2014 LED lighting demand

Review: January report of our view of the LED industry is not worried about demand in the first half, do not worry about the second half of supply.

Recently, we investigated the LED industry chain, the industry entered the March season, lighting manufacturers strong orders verified our view of the first half of the sentence, and the chip manufacturers for the expansion of the tangle of mind allows us to this LED chip, the relationship between supply and demand is more optimistic.

Strong demand for LED lighting

2014 LED lighting products prices decline further, to replace 40W incandescent lamp bulb has to 5WLED price range of 10-15 yuan, the terminal price of 16WT8 lamp also has been reduced to 40 yuan, plus the lighting enterprises to actively compete for market share, shipments of LED lighting products increased significantly, we expect 2014 several large domestic lighting enterprises LED business will achieve growth of around 100%, the proportion of income will be close to 50%.

2014 LED lighting demand

Upstream chip equipment investment is still in the doldrums

Although from the second half of 2013, the demand for LED chips continued to maintain strong, but there is no real response to the expansion of the chip manufacturers.

Chip factory expansion into tangled phase

The strong demand for LED lighting led to the chip demand, into March, a second and second chip factory basically into full production stage.

Investment proposal LED is the most determined industry this year, into the traditional peak season in March LED, the rapid growth of orders will begin to cash. LED chip manufacturers are currently in the stage of expansion of the production stage, making the industry a substantial increase in the possibility of tight supply in the peak season, is also the best time to invest in chip manufacturers.