LED industry boom recovery of heavy demand for renewable lighting

Industry boom in the recovery phase. March is an important turning point, Taiwan's revenue from negative to positive. And April revenue data continues to improve, the visibility of orders is extended to a half, also is the demand for heat is expected to continue until mid June, therefore, insiders determine the 2 quarter industry upward trend continues for a high probability event.

International manufacturers to promote the price of LED bulbs, lighting demand is expected to peatlands

International manufacturers have launched low-priced products to stimulate the growth of demand for LED lighting. Decline in prices makes the relative advantages of energy-saving lamps LED lamps increase, demand is expected to accelerate. Data also show that PHILPS and Cree's LED lighting business to accelerate growth. 13 years is expected to become the first year of LED lighting, penetration is expected to rise to more than 15%. Corresponds to the 2013 LED lighting is expected to grow more than 100%. With the third quarter to replace the 60 watt incandescent LED bulb prices fell to $10 in the next 5 years, LED lighting output compound growth rate is expected to reach 30%.

Key companies recommended

Chips suggest attention scale advantages, and to extend the industry chain downstream with the integration of the production capacity of three optical and elec-tech. The competitive landscape of domestic backlight packaging manufacturers is far better than the lighting field. Major manufacturers Ruifeng optoelectronics as well as the leading advantages of poly fly light, will be the biggest beneficiary of the backlight capacity shift from Taiwan to the country. International manufacturers actively promote LED lighting business for 13 years, overseas demand was ignited. Manufacturers can cut into the overseas OEM OEM supply chain will be the most benefit, recommended sunshine lighting, it is recommended to focus on technology. In 12 years the change of Government Street orders have influence the demand is lower than expected, the demand is 13 years will be greatly improved, recommend kingsun.