LED lighting recovery situation shows manufacturers positive card position


LED lighting is ready to take off, and it is expected to drive the industry to get rid of the bottom of the market next year and move towards recovery. Faced with huge LED lighting business opportunities, manufacturers are all active cards and rush to build trains.
The business opportunities are enticing, and the competition faced by the relative enterprises is also quite amazing. After nearly two years of fierce competition, price wars, channel wars, patent wars, and even talent wars have never stopped. Taiwanese factories must be in the United States and Japan. It is indeed difficult to open a blue ocean with the patents of the factory, the high price of the mainland, and the low price.
However, looking at the recent progress of Taiwanese factories, it seems that many manufacturers have begun to see Dawning, including Jingdian, Yiguang, Longda, Dongbei, Redike, Huaxing, Hongqi, etc. To grow substantially.
Jingdian specializes in high-power lighting products, the gross profit margin has seen a rebound; Yiguang insists on its own brand, with OEM manufacturing to expand economies of scale, the results are gradually fermented, profitability is still stable; Lunda continues one-stop advantage, the next year In the finished lighting part, the three major applications of lamps, bulbs and flat lamps will be the main products, and there is a good gain in the Japanese market.
Dongbei has a long-term market for European and American lighting channels. In the next year, the indoor lighting penetration rate will rise sharply. Dongbei will benefit greatly from the LED bulb and outdoor lighting market. Recently, under the law of the manpower arch chasing, the investment letter even bought for 5 days, pushing up the stock price in just 5 days, the increase was more than 25, the rise was fierce, and the characteristics of the past leather stocks were changed.
Hongqi specially avoided the Red Sea market and actively attacked special lighting. Chairman Wang Binglong revealed that the vehicle lighting has been certified by international manufacturers and is expected to start shipping in the second quarter of next year.
In addition to automotive lighting orders, Hongqi has achieved success in the second half of 2013 in the fields of display screens, stage lights, mobile phones and flashLEDs. It is estimated that in 2014, under these market orders, revenue growth is expected to reach 15 to 20.
Wang Binglong said that before the first half of this year, Hongqi's products were all METOO's Red Sea industry. After years of layout, next year is expected to get rid of the bottom, confidence has been recovered, this year's operation saw a turn from the third quarter, officially turned losses. For the profit, it seems that the fourth quarter has a profit every month, and strive to turn around the year. I believe that Hongqi will be much better next year than this year, and the increase in gross profit margin is the primary goal.
Huaxing has passed the news in the field of low-temperature lighting. Following the orders for the refrigerators from Haier, the largest home appliance manufacturer in the mainland, the world's largest and third largest freezer factories have joined the customer base this year, and the profit is expected to increase by more than 50% next year. , hit a record high in history.
Liu Xingxiong, chairman of Huaxing, said that in recent years, he has continued to make internal adjustments and actively expanded the markets in Central and South America and Europe. The product line has also extended from components to finished products. Although the LED industry is in a transition period of industrial consolidation, Huaxing focuses on niche Products, which still have stable performance, including gross profit margin and operating net profit margin, are all in the first half of the industry.
Liu Shouxiong pointed out that with the increasingly strong lineup of Huaxing customers, under the new products and new customers, the outlook for next year is optimistic.

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