LED lighting industry forces face reshuffle

LED lighting market demand continued warming, the market size in 2011 is expected to reach more than 5 annual growth rate, with the LED lighting is regarded as the future of the LED industry grows strong application market, the LED industry in the field of lighting layout will be the key to the next wave of industry shift of power, the upstream of LED grain the LED lighting industry accounted for the overall proportion of revenues of about 2~3, but the downstream packaging factory in the footsteps of progress is not a benefit show is relatively slow.

According to market estimates, 2010 LED lighting penetration rate of about 4%~5.5% in 2010, and the LED lamp and the fluorescent lamp luminous efficiency is consistent, but in 2011 the permeability is expected to challenge 10%, also have the opportunity to further enhance the luminous efficiency of 20% and beyond, fluorescent lamp, incandescent lamp had been driven by history and government subsidies and other factors, LED lighting gradually from the niche the application of the past, such as the display cabinet lamp, lamp, lamp medical plants, start the main lighting market into commercial and household.

The development potential of LED industry optimistic about LED lighting, lighting layout and strengthen the succession in 2010, with TV back in the fourth quarter demand slowed, prompting LED growth estimates, the proportion of lighting, crystal electric lighting in 2010 the proportion will reach more than 2, 2011 is expected to grow to 3, and the fourth quarter of Taigu in high power lighting the proportion is expected to increase to nearly 3, canyuan is also expected in the fourth quarter reached 3 the proportion of lighting.

But LED packaging factory leading billion light in 2010 although the lighting launched its own brand, but the main business is still focused on the application of backlight lighting, the proportion is only about 5%~6%, though! That 2011 billion light lighting business chance multiple growth, is expected to contribute 1 billion 500 million yuan revenue, accounting for the overall revenue reached 10% level, but the proportion is still low lighting. Compared with the East Bay pointed out that in 2010 LED lighting products revenue of about 1 billion ~11 billion yuan, the scale has exceeded billion light, 2011 in mainland China, Europe and the United States and Japan market orders, revenue is expected to reach 2 billion in 2011 LED lighting ~25 billion yuan, while rising star Edison in high power LED lighting, gross margin remained at 3%, after the potential development has been good.

With new competitors have joined the market, the recent foreign legal person named billion light and other traditional packaging factory in strong customer facing difficulties in future expansion, or even lose the industry leader, in addition because the downstream packaging competition, is expected in 2011 LED the average invoice price of the fear of decline, and the impact of gross margin. LED industry thinks, TV backlight and lighting will be the future growth of the twin engine production = TV backlight, but in the coming 2~3 years after the bottleneck faced by slow growth, then LED lighting will become an important driving energy industry continues to grow, now LED lighting is in the embryonic stage, the future still has a fierce competition in the industry. Expected market forces will face reshuffle.