LED full recovery of the lighting market in 2015 accounted for 1/4 of functional products

Released from the Shanghai and Shenzhen two city 25 LED key listed companies in the first quarter of this year earnings can be seen, the 25 companies total revenue of 9 billion 888 million yuan, an increase of 12%, the total net profit of 719 million yuan, down 3%. The industry continues to grow, the decline in earnings slowed down. Compared to not long ago, the entire LED industry is also shrouded in the price, bankruptcy, the shadow of the elimination, and now the LED market is already a thriving scene.

In fact, since January 2013, with the international market showing the trend of economic recovery, the capital market has acknowledged the fact that the gradual recovery of the LED industry in the downstream. Especially at the beginning of this year, in the A shares in the forefront of the LED sector, it is the performance of the domestic LED listed firm recovery, LED market began to improve the best embodiment.

Internal and external need to stimulate the market to pick up

In February 17th this year, the national development and Reform Commission, Ministry of science and technology, the Ministry of industry, Ministry of finance, Ministry of housing and urban construction and national quality inspection administration of six ministries jointly issued the "semiconductor lighting industry energy saving plan" (hereinafter referred to as the "plan"), in accordance with the requirements of the "planning" for the target, energy saving and emission reduction effect of LED functional lighting products will be more obvious also, the market share gradually expand, by 2015, LED functional lighting products market share of more than 20%. Purely from the point of view of the digital calculation, in 2010 the number of LED functional lighting products have 1 billion 400 million, by the year of 2015, the number of LED functional lighting products may reach 2 billion. "The gradual promotion of LED has achieved some success, according to a report by McKinsey, LED lighting market is expected to occupy 60% of the household sector in 2020, other areas also accounted for more than half and above. LED market share is certainly growing. Vice president and Secretary General of China Lighting Association Chen Yansheng said.

Analysis of the reasons, LED market recovery experts said, one is to accept the domestic LED lighting products improved significantly, to accelerate the LED lighting market for commercial lighting, public lighting market penetration, at the same time, the export momentum continues to rise; on the other hand, as of February this year, six ministries jointly issued the "planning" related work the depth of LED lighting products government gradually push the wide application of mature technology, obvious energy saving effect. Domestic LED listed companies rely on favorable policies, focusing on industrial development needs, accelerate the development of LED lighting core materials, equipment and key technologies, enhance the core competitiveness of enterprises. In addition, the local government is also gradually increase the intensity of the tender. Comprehensive analysis of the above, from which we can easily see that the LED lighting market showed a recovery trend this year.

"January is the spring dawn, February is the lotus just buds. LED Zhang Xiaofei, President of the high industry described earlier this year, LED lighting market recovery trend. According to the securities company in a research report showed that the chip and package factory were involved in the full load condition, the visibility of orders up to 1~3 months, significantly better than the normal level, and some companies even take the initiative to give up the order.

After the industry is expected to market recovery in 2015, and now I think this is more conservative. "Director of Limited by Share Ltd Linsen Lighting Department of East China Zhang Chao is full of confidence in the LED lighting market development.

According to statistics, from the beginning of February this year, LED lighting market rapid development has obvious signs, is expected in the two or three quarter of this year will likely accelerate the recovery.

In the middle reaches of the industry this year, PHILPS Lumileds to order Everfount, PHILPS Asia Marketing Director Zhou Xuejun said, the second factory in Malaysia production base in Penang last year has started, but now on the orders are still busy. Referring to overseas markets, Zhou Xuejun said: "strong demand. "

Favorable policies to boost the development of the industry

This year, the international environment improved, domestic policy support, LED industry has picked up the trend, industry experts predict that in August this year, the domestic LED industry will usher in a period of rapid development. "The president of Guangdong lighting electrical appliance association was born in 2013," said LED, China's lighting industry development seminar.

From November 1, 2011, the national development and Reform Commission, the State Quality Inspection Administration and other departments jointly issued the "Chinese phasing out incandescent roadmap" to July 11, 2012, the Ministry of science and Technology issued "on the issuance of the semiconductor lighting technology development" 12th Five-Year "special planning notice", in February 17th of this year, six ministries jointly issued the "planning", LED lighting industry has attracted great attention in all aspects. Six ministries issued the "planning" will also be lighting products and application demonstration and promotion projects in the top four key projects in the first place. Under the banner of energy saving and emission reduction, local governments have to promote LED lighting as an important policy. Last May, the Guangdong provincial government issued "Guangdong province to promote the use of LED lighting products plan", from the launch date of implementation of the new project, the province's public lighting all use LED lights, non LED lighting products in the Pearl River Delta region of the original, in batches before the end of 2013 to complete the transformation. Among the 25 domestic LED key listed companies in the forefront of the KingSun, Guangdong province is the promotion of LED lighting is one of the most benefit from the policy, the company in 2012, the company won the bid for a harvest, a plurality of LED lighting renovation project, including a group of 100 LED lighting project, 160 million yuan 90 million yuan in Qingyuan LED street reconstruction project etc.. Not only that, the company's commitment to the Great Hall of the LED lighting project also successfully passed the acceptance. The future, KingSun lighting market in Guangdong province LED