Global ban on the second wave of the peak incoming LED lighting market entered a period of high growth

Since October 1st, our country will prohibit the import and sale of 60 watts and more general lighting incandescent lamp. According to the "China gradually phased out incandescent roadmap", by October 1, 2016, China will be fully discontinued, disable incandescent lamps.

With the national ban white policy implementation, the lighting industry will usher in a comprehensive transformation and upgrading, LED lighting market, the first outbreak of the voice is also getting higher and higher.

The first half of the results from the recent major LED companies can also be seen in the list, the recent LED industry from the chip to the packaging plant are in short supply. Analysts pointed out that with the second half of this year, the world's second wave of incandescent light to enter the peak, LED industry will once again enter the peak demand.

On the one hand, the rise in demand for China's LED industry, ready to do something about it, but on the other hand, a variety of obstacles to restrict the industry still exists, whether in this fast track on the smooth driving still questionable.

Market optimism

With the global ban white, the market vacancy caused by the elimination of incandescent lamps, insiders have expressed concern about LED lighting.

LEDinside Prediction Research Department of global market research firm TrendForce's, the global LED lighting market penetration is improved rapidly, 2014 LED lighting output value will reach $17 billion 800 million, the overall number of LED lighting products shipped only 1 billion 320 million, compared with 2013 growth of 68%.

In fact, the LED industry, the outbreak of the first year, the concept has been put forward for several years. CCID Consulting Semiconductor Research Center analyst Han Yun told reporters, in fact, in recent years, LED lighting has been in a period of rapid development.

Data show that in 2009, China's semiconductor lighting market size has reached 11 billion 400 million yuan, while in 2013, the rapid development of more than $45 billion, the annual growth rate of the industry is more than 30%.

Han Yun pointed out that from the three application LED - display, backlight and lighting analysis, the current LED backlight in 2013 the penetration rate has reached more than 90% LCD TV, the global LED backlight output value has reached the peak, the main power of future growth from lighting.

It is reported that by 2015, LED lighting penetration will reach 60% in 2018 to reach 80%. LED lighting is currently usher in development opportunities, the future market is still relatively optimistic. Han Yun said.

At the same time, the global lighting market showed no white effect gradually, the price of LED lighting products is declining at an annual rate of 15%~20%, with the traditional lighting products price difference gradually reduced, with the competition and the advantages of general lighting.

"From the beginning of 2013, to $10 China LED sweet spot prices of end products, the cost of the rapid decline in the upstream source, end product manufacturing scale effect gradually, this trend will be more obvious in 2014, LED lighting will further accelerate the growth rate. Han Yun said.

Fierce competition

However, with the huge market space in stark contrast, the number of Chinese LED lighting companies, small scale, the lack of leading enterprises, but also no ring of international brands. At the same time, the business model and marketing system is not perfect, the channel construction is lagging behind, the overall cost of the product is still higher than the traditional lighting products.

However, due to the current LED industry pattern has not yet formed, giant enterprises have not yet produced, but also makes more and more companies targeting the LED industry, and even some detached enterprises also flocked to the LED field for this big cake.

For example, as early as 2003, BYD began to get involved in the LED lighting industry, TCL, LG and other home appliance giants have also launched LED lighting products. By the end of 2013, Hebei iron and Steel Group announced the Tangshan Chuangyuan Fangda company and Korea ICT company in Pohang jointly set up Pohang new source of Tangshan Iron and Steel Co. Ltd, entered the LED industry.

For this phenomenon, Han Yun believes that LED is a sunrise industry and the high subsidies of the industry, many enterprises have been involved in is understandable, but also can promote competition in the industry, the potential risks but also inevitably produce dragons and fishes jumbled together.

A typical precedent is that a few years ago because of the emergence of subsidies for the expansion of epitaxial chip end production boom, many companies due to lack of preparation leads to capacity utilization is not high or even discontinued. At present, LED downstream applications, there are still uneven in quality of products, mainly concentrated in the low-end, enterprises in the low-end market competition, often encounter the price war, industry "reshuffle" is considered to be a matter of.

But with the gradual development of the industry, investment has become more rational. "Han Yun said," the LED industry is the development trend of dominant enterprises began to seek partners, look through each other, together to build leading enterprises, occupy a space for one person in the global semiconductor lighting market. "

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