2013 Q4 LED export boom LED lighting scale will grow higher

The LED sector rose sharply, closing at January 15th, Hongli Optoelectronics, Huacan Optoelectronics and Maoshuo Power Supply went up, and Taida rose nearly 8%. Silan Micro, Chau Ming Technology, Guoxing Optoelectronics also performed outstandingly. .

Fourth quarter LED export data is beautiful
From the data of some provinces and municipal customs, it is estimated that the export growth rate of LED lighting products in the fourth quarter is over 80%. From the December revenue data recently released by Taiwanese manufacturers, downstream manufacturers have the best boom, and Dongbei's growth rate is more than 100%.

CSI Information previously announced the investment opportunities in the LED industry on December 15 and January 5. The main logic of the emphasis is that the main driving factor of the current market is the volume of general lighting demand. The root cause is that the price has reached a sweet spot. The rapid increase in actual demand and the ban on the American market, the subsidies for the three major markets in Europe, America and Japan are stimulating demand.

At present, this logic is being further verified from the export data and data from Taiwanese manufacturers. General lighting is one of the largest markets for LED applications. The market for backlights and dedicated lighting is tens of billions, and general lighting is a truly billion-dollar market. The global commercial and residential lighting market is expected in 2014. It will break through 100 billion for the first time. It is expected to reach 160 billion yuan in 2015, and the growth rate in the next two years will be around 60%. Can pay attention to Dehao Runda, Sanan Optoelectronics, Sunshine Lighting (600361) and so on.

The global LED lighting market will grow in size
With the rapid decline in the price of LED products, and gradually moving towards sweet spots, the market-adjusting units in Taiwan have been optimistic about the growth of LED lighting next year, which is expected to bring new growth momentum to the LED industry and Taiwanese factories.

LED industry's growth in backlight application is quite limited, and even when the output value will enter a recession, fortunately, the rise of new LED lighting applications, with the increase in LED lighting penetration rate, it is expected that the global LED lighting market will enter a wave of high growth cycle. But this revolutionary industry is also entering a highly competitive killing battlefield.

In addition to the advantages of manufacturing costs, the legal person believes that brands and channels are the real source of competitive advantage in the LED lighting market, which will make Taiwan's LED industry in 2014 likely to accelerate the crisis of being replaced by mainland Chinese companies.

The industry has seen that in 2014, European and American countries have eliminated the business opportunities of 40W to 60W incandescent lamps, which are the largest in terms of people's livelihood. Some American companies such as GeneralElectric, which have been slower from traditional lighting to LED lighting, and China, the world's largest manufacturer of lamps and lanterns. Regional brands and foundries in mainland China have pushed up the penetration rate of global LED lighting products. Whether Taiwanese manufacturers use their own brands or OEMs, they should step up their efforts to seize this business opportunity.

Among them, the alternative light source products are the most obvious. Bulb lamps and lamps are the most popular alternative light source types, accounting for 38% and 25% of the 2013 LED lighting products, respectively. The future demand for integrated LED lighting product types will gradually rise, especially in combination with smart lighting applications.

Overseas home lighting market can grow
Under the influence of the international market energy crisis, the world has gradually entered the "energy-saving era". Countries have actively eliminated low-efficiency and high-energy-consuming products such as incandescent lamps through legislation and government guidance, and vigorously developed the LED lighting industry. Nowadays, with the dual promotion of the government and the market, LED lighting with the goal of environmental protection, energy saving and emission reduction is rapidly spreading in the field of public lighting, and actively infiltrating into the commercial lighting, office lighting and home lighting markets, which also promotes LED in the world. The share of the lighting sector continues to climb and quickly enters the era of LED lighting.

In the past, in the LED lighting market, the penetration rate of the civilian market has been low due to higher prices. With the improvement of LED lighting technology and the continuous decline of prices, governments have successively issued favorable policies such as the ban on incandescent lamps, and the highly anticipated civilian market has begun to open its doors to welcome the arrival of the LED era.

In the international market, plans to eliminate incandescent lamps have been widely introduced in various regions of the world, including Europe, the United States, Japan and China, all of which plan to completely eliminate incandescent lamps within 2-3 years. The corresponding countries have developed LED lighting promotion plans and related financial subsidy policies. These plans and policies will undoubtedly accelerate the popularity of LED lighting products. The energy conservation and emission reduction policies introduced by various countries have become the key to stimulating the outbreak of the civilian market. Nowadays, support, subsidies, applications, and government procurement for LED lighting products not only greatly stimulate the market demand, but also enable related companies to move toward more energy-efficient energy-saving and emission reduction in research and development and operation.

The most successful implementation of the LED subsidy policy is in the US and Canada markets. As long as the LED lighting products are applied for ENERGY STAR certification, consumers can directly enjoy the subsidized price when they purchase. Cree, the US LED manufacturer, launched a 9.5-watt LED bulb (replaces a 60-watt incandescent bulb) this year, with a retail price of only $9.97. More importantly, the bulb has passed the US Energy Star certification and is available for every A $5 subsidy, which means that consumers can buy it for $4.97, which is equivalent to the price of energy-saving light bulbs (about $2-5), which greatly stimulates the use and penetration of local LED lighting products.

With the outbreak of market demand, the global LED lighting market will see a booming demand in the next year. In order to seize the market development opportunities, international lighting giants led by Philips and Osram will also consider adopting LED chips produced in Asia. In order to increase price competitiveness, seize the market share of civilian lighting. In addition, compared with some developing countries, Europe, the United States, Japan and other places because of the relatively high degree of acceptance of environmental awareness, so for LED lighting manufacturers, some foreign markets will have a broader development space.

(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)

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