Industry Report Of LED At Q4 In 2013

Data: 2014-01-07

Taiwan LED companies have good sales from October to November , according to research firm orders major mainland LED and started the fourth quarter has been good . Recent chip prices continued to firm in the fourth quarter package devices for lighting and backlighting price declines were reduced to about 4 %. We believe that price stability reflects higher industry boom . In the pre-holiday stocking, overseas customers centralized under a single overlay effects and other factors , the industry continues to maintain its December sales booming , we judge the Spring Festival to the good prospects for the gas ring trend will continue. With the accelerated penetration of LED lighting , we determine the 2014 LED chip demand will grow by 30-40 %. From the supply side , the main chip factory expansion more cautious, effective capacity in 2014 is expected to grow 20-30 %. So good industry supply and demand is expected in 2013. We believe that the chip industry profitability depends primarily on supply and demand , economies of scale and product mix . Under good background to the scale effect Saman and other chip makers continue to strengthen in supply and demand , and further optimize the product structure , its profitability will continue to improve. The main companies in the fourth quarter operating in good condition . Taiwan LED companies from October to November sales in good shape, crystal power capacity utilization remain at 8-9 percent, revenue was better than expected . The one hundred million light East Bay , said the surge in demand in North America as well as television lighting orders Q3 orders stabilized end inventory adjustments and optimism optimistic 14Q1. In addition , according to research, the continent since the fourth quarter of major LED companies started receiving orders and are well maintained.Product prices generally stable. Recent research has learned chip prices continued to firm , the decline in the cost of the background chip plant profitability has improved. Device , the fourth quarter of lighting and backlighting packaged devices are reduced to the price decline of about 4%. The terminal bulb prices remained stable overall . We believe that price stability reflects higher industry boom .Boom ring look good trend continues . As the Lunar New Year earlier this year , before the holiday stocking, overseas customer concentration and other factors superimposed single role , the industry continues to maintain its December sales booming , we determine the chain industry boom before the Spring Festival to the good trend will continue. And after digesting inventory during the Spring Festival , March is expected to usher in a new wave of stocking market.

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