LED bulb prices fell, power suppliers are expected to benefit

The poor condition of the LED market, coupled with high market inventories, cast a shadow on the LED industry in the fourth quarter. However, the demand for energy-saving lighting took off, led to the continued growth of LED lighting shipments, becoming the only glimmer in the downturn industry. The legal person stated that due to the steady decline in the price of LED light bulbs in September, it will help Power Electronics's Delta Electronics, Quan Han, and Dong Lin’s performance specializing in the manufacture of electric light source driving components.

According to the market research agency TrendForce, the price of LED bulbs steadily declined in September this year, which is about 3% lower than the average price in August.

Among them, the LED bulbs replacing the traditional 40W incandescent bulbs have the most significant price drop in Japan and Korea.

The LED bulb that replaces the traditional 60W incandescent bulb, the region that the price drops most is in Europe. Quanhan said that because the Japanese government has explicitly banned the sale of incandescent light bulbs in 2012, driving the rapid growth of the local LED lighting market, this part can only be seen from the penetration rate of only 15.5% last year and jumped to 27.2% this year. The market forecast will be next year. It will climb to 45.3%.

At present, Quanhan, the fifth largest supplier of power supplies in the world, stated that commercial lighting has grown strongly. Among them, Japan’s lighting needs took off most obviously. It also allowed the long-established Japanese market to enter the harvest period, and LED product shipments have increased significantly. Climb, note that the first three quarters of this year's performance significantly exceeded the level of last year; Quan Han believes that LED lighting will become the focus of growth next year's operations.

In the first three quarters of the year, Quanhan had a surplus of 454 million yuan and a surplus of 1.99 yuan per share. Among them, in the third quarter, under the synchronous growth of LED commercial lighting and cloud-related demand, it led the single-season profit to reach 276 million yuan, surpassing 178 million yuan in the first half of the year. yuan.

Han believes that last year, LED sales accounted for only 2% of the total revenue, estimated this year will reach 6%, with the banned incandescent bulbs in Japan next year, is expected to push up the proportion of the performance of the upward trend.

Currently focusing on LED lighting manufacturers in Japan, in addition to Quan Han, there are Delta Electronics, Dong Lin and Lite On. Dong Lin said that in the past, most of the development of energy-efficient lighting was in Europe and the United States, and Asia was the most popular market in Japan. After the 311 earthquake, the speed of replacement was even more pronounced.

It is understood that the European debt incident led to poor local conditions, but the monthly revenue of the Donglin European subsidiary still reached 600,000 Euros, and it is estimated that the annual revenue will reach 7 million Euros.