After the LED industry has been savvy in the first half of the year, it will once again usher in the development opportunity. On September 3, Guangdong Science and Technology Department issued a message, "LED lighting standard optical component technology and management system" passed the expert review, which means that LED standard optical components are about to enter the stage of comprehensive promotion, the traditional LED supply chain system will be "industrial middleware Standardized "product model replaced.
LED lighting standard optical components are based on the development rules of the LED industry chain. They are mainly divided into four levels: packaged devices, light source modules, lighting modules, and integrated lamps. Based on chain standardization, product spectrum is formed to achieve interchangeability between products. And compatibility, the same lighting module standard components can be applied to functional LED lighting products such as LED street lights, tunnel lights, floodlights and high pole lights.
Standard light components emphasize the standardization of middleware for LED lighting electronic equipment industry, and are a standard for coordination and compatibility between product parts. Guangdong's first LED standard optical component passed the expert review due to its reality, operability and technological innovation.
The LED industry has experienced explosive growth in the past two years. GLII statistics show that in 2012, the sales volume of China's LED lamp market reached 10 billion yuan (excluding Hong Kong and Taiwan, the same below), an increase of 92% from 5.2 billion in 2011. In 2013, the sales volume of the LED tube market will reach 16.1 billion yuan. Market demand will continue to be strong. It is estimated that by 2017, the LED lamp market will reach 44.5 billion yuan.
Through the performance of listed companies in the LED industry in the first half of the year, it can be seen. According to the mid-year report of listed companies, LED listed companies such as Sanan Optoelectronics, Dehao Runda, Tianfu Thermal Power, Crystal Optoelectronics, Dazu Laser, Goer Acoustics, Guoxing Optoelectronics, Qinshang Optoelectronics and Snowlight have seen an average year-on-year increase in total operating revenue. 21%, the gross profit was 31% on average, and the net profit attributable to shareholders of the parent company increased by 19.26% on average.
Although the LED industry entered a short off-season in June and July, the industry boom began to pick up in August. China Merchants Securities analyst Yan Fan said that the third quarter to the end of the year is the industry's traditional peak season, the second half of the consumer electronics and home appliances to increase the intensity of the supply will effectively drive the backlight demand, after a short break, the industry is expected to return to the right track. From the industry point of view, as the cost of LED lighting gradually meets the requirements of various market segments, its penetration rate will gradually increase, and it is expected to increase from 5% in 2012 to 50% in 2015. Standard optical components will be fully promoted, and lighting demand will increase. Drive the LED industry into the second wave of rapid development.
