LED industry chain market prices ushered in a number of LED companies benefit

Following the pre Taiwan crystal electric high price, in August 25th, LED announced the price hike leading small and medium size chip 10%, then, Mu Linsen, nationstar etc. RGB lamp also has the corresponding price, boosted by the recent LED sector rose. Factors promote the enterprise LED market prices in March, Linsen Taiwan had crystal package prices for some products in the production of crystal electric until May 25%, prices rose 15%. Although there are some products of an optoelectronic small price, but the overall performance is relatively limited. August, three other chip companies prices are rising to varying degrees, including small and medium size three optical product prices go up 10%, HC semitek has also made the corresponding adjustment of low profit products; wood Linsen, nationstar on screen with RGB lamp price, rose about 5%. - market prices of some enterprises (click to enlarge) downstream demand is the key to the success of a price LED small spacing of market demand, rapid increase of unit area, LED lamp lighting demand secondly, overseas permeability improved rapidly, and in October 1st 16 countries ban the import and sale of 15W and above the incandescent lamp, again the rise of LED, special applications, including red, ultraviolet light, automotive lighting industry and so on, finally, the seasonal season also laid the foundation for the current price. Cost price promotion is the most direct cause of early after fierce competition at the beginning of material is reaching the bottom rebound, including substrate compared to June increased by more than 30%, compared with the beginning of gold increased more than 27%, and rising labor costs etc.. - gold prices significantly enhance the improvement of industry competitive structure is the cornerstone price LED industry over the past few years of intense competition, industry capacity to significantly, the first half crystal itself has cut production to boost prices, leading the industry concentration significantly improved. According to industry chain research, follow-up industry price cycle is expected to continue. Chinese enterprises accounted for ratio increased from 5% in 2009 to 25% in 2015. After the sharp adjustment in 2015, the price pressure slowed down in 2016, the price dropped by about 15-20 percentage points, obviously better than last year, at a normal level. Small spacing LED demand, RGB products lead prices display applications accounted for 12% share of the overall application of LED application of LED market including general lighting, landscape lighting, backlight, display, signal and display, automotive lighting and general lighting, which is still the largest share of 45% in the market, accounting for about 12% of the screen, showing rapid growth the situation. / LED downstream applications (click to enlarge) interval reduced, a substantial increase in demand led small pitch LED display space to enhance the most obvious and is presented to accelerate the upgrading of the situation. In a 2015 average of about P2.0, compared with 2014 median P2.5 products increased by 56%, lower, even lower than P1.0 products also emerge in an endless stream, interval will be further reduced. While the outdoor remote display products also have obvious reduction in size, it is expected that the P6.0 products will be popular, the demand increased by 178% compared with P1.0 lamp products. 3 outdoor LED display improve unit area lamp demand - small pitch LED display to improve unit area lamp demand small spacing of market demand, in the overseas market also began the rapid growth of the domestic display enterprises to maintain a rapid growth, industry enterprises rapid integration, promote the domestic high-quality enterprise market has been significantly improved. The small spacing products are more difficult and have better market concentration. The domestic market took the lead in achieving breakthroughs in military, enterprise, government and other market applications, and gradually expanded to the monitoring, television, news and other markets, the future cost of further decline, the replacement effect of DLP and LCD is more obvious. Years including enterprises with small spacing of outstanding domestic Riyadh, Chau Ming technology to actively expand the overseas market, at the same time, Samsung, SONY, MITSUBISHI, NEC and other overseas brands also promote small pitch products, double flag, small pitch products appear rapid growth overseas. Demand growth is small, the price of the chip spacing beads enhance the important support. Chip and packaging technology supply, supply is relatively concentrated, such as three crystal power, as the main chip suppliers, Everlight, nationstar, Linsen beads package is the main business, the first to start price. LED display industry chain, especially the small pitch products industry chain will significantly benefit the enterprises benefit from the chip, package prices upward, LED display industry benefited from the economic development, some companies such as Sanan optoelectronics, Huacan, light, dry nationstar, LED chip and package Linsen enterprises, and Chau Ming technology, Riyadh, Abison LED small spacing enterprises. - domestic supply enterprises display rapid reduction / LED display market to maintain growth white products also hope price space lighting supply and demand continues to improve domestic high-quality enterprises share rapid promotion. The proportion of Chinese enterprises rose from 5% in 2009 to 25% in 2015, and the global market share of high-quality enterprises, such as sunshine lighting, is expected to reach nearly 3 percentage points in 2016. The integration of domestic LED enterprises more obvious, the LED company from 2014 more than 20000, dropped to 16000, the adjustment will be carried out in 2018 is expected to reach 10000 scale. Our company ^ LED (click to enlarge) LED into the stage of industry consolidation, particularly in 2015 2015 PHILPS open LED product price surge, followed by FSL, OPPLE, Linsen lighting and other lighting giants also have