The second half of the market? LED big coffee language hidden mystery

Time flies, blink of an eye, July has arrived, nearly half in 2015. Looking back over the past six months, the LED industry in the rapid development is also surging, while the fierce competition hidden mystery. So, the second half of the LED industry will show what kind of scene? Small finishing, Everlight, Lunda, new century four Dachang dongzuo views, hopes for the second half of the year to pre boom industry and some suggestions.

Ye Yinfu, chairman of the board of directors: the first half of the first half of the weak performance of the backlight, backlight market back to the third quarter

LED packaging manufacturers Everlight recently held a shareholders' meeting, the market outlook outlook, billion light chairman Ye Yinfu said, because of this there is no international sporting events, TV backlight needs in the first half of the weak performance, coupled with poor lighting price, the second quarter LED plant operating pressure, expected third quarter with TV backlight demand back to temperature, with the lighting demand growth is expected to rise, estimated overall operation. Billion light today at the shareholders' meeting through a cash dividend of 4 yuan per share.

Indeed, Ye Yinfu pointed out that the supply chain with low price competition, but it is a short-term phenomenon, be limited or not, the strength of the support for a long time, the industry will eventually be done well; he stressed that billion light electricity is quite competitive and. In addition, the crystal electric fell below the net, Ye Yinfu said that if funding permits, does not rule out the back Bujing electric holdings.

Ye Yinfu, chairman of the billion light revealed that billion light has been hand in hand crystal electricity, jointly develop special applications of infrared, help out of the Red Sea competition LED. It is understood that the crystal has received a car LED orders, billion light is also actively expanding production, due to the needs of the automotive market.

Ye Yinfu said, Taiwan LED industry must focus on cultivating several high potential niche products, and strengthen product segment, to break the existing pattern of application development, such as infrared and ultraviolet UV IRLED products, billion light is very strong in IR, especially in the power management and control aspects, and has jointly developed electric crystal special application products.

Just the end of the photoelectric show, 100 million light and electricity are invariably display infrared related products. Crystal electric display chip infrared infrared technology - the new high energy conversion rate, the mass production in the second half of the year, has received the order, including cars, night vision function, security, medical and other related products, product gross margin of 40% or more.

EPISTAR chairman Li Bingjie: LED price increments depressed profit, lighting needs strong momentum

Li Bingjie, chairman of the listed company, said the crystal, the current backlight orders slightly slower than in previous years, estimated backlight orders slow rise, after lighting orders have been withdrawn.

Li Bingjie said that this year, LED prices continued downward pressure, but the market will stimulate sales under the price decline, estimated that this year's output value is expected to be consistent with last year's backlight. In the size of the TV to increase the size and penetration of 4K2K, backlight output to maintain peak. Lighting market growth is expected to double last year, LED lighting global sales of about 9-12 billion, this year's sales can be amplified to 20-25 billion, LED lighting sales increased by more than last year.

Li Bingjie pointed out that, due to the rise of land plants, has been in the rear end of the package and lamps come to the fore, so the upstream chip side also gradually produce pressure on the terminal price has a great impact, resulting in market price competition. But also because the terminal prices fell this year to promote lighting market volume growth forecast this year will be $5 LED bulbs are factory goods, compared with $8 last year, the rapid decline, more energy-saving lamps produce $6 lower, substitution effect.

Li Bingjie said, is expected this year, LED plant will still face a significant downward pressure on the price of the terminal, the company's gross profit by compression, must be to improve the process and product maintenance margin. Crystal power this year will not purchase a new machine, and to adjust the existing machine to increase output, to reduce the size of the chip 70%, brightness maintenance way to maintain operating profit.

LED lighting demand this year, the government's active support for the growth of strong momentum, including government subsidies to support the growth momentum. Li Bingjie said that this year, including India and the Egyptian government actively grants LED lighting to replace, in order to reduce the power consumption, the government of India is expected to 2 LED light assigned to each family, the total demand reached 100 million, LED lighting in the government to promote the rapid growth of replacement under.

Li Bingjie said, LED epitaxial films are moving toward 6 inch development, but the current industry generally encountered in the process of bottlenecks in the process of 6 inches, the cost is still relatively mature technology of more than 4 inches. This year after the adjustment is expected to increase the maximum production capacity can be increased by 50%, in order to process the chip technology to cut the small pattern of gross profit margin this year, the price is still steady slide.

Lextar electronics chairman Su Fengzheng: the price war to stimulate the LED permeability, the second half of the steep growth curve

Holland PHILPS Corp. (Philips) recently in the North American market throws a shocker, low price to two LED bulbs for $4.97 to grab the city, causing the industry shock in an uproar. LED lighting prices plus PHILPS lift price war, although the impact of the LED lighting factory, Taiwan LED lighting industry alliance (TLLiA) chairman, chairman Su Fengzheng think lextar Electronics will help drive demand growth is expected to continue to enhance the strength.

Su Fengzheng believes that PHILPS in the North American low sales LED bulb issue said that international brands this move not only to clear inventory, but through promotions to grab market share, not only become the market price direction indicators, to further boost the market demand, but also marketing advertising for the brand itself.