LED Market for 2015, a summary from a Report to tell, it is still on Positive side for Growth in 2015

+ Growing demand + disciplined capacity expansion = tight supply in 2015

Looking ahead into 2015, our global High Brightness LED supply/demand model suggests tight supply could continue, driven by rising demand and disciplined capacity expansion. We forecast HB LED area demand ('area' refers to the total chip space used to generate light) will grow 19% YoY, capacity will expand 16%, and the global LED supply sufficiency ratio will narrow further from 4% in 2014E to 2% in 2015E. We therefore remain positive on the global LED sector.

+ General lighting demand will remain the key growth driver in 2015E

General lighting demand grew strongly in 2014, driven by falling LED light bulb prices and more promotion from global LED vendors. Recovering economies in developed markets such as Western Europe and the US also contributed to rising demand.

On an annual shipment basis, we see scope for LED-based lighting products to reach 10-12% growth in 2014E (versus 4-5% in 2013), higher than our previous estimate of 7-8%. We expect the penetration rate to further increase in 2015 and general lighting demand to grow 38% YoY in 2015. I personal Doubt the figure has been exaggerated or not, I am it is about 25-30% at most.

+ Chipmakers are prudent in expansion, while packagers are more +aggressive

We estimate LED chip area supply will increase 16% YoY in 2015, mainly driven by Chinese chipmakers. However, Chinese chipmakers have just started to order equipment in H214 and we do not expect additional capacity to be ready until H215—hence, capacity could be even tighter in H115. Even with a ramp-up in capacity, we still expect tight supply in H215. On the other hand, as packaging companies are more aggressively expanding capacity, there could be higher pricing pressure for packagers in 2015E.

+ We remain positive on the global LED space

The aggregate PE and P/BV of our Buy-rated stocks recently fell sharply below their trading range (Figures 2-3)—this share price correction could provide an attractive buying opportunity for long-term investors as we expect fundamentals to further improve in 2015. We think the key risks to our views are: 1) excess capacity driven by more overly-aggressive expansion; and 2) weaker-than-expected general lighting demand due to a slow global economic recovery.

LED Fever

Congratulations to Shuji Nakamura to be awarded with Nobel price on LED

As I had mentioned 4 years ago that Nakamura San would be likely earning the Nobel price because of his
technical achievement on Blue LED and LED invention.

I read about news Today that finally, he got it!

Congratulations!

HK Snob

Uniqol New Shop at Ocean Centre Uses all LED for Illumination

All Package is of K2 format.

HK Snob

LED applictaion on some of the Expensive Wine!

What a great idea to use LED on some of the expensive wine, this is Don Perignon 2003.

It could be submerged into the Ice bucket for more than 1 hour with the LED's ON!

An awesome idea that stands out at night when someone's birthday, Well, Bottoms Up!
HK Snob

Causeway Bay Time Square World's Largest LED display for Candy Crush at 2014 new year Count down!

The LED display wall was made with 12,000 LEDs

HK Snob

LED Street Lighting for Christmas at Tsuen Wan MTR station , HK

Every year this time, I used to picture these awesome LED chains diaplay at the MTR Terminal Tsuen Wan.
Nowadays, the major growth on LED is street lamp, and we believe that only 5% of the world Street light is made of LED, and the room to grow is tremendous!

HK Snob

LED street Lighting in Manila, an Indication of the Adoption Rate of Street Lighting

This is a LED street lamp in Alabang, MoLito area, the whole area has been installed this LED street lamp.
It consists of K2 device on top as for main illumination, the four light post is designed as decoration light as it light up with running downward look light rain drops at night, It would be an Excellent Christmas light.

As what the LED people says, the penetration of Street lamp is 3%. Most of the installation is in advance country like Japan, Germany, Certain City of US, Singapore, Hong Kong, Taiwan, Korea, France and  China's LED City like Wei Feng in Shan Dong.

However in city of Philippines, we can see a lot of LED lighting too, so the Government incentive may play a key role to push for more adoption of LED as City' s Lighting., and I am sure they will enjoy the cost effectiveness using LED over the years.

HK Snob
Watch Fever
LED Fever

LED Logo at HKIA Rolex AD

LED on Advertisement

This is no ordinary LED Display, not that the LED is not stuck on the glasses, they were embedded into the glass with almost transparent connecting wires.

There are roughly three hundred White mid power LEDs with approximately 0.3W each. That is a 90W powder rating and if that is driven by a 5V supply, the current is 18A.

How could a hidden conductor inside a glass to do that? Well, I will take a close look into it...

What I am trying to say that there is a lot of applications for LED on Advertisement. And there will be thousand ways to display the techniology in front of you!

That is the HKIA Rolex AD boutique, the Asian largest with 500 Sq metres shop at the main departure concourse in HK International Airport.

LED Fever
HK Snob
Watch Fever

2012 World largest LED Companies

2012 World largest LED companies, Japan's Nichia, followed by Korean Samsung, German Osram, Korean LG and Seoul Semi...

Dominant by Korea, Japan and US are the world famous company for LED, mosty they have their own wafer fab, downstream assembly. One common sucessful factor for their success are 80% of them are using most efficient and reliable assembly equipment supplied by ASM Pacific Technology Singapore. 

They have their unique technology, patents and commercial trade secret to be successful LED giants.

LED Fever

Q4 13 would be having higher demand on Lighting LED as comparing with Q3 13

Q4 13 would be having higher demand on Lighting LED as comparing with Q3 13


After off-season of June and July, LED lighting will not usher in the season until August and September to the end of this year, and the base of last year is poor, from the third quarter, the year on year growth of LED enterprises is expected to improve quarter by quarter, which is conducive to enhancing the market's confidence for LED section.

In view of the life cycle of consumer electronics, new product penetration will grow at the fastest speed from 10% to 55%, the current LED lighting penetration rate is about 8%, and it is about to enter the stage of rapid growth.

LED section has fluctuated greatly, this sharp rebound of LED plate from the bottom is mainly because the LED lighting penetration enters the fast growth phase, while the LED backlight market penetration is close to 80%, LED lighting has officially replace the LED backlight to become the main driving force of LED industry to grow, and which has been verified with the short-term operations in June and July of the domestic LED enterprises.

Compared with LED backlight market at the value of one hundred billion, LED lighting market will reach one trillion, it is believed that domestic high-quality companies have more growth opportunities in the era of LED lighting. In addition, the best stock in U.S. market RVLT belongs to LED stock, this stock rose 515 percent this year, reflecting that the U.S. market is optimistic about LED lighting industry, which will further firm market's confidence.

In future, the performance of mainland China LED companies and American enterprises is more representative of global LED industry trends. In details, San An photoelectric is rapidly stepping towards the NO.1 in the world in LED chip field, and the subsequent further layout in downstream applications also is the trend, in the LED lighting market at the value of one trillion, there still is huge room for San An photoelectric to grow, and it is just a step away from the new record high.

LED Fever