Icon8888 Gossips About Stocks
(Icon) JHM Consolidation (4) - High Brightness LED For Architectural Lighting
I tried to dig out more information about High Brightness LEDs (HB LEDs). According to this 14 January 2016 article, HB LEDs are increasingly being used for architectural lighting. I don't know whether JHM is involved in this segment. However, it is good to know more about the industry.
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14 January 2016
LED (light emitting diodes) lighting solutions are among the most exciting technological innovations of the recent past. The extremely long lasting (an average of 60,000 hours life span) and energy efficient (90% more efficient than incandescent, neon and compact fluorescent lights) LED lights are rapidly becoming the preferred lighting solution for a large number of general lighting applications. LED lights are also known to develop nearly 90% less heat as compared to incandescent light bulbs. Thus, LED lights, by extending the time between lighting replacement, generating less heat, and consuming less power, lower the overall cost of lighting of any installation.
These factors, coupled with the mounting demand for energy- and cost-efficient lighting systems from buildings and communities, is fuelling the demand for LED lights. For architectural projects, high brightness and small form factor of LED lights, along with the endless array of colors in which LED lights are available in the market make LEDs the perfect solution.
Owing to this set of benefits of LED lights, their demand has continued to rise at a significant pace across many industries in the past few years. So much so that LEDs have led to an almost complete phase-out of incandescent light bulbs. A majority of the new architectural projects employ different kinds of LED lights for a variety of applications.
Government Intervention and Phasing-out of Incandescent Lights Increase Adoption of LEDs
A recent market research report published by Persistence Market Research states that the global architectural LED market will expand at an exceptional 17.9% CAGR between 2015 and 2021. The market, which had a valuation of US$3,421.2 mn in 2014, is expected to rise to US$10,751.1 mn by 2021. Volume-wise, the architectural sector consumed nearly 25.5 million LED light products in 2014.
Along with the numerous benefits of LED lights, government interventions legally banning the use of incandescent lights across many regions have also led to an increased demand for LED lights in the architectural sector. Governments in countries like Thailand, China, Brazil, and the U.S. have introduced regulations that are encouraging construction companies to deploy LED lighting systems in their new projects, driving the growth of the global LED products market.
Competitive Pricing Model and Frequent Innovations in Technologies Make Competition Tough in Global Architectural LED Market
The market for architectural LEDs features a large number of market participants active across numerous product segments. Leading companies are heavily investing in research and development activities to innovate advanced LED lighting solutions that would cater to the specific demands of distinct lighting requirements in the architectural segment. The market is also highly competitive owing to the low-cost and high-life of LEDs. If the past few years, especially, after cost-competitive LED lights started entering the market, the market has witnessed a rapid expansion. The market, thus, features a highly competitive cost model, which could become more intense over the course of time.
Some of the prominent companies in the global architectural LED market are Cooper Industries PLC (Eaton Corporation), Epistar Corporation, Verbatim Ltd., GE Lighting Solutions, Osram Lict AG, Philips Lumileds Lighting Company, Toshiba Lighting & Technology Corporation, Samsung Electronics Co., Ltd., Galaxia Electronics Co. Ltd., and Cree, Inc.
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In Part 3, I discussed the exciting propsects of Automotive HB LEDs. However, according to this Digitimes article dated 12 January 2016, automotives only account for 5% of HB LEDs demand. I interprete this information positively - apart from the exciting prospects of automotive LEDs, there are many many other usage for HB LEDs. The potential is mind boggling.
Just like the products it manufactures, it seemed that JHM has High Brightness prospects, LOL.
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There will be an estimated 245.237 billion high-brightness LED chips shipped globally in 2016, increasing 31.8% on year, and the corresponding shipment value will reach US$12.821 billion, growing 3.4%, according to Digitimes Research.
Lighting applications will account for 58.7% of shipments, of which usage will be 35.9% for LED light bulbs, 34.7% LED light tubes, 25.6% LED projection lamps and 3.8% LED street lamps, Digitimes Researchindicated.
Among other applications for high-brightness LED chips, mobile terminal devices will account for 13.4% of the shipment volume, display boards 6.5%, LCD TVs 5.7%, automobiles 5%, tablets 3.2%, notebooks 2.5% and LCD monitors 1.3%.
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Discussions
4 people like this. Showing 42 of 42 comments
pump and pump and pump....no air come out you then know.
from the AR....
Industry Trends and Development
Year 2014 was indeed a challenging year for the Group. The
economy of Malaysia was affected by the global economic
slowdown and volatility following uncertainties over monetary
policy adjustments in advanced economies.
Weakening of the Malaysian Ringgit against the US Dollar and
other major currencies towards the end of 2014 has added cost
pressure on the industry. This has resulted in a higher material
cost besides the rising operational cost facing by the Group.
its just a parts manufacturer for Proton...designing those head lamps for them.
Public Research has a very good stock for this industry...it is...D & O.....much bigger, stronger and sells to marques brands overseas.
2016-01-18 12:13
according to that article, D&O is not in high brightness
it supplies Interior LED
u can buy D&O if you want. Nobody is right or wrong. Maybe u can make money faster in D&O, who knows ?
2016-01-18 12:16
Nxt time, pls hint a bit , that u r going to publish ma; so I don't do such a handicap level Ta write up in Jhm thread. I can't sit back and wacth closely to uncle k 's Deasa2020 girl.
2016-01-18 12:18
Its ain't for me a brainless chief to write such a Desa level write up...
