LED lighting era really came

The application of sapphire in smart phone lenses, smart watches and other non-LED applications has caused sapphire crystal rods to increase prices due to tight supply in the short term. The top five global manufacturers have seen price increases ranging from 10% to 20%. it is good.

At the same time, crystal rod prices will also be transmitted to the substrate, Taiwan Industrial and Commercial Times is expected in the first quarter of next year, the substrate will set off a surge in price. The industry's Ronda Corporation recently announced its second quarter report, with revenue growth of 33.1% QoQ and a significant increase of 47.3% over the same period last year. The combined operating gross profit margin was 17.4%, which represented a growth of 10.6 percentage points from the first quarter. In addition to the peak season effect, it also showed a significant upward trend in the overall industry economy. Lontar chief financial officer and spokesperson Zhang Boyi deputy general manager said that the sharp increase in gross profit margin in the second quarter was mainly due to the peak season effect, and inventory turnover days were maintained at a reasonable water level of 64 days. In the second quarter, regardless of backlighting and lighting applications, the market Performance was stronger than in the first quarter.

Strong export of LED products in the first half of export

According to the data of China Customs, the export of semiconductor lighting products in China in the first quarter of 2013 was picking up. In the first quarter of 2013, the export value of packaged devices was nearly 640 million U.S. dollars, an increase of 16.5% from the same period of last year, and the number of exports reached 13.274 billion, an increase of 18% year-on-year, and the average price dropped slightly; while the price of device imports dropped. The import amount increased by 4.5% year-on-year, while the quantity decreased, so the import price of the device increased significantly.

LED lighting application products are classified according to the caliber of “unlisted lamps and lighting devices” in the customs category. In the first quarter of 2013, exports grew strongly compared to the same period of last year, and the export value was nearly US$1.6 billion, an increase of 32%. On the import side, the amount has also increased by a certain amount, but the number of imports in terms of the statistical units of customs has decreased significantly.

Demand will still be amplified in the second half of demand

Since the first half of this year, the demand for LED lighting has grown stronger than in the same period in the past few years, and the market is more optimistic about the demand in the second half of the year. According to the LEDinside research report of the Green Energy Division of TrendForce, a global market research organization, the output value of LED lighting in China will reach RMB 32.4 billion in 2013, and the overall LED lighting market will have a significant growth trend.

However, even if there is a significant increase in demand, as the price of products continues to decline, companies are still faced with difficulties in profitability. As a result, product lines have begun to develop in a highly integrated manner. In addition to expanding service coverage, they also ensure gross profit and profitability. Among them, Edison has expanded its LDMS operation model, while international giant Philips has developed higher-order lighting solutions. With the declining prices of LED lighting products, various LED manufacturers have made changes in their thinking on development. That is to say, from the perspective of raising the volume of goods and reducing the size of the economy, the method of raising gross profit has turned to the pursuit of profitability through organizational integration. mode.

Enterprise LED Packaging Factory prepares for expansion

Taiwan's LED packaging plant Qi Tong announced on July 31 that it would spend NT$40 million to purchase NT$40 million in factory space in the North District of New Taipei City. Director Liu Jiaqi stated that with the trend of LED lighting demand, coupled with COB (chip-on-board) packaging components As lighting applications are becoming more and more extensive, the company is not only optimistic about LED lighting's upward trend in the second half of the year, but also believes that market demand will continue to grow in the next year. Therefore, the company will purchase its own factory buildings, in addition to centralizing management to save operating costs. The space of the new plant is sufficient to meet the expansion needs of the next two to three years.

Qi Hao focuses on the production of high wattage COB components and focuses on the LED lighting market. The products are widely used in commercial lighting, engineering lighting, landscape lighting and other fields, and as the price of COB component products begins to decline, more and more products in these fields are started. Extensive use, the application surface also began to extend to general lighting. This year is the first year of COB component development. It also brought Qiye Company's consolidated revenue in the first half of the year to NT$81.69 million, an increase of 97%.

Expansion of Guangbao Group's Capital Increase in Changzhou, US$450 Million

In order to expand the development scale of Changzhou Project and Guangbao Huadong Operations Center, on July 27th, Taiwan Lite-On Group and Changzhou City signed a contract, and on the basis of a total investment of US$600 million in Phase I, it was decided to continue to increase the total investment of US$450 million in Phase II. , expand the scale of regular production, plans to complete the second phase of investment in 3 to 5 years. The project includes the capital increase and expansion of existing business units, research and development and manufacturing of LED lighting applications such as automotive electronics, street lamps, and indoor lighting, as well as the establishment of the East China R&D Center.

At the same time, Lite-On Group and Wujin District also signed a strategic agreement for semiconductor lighting intensification. Wujin District will fully utilize the application technology and excellent products of LED street lamps provided by Lite-On Group in the process of urban lighting renovation. Both parties will jointly create an LED application industry. According to Song Gongyuan, Chairman of Lite-On Group, since Guangbo Huadong Operations Center was officially opened in Wujin High-tech Zone in September 2009, sales have grown at a rate of 25% to 30% each year, and will exceed RMB 6 billion this year.

Seoul City Government encourages the use of LED lighting

Recently, Seoul, the capital of South Korea, has announced plans to invest in installing more LED lamps in public places and encourage the private sector to further expand the scope of installation. Public places include subway stations and streets, etc. It is planned that by 2018 the municipal government office will use LED lighting in full to expect to reduce energy consumption and assist the LED lighting industry. The Seoul government also said that this plan will be expanded to the private sector by 2030, and it is estimated that by 2014, about 800,000 LED lamps will be installed in the public sector, and another 70,000 LED lamps will be installed in the private sector.

According to Seoul's estimates, this will save Seoul's electricity by 1100 GW or 120 billion won (US$105 million) annually. The municipal government also plans to build an intelligent lighting grid with 1.32 million energy-saving street lamps by 2014. In order to encourage the private sector to install, the city will provide a loan plan of up to 1 billion won (about 870,000 US dollars) interest rate of 2.5%.

Strategy focus on industrial chain leading enterprises

Orient Securities believes that the export data is good, Taiwan's epi-definition chip maker Kellett collapsed, Keheng shares (300340, shares it) acquired Lianteng, Philips added new dealers in Japan, marking the era of LED lighting really come, the future of integration and cooperation Will be the norm; from the demand point of view, the current international manufacturers are actively preparing for the fourth quarter of the season and the Chinese traditional 11 promotional season, it is expected that the industry chain upstream panel, backlight and other demand in August will gradually pick up, stocking began to cover; in late August demand will Gradually pick up, concerned about the domestic brand's industrial chain drive.