With the continuous improvement of the material living standards of our people, green and safety have gradually been valued by the people, and LED has become an excellent choice. As the mainstream of modern lighting, whether it is green or cost-saving, it will be the most sensible choice for a family. From the current development trend of optical silicone or the requirements of smart home, LED has replaced the traditional lighting has become the trend of the times, I believe everyone will be happy to accept the new LED product. LED lighting industry market is booming!
In July, in the second half of the year, what changes will the LED lighting industry usher in? Let's listen to what the four major LED lighting companies in Taiwan always say.
Epistar chairman Li Bingjie: LED drop in price increase in volume and depressed profit, lighting needs strong momentum <br> <br> listed companies Epistar chairman Li Bingjie said that the current backlight orders slowed down compared with previous years, estimated backlight orders slow After the rise, the lighting orders have been returned.
Li Bingjie said that the price of LED prices has continued to fall this year, but the market will stimulate sales under the price decline. It is estimated that the output value of this year's backlight is expected to be consistent with last year. Under the TV size amplification and 4K2K penetration rate, the backlight production value remained at a peak. The growth of the lighting market is expected to double. Last year, the global sales of LED lighting was about 910 million, and this year's sales could be enlarged to 2 to 2.5 billion. The annual increase in LED lighting sales is even faster than last year.
Li Bingjie pointed out that due to the rise of the land plant, the packaging and lighting of the back end have emerged one after another, so the upstream chip end is also gradually exerting pressure, which has a great impact on the terminal price, resulting in market price competition. However, due to the decline in terminal prices, this year's lighting market will grow in size. It is estimated that LED bulbs will have a $5 factory shipment this year, which is a rapid decline from last year's $8, which is lower than the energy-saving lamp's $6, resulting in an alternative effect. .
Li Bingjie said that it is expected that the LED factory will still face tremendous pressure on terminal prices this year. The gross profit of the manufacturers will be compressed, and the gross profit will be maintained through process and product improvement. Jingdian will not purchase new machines this year, but will increase production by adjusting both organic platforms and maintaining profitability by reducing the chip by 70% and maintaining brightness.
LED lighting demand is growing strongly this year with the active subsidies of governments, and the government supports subsidies as growth momentum. Li Bingjie said that this year, both the Indian and Egyptian governments have actively subsidized LED lighting to reduce electricity consumption. The Indian government is expected to allocate 2 LED lights to each family, with a total demand of 100 million. LED lighting is under the government's push for replacement. Growing fast.
Li Bingjie said that LED epitaxial wafers are gradually developing towards 6 inches, but the current industry generally encounters bottlenecks in the 6-inch process, and the cost is still dominated by the mature 4 inch. After the adjustment of the machine this year, it is estimated that the maximum capacity can be increased by 50%. The process technology will reduce the chip's small mode and the gross profit margin will remain stable under the price slip.
Yiguang Chairman Ye Yufu: The backlight demand is weak in the first half of the year. In the third quarter, the backlight market has returned to the LED packaging manufacturer. Everlight Electronics held a shareholders meeting recently. For the outlook of the market, Yiguang Chairman Ye Yufu said that there is no international large-scale sports this year. In the event, the TV backlight demand was weak in the first half of the year, and the lighting price was not good. The operating pressure of the LED factory in the second quarter was relatively large. It is expected that the TV backlight will be warmed up in the third quarter, and the demand for lighting will grow. Pick up. Everlight today passed a cash dividend of NT$4 per share at the shareholder meeting.
Ye Haofu pointed out that the mainland's red supply chain does compete at low prices, but that is only a short-term phenomenon. Whether it is big or limited, it will not last long. The strong players will still do well after all; he stressed that Yiguang and Jingdian Still quite competitive. In addition, for the net power to fall below the net value, Ye Haofu said that if the funds are allowed, it is not excluded to replenish the crystal holdings.
Yiguang Chairman Ye Yufu revealed that Yiguang has joined hands with Jingdian to jointly develop special applications for infrared rays, which will help to get out of the LED Red Sea competition. It is understood that Jingdian has received orders for automotive LEDs, and Yiguang has also actively expanded production in response to market demand for vehicles.
