Lighting market warming plant in July revenue growth of 4%

The global market research firm TrendForce's green energy division LEDinside said, July 2013 Taiwan listed LED companies total revenue rose to 10 billion 950 million yuan (YoY +24.9%, MOM +4.24%). Which Taiwan listed cabinet LED chip manufacturers revenue of NT $3 billion 850 million yuan, while the Taiwan listed cabinet LED package revenue growth has reached NT $7 billion 90 million. Although the LED backlight market demand is slowing down, but the terminal lighting market demand is still in support of revenue performance in July, the majority of LED manufacturers also accelerated to lighting applications, looking for new sources of profit.

Chinese new energy-saving subsidy policy, LED backlight rejuvenation key

With the increasing number of global TV shipments under repair, China energy Huimin subsidy policy ended, LED backlight demand at the end of the second quarter to third quarter slowdown, but also affect LED backlight pull goods factory recently came again China recent momentum, is expected to new energy saving resorted to the subsidy scheme, such as the good news announced in advance in Chinese eleven long ago, not only can relieve the sales level not low TV inventory, also will affect the LED plant in the third quarter shipments of backlight. However, the new energy subsidy policy for TV energy requirements may be more stringent, EEI (Energy Efficiency Index) energy efficiency index may from the previous EEI 1.7 and 1.9 and then pulled up sharply, resulting in LED plant and vigorously actively layout more energy-efficient direct type of new aircraft.

Lighting market demand warming, manufacturers pull up the proportion of the city grab

Chip manufacturers, crystal electric benefit from the international lighting manufacturers orders, shipping performance is bright, monthly revenue remained stable at 1 billion 900 million yuan. With the LED lighting applications mature, the new century this year are also actively restructuring, adjustment of product portfolio, the new century pointed out that in 2013 from the Japanese order stable lighting customers, and new products of flip chip (Flip Chip) and 3D CoB products have gradually shipped to Japan, China, Europe and emerging markets revenue lighting lamps factory. The proportion of the total reached 5, is expected to flip chip (Flip chip) and 3D COB two new business products accounted for revenue in the second quarter to 5%-10%, the fourth quarter is expected to rise to 10%-15%. Qili affected the management changes, is currently closed.

Lextar in product development, continuous improvement of LED lighting sales, in July sold to Europe plate lamps growth rate is more than 20% in five months. Lextar future lighting products will increase the proportion of the layout of integrated LED lamps, and the increase of COB integrated light source module packaging. East shell combined lighting manufacturers shipped to Europe and the United States, in July revenue remained at 610 million yuan.

LEDinside said that faced with the decline in the backlight market demand, Taiwan LED manufacturers to increase the proportion of lighting applications, increase international manufacturers OEM orders or shipped to Europe and the United States, to make up the capacity utilization. However, out of the foundry price of the Red Sea, you need to consider whether the manufacturers can improve the production capacity, to more sophisticated, more differentiated products of high profits. For the overall market demand, whether it is the backlight market or the development and operation of the lighting market, high color rendering, improve the luminous angle requirements are the trend of the next two or three years. While China plans to support the construction of about two LED chip manufacturers, weak strong trend is more significant in this year, Taiwan manufacturers need to be cautious about the future market development.