year.