LED industry on Friday great market dynamics wonderful review

Review the history of the LED industry, from 2008 to 2009 years, the LED industry had a golden age. Due to strong market demand, technology applications gradually mature, LED manufacturers in short supply, the market is extremely prosperous. Since then, in 2010 LED investment expansion, the threshold of entry products is very low, and the core technology of advanced products and grasp the hands of a few foreign industry leaders. Sudden increase in supply and export decline led the market quickly into a price war quagmire. Two years in 2011 and 2012 the profitability of the company are very poor, making the industry in the valley to better achieve the elimination of backward production capacity, improve corporate profits since 2013, domestic orders also have obvious signs of recovery.

Sapphire offer fast, is expected to become the apple HOME button

The key material LED crystal sapphire application breakthrough, LED backlight, lighting industry in the twin engine, using a mobile phone camera is also expected to increase, the market spread, because Apple fingerprint identification function, came a new generation iPhone5S will use sapphire as the HOME key, sapphire sea three arrows. Industry reaction sapphire substrate quotes since the beginning of the second quarter price surge is expected to continue into the third quarter!

According to foreign media reports, Apple will use the sapphire (Sapphire) as Apple's HOME button, with the focus on the fingerprint identification technology of the new apple industry, confirmed that because the sapphire transmittance and scratch resistant properties, help to improve the fingerprint identification. Sapphire factory said that the base will be in line with the specifications of the 2 inch substrate by the coating and laser cutting manufacturers. Coincidentally, the world's largest coating plant Bourne optics, also released at the beginning of the recruitment of optical coating and the need for engineers, was interpreted as due to the need for Apple HOME key coating.

Industry analysis, in 2012, apple mobile phone sales of 130 million Taiwan estimates, due to the HOME key area for the camera 4 to 5 times larger, is expected to 2 inch sapphire substrate will consume 15 million pieces of this year, Taiwan sapphire substrate clogging capacity. The market has also come to the domestic industry has sent samples of apples, waiting for certification. The 2 inch sapphire substrate price, benefit LED industry season and sapphire camera trend, the second quarter market planned price increase of about 5%, is actually about 2% increase success. The price for past changes because the sapphire is too large, the current Taiwan mining industry by bargaining, no expansion moves, LED application for 4K2K TV need to use more LED grains of sapphire demand has increased dramatically, the factory in March this year to advance into the full.

This year the major manufacturers of LED lighting market growth also hold high expectations. Taiwan 6 base Chang Zhaoyuan, Xin crystal diamond, crystal beauty, crystal light, Jia Jing branch, Ruijie April revenue growth of all, revenue performance full access to the full season, 16, the share price rises to 7.35%, the highest good crystal, crystal beauty, only 4.6% OTC factory trillion far rose 2.07%, Xin Crystal is up 0.43%.

At the end of the first quarter earnings, only Zhaoyuan for OTC companies, and the United States langene after the merger of first quarter revenue 417 million yuan (NT below), the annual increase of 6.8%, net loss of 98 million yuan, net loss of 0.58 yuan EPS. Zhaoyuan said, the first quarter due to losses and Sino US merger langene inventory in the first quarter, some goodwill provided by. In the second quarter, and Zhaoyuan Xin Crystal Diamond said orders to see the end of the second quarter is no problem, the third quarter of this year the demand seems to be better than last year, compared with the same period last year, this year the production capacity, price is also conducive to better margin.

Benefit from the low temperature lighting, LED Huaxing gross margin of 35% in those firms

Benefit from the continued adjustment of orders and control production costs, coupled with a better recovery in the demand for low temperature lighting, LED packaging plant Huaxing this year's gross profit margin is expected to get rid of low tide. Corporate estimates, if you can maintain the growth rate of the gross monthly growth rate, the gross profit margin of the month to see 33~35%.

This year, the first quarter of this year, the merger of the gross profit margin back to the top of the market, is the highest LED package factory, is also the highest single season since the fourth quarter of 2010. Huaxing spokesman Cai Shangxin said the company in the second half of last year began to improve internal management, performance gradually. Huaxing investment revenue and profit is the main source of low lighting, including the American beverage brand Pepsi Cola, Coca-Cola and other customers are. Huaxing early last year has also developed 2 new international customers, after nearly more than 1 years of product samples, certification, estimated in the first quarter of this year will enter the formal shipment stage.

Huaxing cool lighting orders received the fourth quarter of last year have been signs back to temperature, and even international customers directly under the 4 month long single, is a first year Huaxing quarter earnings brisk performance of the main reason. With the entry into the beverage sales season, vending machine customer orders also significantly warming. As for the part of the LED packaging business, Huaxing said that the current Chinese mainland market, this year, orders and shipments relative to LED lighting, the situation is relatively weak. Look at the overall situation, Huaxing said that at present the visibility of orders for about 3 months, forming with LED lighting trends, operating performance this year will be better than last year, the biggest 2 digit growth target.

Chinese mainland LED lighting into the acceleration period, overcapacity worries

Last year with the LED lighting price plummets, stimulate the global market demand growth, especially last year, Chinese LED lighting penetration is still grew 1 times, and this year there are many traditional Chinese or energy-saving lighting factory turn into the LED lighting market, the market estimates will be in the next 3~5 years is the rapid growth of LED lighting on time, though