Zhang Hongbiao: The three main lines of investment in LED lighting industry in 2014

On February 19th, the spring investment strategy of high-yield research and development, which launched spring investment strategies around emerging industries such as LED, lithium battery and robotics, attracted the participation of nearly 100 brokers, funds and institutional investors.

LED lighting specials in the morning, including Huaxia Fund, Bosera Fund, Great Wall Fund, E Fund, Southern Fund, China Merchants Fund, Golden Eagle Fund, Zeyi Investment, Huatai Securities, Guotai Junan, Haitong Securities, China Merchants Securities, Fortune Lyon, Huachuang Securities , Zhongshan Securities, Ping An Securities, Shenyin Wanguo and Tongchuang Weiye, Shenzhen Venture Capital, Hyundai Financial Holdings, Lubomai, Dachen Ventures, Zhejiang Huarui, Oriental Fuhai and other investment institutions, G20-LED Summit member companies, Secretary of the Board of Directors, the decision-making level of the LED industry-related enterprises, and the head of the strategic investment department, all made their debut.



“The three main lines of LED industry investment in 2014 are upstream sapphire, downstream lighting application and mergers and acquisitions of the entire industry.” Zhang Hongbiao, research director of Gaogong LED Industry Research Institute (GLII), said in the speech that the current domestic sapphire flat substrate has been Accepted by most customers, sapphire demand will grow rapidly with the promotion of sapphire applications in high-end smartphones and smart wearable devices.



Zhang Hongbiao, Research Director, Gaogong LED Industry Research Institute (GLII)


Zhang Hongbiao said that in 2013, China's LED chip industry reached 8.4 billion yuan. Due to the growth of downstream application demand, chip supply is expected to remain tight in the first half of this year. In the second half of the year, with the investment of many enterprises expanding production capacity, supply and demand will improve. The annual price is expected to remain relatively stable.

According to GLII statistics, the scale of China's LED application industry reached 208.1 billion yuan in 2013, a year-on-year increase of 31%. The lighting market represented by indoor lighting is growing rapidly, showing a booming growth trend.

Zhang Hongbiao believes that in 2014, China's LED indoor and outdoor functional lighting output model will exceed 100 billion yuan, LED indoor and outdoor functional lighting continues the explosive growth trend in 2013, is the main engine of LED industry development.

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