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The second wave of domestic electricity price adjustment will start from October 1st, and the electricity consumption of industrial and commercial enterprises will increase the most. For countries with high electricity prices, LED lights will be quickly replaced, which will accelerate the demand for LED lighting, including Jingdian, Yiguang and Ronda. Delta, Dongbei and other direct benefits, coupled with the arrival of the 11th holiday in mainland China, some manufacturers in the fourth quarter performance against the trend.
After the first wave of price increases last year, there have been billions of LED bulbs in the channel market, and Delta LED bulbs have also achieved good results, setting off a wave of LED factories and channels. As the price of electricity has risen, the future will Will accelerate the replacement of LED light bulbs.
Zhang Shixian, deputy general manager and spokesperson of Jingyuan Optoelectronics, said that in countries where electricity is more expensive, the speed of LED lamp replacement is quite fast. For example, in Japan, LED lights have replaced 50% of the light source, and Taiwan’s electricity price has been relatively high. Cheap, the public has no incentive to switch, once the price of electricity goes up, it may speed up people to change LED lights.
In response to the LED lighting trend, Jingdian continues to introduce new technologies and products that are competitive in the market. In addition to HVLED, there are also ELC (EmbeddedLEDChip) without packaged wafers and Filament products with LED filament concept. Li Bingjie, chairman of Jingdian, said that in the past, LED lighting penetration rate was only 2~3, and its growth momentum was insufficient. It has reached 8 in the first half of this year. He is optimistic that the LED lighting penetration rate will jump to 20.
Wu Qinghui, chairman of Dongbei Optoelectronics, said that many households in Taiwan now accept LED lighting and actively replace it. Dongbei has received many new buildings to install LEDs. Therefore, LED lighting will speed up the replacement, but Wu Qinghui Emphasize that the government should establish the safety regulations of LED lights as soon as possible, and do not let the mainland's inferior goods to spoil.
Wu Qinghui said that the performance of LED factories focusing on LEDTV backlights should be bottomed out in the third quarter, mainly because the inventory is almost the same, and Dongbei will have double-digit growth in the fourth quarter.
LED industry said that this wave of electricity price adjustment, all enterprises will be raised, once the electricity bill is high, everyone will find ways to save, therefore, the future enterprise factories, especially the factory that needs 24-hour continuous lighting, and shopping mall lighting , will speed up the replacement of LED.
The director of Delta Electronics said that the price of electricity has risen and enterprises have made incentives to make changes. Recently, many companies have taken the initiative to find electricity on Taiwan. I hope that Delta will provide overall solutions, including LED lighting and green buildings. The direction of energy conservation.
The domestic LED street lamps are the specific actions of the government departments to promote energy conservation. At present, the domestic LED street lamps are mainly won by the three major groups of Yiguang, Delta and Lite-On, and most of them use the LED chips of the crystal electric, therefore, The biggest benefit of LED lighting at the upstream end is the crystal.