LED penetration rate of more than 20% if the industry is not more than 500 billion

Broadcasting network Beijing on June 1st news according to voice of the economy "live trading" report, Societe Generale Securities senior analyst Liu Liang electronics industry 1, 13 points to "live trading", interpretation of LED listed companies investment opportunities. Liu Liang believes that if the general lighting market can start, LED in 2015 to reach 20% penetration rate, then the scale of the industry driven by more than 500 billion.

Moderator: we ask you to look at a set of data, in 2010 China's LED lighting industry output value reached 150 billion yuan, and is expected to probably around 2015, LED share in the domestic lighting market will reach 20%, then driven industrial scale often reached 500 billion. You just before advertising also answered a friend of our micro-blog on the question, how to say is a future view of the whole industry and potential, then combine this data could you as we discuss?

Liu Liang: you mentioned the data, the data of 2010, it is included in front of me in the middle, upstream and downstream, upstream may be only 5 billion, epitaxy and chip is the middle package may be only 25 billion, so the rest is downstream is lighting, lamps, lighting, is probably around 120 billion. If you drive around the Chinese said in 2015 the output value of 500 billion yuan, it must have a premise, is the general lighting market to start, you said that we have the data, the amount of goods now general lighting market penetration is accounted for the entire LED lamp lamp is only about 3%, according to the our national planning, if in 2015 to reach 20% of the permeability, that this data may have more than 500 billion, far more than.

Moderator: I ask a question, you just talked about the fact that the LED has a huge market prospects, is to enter our common, general, such as home lighting and so on, right?

Liu Liang: yeah.

Moderator: as an ordinary people living at home, buy a LED bulb or lighting, what are the benefits for me?

Liu Liang: the main benefit is energy saving.

Moderator: power saving.

Liu Liang: Yes, you see in Japan after the earthquake, because of power rationing, so Japan's LED shipments have exceeded 26%