BlogSitemapRss
The LED Chip Development Before 2015
Date: 2014-01-02

Research coordinating body ,LEDinside said, observing the performance of China's LED industry in the first half , although the downstream market is warming, but only Chinese packaging factory brings better gross profit and earnings performance, the upstream price increase due to the adoption grain mill sales strategy, gross margin continued to perform is under pressure, estimated that by 2015, grain production is still in a state of oversupply, with technical and financial advantages in addition to the three safety optoelectronics, as well as complete vertical integration, with downstream to the sea BDO Runda in addition, other companies will be in a rather awkward position, China towards the bigger grain plant development. LEDinside pointed out that China is still taking cheap grain mill incremental sales strategy, although a larger decline in product prices during the first half, but the production capacity continues to draw, mainly manufacturers utilization rate rose to record levels, such as the three safety photoelectric and Germany Runda respectively 87% and 59%. LEDinside said, with product prices continued to decline, the majority of small and medium grain mill continued margin pressure, particularly MOCVD machine manufacturers will face a number of less than normal to a more unfavorable competitive environment in terms of gross margin in the first half performance, disabilities Lanming core and HC SemiTek grain gross margin fell to freezing point of -4.7% and 5.3%. In contrast manufacturers performance Sanan Optoelectronics and BDO Runda LED business gross margin performance in the first half, the former reached 32.75%, which is 34.66%. Therefore, LEDinside believes that by 2015, the overall grain production capacity of upstream LED will remain a state of oversupply, only have the technical and financial advantages of the three safety optoelectronics, as well as complete vertical integration downstream to the sea and has a BDO Runda has relative competitive advantage, the number of machines and other smaller operators will be in a more awkward position, the grain market will move towards the bigger development. For Taiwan chip makers, from Formosa Epitaxy (3061) sought three safety optoelectronics alliance Epistar (2448) and the active expansion into the wide gallium action point of view, Taiwan, the plant is also moving in this direction, in an attempt to expand the scale grab market share.

2006-2018 © Copyright Elecsound Technology Co,. Ltd All Rights Reserved
粤ICP备07055107