Japan's LED lighting promotion agreement planning and operation vice chairman, former Panason ic electric lighting business headquarters LED business division headed out of the government yesterday (11.2) pointed out that under the appreciation of the yen, Toshiba, Sharp, Panasonic had to accelerate the release of the outsourcing OEM orders, Taiwanese manufacturers with price advantage are expected to benefit.
Taijinbao of Jinda Power and Jinrenbao Group already have Japanese customers, and they are expected to eat orders from Japanese factories in the future.
Due to the slightly higher unit price of LED bulbs, most of them are produced by Japanese manufacturers. The manufacturers that cut into factories in China are rare. The first wave of release orders is estimated to be within 800-100 million yuan, but with the price falling, The market will expand rapidly and OEM orders will increase rapidly.
At present, in addition to Delta's Taijinbao and Jinrenbao's Taijinbao, there are also CLP and Guangbao Branch also have ink. In addition, upstream and downstream crystal power, billion light and other supply refining also have the opportunity to benefit.
This year, Japan introduced a policy subsidy program to stimulate people to buy LEDs. LED lamp sales have taken off sharply. In March of this year, LED bulbs accounted for 10% of revenue for the first time. According to Chengfu’s estimate, the penetration rate of LED bulbs in Japan will reach 20% this year, and will grow to a multiple of 40-40% next year. Among the market share of the Japanese lighting market, Toshiba and Panasonic sit in the top 2 throne.
Mr. Chengfu said that due to the continued appreciation of the yen, it is expected that the orders for outsourcing will be released. It is believed that Taiwanese manufacturers are happy to see the results. In addition to Taiwanese factories, Taiwanese factories set up factories in China also have the ability to grab orders.
Taiwanese manufacturers Jingdian, Delta, Taijinbao and Lite-On will all benefit from the effect of this wave of Japanese factory release. The amount of Delta’s bulbs shipped to Japan this year is significantly enlarged.
At present, Delta has the OEM, Osram, and Hitachi OEM orders. In addition to the same American brand singularity, Taijinbao also has Westinghouse, and the Japanese factory has won the Toshiba OEM order. Delta and Taijinbao both have the same day. The relationship of the factory cooperation is expected to grab the opportunity of this wave of Japanese LED bulbs taking off.
Other LED factories are also looking at the Japanese market. For example, Dongbei, Lixin, Nanya Optoelectronics, Ronda, Huaxing, etc. have launched a series of LED bulb products, among which Dongbei and Lixin have started shipping in the second quarter, aiming at It is the LED lighting market that is more advanced than the global market.
Panasonic has recently made the production speed slower than the company's expectations because of the demand for LED bulbs. Panasonic has announced that it will give priority to the sale of the currently sold products. It was originally expected to be sold on August 27. The two LED bulbs will be delayed until November 25.
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