Ye Haofu said that Taiwan's LED industry must focus on deepening several high-potential niche products and strengthen its separation from mainland products in order to break through existing development patterns, such as the application of infrared IRLEDs and UV-UV products. Especially in the field of power management and security control, we have cooperated with Jingdian to develop special application products.
At the photonics exhibition that just ended last week, Yiguang and Jingdian all showed the infrared related products. Jingdian exhibited the latest infrared technology-high-performance conversion infrared chip, which will be mass-produced in the second half of the year. It has received orders, including automobiles, night vision functions, security control, medical products, etc., and the gross profit margin of related products has reached 40%. the above.
Lunda electronic Su, chairman of the board: the price war to stimulate LED penetration in the second half growth curve is steep <br> <br> Dutch giant Philips (Philips) has thrown in the North American market shocker to two LED Bulb The ultra-low price of 4.97 US dollars grabbed the market, causing shock to the industry. The price of LED lighting has fallen and the price war of Philips has caused an impact on LED lighting factories. Su Feng, chairman of Taiwan LED Lighting Industry Alliance (TLLiA) and chairman of Longda Electronics, believes that it will help drive demand and grow. It is expected to continue to increase.
Su Feng is convinced that the sale of LED bulbs at low prices in North America indicates that the international label is not only for clearing inventory, but for promoting market share through promotion, not only to become a market price indicator. Further driving the market demand, but also marketing advertising for the brand itself.
Su Feng is analyzing the growth momentum of LED lighting from commercial and household lighting, the latter mainly depends on the demand for LED bulbs. Philips is now offering the first shot price cut to grab the market, which will cause other manufacturers to follow up. The willingness of consumers to purchase will also increase with the price reduction of LED bulbs, thus driving penetration. Therefore, Su Feng is quite optimistic about the next market demand for LED bulbs, especially in the second half of 2015 to 2016.
Although the price-cutting behavior of Philips threatens to threaten Ronda's ally CREE, the main point of the market is that Su Feng is driving the market growth, and the price war is the development trend of the consumer market. Of course, the price of LED bulbs will not fall to the limit, and will eventually return to a flat state.
Chairman of the New Century, Zhong Kuanren: LED price competition is fierce, and the chip-covering market has become a serious competition for the price of the new blue-sea LED market, which has affected the profitability of the manufacturers. Chairman of the New Century, Zhong Kuanren pointed out that the use of LED is quite extensive, and the new century is actively expanding and expanding. This year's strategy is not rushing to revenue and focusing on improving profitable products. Flipchip products can be increased to 30% in the second half of the year. At present, the painting lights and headlights for vehicles have entered the Japanese and Taiwanese factories. The market will start shipping in the second half of the year.
Zhong Kuanren said that at present, the backlight and flash of the mobile phone account for about 2 to 30% of the revenue, about 30% of the TV backlight, and the other is about 40% of the lighting. Among them, the LCD TV backlight has already entered the major packaging factories in Taiwan and the mainland. The new century is not only the first LED epitaxial plant to enter the Korean TV factory, but also the first LED (Light Emitting Diode) manufacturer in Taiwan to enter the headlights.
Due to the fierce competition in the price of general lighting products, the new century is actively transforming towards blue-sea products with better profitability. The lighting part is mainly based on commercial lighting and factory patio lighting, and the application effect of new related fields in the future. It will gradually emerge that the outlook for the LED industry is still very optimistic.
Zhong Kuanren said that he entered the LED Casino. In the case of losing less in the LED industry, the new century is actively promoting the use of the Cladding process. The second quarter accounts for about 20-25% of the revenue, and will climb to 30% in the second half. .
Since the applications related to the heat dissipation of flip chip products are faster than expected, the application field of flip chip products in the new century has expanded from flash and TV backlights to mobile phone backlights and automotive lighting.
In addition to fully expanding the flip chip process and steering automotive and commercial lighting fields, the 2-inch production line has been shifted to 4 inches since June. At present, the proportion of 2 inches and 4 inches is 2 to 8. It is expected that after the completion of the conversion in the third quarter, the proportion of 4-inch products will climb to 80%, and the size of 2 inches will be reduced to 2, with minimum capital expenditure to increase production capacity. And reduce operating costs.
