Lighting and backlight modules support the overall LED market demand, but as LEDs grow slower after the penetration rate of liquid-electric backlight modules reaches 95, only LED lighting will remain in the future, so LED manufacturers are actively developing new applications. I hope to use the high-margin, diversified niche market to support new applications and drive the demand for another wave of LEDs.
Huang Denghui, general manager of layout plant lighting Lunda pointed out that Zonglongda’s revenue is still dominated by backlight modules, with a proportion of 60%. As for lighting, the overall LED in the lighting market is rising, accounting for the proportion of revenue. Climbing, the current lighting accounted for about 30% of revenue.
According to market research firm LEDinside, the overall LED lighting market value in 2014 was 35.3 billion US dollars, up 47.8 compared with 2013. In 2014, the LED lighting penetration rate will also increase to 32.7, of which the bulb and lamp penetration rate will reach 20 respectively. With 15.
In addition to the lighting market, in fact, Ronda is also actively developing new applications such as automotive, plant lighting, UV (ultraviolet) and medical, etc. Only this part of the market has just begun, the amount will not be very Big. However, Huang Denghui said that the LED-related new market is small and the number of investors is small. Although it is a niche market, the gross profit is quite high. Ronda is conducting research and development, so it cannot make an immediate contribution to revenue.
Mobile phone application shipments increased. He said that after the Chinese New Year, the overall market demand has increased significantly, and the current market inventory has been emptied. Therefore, the overall production capacity has been tight, and Ronda’s capacity utilization rate has increased to over 80% in March.
With the arrival of the peak season in the second season, including lighting demand, the package is also tight. In particular, smartphone applications continue to be shipped to mainland China and Japan's first-line mobile phone brands. Currently, shipments of mobile application products are expected to reach 70 million in April.
Editor's point of view: LED backlight market has become saturated, and LED lighting penetration rate is also rising rapidly. In most LED factories, or in the LED lighting market, the LED niche market has attracted industry attention, such as plant lighting, UV LEDs for medical applications, automotive LED lights, etc. The niche market will become the new blue ocean of the LED industry.
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