Undoubtedly, in the first half of 2014, LEDs have been the focus of attention in both the electronics industry and the capital market. Under the background that a series of application markets, such as display screens and backlights, are becoming saturated, LED lighting is burdened with the industry.
First, the performance of song and fierce advancement From the mid-term forecast of listed companies, the LED industry chain, the middle and lower reaches of the general pre-industry companies, revenue and profit double harvest. Among them, the overall market demand expansion is the most critical reason. After a downturn in the industry, the market competition environment has improved and the vicious competition has been reduced. This is also a major factor in the performance of the company. On the other hand, lower product prices are also important support for stimulating market demand.
As Sanan Optoelectronics stated in its performance forecast, “With the penetration of LED lighting, LED demand is strong, so far it has not slowed yet. In the first half of the year, the company’s production capacity has been further improved and its profitability has continued to increase.†Huacan Optoelectronics stated that “the second half of last year Since then, the momentum of the growth in demand for LED chips has continued to maintain. The decline in product prices has been basically reasonable, and profitability has rebounded significantly."
Second, the gradual decline in price declines Channel data in all aspects show that the decline in the price of LED products is being significantly improved. With the continued heavy volume of products, future LED product prices will also be reduced, but the speed will slow down, space is not great. As far as our observations are concerned, the probability of a revolutionary change in LED technology to increase production efficiency and yield is very low, mainly based on minor repairs.
On the other hand, the absolute price of the LED product itself has reached a relatively low level, replacing the 40W incandescent lamp LED bulb domestic lowest price only 10 yuan, this price and ordinary energy-saving lamps is not much difference. In addition, mergers and acquisitions between major manufacturers also help stabilize the market.
Monitoring data show that in June 2014, the global average price of LED bulbs that replaced 40W incandescent lamps (450-485 LM, warm white) was US$14.4, up by US$0.2 over May.
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Hangzhou Qiantang River Electric Group Co., Ltd.(QRE) , https://www.qretransformer.com