US bulb manufacturer GE (Singular) plans to stop selling energy-saving light bulbs (CFL), the US market will be completely suspended, and it is expected to complete the exit of the CFL market at the end of the year to fully sprint LED bulbs. GE's current LED bulb market share is still behind Cree (Curry) ), OSRAM (Osram), Philips (Philips), the legal person expects that manufacturers will hold another promotion this year, LED prices will not rise easily for Taiwanese manufacturers, but shipments are expected to increase.
The legal person said that the international lighting factory took the lead in launching the shocking sales price last year, which is to speed up the exit of the CFL lamp, and the price will fall shortly with the energy-saving bulb. Then, relying on the LED lamp to save power, the CFL is forced to retreat. It is expected that GE will announce the North American market this month. The re-supply of CFL will prompt other brands to follow up. The penetration rate of the LED market will be able to jump again this year, but the price is more repressed than the commercial lighting stocks, such as Tang Shi (4972) and Red Dick (5230).
Lighting brand factory to sprint LED bulb penetration rate, will push low-cost LED bulbs to expand general lighting, favorable annual LED lamp shipments continue to increase, but the unit price is easy to fall and hard to rise, the legal person pointed out that although the terminal price continues to decline, but through the manufacturers The cost reduction seeks to stabilize the gross profit margin. In addition, the expansion of the market application will help high-priced products such as Flip Chip and CSP (wafer-level packaging) shipments and penetration rates, which will help the output value slow this year. Step out of the bottom.
The LED factory's February revenue will be affected by the reduction of the Lunar New Year's work days, but March will be expected to restart the growth momentum; the legal person expects LED backlight market conditions to be out of the bottom this year, due to the low level of brand TV inventory will start inventory replenishment, plus The new model is on the market, and it is expected that the LED backlight performance will gradually strengthen in the second quarter after the end of this season. In particular, this year, the Brazilian Olympics and the European Cup and other international events will be launched in the second half of the year, which will help stimulate TV sales. However, the Korean OLED TV price reduction business will have a crowding effect, affecting high-brightness LED backlights.
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