LED optimism is expected to confirm the global LED market size or up to one hundred billion yuan

As the front-end index of mainland China LED industry market, Taiwan in 2014 1 to February LED industry data continue to be optimistic. Analysts believe that since the 2014 lunar new year early, before the stocking, overseas customers concentrated under the superposition and other factors, the mainland related industries will continue to maintain production and sales situation. After the Spring Festival digest inventory, March is expected to usher in a new wave of stocking market. Under the multiple positive, the global LED lighting market is expected to impact 100 billion in the first year, this will constitute a certain influence for the listed companies in this year's business layout. Taiwan enterprises shipments continued high according to China Securities Journal reported, LED companies in Taiwan, whether technical or field channels, relative to the current mainland enterprises still maintain a certain lead, the LED data in Taiwan has become a leading indicator of the mainland. In the fourth quarter of last year, the company continued to reverse the high volume of business in Taiwan region, causing the industry to LED lighting market is expected to erupt. Since the beginning of this year, Taiwan area LED shipment data continued to exceed expectations, the monthly data of Listed Companies in Taiwan, February epitaxial chip manufacturers total revenues of NT $3 billion 667 million, an increase of 41.26%, growth of 0.33%, 1-2 month year-on-year growth of 30%; packaging applications total revenues of NT $4 billion 195 million, an increase of 24.05%, down 12.84%, 1-2 months a total of 21.60% year-on-year growth. Chinese New Year holiday did not affect the sales of manufacturers, but showed an unprecedented surge in demand. If the molecular industry, upstream chip manufacturers EPISTAR is one of the best manufacturers display financial data in the Taiwan area, although in February the working day is less, but its February revenue is still a contrarian growth of 4.95%, an increase of 57.48%. Crystal electricity pointed out that this year's LED industry boom turn for the better, the company from January to feel the strong market demand. By February, the performance of the product line can be found, LED and lighting applications orders demand remains strong. On the whole, the first quarter is not short off-season, March and in April the demand for orders is still strong, the company's first quarter revenue is expected to exceed the expected performance. Analysts pointed out that due to the LED chips in the upstream industry, so the market will affect the crystal electric industry development trend. State Securities Research Report believes that LED is the most determined industry this year. March is the traditional peak season of LED, the rapid growth of orders will begin to cash. From the market as a whole, the first half of no need to worry about the second half without fear of supply. The chip industry data optimistic in the current is expected to be relatively clear, many companies face high boom were showing eager attitude. There are a number of upstream LED industry listed company official said, as far as possible to expand production capacity. A company originally located in the middle reaches of the industry is expected this year, the company's production capacity will be more than doubled, which is equivalent to two years ago, the industry leader in one year production capacity. Soaring downstream demand also makes some companies to maintain market share, to expand production capacity. At present, the domestic LED chip packaging enterprises 2014 dealer conference Linsen, has been held in the early. According to the reporter, this year's orders in the amount of 1 billion 400 million yuan last year, only 80 million yuan package, 2013 13 billion MLS capacity / month, and this year will reach 20 billion / month. Linsen lighting general manager Lin Jiliang said, this year, a conservative estimate of Linsen lighting business will achieve 1 billion 600 million yuan in revenue, and the Limited by Share Ltd will Linsen completed 6 billion yuan of revenue. This also means that the lighting products business revenue this year will occupy more than 25% of total revenue in 2013 Rawlinson, which accounted for only more than 10%. Insiders pointed out that the recent Taiwan industry data analysis is not difficult to find, the upstream chip monthly performance is significantly better than that of downstream applications, reflecting the downstream applications have for the upcoming season and entered a new round of preparing goods, while the upper reaches of the chip will be affected by the expansion of a longer period, showing high elasticity in a short period of time. Due to the expansion of the chip production cycle is relatively long, usually takes nearly 1 years, while the downstream lamp expansion cycle takes only 2 months. Therefore, the chip industry in the short term data will be more optimistic. Billion is expected to enhance a research institution in the latest release of the research report predicts that in 2014 the global LED lighting product shipments in 2013 compared to an increase of 68%. Among them, the growth rate of North America is expected to reach 72%, the Chinese mainland market LED lighting product usage growth rate of up to 86%. Meanwhile, under the support of the policy, the mainland market will accelerate the progress of LED manufacturers in the industrial integration and technological progress may open a new situation. This means that the LED lighting market is expected to reach hundreds of billions of scale will be enhanced this year. Analysts pointed out that, compared to the chip industry in short time the outbreak of capacity, the more uncertainty of downstream industries. The source believes that the chip to benefit from economies of scale, in Sanan optoelectronics as an example, because the patent and technical problems, the company has been difficult to open up the situation in the overseas market. While the domestic downstream leading Yankon chips used most is still the Taiwan EPISTAR chip, crystal electric has been with Nichia, PHILPS, OSRAM signed a patent cross licensing. Although the United States last year through the acquisition of an optoelectronic lumens, initially mastered a number of patents, but from the current situation, still need to open up overseas markets. Currently optimistic expectations of LED downstream industry has two basic requirements, the first is the U.S. states a substantial increase in energy efficiency standards; second is the Japanese ban fluorescent lamps, Matsushita will be discontinued in 2015 of fluorescence