Cree's low-cost LED bulbs have been effective in 2013. Its low-price policy not only drives the sales of LED bulbs, but also makes the price of Cree doubled since 2013. The foreign investment in Goldman Sachs is optimistic about the four factors of Cree. Including the large number of US incandescent bulbs to exit in 2014, the resurrection of non-residential construction in the United States, the demand for green buildings in North America, and the penetration of China's LED market.
Cree launched the first quarter of 2013 to replace the 40W $9.97 LED bulb, which made it famous and opened the market. The effect of Cree's low-cost LED bulb strategy is also reflected in the stock price performance. According to the Goldman Sachs report content, the US region The 40-watt and 60-watt incandescent bulbs will be phased out in January 2014, and there are an estimated 900 million replacement markets in 1-2 years after 2014. According to estimates by the US Energy Administration (DOE), there are currently only 50 million. The socket is based on the LED light source, and although the LED light source still has strong rivals such as the power-saving bulb and the halogen lamp, the expectation of the LED lighting demand to accelerate the rise is still quite reasonable. Goldman Sachs is optimistic about CREE's competitive edge in technology and cost.
From the perspective of the US construction market, according to the number of Goldman Sachs securities, the US non-residential construction market continues to recover, and the overall non-residential construction capital will increase by 5-10% in 2013-2015, while the LED lighting economy Benefits also make permeability better in this block. The green growth rate of green buildings in North America from 2013 to 2015 is also 20-25%, which is also a big market for LED light sources.
In addition to the US market, Goldman Sachs is also optimistic about the positive impact of China's LED lighting penetration rate on Cree. As the price gap between LED and power-saving bulbs in China is shrinking faster than expected, overall LED demand and penetration rate The pull-up speed is faster with the bracket, and the Chinese market is also the second most important market for Cree. In addition, Cree has a close relationship with China's lighting foundries. It is estimated that Cree will catch up with the rising penetration rate of LED lighting in China.
Cree launched the first quarter of 2013 to replace the 40W $9.97 LED bulb, which made it famous and opened the market. The effect of Cree's low-cost LED bulb strategy is also reflected in the stock price performance. According to the Goldman Sachs report content, the US region The 40-watt and 60-watt incandescent bulbs will be phased out in January 2014, and there are an estimated 900 million replacement markets in 1-2 years after 2014. According to estimates by the US Energy Administration (DOE), there are currently only 50 million. The socket is based on the LED light source, and although the LED light source still has strong rivals such as the power-saving bulb and the halogen lamp, the expectation of the LED lighting demand to accelerate the rise is still quite reasonable. Goldman Sachs is optimistic about CREE's competitive edge in technology and cost.
From the perspective of the US construction market, according to the number of Goldman Sachs securities, the US non-residential construction market continues to recover, and the overall non-residential construction capital will increase by 5-10% in 2013-2015, while the LED lighting economy Benefits also make permeability better in this block. The green growth rate of green buildings in North America from 2013 to 2015 is also 20-25%, which is also a big market for LED light sources.
In addition to the US market, Goldman Sachs is also optimistic about the positive impact of China's LED lighting penetration rate on Cree. As the price gap between LED and power-saving bulbs in China is shrinking faster than expected, overall LED demand and penetration rate The pull-up speed is faster with the bracket, and the Chinese market is also the second most important market for Cree. In addition, Cree has a close relationship with China's lighting foundries. It is estimated that Cree will catch up with the rising penetration rate of LED lighting in China.
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