First half of 2013 China LED packaging capacity utilization over 8 percent
First half of 2013 China LED packaging capacity utilization over 8 percent
LED package this year the situation is excellent, the majority of its production capacity emergency. Ruifeng power (300241.SZ), BDO Runda (002005.SZ), Xindeco (000701.SZ) and other listed companies have announced the expansion of production capacity of LED devices.
Just listed companies, unlisted companies this year also launched an expansion wave. A non-listed packaging company executives said that this year they booked through the end of led spotlight production can not keep up.
The expansion of the product is mainly white SMD package devices, production capacity increased by 30% over the previous year. Industry Research Institute (GILL) Director Zhang mark, said last year the LED package of serious excess capacity, companies complain incessantly, capacity utilization rate is only 5-6 percent, and this year can take advantage of the power LED production yields up to 8 percent.
With the price gradually led lighting to meet different application areas, and various segments of the market requirements, the penetration rate will gradually increase. “Penetration expected to increase from 12 years to 15 years increased from 5% to 50%.” Zhang marked that the first half of this year, LED lighting market growth rate of more than 30%, LED downstream applications planning new investment projects 46.
2013 first half, Ruifeng power lighting class encapsulates sales 137 million led par light yuan, an increase of 49%. Meanwhile, Hongli Opto-electronic (300219.SZ) SMD LED achieved sales of 215 million yuan, an increase of 24.82%.
However, what is surprising is that while LED packaging capacity expansion, prices continued to decline, but the LED package margin did not change, remaining at 20% -30%. For capacity expansion problems, Ruifeng power chairman Gong Weibin have their own unique views: China led par lamp packaging manufacturers reason for accelerated expansion is due to leave you time to seize market share only in 2023, we are looking to expand capacity to improve market share.
“LED industry is about to enter into the slow growth period, after 2018, LED packaging production capacity may enter negative growth stage.” Gong Weibin that, LED long life, the future of alternative market space will become smaller and smaller, led par bulb lighting growth cycle will be increasingly shorter.
Views: 0
