Since 2012 the excess capacity, price war, closures, caused the entire industry filled with negative emotions, however lighting market depressed for a long time by the two quarter of 2013 outbreak, the whole market package shortage situation is very serious, a lot of packaging factory are generally positive view of market boom, began to rapidly expanding production capacity, all of a sudden expansion two a few times.
To talk about the industry in 2014 2014, first of all to see the effect of variable of the maximum of the LED industry, personally think that is to package the release of production capacity.
These production come from where, is mainly from the two quarter of 2013 began expansion package tide. Since 2012 the excess capacity, price war, closures, caused the entire industry filled with negative emotions, however lighting market depressed for a long time by the two quarter of 2013 outbreak, the whole market package shortage situation is very serious, a lot of packaging factory are generally positive view of market boom, began to rapidly expanding production capacity, all of a sudden expansion two a few times.
Like Lin wood, is from the beginning of time Sturm und Drang, annual production capacity expansion package 3000KK, 3000KK what is the concept, which is roughly equivalent to the listing Corporation in 2013 Hongli photoelectric capacity factor 4-5, far more than REFOND optoelectronics, poly fly optoelectronics.
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However, expanding production capacity and can not immediately put into use, the whole 2013, the whole packaging capacity is still quite scarce, so the package price throughout the 2013 decline is very small, and because of this lack of strong demand is subject to the packaging capacity, there is no effective conduction to the upper reaches of the chip end.
Even compared with 2012, chip demand has the very big promotion, but the chip factory, also just release stock capacity only, the chip is far from to the shortage degree. So the overall view 2013 is probably the best time in recent years packaging factory, market is very tight, and chip flow like water supply was.
This greatly different from the past, the previous shortage often because of chip shortage, packaging factory does not ship not because of lack of capacity, but not get chip. This time, it is completely different, chip enough, orders, if what is the bottleneck, the main or lack of capacity. Productivity prepared Rawlinson, Ruifeng, MTC 2013 packaging business growth are evident. The key is few, chip prices, package end is tight, very effectively to industry profits in package link.
This comes back to the - packaging capacity topic we start release. "The best time is always the fastest" to describe the packaging factory is again appropriate, the two quarter of 2013 began the trend of expanding production to between the four quarter of 2013 and the first quarter of 2014 began to gradually release. The fourth quarter of 2013, new capacity is mainly to meet the demand gap is given priority to, but by the first quarter of 2014, double the production capacity release is almost a catastrophic blow to the market, the package price began an endless cycle of decline process. Package price, with the most typical 0.2W 2835 to calculate, at the beginning of 2014 prices are still in 0.1~0.12RMB, but in the fourth quarter of this year, the mainstream of the market price has come to 0.04~0.06RMB, less than a year, almost half the price.
However, the chip factory, is a belated happy time. The first quarter of 2014 to double the demand on the release, let the entire first half of the market are in shortage of chip market, Huacan photoelectric (because from the beginning of 2012 Zhangjiagang project precisely at this time release to produce, BDO stock capacity is also out, at this time chip revenue is hundred percent growth. Sanan optoelectronics also officially promoted to the market leader in price, other competitors are watching an every move to adjust their price strategy. And packaging plant at this time are aware of the chip to enter the shortage period, have with the three supply agreement signed to secure chip priority supply.