LED outdoor billboards enter the peak season LED performance will take off

The outdoor kanban season is coming, LED industry pointed out that the weather will pick up in the second quarter, the outdoor kanban will enter the construction period, the market demand will appear month by month, and the Shanghai World Expo will be launched in May next year, the standard will be released in the second half of the year. LED industry performance has the opportunity to gradually increase the temperature, outdoor billboard sales positive Guanglei (2340), the new century (3383) is the most benefit.
The Shanghai World Expo will open next year. The industry pointed out that the LED-related business opportunities released by the Shanghai World Expo include advertising billboards, external lights, LED street lights and other standards. Among them, domestic manufacturers have taken the most active actions with Guanglei and have targeted related business opportunities. According to Guang Lei’s internal disclosure, the potential opportunities for the Shanghai World Expo’s orders are not

Guang Lei pointed out that the Shanghai World Expo standard is expected to be released in the second half of the year. As Guanglei won the Beijing Olympics, demonstrating the strength of outdoor billboards, and opening up popularity in the Mainland, the outside world believes that it will help Guanglei to obtain the LED standard of Shanghai World Expo, and it is expected to become a beneficiary.

The new century also said that the products are mainly based on outdoor billboards, which are relatively less affected by the sluggishness. It is expected that after the return of outdoor billboards in the second quarter, revenues are expected to increase. In addition, the Guangzhou Asian Games and the Shenzhen Universiade also appeared in 2010 and 2011 respectively. The LED-related business opportunities will continue to drive LED demand, with business opportunities exceeding RMB 10 billion.

In addition, LED street lights also enter the contracting stage. Yuanda Securities pointed out that the mainland LED street light business opportunities are huge, just a city in Xiangyang, the demand for street lamps is 3.7 million baht. It is estimated that the demand for outdoor street lamps in the first-class cities is as high as 66.6 million baht, not including the second and third. The city level shows that the business opportunities of mainland street lamps are huge.

Guangdong Province is the first to launch a 100,000-mile project. It is expected to implement LED streetlight demonstration and promotion projects in ten cities including Dongguan, Guangzhou, Foshan, Shenzhen and Huizhou. The number of roads and highways will be 1,500 kilometers and the scale will be about 100,000. It is estimated that the demand for LED street lamps will be about 1 billion yuan.

At present, 70% of the LED industry's main applications are from mobile phones. However, as the cost of LEDs is reduced, the application surface is becoming more and more extensive. This year, notebook computers will be the growth locomotive of the LED industry. Next, LEDTV and lighting will continue to be used. .

Li Bingjie, chairman of Jingdian, pointed out that the demand for LED lighting is 150 times that of mobile phones. Display lighting will become an important growth driver for the industry in the long run. The legal person pointed out that because LED cost is still higher than traditional lighting, LED street lights will take the lead in LED lighting applications and will take off from LED street lights supported by government policies.

The Institute of Industrial Research estimates that the global LED street lamp penetration rate is estimated to be 1% this year, and it is estimated that there will be a market size of 2 million baht worldwide. The market is roughly estimated, this year, LED street light business opportunities to see 20 billion yuan. Yuan Dazhen pointed out that LED street lights are government public works, and Taiwanese operators have obtained tickets through cooperation with agents or local standard companies.

Recently, Everlight announced the cross-licensing with Osram and obtained the patent license for Osram's lighting application, which helped Yiguang to win the beachhead in the business opportunity of lighting. The legal person is optimistic about the medium and long-term prospect of Everlight. In fact, Yiguang's high-power LED package has entered the Chinese street lighting market, and Everlight has set up LED street lights in the economic development zone of Dongying City, Shandong Province, as a demonstration point for LED lighting.

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