Estimated LED lighting market: supply and demand do not have to worry about

Although the situation faced by LED lighting has improved, but the bad money is still difficult to avoid the expulsion of good money, only the channel brand enterprises can enjoy the benefits brought by the brand premium.

Estimated LED lighting market: supply and demand do not have to worry about

Need not worry about the first half

Confidence in the first half of the demand is mainly based on the start of the North American market as well as the lighting giant's coping strategies. According to DOE data, as of 2012, the North American incandescent bulb accounted for the proportion of about 55%, and by the end of 2012, the penetration rate of LED is less than 1%, so the United States from 2014 New Year's Day ban white LED lighting to create a space;

Do not worry about the second half of the supply

The current industry in January is not short off-season based on the circumstances, the market offers more optimistic expectations for LED chip supply shortages and rising prices, but the price of the chip shortage situation at least in the first half of 2014 to see: the optimistic expectations of LED lighting, some enterprises have completed the expansion at the end of 2013. In 2014 1-2 quarter of the domestic production capacity of at least 60-80 Taiwan will be released, so optimistic expectations for the first half chip price is stable, instead because the 1-2 quarter of the purchase of equipment power down, the first half will be the last release period of upstream capacity, the second half of the LED chip supply and demand will become more benign, even the beginning of the 3 quarter LED demand is still lower than expected there is no need to worry about the impact of chip enterprises; international supply chain: the biggest benefit due to manufacturers on the supply chain to control strictly, generally from the factory to the bulk procurement needs after a few years, at present, can enter the international supply chain enterprises are not many.

The domestic market due to the commercial environment lead out good money in the traditional lighting times bad money, so that the quality of most companies can only do the export market, while LED lighting facing the situation has improved, but the bad money drives out good money is still difficult to avoid, only with the channel brand enterprises can enjoy the benefits of brand premium.