New industries as energy saving, led lighting under the State Council recently issued a "" second five "comprehensive energy conservation program of work" much policy attention. The program has clearly pointed out the need to accelerate energy-saving facilities, strict use to manage and guide consumer behavior, promote the use of the residents of energy-efficient appliances, lighting products. And the "Lighting" included in the "technology industry to increase energy conservation demonstration" project.
LED lighting industry would welcome a major reshuffle The data show that in 2010 the global LED lighting applications market was 40.0 billion U.S. dollars, an increase of 40.4%, growing rapidly. 2014, the global LED lighting applications market will reach $ 62.5 billion, 15 times in 2010, the annual compound growth rate of 73.3%.
"Twelve Five" period, LED light source technology is included in strategic emerging industries in China. It is estimated that China's electricity consumption for lighting accounts for about 12% of the total electricity consumption in 2010 China's total generating capacity of 3 trillion degrees, and if the semiconductor lighting into the 1 / 3 of the lighting market, you can save 30%, that the annual saving 100 billion degrees, at least the equivalent of the Three Gorges project generating capacity.
Authoritative data show that in 2010 China's LED production value of 126 billion yuan in 2011 is expected to increase 50 percent, to 1,800 billion yuan, LED industry will reach 65 billion yuan investment. Many manufacturers began to focus on LED lighting products, many of the traditional lighting companies have embarked on a restructuring of the road.
Recently, the relevant statistical data show that from January to July 2011, plans to add investment in China's LED industry reached 125.618 billion yuan on the total, of which more than 40% of the funds to invest in a number of industry sectors, or even the whole industry chain investment . What is more noteworthy is that non-LED into the LED industry for business investment in the LED industry has become an important part on investment, total investment in projects such projects account for more than 45% of the total investment amount exceeds the amount of 65%.
In a series of numbers behind the industry to join hands to promote the market and policy dynamics of prosperity, the future of LED lighting industry is already booming unstoppable. Industry experts, as opposed to traditional lighting products, a certain period in the future, LED industry structure will remain stable, is still the main channel, which is the inevitable trend of lighting industry. When an industry develops to a certain stage, the shuffle is a necessary process to enhance the industry. Also the case for an enterprise to develop to a certain scale enterprises Beyond it will encounter a variety of bottlenecks.
The expert believes that the current in the LED business is to obtain support from the Government to encourage rapid development, and the next LED lighting to new energy sources as quickly accepted by consumers, into the homes of ordinary people, need to overcome the bottleneck, including product categories, specifications , price, brand, marketing model, channel building.
Rowan is chief engineer of Sony also believes that the light source, LED products and technological trends as similar, in the next three to five years, LED lighting products will be gradually standardized, standardization, as conventional products, but this time will gradually usher in the LED industry's major reshuffle.
Technological backwardness as a "short board" more living downstream industry chain enterprises
Surface, LED lighting industry in full swing, however, hidden behind the prosperity, also will be surfaced.
LED lighting market as a big "cake", attracted people to come Octagon Stock Watch. However, many people just want to fish in troubled waters, and some are just to short-term profit. As the world's largest lighting market, upper and middle reaches of China's LED technology has become a weak link flawed. "2010 High-Brightness LED Market Review and Outlook" report that in 2010 China accounted for the global LED manufacturer of high-brightness LED market, only 2% of GDP ratio, and the related technology still lags behind international companies about three to five years. LED chip and device products in China are mostly concentrated in low-power, medium and low areas. Although the price of imported domestic chip chip only 1 / 10, but less than 10% domestic market share. In addition, high brightness power LED chips, components for more than 80% are dependent on imports. MOCVD epitaxial production of key equipment and wafer substrates, high-performance package with silicone, epoxy resin, the basic raw materials such as phosphors have to rely on imports.
