On February 19th, the spring investment strategy of high-yield research and development, which launched spring investment strategies around emerging industries such as LED, Lithium Battery and robotics, attracted the participation of nearly 100 brokers, funds and institutional investors.
"For the LED industry, the Year of the Horse is definitely a year of Pentium, but I still have to say 'cautiously!' to the industry." Industry experts said that the development of emerging industries has jumped, such as the LED industry has not yet reached maturity. It has entered the integration period. Generally, the development cycle of an industry includes the introduction period, growth period, maturity period, and integration period. 2014 LED Integration, there is danger, but also organic.
Zhang Hongbiao, research director of the High-tech LED Industry Research Institute (GLII), believes that the LED industry will enter a new golden growth period in 2014. From the perspective of the current industrial situation, the development of all links in the industrial chain has exceeded expectations. It is normal for the product price five years ago to differ from the current one by more than 10 times. The cost performance of LED products has experienced a rapid increase. For example, the LED lighting efficiency has increased from 50 lumens per watt five years ago to more than 100 lumens per watt.
Opportunity LED industry status, experts believe that 2014 LED industry investment should grasp the three main lines, namely upstream (sapphire materials), investment opportunities in the field of lighting, and opportunities for mergers and acquisitions in the industry.
Upstream of the industrial chain, the current production capacity of sapphire materials as substrates is 80 million pieces, but the actual demand of LED chip factories is 30 million pieces, which has great deviation. At present, sapphire substrate enterprises are losing money, and investment in sapphire field in the future. The opportunity lies in its use on smartphones and smart watches.
In the upstream chip field, there are currently more than 50 companies, and the output value of China's local LED chip companies exceeds 7 billion. Zhang Hongbiao believes that the output value in 2014 is expected to reach 10 billion. Compared with last year, the chip companies will have better days in 2014, and the profit will increase. Chip supply is expected to be a bit tight in the first half of the year, and prices will be stable. But obviously the number of companies is still too much. Compared to sapphire materials, the risk of LED chips can be seen more because of the lack of new demand areas.
The midstream packaging field follows the trend of technology-driven development. In the words of Xiao Xiaoming, the senior technical expert of Ruifeng Optoelectronics, who has entered the LED industry for 26 years, "Whether you think about it in this industry, it will eventually be worth the price." Xiaoming Xiao introduced, Chip Scale Package (referred to as Chip Scale Package). The penetration of CSP) is the future development trend of the packaging industry. The removal of the substrate and the support, the chip manufacturers do their own packaging, which will be a relatively large competition crisis for traditional packaging companies.
In response to the industry's very concerned packaging revolution of Dehao Runda - LED flip chip, Xiao Xiaoming said that he is optimistic, that is the future industry trend, but now the enterprise can not do well.
In the field of downstream LED applications, there are currently tens of thousands of companies. Among them, the enterprises with the highest output value of 100 million yuan, but no one with an output value of more than 2 billion. Zhang Hongbiao believes that one of the biggest driving forces in the application field this year is LED lighting. This point has reached a consensus in the industry, but there are differences in the views of the industry on the scale and growth rate of the LED lighting market.
Guan Yong, general manager of Sunshine Lighting, believes that there should be a 50% increase in lighting applications in 2014, and a good business growth rate will be higher. For the outbreak of demand in the lighting sector, the capital market has already been reflected in advance, and 2014 should be the time to cash in performance. Guan Yong said that from the situation in January and February of this year, the performance of the cash is still certain.
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)
"For the LED industry, the Year of the Horse is definitely a year of Pentium, but I still have to say 'cautiously!' to the industry." Industry experts said that the development of emerging industries has jumped, such as the LED industry has not yet reached maturity. It has entered the integration period. Generally, the development cycle of an industry includes the introduction period, growth period, maturity period, and integration period. 2014 LED Integration, there is danger, but also organic.
Zhang Hongbiao, research director of the High-tech LED Industry Research Institute (GLII), believes that the LED industry will enter a new golden growth period in 2014. From the perspective of the current industrial situation, the development of all links in the industrial chain has exceeded expectations. It is normal for the product price five years ago to differ from the current one by more than 10 times. The cost performance of LED products has experienced a rapid increase. For example, the LED lighting efficiency has increased from 50 lumens per watt five years ago to more than 100 lumens per watt.
Opportunity LED industry status, experts believe that 2014 LED industry investment should grasp the three main lines, namely upstream (sapphire materials), investment opportunities in the field of lighting, and opportunities for mergers and acquisitions in the industry.
Upstream of the industrial chain, the current production capacity of sapphire materials as substrates is 80 million pieces, but the actual demand of LED chip factories is 30 million pieces, which has great deviation. At present, sapphire substrate enterprises are losing money, and investment in sapphire field in the future. The opportunity lies in its use on smartphones and smart watches.
In the upstream chip field, there are currently more than 50 companies, and the output value of China's local LED chip companies exceeds 7 billion. Zhang Hongbiao believes that the output value in 2014 is expected to reach 10 billion. Compared with last year, the chip companies will have better days in 2014, and the profit will increase. Chip supply is expected to be a bit tight in the first half of the year, and prices will be stable. But obviously the number of companies is still too much. Compared to sapphire materials, the risk of LED chips can be seen more because of the lack of new demand areas.
The midstream packaging field follows the trend of technology-driven development. In the words of Xiao Xiaoming, the senior technical expert of Ruifeng Optoelectronics, who has entered the LED industry for 26 years, "Whether you think about it in this industry, it will eventually be worth the price." Xiaoming Xiao introduced, Chip Scale Package (referred to as Chip Scale Package). The penetration of CSP) is the future development trend of the packaging industry. The removal of the substrate and the support, the chip manufacturers do their own packaging, which will be a relatively large competition crisis for traditional packaging companies.
In response to the industry's very concerned packaging revolution of Dehao Runda - LED flip chip, Xiao Xiaoming said that he is optimistic, that is the future industry trend, but now the enterprise can not do well.
In the field of downstream LED applications, there are currently tens of thousands of companies. Among them, the enterprises with the highest output value of 100 million yuan, but no one with an output value of more than 2 billion. Zhang Hongbiao believes that one of the biggest driving forces in the application field this year is LED lighting. This point has reached a consensus in the industry, but there are differences in the views of the industry on the scale and growth rate of the LED lighting market.
Guan Yong, general manager of Sunshine Lighting, believes that there should be a 50% increase in lighting applications in 2014, and a good business growth rate will be higher. For the outbreak of demand in the lighting sector, the capital market has already been reflected in advance, and 2014 should be the time to cash in performance. Guan Yong said that from the situation in January and February of this year, the performance of the cash is still certain.
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)
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