LED lighting market floodgates open, expanding production pace can not stop

At the end of the year and the beginning of the overall market downturn, but the upstream LED industry has showed a good trend is not short off-season ". Experienced a brutal baptism, in 2014 LED industry boom beyond last year, full of birth machine.

Market firmly optimistic about the LED industry

Industry chain information shows that the next 3~5 years, LED lighting will be large-scale popularization, the industry will be a small amount of excess capacity to tight balance, prices tend to stabilize, will achieve the true sense of the LED lighting revolution. According to LEDinside forecasts, in 2014 the global LED lighting products shipments will grow by 68% compared to 2013. Among them, the growth rate in North America is expected to reach 72%, the Chinese mainland market LED lighting product usage growth rate will reach 86%. Meanwhile, under the support of the policy, the progress of domestic LED manufacturers will be significantly accelerated, in terms of industrial integration and technological progress may open a new situation.

From a deterministic point of view, the agency generally believe that the LED lighting industry in 2014 to determine the growth, penetration into a sharp rise in the stage, and therefore optimistic about the growth of the LED industry. For example, Guoxin Securities Research Report released shows that incandescent ban global plan of major countries and regions of the batch effect stage and the decline in the cost of LED lighting to enter in 2014, the outbreak will trigger the LED general lighting market. The LED lighting market is a large market of hundreds of billions of levels, will be expected to make the industry to maintain a wave of 3~4 year cycle opportunities. LED industry has experienced over the past few years, leading to rapid price decline in capacity of pile up in excess of requirement of enterprise gross margin decline and serious adverse situation, the price dropped to a certain extent, incandescent ban policy into effect, stimulating rapid increase in demand for LED general, LED corporate earnings is expected to enter the fast rising channel. A shares from the recent announcement of the results of the annual report of listed companies LED, the performance of LED companies in the four quarter of 2013 has begun to accelerate the obvious signs of release.

LED enterprises early spring busy layout

Along with this round of LED lighting market warming, the domestic LED companies also gain. Honglitronic last year net profit growth of nearly 20%, the company said the demand for LED lighting market effective release of the company's production capacity, the main business to maintain steady growth, at the same time, the LED lighting project performance gradually, has a positive impact on business performance.

Optimistic about the overall market situation in 2014 elec-tech. The company recently announced that the 2014 annual overall sales revenue is expected to more than 2013 annual growth of about 50%, of which LED business sales revenue is expected to more than 2013 annual growth of about 100%, the amount of about 3 billion yuan, mainly due to LED business growth is expected in 2014 LED general lighting market demand will have better growth.

Some of the upstream and downstream enterprises have begun to extend the field of lighting. Engaged in LED packaging business allring technology since the two quarter of last year into the downstream of the lighting field, the company recently released 2013 annual report, the company LED lighting products to achieve operating income 120 million yuan, an increase of 28.91%, gross margin reached 43.34% LED lighting products.

REFOND packaging manufacturers also saw LED lighting opportunities, the company said, based on stable LED LCD TV market, increase efforts to develop the LED lighting field, obtained the corresponding growth in sales and profits.

Xiamen XinDa grabbed the top spot in the spring of 2014 on the occasion, the private placement application was approved by the SFC issued approvals. According to insiders, the market confidence in Xiamen XinDa mainly from its research and development, application, and sales of large-scale growth. Last February, the Xiamen XinDa subsidiary of XinDa photoelectric with other companies and Xiamen University jointly declared the "low cost, high reliability, standardization of LED lighting and intelligent integrated system development and demonstration by the national high technology research and development program (863 Program) research project application, marking the Xiamen XinDa LED industry has gradually entered the front row. Up to now, XinDa authorized by the utility model patents 21, the appearance of patents of 7, and in November 11, 2013 the successful completion of the subject of the administrative villages in Shanxi street lighting project.

However, some companies in order to homeopathy expansion, at the expense of short-term profit margins, the layout of the long-term. For example, KingSun last year net profit decline, the reason is that the company in 2013 to lay the global channel network, and increased advertising investment, resulting in increased costs.