2016-01-18 12:19
JHM is a component assembly plants.....they buy those LED lights, design those headlamps and sell to Proton....There are no proprietary technology except designing those head lamps...
to call it more correctly.....it is a plastic moulding operation and assemble those components.
2016-01-18 12:21
I know you are going to say that. I managed to dig out another industry report that discuss the industry value chain. It actually makes a very surprising conclusion about which segment will commoditise, which will do well. I am writing Part 5.
Desa20201956 JHM is a component assembly plants.....they buy those LED lights, design those headlamps and sell to Proton....There are no proprietary technology except designing those head lamps...
to call it more correctly.....it is a plastic moulding operation and assemble those components.
18/01/2016 12:21
2016-01-18 12:25
Aiyoyo, Desagirl is just a part time sales girl who want to sale her product to Proton, earn cukup makan saja, to render service to uncle k with her very proud of public service is her full time job, but she lost all her living to this Bursa wor.. uncle k calling still Desa girl, dad is waiting ... his ball itchy liaw. Wakaka
2016-01-18 12:34
aiyah...your Icon, nothing good he can write about the Company, so have to resort to goggle search about some grandmother stories......
Icon is just a story teller.
and whacker.
2016-01-18 12:44
felix....felix will play play with you.
I think you are the other half of Felix.
2016-01-18 13:05
Uncke k , Desa2020 lost her skirt in Bursa ; that why she is seeking sponsor from Icon8888; but Icon8888 refuse to give tipsy bfor publishing articles in i3 , so that she can earn some money back from Bursa. Now , she act like a superglue Desa2020 girl, she said keep it that way forever wor. Unless i3 tutup this platform lar. Otherwise, she never give up, Uncle k pls pamper her la, lolipop she love very much , I heard. But, no spanking lor...
2016-01-18 13:34
Don't spank Desa2020 girl, she adore Uncle k from inside to outside one..
2016-01-18 13:36
Another poorly written con,an story. Even wanna churn some story also do it better Lah, look at how cimb write on owg not? Go learn from pro Lah, never improve con skills, mana boleh
2016-01-18 23:25
This dude need to improve ways to con ppl mah. Now same style, same method, I saw all bored.
2016-01-18 23:34
Icon8888 article are there for readers to examine. Not like ,mouth jobs always want to cheat new readers from Desa2020 . Wuiiii dont change your ID DEsa2020,, u r getting popular liaw.
2016-01-18 23:34
There are two kinds of LEDs....the pre Shuji Nakamara LED and the post Shuji Nakamara LED. You remember those LED of 10 years ago...those yellow / red lights you see inside cars and in electrical equipment...those are before blue LED is invented. Shuji Nakamara invented blue LED which makes it possible to produce white light. ....white light is the thing takes LED into the world of lightings.
All LED for lighting purposes comes because of the invention of blue LED.............D & O is no exception.
D & O produces headlights for exports to marque brands such as Mercede, VW....
This JHM products only good enough for local consumption...Proton and Perodua that is why no exports.
You cannot even read the article properly.
D & O is many many times the size of JHM....its backside with 1 billion shares is too big for you to play play.
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Icon8888 according to that article, D&O is not in high brightness
it supplies Interior LED
u can buy D&O if you want. Nobody is right or wrong. Maybe u can make money faster in D&O, who knows ?
2016-01-19 04:22
Icon..you have great propensity to tell grandmother stories with no need for reference to facts.
2016-01-19 04:26
From the Public Research article: In terms of its financial position, the group has a strong balance sheet with a net debt position of RM9.8 million as at 9MFY15, which will turn into net cash of RM55 million upon receipt of the RM65 million due to it from the disposal of a 10% stake in Dominant Opto Technologies to one of the world’s largest LED makers, Epistar.
10% = $ 65 million. 100% = $ 650 million........just this subsidiary alone, D & O is worth 65 sen per share.
2016-01-19 04:51
from the Public Research :
Riding on the continuous capacity expansion and strong US dollar, D&O is expected to achieve admirable earnings growth of 30-40% over the next two years. Coming from the low base in FY14, 9MFY15 (nine months ended Sept 30, 2015) core earnings has already surpassed the previous year’s by more than tenfold,” it said in its report last Friday.
D&O benefits from strong US$......JHM is dying because of the strong US$.
one do exports....one sells locally to Proton.
You purposely choose JHM because D & O got big back side....JHM is small enough for you to whack whack .
2016-01-19 04:56
True not, Desa girl, i'm no naive ler. Dont use mouth task to con us here. Ven Felix say ur the Proton brand super glue promoter only.
2016-01-19 21:29
true not?
It is all public information. That is how true what I write.
2016-01-19 21:46
Where ah ? i'll apprecite that very much, if u could show detail (with link) plssss . U know lar i'm still very new here ma.
2016-01-19 21:49
But, i saw u kena koon Bee slap kau kau, yesterday. Because u like to twist fact very very geng one.
2016-01-19 21:50
They deleted one of my posts....otherwise people will know the state of your Love. and why I call you a girl.
Posted by VenFx > Jan 20, 2016 12:50 AM | Report Abuse
Desa2020 u r so cute, no wonder ,Uncle k mati mati luv u.
2016-01-20 01:23
Wow, this an in depth sharing for HB Led . Thank icon8888 for furthur enrich to me on this plot.
2016-01-20 05:00
Those are in the M&e field will get the chance to know better on Led , e.g. sport stadium floodlights system will go for Hb out door Led, due to their lighter in weight, far longer shelf life than sport light, energy save and many other advantages juz cant remember all. High bay light, street lighting and so on....
2016-01-20 05:09
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4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
soros228
Well written.
2016-01-18 12:02