LED lighting "smoke" renewed domestic and foreign enterprises ready for war

According to the latest LED industry report, 2014 LED lighting output will grow to $35 billion 300 million, compared with 2013 annual growth as high as 47.8%, LED lighting penetration rate will be increased to 32.7% in 2014, to meet the needs of the new market, Taiwan enterprises in the whole restructuring, in the science and technology support, LED crystal electric attack the new 10-15 MOCVD, look at the situation of domestic and foreign enterprises entered a state of readiness. Goldman according to foreign securities issued by the latest global LED industry report, LED lighting products prices driven LED lighting market growth, general lighting demand in 2013 and 2014 respectively 70% and 40% growth, originally expected for LED lighting penetration rate will not change, in 2020 amounted to 70% but the view, the future lighting demand in recent years is expected to fast climbing speed than expected. Global LED market, built in 2013 to 2014 LED demand Goldman securities under estimated value, because of influence in the LED backlight market, mobile phone display and total LED backlight demand up to 55-60%, mobile phone and TV backlight applications by permeability has become saturated, TV backlight tend to moderate growing power is expected to continue until 2014, Goldman estimates, 2014 mobile phone and display backlight demand growth rate of only 4%, 7% less than originally anticipated. Compared with conservative views on the backlight market, Goldman Sachs's optimistic view of the LED lighting market growth, decline of LED lighting products is driving the overall cost factors of lighting market growth better than expected, with commercial lighting, the past cost recovery period is 8-10 years, has now dropped to 4-5. Goldman bullish LED lighting demand growth will be faster than expected in the next few years, in 2013 and 2014 situation, the estimated LED general lighting demand will grow 70% and 40% respectively, while Goldman Sachs had LED lighting penetration rate will reach 70% in 2020 did not change the view. In LED lighting applications, so that the strong demand for LED lighting, LED lighting market in 2014 output value of $35 billion 300 million, compared with 2013 growth of 47.8%, 2014 LED lighting penetration rate will be increased to 32.7%, the bulb and the lamp penetration rate of 20% and 15% respectively. LED factory team have been reorganized the army to meet the lighting market to take off mixcrystal photoelectric sapphire substrate plant, 120 thousand pieces of 2 inch per month as substrate, 8 of them into revenue from the patterned sapphire substrate (PSS), in the emerging stock listing for about 2 years, but the current boom be the most changeful, share the net only NT $5, the Company re evaluation, decided to withdraw from emerging, re adjust the pace of operations. Mixcrystal said the second season to fourth season between the sapphire substrate prices have bottomed out, before the 9 season to the 10 season, the price is almost monthly decline, resulting in the sapphire substrate factory operating conditions generally loss, however, LED lighting is undoubtedly the market in the future, so after the revocation mixcrystal emerging that will improve after the loss, does not exclude the slimming, adjusting the performance again. But mixcrystal relatively pessimistic about the current situation of the industry, the company believes that the sapphire substrate in a short time can not relieve the pile up in excess of requirement, is expected to 2015 lighting market to take off the opportunity to improve the state of supply and demand. Kai Yao photoelectric CCFL products have been in power in power, will therefore cross foot LED lighting. China television media for China's electronics, which owns the East Asia Lighting brand, CLP said, Kai Yao past operating conditions due to the loss of exchange, and talent, equipment, physical fitness is not bad. Electric has traditional fluorescent lighting, but LED lighting is a completely different market competition, Player is one of the best international manufacturers, not only has long steeped in the technology industry, the reaction speed is quite fast, plus LED lighting CycleTime short, with the traditional fluorescent lamp change the lamp holder type gap does not change greatly, power must therefore be restructuring the combat team. CLP, the minimum purchase rate of 37.4%, once the acquisition was established in power will become the largest shareholder of Kai Yiu, next year is expected to inject electricity revenue Yao kai. In the science and technology support LED attack next year production estimates 20000K/ days in science and technology on Wednesday evening announcement, the company's total investment is not more than 5 million yuan with special high continuous bright silver plating line. In the science and technology secretaries Shen Li Feng of the agency said: "the estimated production line in May next year to start production, production capacity of 20000K/ days. "Shen Li Feng further explained that the 20000K daily production estimates in order to achieve the company two years later, preliminary arrangements for the company's production capacity is 60%, 40% for OEM production capacity. Silver electroplating production line is mainly the production of LED support, Shen Lifeng said: "the company's LED support major downstream firms are LED packaging companies, such as de Ho Runda (002005.SZ), nationstar (002449.SZ) etc.. "Due to lighting and backlighting dual drive, he added that the company's existing LED support capacity can not meet the needs of the midstream packaging company, so start LED production line expansion bracket. One from Guotai Junan analyst said: "the future trend is, LED packaging companies will produce LED support, LED support outsourcing will become less and less. "Such as rectangular lighting produced stents can fully meet their needs, but also can be sold. "Single component production there is no competitive advantage," he added, LED upstream industry mainly depends on the downstream supply and demand, because this year the expansion speed faster than demand, the market is not good for four or five months