Talking about the localization of LED chips brings a large price reduction space
The domestic production and mass production of LED chips has become a reality. Recently, China's largest light-emitting diode (LED) lighting enterprise group, Dehao Runda (002005, shares it) released its latest generation of LED chips, and will mass production. The reporter learned that in recent years, the LED lamp market has surged in capacity, while the price of upstream chips and packaging has fallen at a rate of about 30 per year. The mass production of this domestic chip means that LEDs will have more room for price reduction in the future. Wang Donglei, chairman of Dehao Runda, said that the flip chip released this time has reduced the cost while improving performance and application. For example, a 5 watt bulb made of two flip chips Compared with the alternative 10~12 watt energy-saving lamps, it will occupy at least half of the market share in the next three years. According to UBS forecasts, the overall growth rate of the global lighting market from 2013 to 2015 was 36, 37 and 38 respectively, of which the demand for residential LED lighting market increased by 157, 90 and 62 respectively. As one of the major LED production and consumption countries in the world, with With the gradual advancement of policies and the outbreak of demand, China's LED industry faces significant historical opportunities. It is understood that at present, Dehao Runda's LED chip sales revenue in March this year was about 90 million yuan. In May this year, LED chip tax-containing sales revenue was further increased to about 120 million yuan. According to the company's capacity expansion plan, by the end of 2015, the company's monthly sales of LED chips and devices can reach 200 million yuan.
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