The LED industry has seen a significant recovery momentum in the near future.
At present, the major manufacturers in the industry are in a state of full production, and there is a certain shortage of supply in the short-term. There is also a general demand for price increases in the industrial chain. The industry expects that the supply and demand situation will be tight in the second and third quarters.
LED chip manufacturer Hua Can Optoelectronics (300323) Dong Mi introduced, since November last year, the company is basically in full production; the industry leader Sanan Optoelectronics (600703) S-30MB/S-32BB series products have been from 1 It will increase by 8% from the 10th of the month.
The industry believes that the supply and demand tension in the industry is mainly related to two factors: First, the continuous growth of downstream demand, especially the explosive growth of the consumer goods industry such as lighting; Second, the adjustment of the industry itself, in the past two or three years, almost no Expansion.
Searching for public information can be found that the LED industry has suffered serious losses in the past few years due to the serious oversupply of the industry supply. This has not only restricted the further investment of the industry, but some of the companies that have already invested have opted out, leaving behind No small market space.
Since the beginning of the year, the stock prices of LED industry chain companies have increased significantly in the world, while A-share related companies have lagged behind. In view of the market's underestimation of the upward elasticity of the LED industry after the outbreak of home lighting, the industry believes that the short-term correction will usher in the industrial layout of gold. opportunity.
related business
Sanan Optoelectronics: The company is the largest full-color ultra-high brightness LED chip manufacturer in China. At present, the company has formed an annual production capacity of 5.8 million LED epitaxial wafers and 128 billion chips, and its total production capacity ranks first in the country. In 2013, the company will form an integrated production scale with an annual output of 10 million LED epitaxial wafers and 300 billion chips.
Nanda Optoelectronics: The company's main product is a high-purity metal organic source (MO source) mainly used for LED epitaxial wafer growth. In 2012, the company accounted for about 20% of the global market share, and the domestic market share was as high as 60%.
Huacan Optoelectronics: Since its establishment, the company has been engaged in R&D, production and sales of LED epitaxial wafers and chips. During the reporting period, the sales of chips for display screens increased by 22.65% compared with the previous year, while the blue chip for white light packaging A major breakthrough in sales scale, sales accounted for more than 10%, an increase of 1262%
Aoyang Shunchang: In June 2013, the company plans to increase the investment of LED epitaxial wafers and chip industrialization projects by no less than RMB 5.12 per share.
Dry Photoelectric: The company has 8 sets of MOCVD epitaxial furnaces from AIXTRON of Germany, 7 of which are used to produce quaternary red and yellow LED chips, which has an annual production capacity of nearly 1.58 billion chips.
Photovoltaic Pfc Inductor,Toroidal Transformer For Solar Inverter,Ferrite Core Inductor For Pv Inverter,Smoothing Photovoltaic Converter Pfc Inductor
Huizhou Show-Grand Electronics Co., Ltd. , https://www.sgtransformer.com