In July, in the second half of the year, what changes will the LED lighting industry usher in? Let's listen to what the four major LED lighting companies in Taiwan always say.
Epistar chairman Li Bingjie: LED drop in price increase in volume and depressed profit, lighting needs strong momentum <br> <br> listed companies Epistar chairman Li Bingjie said that the current backlight orders slowed down compared with previous years, estimated backlight orders slow After the rise, the lighting orders have been returned.
Li Bingjie said that the price of LED prices has continued to fall this year, but the market will stimulate sales under the price decline. It is estimated that the output value of this year's backlight is expected to be consistent with last year. Under the TV size amplification and 4K2K penetration rate, the backlight production value remained at a peak. The growth of the lighting market is expected to double. Last year, the global sales of LED lighting was about 910 million, and this year's sales could be enlarged to 2 to 2.5 billion. The annual increase in LED lighting sales is even faster than last year.
Li Bingjie pointed out that due to the rise of the land plant, the packaging and lighting of the back end have emerged one after another, so the upstream chip end is also gradually exerting pressure, which has a great impact on the terminal price, resulting in market price competition. However, due to the decline in terminal prices, this year's lighting market will grow in size. It is estimated that LED bulbs will have a $5 factory shipment this year, which is a rapid decline from last year's $8, which is lower than the energy-saving lamp's $6, resulting in an alternative effect. .
Li Bingjie said that it is expected that the LED factory will still face tremendous pressure on terminal prices this year. The gross profit of the manufacturers will be compressed, and the gross profit will be maintained through process and product improvement. Jingdian will not purchase new machines this year, but will increase production by adjusting both organic platforms and maintaining profitability by reducing the chip by 70% and maintaining brightness.
LED lighting demand is growing strongly this year with the active subsidies of governments, and the government supports subsidies as growth momentum. Li Bingjie said that this year, both the Indian and Egyptian governments have actively subsidized LED lighting to reduce electricity consumption. The Indian government is expected to allocate 2 LED lights to each family, with a total demand of 100 million. LED lighting is under the government's push for replacement. Growing fast.
Li Bingjie said that LED epitaxial wafers are gradually developing towards 6 inches, but the current industry generally encounters bottlenecks in the 6-inch process, and the cost is still dominated by the mature 4 inch. After the adjustment of the machine this year, it is estimated that the maximum capacity can be increased by 50%. The process technology will reduce the chip's small mode and the gross profit margin will remain stable under the price slip.
Yiguang Chairman Ye Yufu: The backlight demand is weak in the first half of the year. In the third quarter, the backlight market has returned to the LED packaging manufacturer. Everlight Electronics held a shareholders meeting recently. For the outlook of the market, Yiguang Chairman Ye Yufu said that there is no international large-scale sports this year. In the event, the TV backlight demand was weak in the first half of the year, and the lighting price was not good. The operating pressure of the LED factory in the second quarter was relatively large. It is expected that the TV backlight will be warmed up in the third quarter, and the demand for lighting will grow. Pick up. Everlight today passed a cash dividend of NT$4 per share at the shareholder meeting.
Ye Haofu pointed out that the mainland's red supply chain does compete at low prices, but that is only a short-term phenomenon. Whether it is big or limited, it will not last long. The strong players will still do well after all; he stressed that Yiguang and Jingdian Still quite competitive. In addition, for the net power to fall below the net value, Ye Haofu said that if the funds are allowed, it is not excluded to replenish the crystal holdings.
Yiguang Chairman Ye Yufu revealed that Yiguang has joined hands with Jingdian to jointly develop special applications for infrared rays, which will help to get out of the LED Red Sea competition. It is understood that Jingdian has received orders for automotive LEDs, and Yiguang has also actively expanded production in response to market demand for vehicles.
