Since early this year, LED high bay light market demand for downstream applications continues to grow rapidly than expected, directly contributing to the midstream and upstream epitaxial chip packaging capacity quickly digest, some companies even a rare last orders queues. Industry chain enterprises full capacity 24 hours, but still appear to varying degrees products in short supply situation. So, what is the reason for bringing such a hot market demand? How can this wave of market for how long?
The whole industry chain is now skyrocketing
"With the decline in the price of LED lighting products, the company's sales there have been explosive growth." LED lighting applications Kingsun Enterprises Co., Ltd., Li Xuliang said, "At present the company 24 hours at full capacity, but still can not meet customer needs, need to outsource part of the production chain. "
Downstream lighting market's rapid growth while midstream packaging companies to bring a large number of orders. "This year, a few months before packaging orders have let our production lines running at full capacity, mainly downstream applications or the domestic market demand is increasing." Packaging enterprises in Zhejiang, Zhou Luo Jing Photoelectric Co., vice president of marketing, said, "Earlier this year Since the traditional lighting of the LED enterprises to increase transformation efforts, including NVC, geese, West Germany and other companies are under a lot of the packaging factory big one. "
Middle reaches full production and packaging companies will gradually transfer to the upstream market positive. "This year in May, the industry witnessed a major turning point, this way, entrepreneurs and experts in the industry are not expected to think of." The wave of epitaxial silicon production enterprises in Shandong Huaguang Optoelectronics Co., Ltd., general manager Zhengtie Min told reporters. "We originally thought that the industry transition will appear in 2014, results are now in short supply has been very obvious signs."
"Behind this phenomenon there are two main reasons." Zhengtie Min said, "First and indoor lighting market launch have an important relationship, and second, because before the domestic LED high bay light enterprises, especially upstream enterprises underemployment." Said Zhengtie Min , until the second half of last year from the previous year because of lower product margins, market oversupply, domestic manufacturers widespread underemployment, neither basic equipment operating at 100%, the market supply and demand balance; sudden increase in market demand this year, but the device needs to fully start a process, capacity temporarily not keep up, so there are a shortage situation.
Vice chairman of China Association of Lighting, Nanjing University of Technology Institute of Electric Light Source Materials Wang Haibo, also endorsed this view. "On one hand, some time ago, the market situation is not good, midstream and downstream industry chain, including the circulation areas of business are basically sales quotas, not in stock, such as chip manufacturers generally less than 50% operating rate." Wang Haibo told reporters interview, said, "On the other hand, also because of the cost of LED lighting products have the basic conditions of the market, has been general consumer acceptance, after all, the price is not much more expensive than energy-saving lamps."
China's semiconductor lighting / LED industry and the application of Union President Chen Yansheng also that, LED lighting products, cost-effective upgrade is an important reason for the rapid growth of the market. "With the LED lighting products at lower prices, its price rising higher and higher degree of market acceptance." Chen Yansheng told reporters, "From the domestic market, the previous LED lighting products are used in engineering, such as hotels, shopping malls , parking lot, etc. At present, the use of LED lighting products, more and more home consumers, distributors, retail sales increased, the natural drive manufacturers increased production from the foreign market perspective, LED lighting products, has also been a demand to maintain growth, And since last year, growth has been very obvious.
Rational view of the rapid growth of the market
LED lighting market continues to grow rapidly for the industry there are two views, one is expected in the next two years before the outbreak of the LED lighting market growth period has come earlier. To this end, recently said that there are many LED companies in the expansion among whom are many new entrants into the business. BDO Runda more rumors will be built 500 LED packaging production line, and once interrupted NVC Ruifeng power joint venture with the message is also heard about the resurrection. Another pessimistic view is that this is only a short-lived temporary phenomenon, the market will again soon oversupply.
"I think both views are too extreme." Wang Haibo said, "just as fast as road repair vehicle growth rate, the market will never match the speed of the development of production capacity increased speed, LED lighting products such modern, high especially efficient production system. Moreover we are not without production capacity, just before the capacity is not fully open, so the explosive growth of the natural argument does not hold at the same time, LED lighting products in the market share is very small, the potential market is still very great, from coastal cities to inland cities and then to penetrate rural markets, you also need an understanding and acceptance by consumers in the process, this consumption level also determines the LED lighting market growth will not be short-lived. "
"I'm not in favor of the market 'explosion' or 'outbreak' argument." Chen Yansheng stressed that "Although the market situation is good, but the company's restless mood or should the pressure on. LED high bay light products to the market price increase is positive from downstream to the upstream industry chain driven the rapid growth of downstream markets make midstream packaging companies to produce energy from underemployment gradually restored, but the upstream epitaxial chip companies the situation is not very good, small businesses may not benefit from it, so it should be from the both positive and negative aspects to look at the current situation. "
"On one hand, China's LED lighting manufacturer excessive number, the strength of large enterprises after the amount of the product will suppress growth of small enterprises, and promoting industry consolidation, which is a positive impact." Chen Yansheng said, "Another On the one hand, although the market demand growth is a normal phenomenon, but a sudden increase is not too hard to normal for a particular enterprise, selling several-fold is possible, but for the entire industry, this growth is not sustainable, is still a problem. then blind production will not bring Yaku problem? product to the dealer after the hands, but also can not be sold to consumers? "
"From a market point of view of economic development of the law, which a hot market is temporary, but will continue for some time with the improved capacity utilization, market demand and then from oversupply and maintain a dynamic balance." Zhengtie Min expressed "We are pleased to see that the domestic LED lighting civilian market is starting, not only is the city market, and even in many large towns has also appeared on the set of LED lighting products." Zhengtie Min stressed that "encircling the cities" concept is equally applicable the LED lighting market, only occupy a major share of the rural market after market launch, China's LED lighting will usher in the real spring.
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