A few days ago, it was reported that the lighting giant Philips (Philips) set a "2016 LED bulbs ex-factory price dropped to 0.8 US dollars" ultra-low target, a decline of more than 20%, the industry suddenly lost.
At the same time, a number of domestic LED lighting factories have also shouted the first season to achieve this "ex-factory price of 0.8 US dollars". For a time, this annoying cost of 0.8 US dollars also makes everyone worry, and more serious. Yes, this has doubled the pressure on upstream supply chain practitioners, knowing that their days throughout 2015 are not good.
On the 17th of this month, the chip company Ganzhao Optoelectronics (300102) exposed the loss. The performance of Ganzhao Optoelectronics in 2015 will change from profit to loss of 83 million yuan, a sharp drop of 248% year-on-year. Before this, Huacan Optoelectronics (300323) released a forecast. It is estimated that the loss in 2015 will be 92 million yuan to 97 million yuan.
The industry believes that "in the downstream LED lighting demand has slowed significantly, Sanan Optoelectronics, Huacan Optoelectronics and other large chip factories continue to release production capacity, LED chip prices have fallen sharply, LED chip companies are not optimistic about the performance."
According to the statistics of the High-tech Research Institute LED Research Institute (GGII), in 2015, LED chip companies have a higher operating rate, exceeding 85%. The output increased but the output value did not increase accordingly.
"Last year, the chip company's operating rate is very high, more than 85%, the capacity release is faster, but many companies have not made money." Zhang Xiaofei, chairman of Gaogong LED, said that the reason for the increase in production is not the increase in the price of LED chips.
Indeed, the price of LED bulbs continues to decline sharply. The upstream LED component price is close to the cost line. The profitability of the manufacturer has been severely tested. Although the overall LED bulb shipments increase, it does not help the manufacturers to improve their operating conditions. Some competitors are forced to withdraw. market.
“ Looking forward to 2016, the price of LED lighting products will continue to fall. In 2016, the LED price/performance ratio (lm/$) will increase by at least 30%. If the relevant operators cannot continue the technology upgrade, they will only be able to go down the price reduction. Each of their own skills," said Lin Jilin, executive director of Mulinsen.
Lin Jiliang mentioned that compared with the past year, the price drop of LED components reached 60-70%, and the future decline of about 30% will be significantly reduced. After the price bottoms out, the next step of the industry is to launch personalized products to enhance Product value, if the LED packaging factory is still continuing to take standardized products, the future operation will be very difficult.
The LED industry pointed out that there is almost no difference between LED bulbs and energy-saving bulbs. In 2016, LED bulbs still have price reduction pressure, but the annual decline is expected to slow down.
"2016 should still have great development opportunities. It is estimated that the overall shipment growth will be 30-40%. Under the influence of the average price decline, the output value of the LED lighting market is about 10% growth performance." Lin Jiliang mentioned.
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