LED industry shows the secret behind

In the first half of 2014, the domestic LED lighting market quickly opened in line with international trends, and the industry boomed continuously. Driven by the strong demand of the downstream lighting market, LED upstream chip industry achieved rapid growth. In the first half of the year, the overall performance of LED chip companies was good, and the new trends demonstrated by the chip end were remarkable.

Full capacity performance is good

The stock market is like a mirror. Subtle fluctuations will reflect the status quo of the development of enterprises and industries. The LED chip market is no exception. In the first half of the year, the stock market of listed chip companies has been all the rage.

In recent days, LED chip listed companies Sanan Optoelectronics, Huacan Optoelectronics and Qianzhao Optoelectronics respectively announced the first half of 2014 performance forecast, in which Sanan and Huacan were respectively increased by 40% and 185-215%, while dry lighting was lowered by 5 %-25%. Sanan Optoelectronics stated that with the penetration of LED lighting, LED demand is strong, and so far it has not slowed down. During the reporting period, the company’s production capacity has further improved, and its profitability has continued to increase. The largest increase in profitability Huacan photoelectric announcement said that since the second half of last year, the demand for LED chip market growth continues to maintain, the decline in product prices is basically reasonable, profitability has rebounded significantly.

LED chip companies in Taiwan, represented by Jingyuan, Fuyuan, New Century, Dingyuan, and Taigu, have shown different performances in 2013, but they have changed from loss to profit with wafer-based photovoltaics. The overall warming trend of the industry is obvious.

It is understood that international chipmakers such as Philips Lumileds and OSRAM have also achieved higher growth in their chip performance. Zhou Xuejun, Marketing Director of Asia for Philips Lumileds Lighting Co., Ltd., stated that “Since the chip business involves many segments, it has been added to four agents since last year and has used its own channels to expand market segments. Two-digit growth, and the company's overall orders to achieve steady growth, will see more orders in the second half."

In the first quarter of 2014, most of the companies had full production capacity instead of the off-season. In the second quarter, the major production equipment MOCVD of all companies will likely be fully operational, and the revenue performance will also challenge new highs. It is expected that the scale of output of the entire chip market will continue to grow rapidly after 2014.

LED chip factory increased price of code expansion

In the first half of the year, the performance of LED chip manufacturers became popular, and the chip market was extremely hot. It seems that the full-load capacity does not meet the needs of the downstream market. In addition, some chip manufacturers are also eager to balance supply and demand through the expansion of production capacity, and they also expect to further seize market share.

Among them, Sanan Photoelectric Co., Ltd. added 10 billion yuan to the world’s production capacity leader, and invested in the construction of LED blue and green light extensions. The total number of chip R&D and manufacturing industrialization projects is 200 MOCVD (based on a 2-inch 54-sheet basis). Huacan Optoelectronics announced on April 18 that it plans to invest 1.18 billion yuan in the construction of an LED triple-phase project to expand its epitaxial wafer production capacity; Aoyang Shunchang announced on June 18 that it plans to invest 1 billion yuan to build an LED epitaxial wafer and chip industrialization project (II) Period;) Xinhai Yi end of the month LED chip production capacity is expected to reach 90,000; BDO ​​Runda is building Ye, Yangzhou base, the new LED chip production capacity will be three times the current; Ganzhao Photoelectric July 24 announcement, won the government The subsidy plans to invest 5 billion yuan in the construction of LED blue-green light epitaxial wafers, chips and lighting industry projects.