Since the beginning of this year, led from being optimistic about the outside world, so far the heat has cooled. Many large manufacturers of LED products have been a loss or negative growth. For example, the lighting giant PHILPS has also been affected by the recession, and the recovery is not as expected, as well as the impact of impairment of assets, the second quarter of the lighting sector assets impairment of 530 million euros. Dachang loss can get a glimpse of the LED market as expected, chilly winter has come LED.
LED the imbalance between supply and demand, from the past to the present demand, overcapacity situation, many people will be directed at Chinese, encourage manufacturers put excessive LED production, and give the land tax and other preferential incentives, resulting in more Taiwan factory in mainland China increased investment expansion caused by.
In addition, some people think that the main bottleneck of the LED market, is that the excessive emphasis on foreign trade, do not pay attention to the local market demand, resulting in many enterprises in the local visibility is low, and self promotion, the brand new development opportunities blocked.
In fact, in addition to the LED chip package in the LED lighting market to pile up in excess of requirement, and even making epitaxial wafers, encapsulation, LED screen, and even traditional lighting manufacturers all a hot jump in LED lighting, but the real money is less and less. In fact, LED lighting market has not appeared like the outside world is expected to jump like growth, and excessive investment in production, but also make the LED industry oversupply, resulting in the LED industry is currently in the whole and the elimination phase. Even so, the compound growth rate of LED industry is still higher than the general industry, which makes many investors still do not give up hope.
Although the LED industry oversupply, but the increasing demand for lighting. In addition to Japan and Europe and the United States, Australia also began to replace the LED street lamp. The mainland will also phase out incandescent light, which will help boost the demand for LED lighting. In 2012, countries have banned incandescent bulbs, the market has the opportunity to enter the growth phase of LED lighting.
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