The swearing expression that once appeared on my tender face gradually disappeared in the depths of time and space as time passed, and the ideal distance between the distant and the reality is often not satisfactory. Life is like this, the same is true in the LED lighting industry.
At one time, LED lighting was hailed as an emerging strategic industry, and it was chased by countless capitals and local governments. However, with the gradual maturity of technology and the increasing automation of equipment, we discovered that the LED lighting industry is actually only manufacturing. In the industry, there is no gimmick of "high, big, and high", only hard work.
Perhaps it is because life is full of all kinds of uncertainties that people can always maintain their pursuit of life and yearning.
The LED lighting industry that shines into reality is also full of uncertainties. Only strong people can survive and develop.
1, LED packaging set off a price hike and see how the high-tech industry group
"Price increase?" Yes, you are not mistaken! At first glance, many people feel that the author is confused and talks nonsense.
Actually it is not.
Since 2015, the price war in the LED lighting industry has been escalating and intensifying, and the slowdown in demand has also caused the entire industry to be in a downturn. Chips, packaged devices, general lighting products, and even many general-purpose LED products such as glues and phosphors have already bottomed out and the profits are running low.
In the words of many business leaders, it is only enough to raise workers and maintain the production line.
Bottom of the bottom, the object will be reversed, to the famous saying.
According to the research of high-tech LED, since 2016, all major chips and packaging giants in the LED industry have made great progress and expanded their products frequently... Recently, the LED component market has ignited a "flame" of rising prices.
Most people in the industry have said that the price increase is a normal market law, and the price increase indicates that the market will return to the right track and should support the price increase.
Throughout the entire LED lighting market, the price increase is a normal adjustment of the market, many links in the supply chain have been born dead, and LED companies have begun to adjust the product structure. Therefore, some product prices are also normal. Only products with quality assurance have market competitiveness, and the performance improvement of products has led to an increase in the operating costs of enterprises, and the corresponding price increase is also reasonable.
Whether it is "up" or "down", in the end, if an industry or a company wants to do it, it must be profitable. If it loses itself, even if the industry prospects are good, there is no value.
The improvement in the market in the first quarter was also not fully released with the capacity of many large factories. At the same time, some enterprises began to withdraw from the market last year.
The development of any industry always has to undergo the stage of shuffling. The big wave of Taosha is a true hero. The enterprise that can survive and grow continuously is the main force that the LED lighting industry really needs in the future.
2, LED weekly report - chip domestically paced to accelerate Taiwan, Japan and the United States chip factory continued to reduce production
Chinese mainland enterprises are rushing into the rush, and companies in Japan, the United States, and Taiwan continue to "discard their positions." The LED lighting industry is experiencing a scene that has experienced in the home appliance market.
According to the statistics of the High-tech Research Institute LED Research Institute (GGII), in 2015, the output value of China's LED chip industry reached 13 billion yuan, an increase of 8.3% year-on-year, and the sales volume increased by more than 60%. The global LED chip market has seen a slight increase of 1.4% in 2014. The international status of China's mainland chip companies has been continuously improved, and the pace of domestically produced chips has accelerated.
In contrast, the Taiwan and Japan-US chip factories are relatively depressed. Taiwan chip maker Jingdian and US chip giant CREE have cut production by 25% since the second half of last year, in an attempt to alleviate the oversupply of global chips in order to stabilize the price of chips. However, the market supply and demand relationship is complicated, and domestic chip companies do not buy it. Although the pace of expansion has slowed down, it continues.
Judging from the recent first-quarter performance forecast (Express) of domestic LED listed companies, the domestic LED listed companies' revenue in the first quarter has been better than that in 2015. The price of chips and devices in the mainland LED market has stabilized or increased slightly, and the market performance has shown signs of recovery. In contrast to the Taiwan market, the downturn is still spreading.
In the first quarter, Taiwan's six sapphire substrates listed companies total revenue of 101 million yuan, a year-on-year decrease of 72.5%; five chip listed companies total revenue of 1.638 billion yuan, a year-on-year decrease of 10.4%; 10 LED packaged listed companies total revenue of 3.091 billion Yuan, a year-on-year decrease of 8.5%.
The spin-off of Philips, Osram, Cree, GE, and the sale of the sale, domestic companies are becoming the most likely takers.
All signs show that the future of LED lighting in China is only here.
3, 2015 global shipments more than 3,500 KK 红外 between the ideal and reality infrared LED
The high-margin segment has always been a battleground for military strategists. Whether it is an international giant, a domestic listed company or a small and medium-sized enterprise, it wants to survive, develop, and even step into the market.
Although infrared LED is a small and no small market segment, it also attracts many companies to compete. Osram and Jingdian will not say that only domestic LED listed companies will have Lianchuang Optoelectronics and Guoxing Optoelectronics. , Hongli Optoelectronics and other enterprises have a long layout.
The fact is that GGII research statistics show that in 2015, global infrared LED device shipments were about 3,500 KK. GLII believes that the downstream application market of infrared LED packaging devices is relatively mature, and the market growth rate will show a moderate growth trend in the future.
The ideal is always full, but the reality is so skinny. The infrared LED between the reality and the ideal is also the same. There is a tempting "ideal" with high gross profit, but there is also a narrow "reality" in the market.
According to the research of high-tech LED, the current gross profit of the infrared LED market is two high, the middle is low, the infrared LED chip and finished product have higher gross profit, and the infrared LED chip has a gross profit of 50%, which is 30% higher than the ordinary blue-green light. Nearly 70%. The gross profit of infrared LED devices is relatively common, maintaining at around 20%.
The infrared chip end has been controlled by Taiwanese companies such as international manufacturers and Jingdian, and it is not easy to enter. The finished end, infrared is more used in security, military and other fields, not the average enterprise can. The most likely entry into the package is the least profitable link.
The truth is so cruel!
At the end of the weekend, the showers continued for a week, but they could not block the signing of the LED people who will hold the "2016 Gaogong LED National Tour Research Activity - Filament Lamp Special Seminar" held in Shenzhen Qingqing World on April 26. As the main market segment of the LED lighting industry in the next three years, the filament lamp has attracted many “seekersâ€. What are you waiting for? Join now, don't be idle, white, empty and sad!
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