SSE News learned from domestic LED companies that since August, most of the manufacturers' orders have improved significantly compared with June, and the industry's prosperity has shown signs of improvement. Among them, commercial lighting still occupies the vast majority of lighting orders. In terms of LED backlight demand, mobile terminals and TV manufacturers experienced inventory consumption in June and July, and began to stock up for National Day and Christmas. The order visibility is large. In terms of lighting demand, the current penetration rate of household products due to channel and price is still not tall.
According to industry experts, the market penetration of LED lighting products is hierarchical, depending on factors such as user sensitivity to price and energy urgency. Generally speaking, from the lighting application market segment, long-term factory lighting and commercial lighting demand are erupting first, local lighting applications are rapidly infiltrating, and eventually gradually move toward home lighting.
The LED commercial lighting market has exploded this year. According to rough statistics, the total amount of LED street lighting tenders in the first half of this year has exceeded 20 billion yuan, and the amount of bidding for some provinces and cities has far exceeded the 2012 full-year level. As LED technology matures, product prices will decline, and the cost of government promotion will be lower and lower. The high growth of commercial lighting, including LED street lights, can be expected. At the same time, with the repeated verification of Haitz's law, the luminous efficiency of LED lighting has been greatly improved, and the overall cost has been lower than that of energy-saving lamps, and it has gradually become an alternative source for household acceptance.
Take the price of Jingdong Mall as an example, the price of Philips candle soft light 5W big mouth warm white electronic energy-saving lamp is 34.5 yuan, while the price of Philips 5W/E27 daylight color LED bulb has dropped to 39 yuan, from Jingdong and Taobao LED In terms of sales of lamps, the penetration rate of home LED lighting is accelerating, and the home LED lighting market is already on the eve of the outbreak.
Hongli Optoelectronics (300219) is committed to the white LED field, and its technical strength is among the best. The company's management's forward-looking layout of lighting channels and LED lamp products has enabled the company's revenue to grow rapidly.
Subsidiary Lederia Lighting, by integrating the parent company's R&D and manufacturing advantages in the packaging process, can provide efficient and integrated system solutions, and invest heavily in building channels and brands to build large companies in the country (Sunlight, NVC lighting, etc.) has the layout of after-sales service outlets.
Subsidiary Fo Da signal has been certified by TS16949, European E-MARK, North American DOT, etc. Most of the products are exported to Europe and the United States, and LED lighting products are provided to BYD (002594), Great Wall, Magna and other car companies. With the expansion of the lighting market, the benefits of the company's automotive products will increase rapidly.
Based on the core packaging technology, Guoxing Optoelectronics (002449) actively expands its downstream light source modules, lighting business and upstream LED chips. Through continuous introduction of new products, the company's gross profit margin has steadily recovered from 2011. Reached 26.16%
The company's production capacity will be released in the second half of the year. The construction of the new plant area of ​​Huabao South Road is nearing completion. It is expected that the production plant area will be ready for use at the end of August. At the same time, the plant construction of the holding subsidiary Guoxing Semiconductor Epitaxial Chip Project has been completed and delivered. The equipment installation and commissioning was successfully completed, the production process technology was confirmed, and the epitaxial chip products were expected to be mass-produced at the end of September.
Sunlight Lighting Co., Ltd. is a leading domestic energy-saving lamp company. The market channel and brand advantages are obvious, and it can be seamlessly transplanted into the LED lamp business. In the first half of this year, the company's LED operating income has exceeded 400 million yuan, accounting for 28% of total revenue. According to institutional forecasts, this year's revenue may reach 800 million yuan.
The company's development of LED business is relatively smooth, mainly due to its own brand channel advantages and cooperation with wafer optoelectronics. The company's fund-raising capacity has been gradually released. This year, the company has successively won the bid for LED downlights and reflective self-rectifying LED lamps. Projects and products have entered the mainstream markets and channels in Europe.
(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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