Lighting industry hot spots this week (two)

LED localization is irreversible trend

Customs rumors still need to be further verified, there is no official accurate information. Prior to the meeting of the CPPCC National Committee Chairman Yu Zhengsheng met with the Taiwan Industrial Association, the mainland economic and trade delegation, said the line, Beijing in many places in the mainland has a super national treatment, which should be gradually canceled.

Then a series of recent antitrust events as well as the country's strong support for the attitude of the semiconductor industry, LED industry is likely to become the official support direction. If the future tariff really improve, the move will further restrict the import of foreign and LED products in Taiwan, Taiwan enterprises have a significant impact, to a greater extent to protect domestic LED enterprises.

Tariff rumors only trigger factors, localization trend has long been determined. No matter whether the future tariff rumors have been confirmed or falsified, we do not think the impact of the LED industry investment logic. LED industrial chain to the mainland has been the trend of the times, irreversible. First of all, the overall competitiveness of mainland enterprises LED beyond the trend of Taiwan enterprises have been formed, which is more than a simple policy support more determined, more long-term.

From the capital, technology, talent, market considerations, Taiwan enterprises are gradually losing advantage. The future of mainland LED companies to replace the trend of Taiwan enterprises.

LED lighting industry boom

2014 LED lighting demand, industrial chain supply and demand will be improved. With the use of MOCVO equipment upgrade, the international leading manufacturers are ready to increase capital spending, the future of full confidence. Meanwhile, the traditional lighting manufacturers to accelerate the transformation of LED, LED lighting applications output value is expected to reach more than 40%.

With the industry continued to spread good news, 2014 LED lighting opportunities and challenges coexist, IPO can raise funds for the development of enterprises in the two market, corporate financing can not wait.

2013 LED industry mergers and acquisitions has more than a dozen major events, involving 11 of the listed companies, mainly in the expansion of product structure and product expansion. With the scale reflects the advantages, the industry is expected in 2014 LED acquisition will continue, there will be more and more listed companies by listing platform launched a series of mergers and acquisitions, optimize resources, the advantages of application integration products.