Domino highlights the integration of LED industry to accelerate

In the past year, due to the lack of external demand, domestic demand is weak, and the industry has entered a mature stage, all manufacturers into the civilian market. Lighting products prices continue to brush low, competition in full swing. Export products more focus on design, but the high cost is still the main trend of the development of the application of products.

With the increasingly narrow profit margins in the field of lighting products, market integration accelerated, LED lighting pattern has undergone tremendous changes. PHILPS, OSRAM and other giants continue to adjust the market strategy, and actively layout smart lighting, automotive lighting and other high margin market segments; domestic LED manufacturers are also actively to improve the market share of high cost products.

T8 light bulbs, bulb prices low innovation

As a substitute for lighting, T8 lamps in the light source lighting enterprises in the pivotal, its price is also high. However, at the beginning of this year, PHILPS, OSRAM and other big name LED T8 lamp has experienced from more than 90 yuan to more than 50 yuan to more than $three jump.

Driven by international brands, the domestic first tier brands once again set off LED T8 price competition. April and May, OPPLE will release the wind: the price of 9.9 yuan for hardware channels launched 1.2M LED T8 lamp. In mid May, FSL issued price adjustment notice, 1.2M LED T8 glass tube, the price adjusted from 13.5 yuan to 9.98 yuan. June 5th, wood wood market will take the price of goods from 12.5 yuan down to $8.5. According to Wen Huaqiang bembom T8 lamp to the price of 6.8 yuan......

Obviously, the domestic LED T8 lamp 1.2 meters has entered the era of ten yuan, enterprises in the "price to change or maintain revenue growth stage. Today, the LED lighting industry, the overall decline in the price of T8 lamp, the future market competition will be more intense, prices or continue to fall. Because, on the one hand, the upstream enterprise production technology and scale gradually increased, the supply chain gradually mature; on the other hand, leading enterprises in order to "baptism" market, in order to achieve market standardization. This has exacerbated the market competition atmosphere.

At the same time, LED bulb bulb price competition is quite fierce. In April 22nd, PHILPS to celebrate Earth Day, launched a 3 month promotional section "Philips LED A19" in the North American market, 2 LED bulbs for $4.97, can replace 60W incandescent lamp, the output brightness of 800 lumens, the lamp power is 8.5W, the service life of 10 years. The price is mainly in order to clear inventory, and then will restore the price of $5 per.

In PHILPS drive, GE also launched the GE Bright Stik LED, not only the appearance of "super pop", and ultra low cost, a pack of three for only $10, or a $3.33, but GE said there is not a single sales plan.

Compared with 2012, to replace 60W incandescent bulb LED prices have been cut, but also the industry recognized the sweet spot of $5 times, will detonate the domestic market penetration, is expected to accelerate the recovery of the construction cost of manufacturers.

In May 27th, CREE announced its replacement of the BR30 LED9W 75W light price, from the original $20 to $15, the new second generation light bulb will be only $10, and the other version of the K. bulb is only $11. More competitive than PHILPS SlimStyle BR30 LED price.

According to the LED lighting retail price survey, China area due to promotion in May to replace the traditional 40W incandescent lamp, LED bulb lamp prices fell 6.5%, such as OPPLE 5W bulbs, the price dropped to $2.86, a decline of more than 4. And in March, in recent years, and 5, the moon light bulb prices continue to decline, a decline of 6.8%, respectively, 2.1% and 1%, respectively, in April.

Domino effect highlights integration acceleration

To prevent Asian manufacturers to enter the market, the North American market for Energy Star specifications in 2011 to set up the high barriers to entry. With the termination of the subsidies of energy star, the international giants in the high and medium version, have launched a low-cost version of the LED bulb, in order to strive for more lighting market share.

For a time, the major brands to follow up, the end product price competition has become the focus. Pull the hair and the whole body, from the industrial chain, chips, packaging prices continue to maintain a steady downward trend.

On chip field, has formed a pattern of two strong confrontation and three. EPISTAR Marketing Center Assistant Linyida said, the first half of 2015 chip prices fell 7%-8%, the estimated annual reduction in 20%-25%. He stressed that this price is not the most important, increase market share is the most important goal of epistar.

TrendForce latest offer shows that the second quarter LED package offer continued to decline. The average price from 2835 parts of lighting package, or fall in the range of 1~9%. Because LED 2835 is the mainstream of China's lighting market products, so the decline reached 10%~17%, far beyond other lighting packaging products. In addition, 1W 3030 and 1-5W ceramic substrate high-power LED product prices also have a decline of 9%, the rest of the product price is relatively small change.

REFOND sales director Jiehua Lan said: "the first half of the low-end product price package 10%-15%, and high-end products, the price is relatively stable. To the end of the price war, REFOND determined not to participate, we will adhere to the quality, make relevant adjustment according to the line of enterprise marketing strategy: market demand diversification will change into multi-level product line. "

The overall decline in prices of products procurement costs due to compression, drive power as the core component of LED, 150W products trading in Guangya Exhibition last year, the price is 230 yuan -290 yuan this year, the price is only 165 yuan to 190 yuan. Number of devices and lighting exhibitors expected, L