At that time, the LED rob seems to be all of the cake. Reporter noticed that have analysts believe that such a scene not reminiscent of the 2010 ~ 2012, under the background of much subsidies and low threshold, expand capacity, domestic LED by downstream applications after weak Mired in excess capacity, at present, the LED enterprise constantly fail on one side, while there is new money. The industry’s recovery will continue, or repeat the history of excess production capacity?
The company is optimistic about order
Reporters noticed that, in view of the LED industry trends, a researcher at the brokerage, optimistic attitude, thinks of LED current strong performance from the rise of LED lighting in the first quarter, at present each big manufacturers are pushing, like osram, philips, etc., but because of price problem, promote still needs a process. In addition, after a few years ago of shuffling, nearly a year or two large-scale MOCVD this heavy assets investment enterprise too much.
“From a large number of investigation and study, recovery is no doubt, but early stock gains because it is electronic. April or so, LED is a valuation depressions, the mainstream funds must hope that configuration varieties of high security.” The industry told reporters that “on the demand side can support at least this time the LED warming continues.”
However, the industry players say the packaging enterprise reshuffle will certainly appear, is likely to emerge after excess capacity, but not as serious as two years, the size and performance requirements of the chip will make a few small factory is hard to survive.
It is worth mentioning that several companies and the industry outlook is optimistic. The star light electric securities do people told reporters that “this year should be able to keep a good state, in the second quarter orders are saturated.” The other ShiLan micro generation brush, also told reporters: “now orders are ok, from the whole trend, LED applications is not quite same, now LED lighting field.”
But analysts warn that although many of the LED lighting lamps and lanterns is placed on shelves, sales cycle and future sales concrete achievements remains to be seen.