LED supply and demand this year is expected to cross gold

2014 is regarded as the transformation of LED industry, LED supply and demand have the opportunity at the end of 2014 to 2015 gold cross, forecast, LED bulb price in 2015 will be dropping $6, the price of residential lighting is to detonate the sweet spot, take off in the lighting market and contrast, will be expected to digest thousands of MOCVD capacity.

LED supply and demand this year is expected to cross gold

MOCVD equipment factory

On 2014 the LED industry is cautiously optimistic, start LED, start the backlight subsidies from 2011, resulting in production capacity but to this point of view, pile up in excess of requirement, subsidies, the peak has passed, estimated by the end of 2014 to 2015 years to benefit from the commercial lighting off, LED will supply and demand across a key point, if the residential lighting up start, power industry growth will accelerate.

Lighting market is currently only 5% by LED, has a great space for future growth, from 2010 to 2020, according to LED year compound growth rate at 35%; 250 MOCVD capacity to digest with LED mobile phone, LEDTV 1500 MOCVD digestive capacity, but the current market has been saturated, entered the era of LED lighting, estimated to be digested thousands of MOCVD capacity.

The industry believes that the first half of this year is still in the stage of MOCVD digestive capacity, even though demand is optimistic, but the wave of productivity in the mainland play under the subsidy policy, leading to serious pile up in excess of requirement LED manufacturers also left a lingering fear, so far, the production plan is still conservative, the industry that control capacity is good, the equipment has been from the 4 week delivery the following, extended to 4 ~ 6 weeks.

As for residential lighting, LED lighting in 2010 the price up to $50, with lower costs, prices fell to $13 in 2012, estimated to 2015 is expected to drop to $6 in 2020 to about $5, $5 to $6 is substantially the sweet spot residential lighting. MOCVD, power components, MBE, EUV and other products this year is a turning point.