Upstream LED driver IC shows the mainland LED lighting needs continued upward. Driver IC silicon Cenda and ang Bao Electronics feel the mainland LED lighting market demand, LED drive IC product line current monthly revenue contribution is more than doubled in the first half. With spontaneous demand and export market growth and, LED lighting applications market demand continued to grow, silergy and ang Bao electronic synchronous feel, such customer urgent orders jumped action, 2014 Season 1 of the operation performance of the optimistic, is not short off-season. We believe that, from the semiconductor industry chain properties, IC design first feel the industry boom, therefore, LED drive IC current high boom indicates that the future period of time the mainland LED lighting in a high boom period.
LED lighting prices appear sweet spot
With the countries banned incandescent lighting time history gradually coming, coupled with the recent rise in energy prices, and led bulb price and rapid decline, in the fourth quarter of 2013 has seen (to replace 40W) product terminal price fell to $10 or less, the brand manufacturers to replace 40W, 60W LED lighting factory price respectively, have been pressed to 4.5 $and $8, hit the price sweet spot, is expected to permeability of indoor LED lighting will rise substantially.
2014 will appear LED lighting lamp for tide
Based on 2014 in the regional market related to the subject of the case and the subsidy policy to continue the implementation of and to enhance the permeability of LED lighting have considerable help. At the same time, LED lighting and general lighting such as energy-saving lighting spread has not, the rise of consumer awareness of environmental protection, contribute to global change the tide of light appears and many traditional lamps and lanterns factory has the production line shut down, 2014 LED light bulbs, lamp will grow with high amplitude.
LED lighting penetration rate rose sharply
We argue that although LED lighting industry essential attribute and the traditional lighting industry, there is no difference, however, LED lighting also have properties of semiconductors, has some characteristics of consumer electronics, with 2013 LED lighting penetration rate reached 17%, we expect 2014 LED lighting penetration will rise substantially, we expect 2014, 2015 LED lighting penetration rapidly rising to 31%, 47%, shipments year-on-year growth of 91%, 59%, China Future 2 years LED lighting output 1008, 165 billion yuan, year on year growth respectively 81% and 63%.