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Recently, the National Semiconductor Lighting Engineering R&D and Industry Alliance (CSA) announced that China's LED lighting industry has officially launched the leader system to regulate the market and promote technological advancement in the industry. The first list will be announced in October this year. At the same time, it also launched the Cultural Technology Innovation Service Alliance, hoping to expand the application space for LED through cross-border innovation.
As early as 2011, the National Development and Reform Commission proposed to establish a leader in semiconductor lighting; in 2013, the six semiconductor ministry jointly issued the "Semiconductor Lighting Energy Conservation Industry Plan", further clarified.
In addition, it is understood that the pace of traditional lighting to LED transformation is accelerating. Recently, the National Development and Reform Commission, the Ministry of Finance and other departments are studying the policy of financial subsidies to promote LED lighting products. At the same time, the energy-saving lamp subsidy policy that began in 2008 will end at the end of this year, and a new round of competition for lighting companies will be fully launched in the LED field.
According to relevant media reports, China and the United Nations Development Program and the Global Environment Facility have carried out China’s phase-out of incandescent lamps and accelerated the promotion of energy-saving lamps (hereinafter referred to as Pileslamp). In the past five years, the annual production capacity of incandescent lamps has been eliminated by the end of 2009-2013. At the time, accounting for the output of incandescent lamps in the country at the time. 16. The deputy director of the project's project office, Lu Fang, said recently that the next step would be to speed up the replacement project according to the national phase-out roadmap.
Whether the LED revenue data can be broken in June will be an important observation indicator of the recent prosperity of the LED industry. The LED sector in Taiwan has also weakened recently. A brokerage researcher said that the market is mainly worried that the industry boom after June can not continue, the wait-and-see atmosphere is strong, the market is worried that this year the industry will once again appear in May last year to create a high point of revenue, and began to fall back in June.
The industry believes that last May is the LED shopping tide, the growth rate is high: last May was the month when many LED brand manufacturers rushed to grab the market, so in May last year, the package side grew by 5.2, and this year's industry The distribution of goods is relatively normal, and the data in June will be very important. After the peak of Taiwan’s revenue in May last year, it will fall back in June, and the situation in June this year will be an important observation indicator of LED boom, which will continue. Keep track of.
Taiwan's led manufacturers recently announced May revenue data, Taiwan's eight LED chip companies (Yuanyuan, Dingyuan, Guanghong, Guanglei, Huashang, Jingdian, Taigu, New Century Optoelectronics) total revenue of 5.09 billion new Taiwan dollar, up 19.5 year-on-year, up 7.69 ring-on-chip LED packaging companies (佰鸿, Dongbei, Hongqi, Huaxing, Lizhou, Longda, Yiquan, Yiguang, Addison) total revenue of 6.5 billion Taiwan dollars , up 9.4 year-on-year, 0.
The industry believes that 2014-2016 is the global LED lighting gold development period, the penetration rate will increase from 20 to 45, is a rare industry with relatively fast growth and certain certainty. In 2013, LED lamp sales reached 770 million, with 2.2 billion in 2015 and 3 billion in 2016. Among them, the compound growth rate in 2013-2016 was as high as 56.
According to a research report released by CICC recently, LED demand is driven by backlight and lighting. The lighting demand is better than one season in the first quarter. The subsidy for terminal ball guns in mainland China is the focus (LED lighting industry standards have recently been introduced, Only when the subsidy policy is implemented, the judgment of the LED industry will be maintained. In the second quarter, the production capacity will be fully loaded and the gross profit margin will be improved. The policy subsidy for the terminal ball lamp will not need much, but it will have an indicator significance.
According to our observation, the price of LED bulbs fell slightly in April. LEDinside's latest LED bulb retail price survey showed that the average retail price of LED bulbs replacing 40W in the world in April 2014 fell by 1.5 to 1.47 US dollars, of which the price drop in China was the most obvious. . The replacement price of 60W LED bulbs fell by 2.5, reaching $20.2.