The market has a negative voice, LED is deeply immersed in the "falling event"

[High-tech LED news / reporter Liu Qiaomei] "I can think of the most romantic thing, is to sell LED lights with you..."

Every day, the LED industry has swarmed into the scene, which has caused many people to be excited and worried. Senior LED person Shi Weili has been engaged in the LED industry for more than ten years. He described to the high-tech LED reporter the good time of the LED industry: "At that time, using the profiteering to describe the LED industry, it is simply too much. The goods are not enough to sell, it is completely In the seller's market, any LED product can sell for a good price."

Once upon a time, all products that were on the edge of the LED were “profited”. Sapphire substrates are sold out of stock and have to be increased in price or even queued to get the goods; MO sources have also appeared "one gas is hard to find"; the profits of LED street lights even reached 200%. However, to date, the structural overcapacity caused by the LED investment fever, coupled with the bleak demand in the terminal market, LED upstream products have appeared to enter the "small profit era".

The sapphire substrate fell from the peak of $38/piece to the current $10/piece. The LED blue-green chip was in short supply but ultimately failed to escape the fall of the price. The packaged profit was evenly spread by double-sided pinch. thin.

Sapphire price drop exceeded expectations
“Who can expect the sapphire substrate to fall into this field?” As the managing director of Chengdu Dongjun Laser Co., Ltd., Fu Jianwei also recently went to Taiwan for a special visit to Taiwan’s eighty-nine professional sapphire substrates. The manufacturer, "I expected the sapphire substrate to fall in price when I entered this field, but it fell so badly, completely unexpected." Fu Jianwei told the Gaogong LED reporter, "The market is very depressed now, and all fell below 10 dollars. It is."

Taiwan's LED industry, especially the sapphire substrate manufacturer, is also known for its global LED industry barometer. According to the monitoring data of the High-tech LED Industry Research Institute (GLII), there are several major sapphire linings in Taiwan from June to September this year. The bottom manufacturers' revenues have plummeted all the way.

Taiwan's sapphire substrate manufacturers' revenue list:


However, the fluctuation of the sapphire substrate market is not the most worrying thing for Fu Jianwei, because "the skyrocketing is not normal, and the plunge is not normal. The final market is a wave of progress, or it is necessary to return to rationality and return to a reasonable price." What is different from other peers is that Fu Jianwei is fortunate that the company's sapphire substrate technology is supported by laser crystals, and the sapphire crystal growth furnace is also designed and developed by itself, so it can be slightly better in cost control.

But the two most worrying questions for Fu Jianwei are: First, whether the MOCVD equipment planned for investment in the past two years can be put into operation on time and in volume; secondly, the LEDs that the industry is generally expected to enter the civilian lighting market will detonate.

Fu Jianwei told the high-tech LED reporter that some Taiwanese manufacturers are estimated to have a loss of $340 million this year. Because of this, Fu Jianwei’s previous trip to Taiwan couldn’t help but ask if the bosses of Taiwan’s counterparts are optimistic about the future of LED. The answer is consistent and firm: semiconductor lighting is irreversible, and the future is definitely developing very well. Spring is sure to come.

Just, when will spring come? This has become the most concerned issue for business managers in the industry.

"LED this meal is getting more and more difficult, we need a little too excited," the industry insiders told the high-tech LED reporter. This excitement is the financial subsidy for LED lighting at the national level. However, when this subsidy is specifically introduced and when it is actually implemented, it is still a big question mark.

However, it is also good news. On November 4th, the National Development and Reform Commission, the Ministry of Commerce, the General Administration of Customs, the State Administration for Industry and Commerce, and the General Administration of Quality Supervision, Inspection and Quarantine held a press conference on the elimination of the incandescent lamp roadmap and introduced the gradual ban on the import and sale of ordinary lighting incandescent lamps. Related content of the Announcement. The "Announcement" decided to gradually ban the import and sale of ordinary lighting incandescent lamps in stages according to the power level from October 1, 2012.

Affected by this news, on November 2, the domestic A-share market LED related concept stocks rose across the board, including Ruifeng Optoelectronics (300241), Sanan Optoelectronics (600703), Guoxing Optoelectronics (002449), Hongli Optoelectronics (300219), Lehman Optoelectronics (300162) and Silan Micro (600460) have a strong daily limit. The other LED stocks also rose more than 5%.

100W Solar Panel

Our Professional 100W solar panel manufacturer is located in China. including Solar Module. PV Solar Module, Silicon PV Solar Module, 100W solar panel for global market.

100W 1

100W solar panel, Solar panel, PV solar panel, Silicon solar panel 100W

Jiangxi Huayang New Energy Co.,Ltd , https://www.huayangenergy.com