2014 LED lighting products into the sweet point

LED ushered in the biggest flashpoint. At present the price of LED lighting products have entered the sweet spot, overseas incandescent ban is the biggest catalyst LED drive current round of general lighting a big market.

LED the current round of market logic is the main driver of general lighting. Unlike the previous backlight and market driven commercial lighting, general lighting is a real sense of one hundred billion market, expects global domestic lighting market scale in 2014 will exceed 100 billion for the first time, 2015 is expected to reach 160 billion yuan, the next two years to review the growth of around 60%.

At present the price of LED lighting products have entered the sweet spot, overseas incandescent ban is the biggest catalyst LED drive current round of general lighting a big market. Customs data, mainland LED lighting products export growth in the second half of last year, a single month were more than 40%. The two major North American markets in the US and Canada in January 2014 and banned 60W following the incandescent lamp, lighting and their consumption accounted for 1/4, since the channel ahead of distribution, the rapid growth of exports of North America market. This is also the second half of last year, the LED industry is not short off-season core driving factors. Taiwan market is also popular, the performance of lighting companies are better than the backlight and upstream chip companies.

2014 LED lighting products into the sweet point

The current overseas market driven pattern is expected to enhance the concentration of the industry. In August last year, the EU announced a new energy efficiency standards for LED lighting products, the industry has entered a substantial increase in the threshold. Since the publication of the standard, to Zhongshan as the representative of the small and medium lighting factory gathered, the business is generally in trouble, the industry concentration to enhance the trend can be established. In the era of LED lighting, state-owned brands are expected to start with the international brands in the same line, establish their own competitive position.

As early as the lunar new year in 2014, before the Holiday Stocking, overseas customers focused on the superposition of a single factor and other factors, the industry will continue to maintain a good sales situation. After the Spring Festival digest inventory, March is expected to usher in a new wave of stocking market. Around the main line of general lighting market demand and bursting, investors can pay close attention to industry leading growth and elasticity.

First, involved in the European and American markets, through the relevant certification standards and OEM leading enterprises;

Two is concerned with the high relevance of downstream applications, and in the industrial chain in a higher degree of focus on the segment of the leading enterprises;

Three is concerned about the transformation of electronic enterprises to consumer enterprises, looking for companies in the field of LED.