Investment governance institutions Maxim pointed out that, in order to drive penetration rose, in response to competitive pressures, LED price each year is expected to be down about 30% and efficiency promotion, conversion to a 6-inch wafer and material decline in capital will be a major factor in improving market conditions.
Maxim Group estimates the next growth fastest road LED street lamps installed in China may act as the point in time, fell on 2012 year. Since it was issued in late October by the market research institute LEDinside's latest "2011-2015 Chinese market size and trend-light LED lighting market analysis" shows that mainland China to launch 50 city of 2 million by 2010 to 2012 Streetlight policy as of 2011 months up to July, estimates the total number installed between approximately 15.2 million. Most of the installation will be put into later.
Maxim said that while the new operators ' productivity leap-frogging LED manufacturers ' market share, pricing will be hit, but it is expected that technical means is still the competition's main competition, is the main LED is still at an early stage of development. In addition, the patented technology is also able to protect Europe, the United States and Japan, and other important markets in the large operators.
Grain Dachang Cree LED upstream you get Maxim "buy" rating and $ 45 price target the main reason for 6 inch wafer capital benefits are expected to emerge, and non-residential lighting market is booming. The Agency estimates that trade and municipal outdoor lighting market size is estimated to reach 50 billion dollars, LED penetration seepage rate of 25% to calculate, 2015 LED market is expected to reach $ 18 billion.
Thought of the institution, because LED equipment capital spending has increased substantially during the 2010-2011 period, expected Aixtron and Veeco Instruments received by Organometallic chemical vapor deposition system (MOCVD) equipment orders to drop the 2012 45-50%. The other hand, LED lighting products leading manufacturer of Lighting Science Group in Ming (2012) year in United States introduced a price less than $ 15 top 60 watt LED light bulb. Lighting Science Group (LSG) had announced the News says this (2011) years the company has received more than $ 100 million since LED lighting product orders, representing an increase of over 100% last year.
Both the international and domestic, has gradually LED industry matures, this technology has become a powerful weapon to enterprise market.
