Chinese LED Industry: LED Industry Conference Telephone Communication Minutes

LED chip supply and demand balance has been achieved, there may be future

LED chip

shipments and gross margin dual-liter cases.
2013 chip capacity expansion is limited, and about 20-30% of the industry's production capacity can be ineffective, with the rapid growth of LED lighting, domestic LED chip industry has now reached a balance between supply and demand, we expect 2014 LED chip shipments may occur double the amount and gross margin rose circumstances. From the size advantage, cost advantage and policy support perspective, leading manufacturers are expected to further enhance competitiveness.

LED packaging industry is expected in the next two years will be consolidation in the industry, promising professional packaging company.

LED packaging industry pattern is more scattered, we expect the next two years will be integrated. Winning vendors from integration may be best suited to the needs of the lighting, with advantages of scale, as well, and the upstream and downstream companies cooperate more closely. We have a relatively optimistic about the current stage of the professional advantages of packaging companies.

LED light source link to see the focus of consumer channels and brand building.

LED light industry, we are optimistic about a certain production scale, product quality, production control, better brand building stable growth companies, the future will be more diversified sales channels.