The industry said that in the whole industry chain, the upper reaches of the highest returns. The upper reaches of the core patented technology focused on Japan Nichia (Nichia), Cree (American Career), Osram (OSRAM Germany and Europe) and the hands of the few foreign giants. Epitaxial wafers and chips in the U.S. and Japanese companies have a monopoly advantage, took more than 60% of the profits. Most of China's LED business, only in the field of industrial packaging end of the chain to compete for the remaining less than 40% of the profits, a large number of LED companies rely on government public works survive, with subsidies for profit.
Currently, LED lighting in the city lighting construction, lighting, decoration and other areas of the hotel is becoming increasingly popular. LED to accelerate the pace of development is obvious, but the lack of relevant standards, some experts worry that the market because of product quality issues and confusion. According to media reports, some parts of the LED decorative lights because the light serious decline, has been demolished.
In addition, the price once the company "selling" LED lighting, the most troublesome problem. Lighting wholesale in a city, a dealer told reporters, "We generally do not love selling LED lights, because it is the price of LED and energy-saving lamps,incandescent gap is too great, such as, 3W LED light price of 20 yuan , 7W of the necessary $ 90 and $ 10 as long as energy-saving lamps, incandescent lamps only need one dollar more; and in the homes of ordinary people it seems, a two LED light energy-saving effect is irrelevant. "
"Chinese people at home can not Jizhan Deng total security, power consumption in refrigerators and other large appliances than the lining, the lighting power becomes negligible, so if there is no government guidance, even if your LED lamp life, no matter how energy-saving effect I open this market also requires a very difficult process. "Another market source said.
Subsidies to secondary and tertiary markets are expected to leveraging In 2009, the Taiwan Affairs Office spearheaded a cross-strait industrial coordination group, and selected semiconductors (LED) lighting as one of the pilot project of cross-strait industrial cooperation. Subsequently, the National Development and Reform Commission, Central Information Secretary led the establishment of cross-strait cooperation in the semiconductor lighting project coordination team and working groups to carry out a lot of work, and made a series of results.
Currently, the two sides not only than the LED product testing, standards, testing and product reliability, remarkable collaborative research, also jointly organized a demonstration project of LED lighting products, and selected the Xiamen Torch Hi-tech Industrial Development Zone LED street light project, the original second line of Guangzhou Metro LED lighting application engineering as a demonstration project. The project contributed significantly to the LED lighting industry's capacity.
According to informed sources, the Ministry of Finance, National Development and Reform Commission and other authorities about subsidies for semiconductor lighting products, is expected to start the fourth quarter, will give priority to start for indoor lighting and commercial lighting products subsidies, such as downlights, spotlights, and then gradually expand the intensity and scope of subsidies. It is reported that the National Standardization Management Committee has recently completed 23 LED consultation on the draft national standard, the industry believes that this cleared the way for the implementation of subsidy standard environmental barriers.
According to reports, the initial subsidy energy-saving lamps and LED lighting will co-promote, and then gradually expand the proportion of LED and share, the share of subsidies for energy-saving lamps Compression and strength. "Subsidies are played more applications leveraging the market leverage." Insider said, "This will not only promote an expansion of the market for semiconductor lighting applications, and will lead to the second and third line of commercial lighting market launch."
With the technological advances brought about by the declining cost, and local government subsidies in place, LED products and energy-saving lamps is expected to further narrow the price gap, which will help open its end markets, and fundamentally ease the overcapacity in the chip is expected to pressure.
"Two years ago, 1-watt LED chip price is about $ 3, but is now down to less than $ 1 a number of chips produced in Taiwan and the mainland is more expensive, or even three yuan one." Industry, told reporters. May Xu Rui LED chip production optical official told reporters, "probably in the past year, the chip prices dropped from over 6 over 2 yuan." According to reports,the cost of the chip accounts for at least one LED lamp / 3, LED chips are directly contributing to lower prices and lower prices. "This will make the LED lights are more quickly accepted by consumers, directly contributing to the LED lights to enhance market share and penetration."
In addition, domestic enterprises have started to engage in LED devices and raw materials, it is worth noting that such enterprises in the upstream area in its infancy, the future level of technology and other areas still to be improved.
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