At the time of the New Year's cross-border, all industries have ushered in a new beginning of the implementation of new policies and new standards. The emerging industry of LED lighting, accompanied by the running of the road and the collapse of the tide, has experienced a year of development and overall development. More and more stable, a number of listed companies stock market trend is bullish, a number of stock market analysis companies recommend LED industry stocks.
Under the turbulence, the development of enterprises is more rational. According to the data, the expansion of LED chip capacity is limited in 2013, and the production capacity of the industry is about 20-30. The domestic LED chip industry has reached the balance of supply and demand. It is expected that the LED chips will be available in 2014. There may be a double increase in shipments and gross margins. From the perspective of scale advantage, cost advantage and policy support, leading enterprises such as Sanan Optoelectronics and Qinshang Optoelectronics are still expected to further improve. Small and medium-sized enterprises, or cottage-type enterprises, will face even greater challenges.
Incandescent bulbs will face the wave of elimination in the international arena. Since 2014, European and American countries have begun to phase out the 40-60W incandescent bulbs with the largest consumption in the civilian market, which will set off a wave of global LED lighting replacement. At present, major manufacturers are optimistic about the development of the LED lighting market in 2014, and expect that the sales growth of replacement lamps will become the focus of the next business growth.
Some analysts pointed out that the general lighting market, including commercial and civilian use, or the goal of achieving 100 billion yuan, is expected to reach 160 billion yuan in 2015, and the growth rate in the next two years is around 60. This can be found in the trend of the exclusive LED listed companies' stock market.
In 2012, the penetration rate of LED lighting was less than 3, and in 2013, the penetration rate increased to 6, and the industry has entered a period of rapid growth through the introduction period; on the other hand, the overseas market has also given Chinese enterprises opportunities. According to the analysis of some customs data, it is estimated that the export growth rate of LED lighting products in the fourth quarter of 2013 will be above 80%.
In an interview, an executive of a domestic LED chip manufacturer said that the expected increase in LED lighting demand in the market is more clear. The year 2014 is expected to be an outbreak. In 2013, the optimistic estimate is twice as high. More growth, cautious expectations are also doubled.
Upstream chip makers' sales growth in the market is tight. The LED industry revenue in Taiwan has always been an indicator of the LED industry's prosperity. Although December is the traditional off-season, the chip revenue in the LED industry chain increased by 59% in December last year. The overall revenue of LED packaging increased by 53.
In the packaging giants, Everlight's revenue in December last year increased by 70%, benefiting from lighting and backlight orders, the company expects shipments in the first quarter of this year will continue to grow. Lunda Electronics benefited from the rebound in notebook orders and the increase in TV backlight demand. The December revenue increased by 55%. In the chip makers, Jingdian’s revenue in December last year also increased by 78.8.
Policy standards promote healthy development of the industry According to the news, in the fourth quarter of 2013, the policies that had a greater impact on the industry came from two aspects. First, major macroeconomic policies provided a good policy environment for the future development of the industry. At the Third Plenary Session of the 18th CPC Central Committee Proposed to deepen the reform of the science and technology system, and clarified the encouragement of original innovation, the establishment of a synergy innovation mechanism for industry, academia and research, strengthening the main position of enterprises in technological innovation, strengthening the use and protection of intellectual property rights, integrating scientific and technological planning and resources, etc. The sustainable development of emerging industries points the way forward. The second is the landing of LED-related series of standards, and some domestic and foreign standards have introduced some documents that have a greater impact on the industry. First, the National Standards Committee and other nine departments have formulated and issued the "Strategic Emerging Industry Standardization Development Plan", clarifying that by 2015, it will build about 60 standard complexes, develop more than 600 urgently needed national standards and industry standards, and formulate a number of pushes. Specific measures for the standardization of strategic emerging industries, including semiconductor lighting.
LED enterprises have concentrated on production, oversupply, loss integration, technological innovation and other market regulation, ushered in maturity, combined with the statutory standards of the policy, the market tends to develop a stable development trend, followed by LED lighting The era of product popularity has been achieved for the purpose of no use.
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