Provision for LED lighting products , policies and lighting profitable companies actively promote, market demand for rapid growth , which China has gradually ban the sale and import of incandescent lamps , but also to policies to promote LED lighting applications, so that first -quarter revenue related stocks generally better than expected .Epoxy resin Manufacture

 

 

Legal believes that with the second quarter the traditional peak LED (Light Emitting Diode, Light Emitting Diode ) products, the market demand for clear, not only the firms operating momentum continued to improve , is also expected to make LED lighting theme groups , at least from now Wang 2015 .

 

China will be the largest market jump

ITRI ​​Industrial Economics & Research Center (IEK) said that Western Europe is the largest LED lighting market , Japan is the single fastest growing national market penetration , China will still be the future of LED lighting manufacturing and consumption centers , the fastest Western Europe will be replaced in 2016 , becoming the world's largest LED lighting market.

Topology Research Institute Center optoelectronics industry believes that in 2014 the global LED lighting overall demand will be commercial lighting, public lighting and architectural lighting as the main growth momentum , which will reach 32% penetration of the general lighting , interior lighting is approximately 16% .

On public lighting , the main momentum will come from the Chinese government subsidies in emerging market countries, the new LED lights case , and the U.S. Energy Assistance program and other policies.

 

Taiwan factory gross margin of gifted peers

Research Manager Taishin Securities Investment Advisory Fan Wanyu analysis , in addition to promoting policies of governments , some Taiwanese manufacturers to acquire new packaging technologies , such as EMC (Epoxy Molding Compound, thermosetting epoxy resin ) and FC (Flip Chip, flip chip ) , or lighting products accounted for a higher proportion of those shipments , the gross margin is expected to better than its peers , is bound to further increase profitability .

Fanwan Yu said: "The LED industry spindle from the phone to the TV backlight light source development , last year became the lighting , and the LED lighting market in television than in larger , broader -oriented , with an estimated overall industry growth momentum , at least you can always see in 2015 . "

However, investment adviser, deputy chief Wang Rongxu remind Wanbao , the terminal needs to expand, so Crystal Lei plant upstream continued up the goods , pushing up the upstream material quotes , of course, is the industry profitable short-term , but if the cost of raw materials has been boosted , is bound to increase in the downstream industry long-term costs .

 

Profitable industry consolidation in Taiwan

Morgan Emerging Technology Fund managers GONG Zhen Hua pointed out , LED industry after the first two years after the downturn , driven by global lighting demand, is expected to better and better. UBS Securities estimates , the global LED lighting demand will grow by 6 percent , is expected to drive the LED chip demand growth next year by 25% .

Moreover, with increasingly close trade and economic relations , the Taiwan LED industry is expected to integration, coupled with the Chinese government to subsidize the policy efforts to resolve the problem of excess production capacity previously , the market research firm LEDinside estimates that in 2014 China LED lighting market will be significantly growth of 86% , is expected to significantly lift Taiwan's LED industry .

GONG Zhen Hua said: "The LED industry has overcapacity despite previous doubts , but now pull goods entering the season , and leads the big screen panel , high-definition television, are optimistic about the expected profitability of related industries will be able to bring up ."