May 02, 2024

Brokers look at the summit forum - industry integration brews future hope

On August 30-31, we participated in the 8th High-tech LED Industry Theme Summit Forum, and had extensive exchanges with many industry professionals and senior executives of listed companies.

Investment points:

LED is still the most vital lighting technology and the hope of future lighting energy saving. With the soaring price of rare earths, the price of phosphors has risen sharply, which has greatly affected the economics of energy-saving lamp technology. Relatively speaking, the cost disadvantage of LED technology has been greatly reduced, and the improvement of technology has greatly improved its service life, reliability and light intensity.

All links in the industrial chain are showing overcapacity. At present, the domestic production capacity of sapphire substrates is 6.85 million pieces per year, and the scale of construction under construction exceeds 100 million pieces per year. In 2011, the actual domestic demand is less than 10 million pieces, the global demand is less than 50 million pieces; the number of MOCVD is 543 units, and the planned number is 1,642 units. The actual demand is about 420 units; the overcapacity in the packaging and application sectors is roughly 162% and 176%.

Relatively speaking, the degree of downstream surplus is slightly lower. Considering that the industry is still in a rapid development stage, the downstream industry may reach a balance after a year of integration, while the upstream needs longer digestion time.

New technologies and applications are emerging. The improved bubble method can greatly reduce the entry threshold for the production of sapphire substrate bubble method; COB technology has significant improvement on the light-emitting efficiency and heat dissipation capability of LED structure; LED integrated and modular products such as high-voltage LED and AC LED It is of great significance to simplify LED design and expand its scope of use; the development of special lighting fields such as landscape show and agricultural lighting has positive significance for the expansion of LED industry market capacity.

The industry as a whole still relies on government support. The LED industry is still in the early stages of development, and the correct guidance of policies is crucial to the development of the industry. With the continuous expansion of the production scale of related enterprises, issues such as patent monopoly will gradually surface, not only in overseas markets, but also in the domestic market to interfere with the development of domestic enterprises. A business alliance may be a solution to this problem.

We are actively optimistic about the future development of the LED industry. Although negative factors such as lower-than-expected market demand growth and overcapacity still exist, technological innovation continues to advance, and we believe that LED has become an inevitable trend in the future of dominant lighting technology.

Wind Solar Hybrid Street Light adopts high performance, large capacity and maintenance free lead-acid Battery, which provides sufficient power for wind and solar complementary street lamps. It ensures the lighting time of LED wind and light complementary street lamp source in rainy days, and greatly improves the stability of the system.

Wind Solar Hybrid Street Light

Wind Solar Hybrid Street Light,Wind Generator Solar Street Light,Wind Mill Solar Street Light,Wind Solar Energy Hybrid Street Light

Delight Eco Energy Supplies Co., Ltd. , https://www.cndelight.com