Recently, the manufacturers gradually released 2012 annual report, the report shows, the LED chip high-margin era has passed.
According to the annual report released by the three safety optoelectronics, 2012 operating income of 3.363 billion yuan, an increase of 92.48%; However attributable to shareholders of listed companies net profit of 8.1 billion yuan, down 13.47%. It is noteworthy that, operating income rose sharply, however, the profit decline.
Reporter found in its annual report that the year-on-year in 2011, the gross profit margin of the industry as a whole decreased by 14.36 percentage points to 25.31%. In addition to the three safety optoelectronics, other chip companies such as BDO Runda, Silan 2012 profit decline.
It is reported that, with the application of LED technology in the lighting field, in 2009 the whole industry into a period of rapid development, and is considered a sunrise industry, the industry was expected that by 2015, LED lighting will account for general lighting market share of 30%, LED lighting industry will reach 500 billion and exports worth $ 30 billion. LED lighting cake attractive, good market prospects, attracting capital from various quarters swarmed into.
However, with the capital from various quarters have shot, LED industry obvious oversupply situation. An unnamed business representatives noted that the current high inventory, the chip company has six months of inventory.
Industry analysts pointed out that, in fact, the 2012 LED market demand has not decreased, but to expand production capacity far exceeds the demand. Moreover, the domestic manufacturers in the field of high-end lighting and not assigned to too much market share, only in the low-end price war, resulting in structural overcapacity.
Appliances analyst Liangzhen Peng said, the reasons for the reduction of the LED TV sales slowdown is also demand for chips. LED chip LED TV parts, but the color TV market in 2012 was very bad, unable to pull the upper reaches of the scale of production and sales.
It is noteworthy that, despite slow sales, however, there are still companies during the expansion, the Shanghai Super Silicon Semiconductor Co., Ltd. layout Chongqing LED chip project completed and put into operation at the end of this year; chip leading enterprises in Taiwan Epistar expansion; crystal electrical and optical grain products Changzhou Bao joint venture plant also increased 8 LED chip production equipment to increase production.
The industry generally believe that the LED chip oversupply of profit certainly not soon improve, continue the expansion will only lead to a further decline in profits.