This year, LED overcapacity exacerbated by the healthy development of domestic resources

2012 oversupply situation is difficult to solve in the short term, but the LED terminal market demand continues to grow rapidly, so in 2012 will be regarded as the performance of individual vendors, big competitors into the knockout contest. South Korean companies need to pay more attention to the dynamic case, in addition to Seoul semiconductor gradually reach a cross licensing and five international LED factory, Samsung Group will also enter the Samsung LED integration, in addition to combining technology with semiconductor sector closely, their production of L.

In 2011 LED excess production capacity reached 35%, 2012 will aggravate the situation of low rate in various manufacturers capacity utilization, 2011 LED wafer supply is still as high as 174 billion, while the chip demand only 129 billion, pile up in excess of requirement rate as high as 35%, so most LED vendors in the second half faced a huge inventory pressure regulator.

What's more, there are still more MOCVD machine production capacity has not been fully released, the situation will be exacerbated in 2012 oversupply, the only patent threshold and high-tech manufacturers.

2012 oversupply situation is difficult to solve in the short term, but the LED terminal market demand continues to grow rapidly, so in 2012 will be regarded as the performance of individual vendors, big competitors into the knockout contest.

South Korean companies need to pay more attention to the dynamic case, in addition to Seoul semiconductor gradually reach a cross licensing and five international LED factory, Samsung Group will also enter the Samsung LED integration, in addition to combining technology with semiconductor sector closely, their production of LED to supply the SamSung group and the proportion of mobile phone TV backlight backlight will more effectively improve, coupled with the group in the global layout of the marketing channel, the development of lighting brand is a strong opponent of all LED vendors, so only to improve the technical content and patent threshold have a chance to survive in this knockout.

The prospect of market demand, in 2011 the global LED backlight LCD TV (LEDTV) shipments significantly worse than expected, LCD TV total from 220 million down to 20 billion 300 million, but with the 2012 London Olympic events, and TV brand manufacturers to launch low-cost LED TV models to stimulate demand, is expected to increase the number of LCD TV sales in emerging markets is expected to. Special note: this site reproduced all the comments do not represent the views of this site, such as the need for related products, please contact the site, the copyright belongs to the original author.

LED lighting market, although in commercial lighting market accounted for the largest market in Europe, the European debt crisis, the European market growth momentum has been relatively slow, but from the public sector or power plant project but there are signs of growth.

Especially the United States, Australia market and other outdoor LED lighting, building lighting project quantity and scale in the eastern United States continued to improve, LED street plan and project showed significant growth, while Australia has released the lamp power plant standard case gradually forming. In addition to project oriented, high profit products in the field, LED lighting has been more obvious development, LED bulb market is still relatively fast in the Japanese market.

As for professional lighting, plants and agricultural lighting (including UV hardening), freezer lighting, etc., will also be more and more attention by the industry. LED overcapacity in the inventory crisis it is understood that the "three optical MOCVD equipment has been fully operational, but poor sales, the formation of a lot of inventory.

Xiamen LED industry, a person familiar with the matter said. Learned from a number of LED companies, due to the end of 2010 MOCVD equipment in place to start operations in early 2011, to focus on the release of production capacity in the second quarter. On the contrary, the market did not expand as expected, poor downstream shipments, resulting in a serious inventory crisis LED upstream concentration. However, the most embarrassing is that how to alleviate the LED upstream inventory crisis is a very difficult problem to solve.

Wang Lianghai, vice president of the same side, said that if the MOCVD a day out of two furnaces, the cost is $10 thousand a day, a month is $300 thousand, but it is not easy to stop. Once the shutdown, and then start production, product quality to achieve the original level, generally 3 months, the customer on the LED chip and packaging device certification time may also be between 3 to 6 months, the loss of which can not be estimated.

Perhaps because of this, since 2011, three optical stock has been in double momentum. Found that the earnings from 2011 and 2010 quarter Sanan optoelectronics, 2011 three Ann photoelectric stock is only 310 million yuan, to the first quarter has increased to 481 million yuan, again in the two quarter growth to 670 million yuan, the three quarter is soared to 933 million yuan, compared to the beginning of the 310 million yuan, an increase of more than 3 times. The total income of Sanan Optoelectronics in the first three quarters of 2011 was 1 billion 169 million yuan. According to this year's earnings figures three optical calculation, the first three quarters of 2011, three optical inventory turnover rate (stock turnover) is 1.12, compared to 2.27 in 2010; the first half of 2011, three optical inventory turnover rate of 0.92, compared to 2.11% in 2010.

Inventory turnover reflects the efficiency of sales and inventory efficiency. Inventory turnover fell year on year, indicating that the enterprise inventory turnover slowed down, the company's sales capacity decreased, the amount of working capital in the inventory will be more. The figure also shows that there has been a serious inventory crisis Sanan optoelectronics. A three optical insiders, 2010 are customers waiting to Sanan optoelectronics shipment, etc. in 2011 is an optoelectronic customer orders.

Dry photovoltaic (300102.SZ) also seems to have the same inventory crisis, in early 2011, according to the dry photoelectric inventory of only 54 million yuan, to the third quarter has risen to $110 million, an increase of 178.37%. While the first three quarters of the total amount of photoelectric lighting before only $277 million.

Changelight said that the rapid growth of inventories is because, after the expansion, the growth of raw material preparation, while the market demand weakened, leading products and WIP growth. In fact, the LED application market has been in accordance with the normal market growth rate, but the release of domestic LED production is too fast.

"The general manager of Guangdong zhonglong communications company Chen Bin said that the current LED inventory crisis mainly concentrated in the upper part of the LED epitaxial wafer, midstream and downstream applications package level, basically according to production orders, and not too much inventory crisis. However, the upstream LED inventory crisis is not unique, including Taiwan, Japan and South Korea LED upstream manufacturers are facing enormous pressure on the stock. Taiwan crystal power in the third quarter of 2011 revenue of NT $4 billion 260 million, quarter minus 20%, an annual reduction of up to capacity utilization of only about 7 to about 26%.

In accordance with the beginning of the upper reaches of the LED announced the investment plan, LED upstream production capacity may exceed 3 years ahead of overdraft market growth needs. Jiangxi crystal and lighting company chairman Wang Min said that at present most of the upstream manufacturers LED production capacity of at least discontinued, and even some of the production of 50%; and LED packaging and application of the lower and middle reaches of the enterprise generally started insufficient.

At the end of July 2011, the number of domestic MOCVD in place of the equipment 543; as of September 30th, the domestic LED industry of new planning investment amounted to 146 billion 800 million yuan, of which third quarter planning investment amounting to 28 billion 300 million yuan. The price is plummeting, it is reported that the current domestic production of LED epitaxial film upstream manufacturers also up to 60-80, with a certain scale of about 10. LED chip inventory from the direct benefits brought by the market price is a straight line down. Copyright statement: this site articles are from the network, if there is infringement, please contact the station staff, we immediately removed after receiving, thank you!

QQ:37668441.