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The LED enterprise revenue in Taiwan has always been an indicator of the rising trend of the LED industry. Although November is a low season in the traditional sense, the revenues of companies such as Yiguang, Longda and Guangbao have shown a gratifying trend.
Billion's November revenue was NT$2.26 billion, a slight increase from October, compared with a year-on-year increase of 52.8%. Benefiting from orders for lighting and backlights, the company's November revenue changed the previous year's small diving situation. Shipments in December are not expected to be lower than in November. Ronda Electronics' revenue in November was NT$1.17 billion, up 10.1% from October. Ronda said that thanks to the return of notebook computer orders, Korean mobile phone manufacturers' flash and TV backlight demand, the company's backlight product shipments have increased significantly; in terms of lighting, Ronda expects its COB integration in lighting. Packaged products are expected to grow more than three times next year.
The advantages of LED lighting products are outstanding. From the recent technological development trend, the light source light efficiency can reach more than 200lm/w, and the price of market terminal lighting products has continued to decline. The products of Osram, Cree and other companies have been reduced. At around $10, the price of the same brand of energy-saving lamps is about $5. Considering the great difference in service life, the actual cost of LED lamps is much cheaper than ordinary energy-saving lamps.
On the evening of December 10, Weiwei (300317) announced that it has signed a 120 million yuan LED lighting product purchase and sales contract with overseas companies, which is another evidence that LED lighting products will advance rapidly. With the approach of disabling incandescent lamps worldwide in 2017, LED lighting is gradually entering an explosive period.
Nanda Optoelectronics (300346) has high-purity metal organic compounds (MO sources) with independent intellectual property rights. It is the only enterprise in China that realizes the industrialization of MO sources, accounting for about 25% of global production capacity. With the increase in domestic MOCVD capacity utilization, the company's main product, trimethylgallium (TMG) demand has rebounded sharply, while the new products, trimethyl indium (TMIn) and diethyl gallium (CMGa), have already acquired Cree, Philips, and OSRAM. Such as certification or sample delivery, access to the international major customer supply chain will bring explosive growth of the company's revenue.
Sunlight Lighting (600261) is a leading domestic energy-saving lamp company. The company's market channels and brand advantages are very obvious, and it can be seamlessly transplanted to the new LED lighting business. In the middle of this year, the company's LED operating income reached 400 million yuan. According to the brokerage analysis agency's forecast, LED operating revenue for the whole year can exceed 900 million yuan.
Dehao Runda (002005) began to transform the strategic center to LED in 2009. The company has vigorously put into production MOCVD machines and invested in NVC lighting, and has grasped the "chip, application" smile curve. Due to the reduction of government subsidies, the company this year The performance will decline significantly. In the production of LED chips, the company has nearly 100 MOCVD equipment. With the global LED lighting market, the company will improve its product competitiveness through technological upgrading, and revenue growth is expected to maintain a high level.
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Demand for lighting terminals drives the LED industry to gradually enter the one-way upstream channel
The continued growth in demand for lighting has driven the LED industry into a one-way uptrend channel. According to a report released by the High-Tech LED Research Institute (GLII), the overall output value of the LED industry will increase by about 20% in the fourth quarter of this year, while the annual output value of LED indoor lighting will increase by 110% year-on-year. It is expected that by next year, the growth rate of output value will remain at around 60%.