October 10th: Ten cities and ten thousand projects are being issued one after another. The industry has reported that CREE high-power LED supply is tight, and the delivery period is up to three months. Under the capacity exclusion, mainland LED street lamps adopt Taiwan high-power LED trend will be more next year. It is clear that Jingdian (2448) and Yuyuan (3061) are expected to benefit. Zhou Mingjun, general manager of Jingdian, said that next year, the ten cities in mainland China will continue to issue contracts. The CREE high-power LED supply is tight, and the delivery period is up to three months. Under the exclusion of production capacity, mainland LED street lamps adopt Taiwan high-power LED trend. Next year will be more clear, Jingdian (2448), Yuyuan (3061) is expected to benefit. Zhou Mingjun, general manager of Jingdian, said that LED lighting demand is expected to be optimistic next year, and customers have already released the expectation of doubling the next year.
The progress of the contracting of cities in the ten cities of the mainland is different, and it is fast and slow. The industry pointed out that mainly because the LED street lamp specifications are still not unified, the verification phase is still in progress, and the progress of the demonstration project has not yet started to be issued in large quantities, but the speed will be accelerated next year. In addition, in addition to LED street lights, the mainland government will further infiltrate LED street lights into tunnels and parking for public works lighting, which will be one of the driving forces for LED demand next year.
According to the industry, CREE's production capacity is insufficient, high-power LED supply is tight, delivery is up to three months, and the unit price is higher than Taiwan's factory. This will help mainland LED street lamp manufacturers to switch to a single factory to reduce costs. In fact, they also saw This trend. It will be beneficial to the LED epitaxial plant with high power LED production capacity such as crystal electric and enamel.
Zhou Mingjun pointed out that LED special lighting applications will take the lead in the rise. Next year, the LED lighting market growth rate is not small. In the case of Jingdian, there is now a certain LED lighting customer released, and the demand for LED lighting orders will increase next year. LED lighting market is cautiously optimistic next year.
In June this year, mainland officials released goodwill in the cross-strait LED bridge meeting and invited Taiwan businessmen to participate in the ten-city business opportunities. The research institute estimates that the mainland LED street lamp market will reach 2 million baht next year. The Taiwan plant will be an LED backlight application and another business opportunity that will be actively developed.
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