After the LED industry saw a high point in the second quarter, the third season fell into a prosperous season. Looking forward to the fourth quarter, it is estimated that the performance difference of individual manufacturers is still large, and the industry generally expects that the fourth quarter will at least "have support in the off-season."
Although the fourth season is expected to be in the off-season, the current demand is not too clear, and the sales situation after the 11-day holiday will be the focus of observation. In addition, the new subsidy policy of the mainland has become the biggest “expectation†of the industry at this stage.
A new round of energy-saving subsidy policy will be announced in October and will be implemented in January 2014. The subsidy program will be limited to energy-efficient products. Official subsidies will be directly given to enterprises, not consumers. Leading enterprises will be the main beneficiaries. By.
Taiwan's LED industry was stopped by the China's energy-saving and welfare subsidy policy (at the end of May), and the LED backlight market demand was frozen. The operating performance began to weaken in June and July, resulting in a weak season in the third quarter. Only Yiguang has a unique show, and its August revenue has rewritten a record high. Foreign capital estimates that the third quarter of the company's revenue is expected to increase by about 10% in the third quarter, creating a new record in the single season, which is relatively prominent in the stocks.
According to Taiwan Institute of Technology (IEK) and ITIS industry analysis and statistics, Taiwan's LED industry benefited from backlight and lighting growth in the second quarter of this year. The overall output value reached NT$25.773 billion, with a quarterly growth rate of 26.1%, but entered the third quarter, backlighting. Demand is not seen in the peak season, the overall output value is estimated to be 4.9% lower than the second quarter, estimated at 24.5 billion yuan.
Faced with the backlight market demand is significantly lower than before, Taiwan LED manufacturers increase the proportion of lighting applications, and increase the OEM orders of international manufacturers or ship to Europe and the United States channel dealers, in order to make up the capacity utilization rate, especially the large factory with more silver bullets Can survive the new and old mainstream application replacement period.
The LED manufacturers' development of the lighting market has gradually become a one-stop layout, and the trend of “big and big†has gradually taken shape. In addition to the shareholding of NVC Lighting, China's LED one-stop LED factory Dehao Runda has set up an LED packaging factory in Guangzhou with NVC Lighting. Sanan also cooperates with Sunshine.
At present, Taiwan's one-stop layout is the most complete, and it is still the most important key to how to speed up its efforts to ensure its survival in the industrial flood.
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)
Although the fourth season is expected to be in the off-season, the current demand is not too clear, and the sales situation after the 11-day holiday will be the focus of observation. In addition, the new subsidy policy of the mainland has become the biggest “expectation†of the industry at this stage.
A new round of energy-saving subsidy policy will be announced in October and will be implemented in January 2014. The subsidy program will be limited to energy-efficient products. Official subsidies will be directly given to enterprises, not consumers. Leading enterprises will be the main beneficiaries. By.
Taiwan's LED industry was stopped by the China's energy-saving and welfare subsidy policy (at the end of May), and the LED backlight market demand was frozen. The operating performance began to weaken in June and July, resulting in a weak season in the third quarter. Only Yiguang has a unique show, and its August revenue has rewritten a record high. Foreign capital estimates that the third quarter of the company's revenue is expected to increase by about 10% in the third quarter, creating a new record in the single season, which is relatively prominent in the stocks.
According to Taiwan Institute of Technology (IEK) and ITIS industry analysis and statistics, Taiwan's LED industry benefited from backlight and lighting growth in the second quarter of this year. The overall output value reached NT$25.773 billion, with a quarterly growth rate of 26.1%, but entered the third quarter, backlighting. Demand is not seen in the peak season, the overall output value is estimated to be 4.9% lower than the second quarter, estimated at 24.5 billion yuan.
Faced with the backlight market demand is significantly lower than before, Taiwan LED manufacturers increase the proportion of lighting applications, and increase the OEM orders of international manufacturers or ship to Europe and the United States channel dealers, in order to make up the capacity utilization rate, especially the large factory with more silver bullets Can survive the new and old mainstream application replacement period.
The LED manufacturers' development of the lighting market has gradually become a one-stop layout, and the trend of “big and big†has gradually taken shape. In addition to the shareholding of NVC Lighting, China's LED one-stop LED factory Dehao Runda has set up an LED packaging factory in Guangzhou with NVC Lighting. Sanan also cooperates with Sunshine.
At present, Taiwan's one-stop layout is the most complete, and it is still the most important key to how to speed up its efforts to ensure its survival in the industrial flood.
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)
Corn Sheller,Hand Corn Sheller,Corn Sheller Machine,Hand Crank Corn Sheller
Hunan Furui Mechanical and Electrical Equipment Manufacturing Co., Ltd. , https://www.thresher.nl