LED industry wide increase in the market share of lighting products

Review: the first quarter of 2014, China's LED industry output value reached 74 billion 680 million yuan, an increase of 25.9%, the industry as a whole start good performance.

China's LED industry has encountered a turning point in the second half of 2013, the specific performance of the LED industry in 2012 almost the whole industry losses in the end of the year in 2013 has changed greatly. Recalling the first quarter of 2014, LED industry warmer signs are more prominent, indicating that LED strong demand for downstream lighting has been transferred to the upstream packaging and chip companies.

LED lighting products market share expansion

Chip overcapacity crisis eased

China's LED industry output value reached 746 in the first quarter of 2014. 800 million yuan, an increase of 25. 9%, the industry as a whole start good performance. According to LED data show that: in the first quarter of 2014, China's LED industry output value reached 74 billion 680 million yuan, an increase of 25.9%, the industry as a whole began to perform well.

Among them, especially in the following aspects of the most prominent: LED lighting products market share continues to expand. Specific performance in:

First, the domestic emerging LED lighting business revenue is good.

The first quarter, the domestic LED lighting business revenue better. For example, a lighting company in the first quarter of LED lighting products revenue reached 300 million yuan, an increase of double last year's $140 million.

Two is LED in the field of lighting penetration continues to improve.

According to the first quarter of 2014 data, LED lighting penetration has increased from 3% in 2012 to less than 7%. With the 2014 LED lighting will accelerate the replacement of traditional lighting, the industry will enter a period of rapid growth.

Chip structural overcapacity crisis eased. Specific performance in:

First, the downstream lighting applications market demand to pick up, promote the chip market capacity utilization continues to improve.

2014 first quarter of China's LED chip industry output value of more than 2 billion yuan, an increase of 21.6%, the growth rate was higher than the same period in 2013. Benefit from the high demand for downstream, the first quarter of 2014, a number of domestic chip manufacturers shipments grew rapidly.

Two chip prices continued to decline in the negative situation has been reversed.

After 2010 to 2013 continued to decline significantly, the price of chip space is relatively limited. In 2014, the rapid decline in chip prices trend already stalled, the overall performance of the first quarter chip prices stabilized, some manufacturers chip prices even rose slightly.

Sapphire material ushered in a new round of investment frenzy. Specific performance in:

First, the semiconductor lighting market pick up, pulling the industry's demand for sapphire material.

From the beginning of the fourth quarter of 2013, the domestic LED lighting demand continues to improve, especially in the first quarter of 2014, the main manufacturers in the earnings report can be seen, the rapid strengthening of the profitability of the LED industry. With the recovery of this round of industry boom, driven by the demand for sapphire substrate Market rebound.

Two is represented by the smart phone consumer electronics market led the industry's demand for sapphire material.

Apple, Samsung, millet and other mobile intelligent terminal manufacturers at the beginning of this year, have said the sapphire material will be used in the intelligent mobile phone and wearable equipment products cover glass, and further increase the market for investment tilt sapphire. TrendForce predicts that in 2014 the sapphire material on the mobile intelligent terminal will be the same amount of sapphire substrate and LED, LED in 2015 will be 2 times the demand for sapphire substrate.