Ye Haofu said that Taiwan's LED industry must focus on deepening several high-potential niche products and strengthen its separation from mainland products in order to break through existing development patterns, such as the application of infrared IRLEDs and UV-UV products. Especially in the field of power management and security control, we have cooperated with Jingdian to develop special application products.
At the photonics exhibition that just ended last week, Yiguang and Jingdian all showed the infrared related products. Jingdian exhibited the latest infrared technology-high-performance conversion infrared chip, which will be mass-produced in the second half of the year. It has received orders, including automobiles, night vision functions, security control, medical products, etc., and the gross profit margin of related products has reached 40%. the above.
Lunda electronic Su, chairman of the board: the price war to stimulate LED penetration in the second half growth curve is steep <br> <br> Dutch giant Philips (Philips) has thrown in the North American market shocker to two LED Bulb The ultra-low price of 4.97 US dollars grabbed the market, causing shock to the industry. The price of LED lighting has fallen and the price war of Philips has caused an impact on LED lighting factories. Su Feng, chairman of Taiwan LED Lighting Industry Alliance (TLLiA) and chairman of Longda Electronics, believes that it will help drive demand and grow. It is expected to continue to increase.
Su Feng is convinced that the sale of LED bulbs at low prices in North America indicates that the international label is not only for clearing inventory, but for promoting market share through promotion, not only to become a market price indicator. Further driving the market demand, but also marketing advertising for the brand itself.
Su Feng is analyzing the growth momentum of LED lighting from commercial and household lighting, the latter mainly depends on the demand for LED bulbs. Philips is now offering the first shot price cut to grab the market, which will cause other manufacturers to follow up. The willingness of consumers to purchase will also increase with the price reduction of LED bulbs, thus driving penetration. Therefore, Su Feng is quite optimistic about the next market demand for LED bulbs, especially in the second half of 2015 to 2016.
Although the price-cutting behavior of Philips threatens to threaten Ronda's ally CREE, the main point of the market is that Su Feng is driving the market growth, and the price war is the development trend of the consumer market. Of course, the price of LED bulbs will not fall to the limit, and will eventually return to a flat state.
Chairman of the New Century, Zhong Kuanren: LED price competition is fierce, and the chip-covering market has become a serious competition for the price of the new blue-sea LED market, which has affected the profitability of the manufacturers. Chairman of the New Century, Zhong Kuanren pointed out that the use of LED is quite extensive, and the new century is actively expanding and expanding. This year's strategy is not rushing to revenue and focusing on improving profitable products. Flipchip products can be increased to 30% in the second half of the year. At present, the painting lights and headlights for vehicles have entered the Japanese and Taiwanese factories. The market will start shipping in the second half of the year.
Zhong Kuanren said that at present, the backlight and flash of the mobile phone account for about 2 to 30% of the revenue, about 30% of the TV backlight, and the other is about 40% of the lighting. Among them, the LCD TV backlight has already entered the major packaging factories in Taiwan and the mainland. The new century is not only the first LED epitaxial plant to enter the Korean TV factory, but also the first LED (Light Emitting Diode) manufacturer in Taiwan to enter the headlights.
Due to the fierce competition in the price of general lighting products, the new century is actively transforming towards blue-sea products with better profitability. The lighting part is mainly based on commercial lighting and factory patio lighting, and the application effect of new related fields in the future. It will gradually emerge that the outlook for the LED industry is still very optimistic.
Zhong Kuanren said that he entered the LED Casino. In the case of losing less in the LED industry, the new century is actively promoting the use of the Cladding process. The second quarter accounts for about 20-25% of the revenue, and will climb to 30% in the second half. .
Since the applications related to the heat dissipation of flip chip products are faster than expected, the application field of flip chip products in the new century has expanded from flash and TV backlights to mobile phone backlights and automotive lighting.
In addition to fully expanding the flip chip process and steering automotive and commercial lighting fields, the 2-inch production line has been shifted to 4 inches since June. At present, the proportion of 2 inches and 4 inches is 2 to 8. It is expected that after the completion of the conversion in the third quarter, the proportion of 4-inch products will climb to 80%, and the size of 2 inches will be reduced to 2, with minimum capital expenditure to increase production capacity. And reduce operating costs.
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