33 LED three new board business revenue analysis

Recently, the stock market is excellent, A shares yesterday ushered in the seven years of the 4800 breakthrough point, there is a real staged a day three new board share price soared 2000 times, whether it is a modern version of the new three gold dream?

As the new board wave a main force of LED enterprises in 2015 into a sea cover a wave, according to statistics, in 2013 the following three new board just 2, and by 2014, three new board listed LED companies have 19, 2015 or more. In order to solve the LED industry, the new three Board companies, China LED network statistics of 33 new three board LED business in 2014 and in 2013, the current situation of revenue, and from the perspective of the industrial chain to uncover the trend of three new board.

Three new board applications revenue decline accounted for 40%

It can be seen from the table, there are 10 LED terminal applications in 2014 revenue is in a downward trend, there are 15 in the state of growth. According to statistics, photoelectric, the most obvious decline, reaching -76.86%, mainly due to raw material prices fell sharply and the tracking of the project in the early stage of key bidding procedures; the more serious and Jiuzhou optoelectronics and longstar lighting, decline of over 20%.

Henan zhongyun hit the most significant growth, the growth rate reached 802.28%, of which more than 60% are from the super growth of household lighting. Zhuo NPU, easy point technology, abundant sea science and technology as well as the whole of China Science and technology, more than 50% growth of more than five.

Based on the new three board LED lighting display the overall performance of the enterprise, the new board is indeed a piece of "Feng Shui", but as investors also need to keep their eyes open, to "shalitaojin", must not blindly follow the trend for the trees. LED three new board in nearly 40% companies in 2014 is a downward trend. Through the above 25 earnings can be seen, whether it is the business of lighting or display the proportion of business continues to increase, the industry continued to positive.

The market growth rate of decline in the price of revenue growth is not difficult

Relative to the downstream end of the enterprise's new three board master invasion, upstream chip packaging companies seem more rational. Data can be seen from the Orient and Shanghai CDH 2014 technology is increasing, and Oumige declined in 2014.

It is reported that, although the 2014 Oumige operating costs compared with the previous year decreased by 30.98%, but operating income decreased by 27.84% compared with last year still, this is mainly to reduce sales, LGP business decline.

Overall, 2014 Orlund and CDH technology in 2014 to benefit from LED lighting and backlight two industry segments appear a rapid market growth, profit growth results achieved; but affected the entire LED industry product sales prices fell rapidly, the growth rate is not.

2014 upstream and downstream enterprises overall revenue showed a slight increase, while the competition will be more intense in 2015.

According to the TrendForce's green energy division LEDinside latest price display, the second quarter of 2015 LED package price continued to decline. The average price from 2835 parts of lighting package, or fall in the range of 1~9%; and LED 2835 is mainly Chinese, lighting market mainstream products, so the decline reached 10~17%, far beyond other lighting package products. The decline in the price of the backlight LED package fell to 3~6%, this year is still the most competitive price of straight down backlight products.

Equipment and LED supporting enterprises to increase the downward trend in the level of subsidies to eat

According to incomplete statistics, in 2014 the new three board in the LED equipment and supporting enterprises, revenue growth over the same period as a whole show.

As can be seen from the picture, the largest increase in Sheng Photoelectric reached 166.70%. This is mainly due to its domestic MOCVD companies, supported by the government, according to the results, the amount of government subsidies in 2014 accounted for 70.69% of the company's annual revenue, compared with the previous year, a substantial reduction of 91.73%. As a complementary component of the shares reached more than 34%, the main reason for this growth is not LED. As a test of service testing is relatively low growth, LED revenue is only a small part.

For the growth of Sheng Photoelectric, is based on the diversification of the enterprise oriented, there are other areas of growth and mutual coordination. As for the current LED device MOCVD three new board, the only company to consider the localization of the equipment recommended, the future growth of good space. (text / China LED network Skavy)

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