Interpretation of PHILPS earnings lighting part of the dialysis industry development situation LED

No development status and trend of what materials can reflect the industry more than an industry leader in the earnings of listed companies. Annual report has not come out, but the 1-4 quarter earnings have come out. If you don't say much, let's take a look at it.

1 quarter sales

Most interested in is the current LED market accounted for in the end how many. As can be seen from the table, LED sales accounted for about 30%. From the PHILPS LED products and the company's promotion efforts, the entire lighting market share of LED should be 25% or a little lower level, it is a market of new light source acceptance, the traditional lighting companies not all light factors transformation.

Each quarter LED light source part of strong growth and good development trend, the fourth quarter of the outbreak, presumably practitioners have a personal experience. In the automotive lighting market and consumer lighting market, PHILPS does not have the advantage.

Comparison of sales of 2 different areas

Mature market North America and Europe have declined slightly, while emerging markets such as India, Chinese growth momentum. One reason is that the market of North America and other developed areas of high maturity, high product quality, market demand for PHILPS in the relatively small (the entire market should be increased and the competition) increases, to maintain rapid growth before more difficult.

And Chinese, India and other emerging market demand for non formal, just wake up and in great quantity. Of course, can not be separated from PHILPS's emphasis on this area and product promotion. This also confirms the CEO Frans VanHouten took office at the beginning of the strategy:

Future opportunities, India, Vietnam Chinese belongs to such a high growth market, so we think that instead of sticking to the now mature Western markets, as well as to take some risks to some to expand new markets.

Fact is true, a lot of division headquarters were moved to Europe by China, which in many foreign enterprises is impossible, although once encountered great resistance.

3 sales comparison

Compared to 2012, the overall sales of lighting is relatively stable.

4 Lighting distribution

Figure the amount of information this week is still quite large, as the product of people, I stared at the total sales and 5% of R & D investment excitement for a long time can not heal, don't know you care what data?

5 Improve profitability on the path to LED & Solutions

Lighting earnings inside the problem, mentioned several key words most is accelerate, performance management, margin management, digital lighting. It is interesting to compare these words appear in the 4 quarter of the order in which are not the same, but we can see some subtle changes, accelerate and digital lighting are most concerned about the part of PHILPS in the future. (we can download their own specific to see).

6 business diversification

Can be seen from the figure in the lighting part of the business expansion of PHILPS. The most interesting point is that the results show that Lumileds2013 has only just begun micro profit. Sure enough, the price is too high not too grounded gas, can only rely on their own LED products to stimulate sales.

Market growth rate of 7

To 2016, LED market share will account for 45%~50% of the traditional lighting market compound annual growth rate in the next year as 4~5%LED compound growth rate of 34%.

8 competitors

In the lighting field, the leading position is still very strong. Several others are CREE, OSRAM, Ge, Toshiba?

R & D investment also significantly ahead of our competitors, and most are put in digital lighting, also proved that the intelligent lighting in the field of investment (14 years of intelligent hardware to the fire.).

9 leading areas

The green part of the said first, 2 or 3 orange, red is not in the top 3. It can be seen that the vast majority of lighting areas are in the leading position, but in the light of this piece is still relatively weak. Moreover, the market share of LED products in the lighting field is higher than that of the traditional products in the lighting market.

10 Total market size in 2013

LED is currently the largest channel or professional fields, such as offices, outdoor lighting, shopping malls, hospitals, and other industrial applications.