Molybdenum News Center

LED Energy-Saving Effects of The Gradual Elimination of Subsidies to Exit The Market in Good Shape

The LED is a LED lighting Ⅲ - Ⅳ aromatic compounds, such as GaAs ( gallium arsenide ), GaP ( Gallium Phosphide ), GaAsP ( gallium phosphorus ) and other semiconductor formed 's .

LED chips, packaging outperform index : Taiwan September LED chip index rose 11.27 % in September LED package index rose 5.98% ; same period in Taiwan Electronic Components Index rose 2.37 percent , Taiwan's Weighted Index rose 1.89 percent .

Taiwan's industrial chain September revenue unsatisfactory : we track nine Taiwanese LED chip companies in September revenues totaled NT $ 3.803 billion , a decline of 0.55%. 9 Taiwan LED packaging companies in August revenues totaled NT $ 5.752 billion , a decline of 2.93% . From June LEDTV backlight demand began to weaken , the continuing impact of the September performance , LED lighting, lack of demand pull most packaging plants , in September compared with August sales declined .

News and comment : LED lighting industry into two companies will accelerate the shuffle closed ; September global LED bulbs retail price fluctuated trend ; intensive introduction of energy saving policies favorable LED industry .

Industry investment strategy : Quit lines Taiwan LED makers in China 's energy subsidies greater impact in May , but according to our observations, to September October this effect is gradually eliminated.

Industry Risk : LED industry supply and demand imbalance , or last longer ; LED lighting applications starting point or lower than expected ; domestic enterprises in the core technology, the core technology breakthrough or behind expectations.


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