Where will the LED grain factory go in the future?

Lighting Demand continues to grow, but too many manufacturers have become the pain of the industry. Jian fengren, chairman of the LED grain factory, said yesterday that the grain factories in Taiwan and mainland China will continue to be consolidated, with an estimate of 2 ~ Taiwan grain factory will have 2 ~ in 3 years ~ 3, as for mainland China, it is more likely to be from the current 20 ~ 30, reduced to about 5, the industry will show a big Evergrande trend. Taiwan's LED industry has been merged frequently in the past three years. Since the LED packaging factory Yiguang entered the LED grain factory Taigu in July 2011, the consolidation trend has been uninterrupted. In August 2012, LED grain factory Jingdian announced the merger and transfer of investment company guangga optoelectronics by stock exchange. In December of the same year, Wu Jianrong, chairman of LED packaging factory adisen, became the chairman of LED packaging factory ryuumens. In addition, Sanan Optoelectronics, a mainland China LED grain factory, and Taiwan LED grain factory, announced their participation in the stock market on November 2012. On lunar January last year, the provisional shareholders' meeting passed the shareholding case, and Sanan obtained 19. 9? ? Equity, write down the first case of cross-Strait LED. Jane believes that? ? Before, the industry consolidation was mostly vertical, and then it will be horizontal. Wu Jinrong, general manager of micro-drive technology, an industry expert, believes that the situation of LED oversupply is over, and Evergrande is the right one, however, it remains to be seen whether there will be only five manufacturers in mainland China. Lighting will continue to grow as a whole. Wu Jinrong analyzed that the trend of integration is mainly due to the peak demand for LED backlight. Now the annual shipment of LED backlight LCD TVs is about 0. 2 billion units, the amount of LED grains used by the straight-down model is also lower than that of the side-light model. As for the lighting part, Wu Jinrong said that the market is up, but the price continues to decline. It will take some time to replace the traditional lighting, but the lighting is still growing overall. Wu Jinrong believes that LED lighting technology still has a lot of room for improvement. The low-priced products in mainland China have made everyone have no confidence in lighting. Taiwan factories should use quality and technology to attack the market. The permeability is 60 ~ 70 as for the market outlook of bright lighting, Jane fengren pointed out that last year, due to the transformation of product manufacturing process, the main application of this technology in the lighting field, and the lack of new products for lighting, about half a year has an impact on operations. He said that at present, lighting and backlight in South Korea, lighting orders in Taiwan, Europe and the United States have continued to warm up, and at the same time, they are actively expanding their customers in mainland China and Japan, it is estimated that the revenue performance in March is expected to grow significantly compared with that in February, and there is a chance to challenge the single-quarter high in the peak season. The proportion of lighting revenue this year is expected to reach 40, compared with last year's 25 ~ 30 has increased significantly. Jane fengren said that the average price of LED bulbs is now about US $10. It is estimated that the price will be lower than that of light-saving bulbs in 2 years. It is estimated that the penetration rate of LED lighting will rise to 60 ~ 70. Editor's point of view: industry consolidation will always exist, and the Big Evergrande trend is also difficult to shake, but 2- In three years, the reduction of mainland China's grain manufacturers to five seems to be exaggerated.