LED industry boom recovery lighting demand is expected to increase
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The industry boom is in the upward recovery phase. March was an important turning point, and Taiwanese manufacturers’ revenues generally turned from negative to positive. And April revenue data continued to improve, order visibility extended to one and a half months, that is, demand heat is expected to continue until mid-June, therefore, some insiders judged that the industry continued the upward trend in the second quarter as a high probability event.
International manufacturers have pushed LED bulbs to cut prices, and lighting demand is expected to increase the number of international manufacturers to launch low-priced products, stimulating the growth of LED lighting demand. The decline in prices has led to an increase in the advantages of LED lamps relative to energy-saving lamps, and demand is expected to accelerate. The data also indicates that Philips and Cree's LED lighting business is accelerating. 13 years is expected to become the first year of LED lighting, and the penetration rate is expected to rise to over 15. The number of LED lighting in 2013 is expected to exceed 100%. With the price of LED bulbs replacing 60-watt incandescent lamps falling to $10 in the third quarter, the compound growth rate of LED lighting output is expected to reach 30 in the next five years.
The key companies recommend the chip field to focus on Sanan Optoelectronics and Dehao Runda, which have obvious scale advantages and extend to the middle and lower reaches of the industry chain. The competition pattern of domestic backlight packaging manufacturers is far better than the lighting field. Leading manufacturers Ruifeng Optoelectronics and Jufei Optoelectronics have obvious leading advantages and will be the biggest beneficiaries of the transfer of backlight capacity from Taiwan to China. International giants have actively promoted the LED lighting business for 13 years, and overseas demand has been ignited. Manufacturers who can cut into the supply chain of overseas OEMs will benefit the most. Sunlight is recommended. It is recommended to pay attention to Zhouming Technology. In addition, 12-year street lamp orders have been affected by the government's change in demand, which is lower than expected. The demand situation will be greatly improved in 13 years.
Risks indicate excessive capacity expansion, product prices have fallen sharply, and demand growth has not reached expectations.