It is unnecessary to worry the demand of LED at first half of 2014.Confidence in the first half of the demand is mainly based on the North American market to start coping strategies as well as lighting giants. According to DOE data as of 2012 , North America accounted for about 55% of the incandescent bulb gravity , and by the end of 2012 LED penetration rate is less than 1% , so the United States from the 2014 New Year's Day to begin a comprehensive ban white LED lighting to create a space ; 2013 Cree first to provoke a price war makes the original lighting giant Philips, GE, Osram and so in a passive situation, in order to maintain market share , Philips and other lighting giants have developed a very aggressive sales strategy for 2014 the Dachang the default volume growth of 80% -100 % in the first half of lighting giant has enough power to fight for the LED lighting market , which led to the rapid growth of LED demand . Based on current industry January is not short off-season situation , the market for LED chip supply shortages and price hikes are expected to give a more optimistic , but the price of the chip shortage situation , at least in the first half of 2014 is difficult to see : Although the industry estimate Sanan Optoelectronics , Epistar will complete the test Veeco and Aixtron MOCVD equipment in the new second quarter , and based on new models of equipment cost considerations in the 1-2 quarter higher will reduce or even stop the MOCVD equipment procurement , but because of the LED lighting optimism expected , some companies have completed the expansion in late 2013 , is expected to consider the case without Saman , BDO and other equipment capacity release , 2014 1-2 quarter domestic production of 60-80 have at least one device can be released , so the in the first half of optimistic expectations chip prices are stable, the opposite because the 1-2 quarter decline in the purchase of power equipment , the first half will be the last release of upstream capacity in the second half of the LED chip supply and demand tend to be more benign , even though the third quarter began LED demand is still lower than expected and need not worry about the impact on chip companies ; international supply chain, the biggest benefit : Because manufacturers for the supply chain to control strictly , generally from the trial plant to bulk purchases need to go through several years , is currently able to enter international supply chain enterprise is not much, the sun lighting and other traditional lighting manufacturers are the main beneficiaries of the enterprise , while the LED chip leading Sanan Optoelectronics White Formosa Epitaxy bypassed by patent barriers , is expected to pass as Formosa Epitaxy foundry to enter the international supply chain ; the domestic market because of the business environment in the traditional lighting of the times led to bad money drives out good money , so that most companies can only do high-quality export market , although the situation faced by the LED lighting has improved, but the bad money drives out good money is still difficult to avoid , only with channels brand companies can enjoy the benefits brought by premium brands .
