From a global perspective, the LED industry continues to triumph in 2014. Whether it is an international first-line lighting giant such as Philips or Osram, or LED industry chain companies such as Korea and Taiwan, they are optimistic about the LED lighting market and continue to increase investment. . Looking ahead, in the context of rapid growth in demand, many companies will usher in a double turning point in revenue and profit margins. Moreover, with the large-scale start-up of public and commercial lighting and the rapid increase in the penetration rate of home lighting, the LED industry boom will continue throughout the year and even continue into the next two or three years. Investors are advised to actively configure and grasp the main line of this round of industry.
The market continues to pick up With the improvement of people's awareness of energy conservation and environmental protection, the decline in the price of LED products and the advancement of technology, the era of replacing traditional light sources has come. In the first two months of 2014, Taiwanese chip companies were also booming.
Taiwan's LED industry chain has a strong economic climate in the first quarter, and the turning point is gradually clear. By comparing seven LED chip manufacturers such as Yuyuan, Dingyuan, Jingdian, Taigu, Guangbao, Guanglei, and New Century Optoelectronics, as well as Yuhong, Dongbei, Huaxing, Lizhou, Longda, Yiquan, Yiguang Edison and other 8 LED packaging and downstream manufacturers related data, although the first quarter is the traditional industry off-season, but the off-season is not obvious. In January 2014, the total LED industry chain revenue totaled 8.57 billion NT dollars, a slight decrease of 2.19 month-on-month, a year-on-year increase of 2.113.2 million overall revenue of 7.789 billion Taiwan dollars, an increase of 29.41.
Investigate the growth of LED industry chain revenue over the years. Such high revenue growth rate only appeared in 2010, but the growth in 2010 was due to the previous international financial crisis, and this year is the natural start of industry demand. And the language.
At the same time, a number of recent LED lighting companies' 2013 performance reports have been released. According to the 2013 quarterly reports of Philips and the 2013 annual report, the proportion of LED business revenue is rising and the development trend is good. In 2013, the company's LED revenue increased by 38, which boosted the growth of lighting business revenue in the economic downturn. The company pointed out in the annual report that the current global lighting consumption accounts for about 19, and by promoting LED lighting, it is expected to reduce global lighting energy consumption by more than 40.
In terms of OSRAM, the LED business revenue in 2013 reached 1.528 billion euros, a year-on-year increase of 11.4, accounting for 29. while the traditional lighting business revenue was 3.761 billion euros, down 6.7 year-on-year. The company's development goal is to LED lighting in the company year before 2017. The total revenue accounted for more than 50%.
Both companies have made judgments in the annual report that the global lighting market is shifting toward more efficient energy-saving.
Since the beginning of the golden period, the global stock market of LED industry chain has increased significantly, while A-share related companies have lagged behind. In view of the market's underestimation of the upward elasticity of LED industry after the outbreak of home lighting, the short-term correction will usher in industrial layout. The golden opportunity.
The upstream of the LED industry is mainly epitaxial production and chip manufacturing. The upstream link has high technical content in the LED industry chain, and the equipment investment quota is large, and the profit rate is relatively high in the overall industrial chain. 2014 will be the stage for the gross profit margin of the chip industry. In the second quarter of 2013, the balance of effective supply and demand capacity of chips has been basically achieved. In the third and fourth quarters, the price of chips has basically stabilized, and the price in the third and fourth quarters has dropped by about 10. It is expected that the price of chips will fall by more than a dozen points this year, and there may be structural shortages in the second quarter. In terms of target selection, it is recommended to pay attention to those leading enterprises that have long-term accumulation in the LED industry and have the advantages of cost, scale and upstream and downstream integration.
More directly benefiting is the midstream package company. From 2014 to next year, it is the stage of large integration of the packaging industry. Many small and medium-sized companies will withdraw from the market. After the integration is completed, the packaging side will be more clear and stable. Judging from the announced performance forecast, many packaging companies achieved good growth in the fourth quarter of 2013, and this trend will continue in 2014. The data shows that in 2013, China's packaging industry scale was 47.3 billion yuan, a year-on-year increase of 19, and it is expected to reach a scale of 60 billion yuan by 2015.
On the downstream side, the light source is the last area that may be the largest in the future. From a global perspective, the lighting industry generally relies on light source companies to control the right to speak. Up to now, China has not formed a strong brand of LED lamps. Basically, these enterprises with traditional channel advantages have similar starting lines. Therefore, enterprises with advantages in technology, product control and management will gradually take the lead in the future; Traditional channels also have a very large advantage, but the Internet channel will play a more important role. The downstream view of this year is that the light source companies will invest heavily in the brand, and will increase their investment in Internet e-commerce. Among them, traditional lighting manufacturers that have occupied the brand and channel commanding heights in the field of energy-saving lamps are expected to take the lead in the future competition and make full-scale efforts.
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