LED industry seems to be mired in dense willow trees and bright flowers in 2013

Suddenly like a spring breeze. Mired in overcapacity in LED industry seems to usher in turn dense willow trees and bright flowers in 2013. However, the two listed company executives admitted to reporters, need to wait until the three or four quarter of data validation, on the one hand is the channel digestion takes time to precipitate the real data, on the other hand depends on product quality feedback. The fund manager also revealed that the industry is indeed better than the past two years signs of improvement, the logic of buying more clear, but that the industry began to erupt, still need to continue to observe.

Two market is an advance in advance of this positive. Since entering in May, LED industry chain in the entire electronic components plate in the leading position. In addition, a quarterly bulletin from the LED listed companies, most of them achieved a positive growth in net profit year on year, and the report is expected to be more optimistic.

The order with bargain wound bursting

Product prices continued to decline, the end demand in the commercial lighting and indoor lighting driven by the overall pick up, the upper and lower parts of the company began to fill orders.

LED industry sudden emergence of the phenomenon of happiness, so that a number of appeared in the tenth session of the LED summit of the high tech industry, the company's executives also lamented a sudden. Ruifeng photoelectric chairman Gong Weibin bluntly, the outbreak of this round of demand than expected one year ahead of schedule.

According to Wang Lianghai, vice president of the same side of the LED industry focused on chip production, said the company is now 24 hours of uninterrupted operation of machines, customers have to wait in line chips. Dongguan KingSun Deputy General Zhu Bingzhong said that the current orders have been discharged after two months.

Faced with the challenge of relying on government subsidies to support, Wang Lianghai admitted that the current is still at a loss stage, but it is confident that the company in the three quarter of this year to achieve positive cash flow, and at the end of the realization of profit. It stressed that this is in the case of eliminating subsidies.

Rapid changes in the upstream and downstream industry chain is also rapidly respond to the two market. Since entering in May, LED industry chain in the entire electronic components plate in the leading position. In addition, a quarterly bulletin from the LED listed companies, most of them achieved a positive growth in net profit year on year, and the report is expected to be more optimistic.

However, in this round of prosperity in the industry, in fact, uneven hot and cold, but by the cold part of the collective ignored. "In the circulation channel, part of the LED price even lower than that of the traditional products, engineering tunnel lights, street lamps in the first half of the bidding, price is still bloody. "Guangyu lighting technology vice president Xu Min bluntly, this shows that the market does not have a better overall.

Expansion of a number of listed companies

History always has a striking resemblance.

2010 based on the outbreak of the industry is expected, the global LED companies have significantly expanded production capacity, domestic enterprises are running follow up. However, the next two years the downstream application demand remains weak, the market supply and demand imbalance has become the industry nearly all the company's pain. That time, known as the first year did not really open.

And this is called the LED market is the best year of Zhu Bingzhong whether it can really open the first year?

Ruifeng photoelectric chairman Gong Weibin expects this year's industry growth will reach 15% in 2014 will reach even 40%.

The same optimistic honglitronic general manager Li Guoping said, through several years of development of LED industry, the price of LED greatly decreased, regardless of price or quality, are already reflected in a very good price. The next two or three years, LED lighting will usher in the best period.

With this optimism is the actual action. Reporters noted that only the last two or three weeks has been the emergence of a number of enterprises to expand production news again, these actions will once again allow the industry to continue to be bogged down in excess capacity quagmire?

The evening of May 27th, Sanan optoelectronics announced the launch of 3 billion 300 million fund-raising expansion plans for the LED project. But after a few days, the company also announced that with Jiawei shares to set up a LED application products company, a total investment of over 1 billion yuan. And then shot $22 million in the United States lumens revenue sac.

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