LED industry continues high growth two-wheel drive high prosperity throughout the year

Taiwan LED industry continues high growth

Taiwan's LED manufacturers recently released May revenue data, showing that the total revenue of eight chip companies increased by nearly 20% year-on-year and 7.6% quarter-on-quarter. From January to May, Taiwan's LED chip revenue increased by 24% year-on-year. In May, the growth rate of the same and the chain continued to show an upward trend.

In the case of a significant increase in performance, the stock price of some listed companies in the LED industry has continued to fall back recently. The main reason is that the market is worried that this year, the industry will once again show a high point of revenue in May last year, and it will continue to fall in June. Huaixin Information believes that, unlike last year, this year's industry boom is lighting and backlight two-wheel drive, and lighting demand is in the early stage of heavy volume, and demand is increasing. Recently, some end-users have a high enthusiasm for stocking, and they have begun to make efforts to double their annual revenue. In addition, Sanan Optoelectronics, Dehao Runda, and Xinhaiyi, whose capacity is rapidly improving, are also full of orders, and the products are in short supply.

Subsidy factors are conducive to upgrading and upgrading LEDs

It is reported that the Ministry of Finance, the National Development and Reform Commission and other departments are studying the policy of financial subsidies to promote LED lighting products. Previously, several provinces and municipalities have introduced local LED subsidy policies.

Comments: The main competitor of LED lighting is energy-saving lamps. As the phosphors use rare earth materials, the price is being forced to rise. Not only that, the energy-saving lamp subsidy policy that began in 2008 will end at the end of this year, which may lead to a greater impact on energy-saving lamps, which is conducive to the upgrading of LEDs. The agency expects that by 2016, the market penetration of LEDs will rise to around 50%. Among the mainland companies, Shanghai Yaming, a wholly-owned subsidiary of Feile Audio, has reached an initial cooperation intention with Xiaomi to connect lighting fixtures to smart homes; Sunlight also indicated that it is trying to integrate with the Internet of Things; Dehao Runda’s latest announcement Released two new LED chip products.

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