In the year of 2013, the traditional lighting manufacturers are turning to LED lighting industry, the application at the end of the downstream competition will become more intense. Right now, the difference between LED and traditional lighting has been reduced to 1.5-2 times. It is expected to promote the rapid promotion of LED interior lighting penetration.
In March-April, LED back light market demand began to flourish. The first-line LED packaging factory capacity has been close to full capacity, but as the domestic packaging factory enter TV back lit supply chain, chip procurement turned to more cost-effective domestic manufacturers.
The back light demand drive LED industry heating up: On March, under th guidance of back light needs to flourish and lighting orders gradually heavy volume driven, Taiwan LED packaging companies revenue year-on-year growth of 23.5%, LED chip enterprise revenue fell 9.3%; I think that the main reason for chip companies revenue is that the decline was mainly due to the market share of the domestic chip manufacturers to enhance the impact, Epistar, Formosa Epitaxy line plant in March revenues were flat year on year, the second quarter close to full capacity;
Domestic enterprises enter the back light supply chain: in addition to Ruifeng power and Dongshan Precision, Mason Technologies, Jufei, country star power packaging companies also began to supply TV manufacturers,3-April packaging companies close to full capacity, at the same time, LED back light chip procurement turning to the high cost of domestic enterprises, in order to promote the availability and enhance chip companies;
LED chips reduced decline in stability of the prices of raw materials: from the LED chip prices are down 10% in November last year, a quarter of the price decline narrowed to 6% -7%, with the industry coming season, it is expected that the second quarter decline in the prices of regression to 3%-5% of normal levels, and the key for upstream is raw materials sapphire substrate and MO source remains stable. And the MO source of prices remain at 11,000 yuan / kg;
LED lighting industry prices fell below the sweet spot: On March, Cree first to launch a $ 9.99 6W 450 lm LED bulb, the difference between LED energy-saving lamps and LED spread to 2 times, and domestic manufacturers will launch a retail price of $ 6.99, the same level Bulb Light, we believe that the terminal retail price decline will be driven to enhance the penetration of the interior LED lighting;