LED industry off-season minus terminal brand war poised

Over the past few years, the LED industry set off a "investment fever", there have been capital influx of LED industry, due to the government's policy support and financial subsidies, more foreign capital and "lay" into the LED industry, leading to the LED industry began to enter the crazy investment stage, especially upstream of the LED field, sapphire substrate, epitaxial chip, chip such a huge amount of investment project planning. But two years of frenzied investment has had a serious negative effect, the result is the structural overcapacity in the LED industry, product homogeneity serious, the flames of the war of price war across the country, LED industry directly into the era of meager profit.

Off-season is not light LED industry look forward to usher in a blowout period"

LED business revenue, LED has always been the industry boom index, although in December the traditional off-season, but the chip in the LED industry revenue grew 59% in December, the package of overall revenue 53%, billion light, Lunda, crystal electric and other mainstream company revenue is a gratifying situation.

Packaging plant, billion in December revenue of 2 billion 260 million yuan, an increase of up to 70%, benefiting from lighting and backlight orders, the company expects shipments in the 1 quarter of this year will continue to grow. And lextar electronics benefited from the notebook computer orders back to the temperature of the Korean mobile phone manufacturers and flash TV backlight demand, December revenue of NT $1 billion 97 million, compared to November fell 5.84% year-on-year growth rate reached 55%. Chip manufacturers, EPISTAR December revenue reached NT $2 billion 47 million, slightly down 1.36%, an increase of up to 78.8%.

LED lighting product characteristics, from the perspective of the recent technical development trend, light source efficiency has reached more than 200lm/w. At the same time, the terminal market of lighting products price has continued to decline, OSRAM, CREE and other companies products have been reduced to around $10, and the same brand of energy-saving lamp price is about $5, taking into account the great difference in the service life of the LED lamp, the actual use of cost ordinary energy-saving lamps cheaper.

Industry standards need to be introduced

2014 is a crucial year for China's LED development. With the continuous improvement of technology, LED light source brightness continues to rise, LED lamp production costs continue to decline, the price of light has fallen into the consumer acceptable range, LED lighting market will erupt.

This can also be seen from the traditional lamp giant action. 2013, the domestic and international giants, and even has never done before LED companies have joined the industry. Everyone is doing, want to do, indicating that the industry is mature, mature products, LED lighting to the outbreak. Deng Zichang said.

For the industry to compete in a more chaotic situation, Deng Zichang believes that there are two things to be concerned about the parties concerned, one is the development of industry standards, the two is the establishment of industry alliances.

Deng Zichang said that the problem of LED industry standards for a long time, need to refer to the traditional lighting industry and the international lighting industry standards, the development of the Chinese market for LED lighting standards. Of course, before the introduction of industry standards in the industry, but also can develop their own corporate standards, and as much as possible to participate in the drafting and formulation of national standards. "

In addition, Deng Zichang said that despite the industry alliance, some industry channel alliance, price alliance phenomenon, but in a specific period of time, these alliances in a certain extent to promote the development of the industry, maintaining the market order has played a positive. The face of the vicious price competition in the LED industry, Deng Zichang said, as long as the right time to the development of the company, does not rule out or to participate in some of the alliance. "

LED terminal brand war poised

LED downstream terminal manufacturers are aware of the brand and channel is the magic weapon for the midstream packaging enterprises, the brand effect is increasingly becoming the key to their foothold in the market.

Large enterprise base packaging industry, the market structure is not clear.

This year, the LED industry to pick up, especially in the downstream application market demand for the outbreak or will be plagued by overcapacity in the middle of last year, the middle reaches of packaging and upstream epitaxial chip companies have a short respite.

At the same time, the rapid development of downstream LED lighting has more requirements for middle and long epitaxial chip package, excellent performance, high light efficiency, lower cost, all of this in the middle test of corporate R & D and manufacturing capacity scale. The future market competition will focus on the terminal of LED lighting applications, but more important is the formation of the industry chain downstream, echoing with the middle of the high price of the product quickly into the LED lighting industry, and is the terminal market of consumer acceptance.

For midstream packaging enterprises, this is a rare opportunity, but also the gradual formation of the market structure.

Most of the packaging enterprises because of the low profit margins of a single packaging business and seek his law, strengthen the integration and extension of the industrial chain has become a response to the majority of enterprises.