LED lighting market is approaching, will usher in seven to eight years of prosperity

In March this year, Shenzhen announced the abolition of LED industrial planning policy, the outside world was interpreted as to avoid the second pv". The day before, Chinese Securities Daily reporter conducted an investigation of the status of enterprises LED. From the point of view of the situation, this year, LED backlight and lighting market demand, chip, packaging and application vendors full orders. Some entrepreneurs and industry analysts believe that the outbreak of LED will open in the fourth quarter of this year, will usher in the next seven to eight years of prosperity.

LED huge industrial space, the lighting market is approaching

From the first line of LED entrepreneurs that industry outbreak soon". Gu Wei, chairman of the shares, said in an interview with reporters, LED industry has a huge space for growth, becoming the second PV impossible". The reason is that LED belongs to consumer electronics, consumer electronics is the biggest feature of a wide range of applications, the market is extremely broad. He judged that the critical point of the outbreak of the LED market is approaching, the next seven to eight years will usher in the industrial boom.

In fact, due to the high cost of chips and heat materials, for a long time, LED products, especially the breadth of the application of lighting products have been constrained. Relevant data show that in early 2013, the cost of LED lighting is an ordinary energy-saving lamps 7-8 times, with dimming function of energy-saving lamps 2 times. For example, Europe and the United States mainstream brand manufacturers of LED lighting products priced at $19 / thousand lumens, while the ordinary energy-saving lamps for only $2.5 / thousand lumens, with dimming function as long as the energy saving lamp 10 u.s..

But according to the reporter, LED lighting can save a lot of cost, space is not small. For example, the future of the chip is expected to continue to decline by 20%, cooling aluminum can save up to 30%. Gu Wei said, with the chip continues to depreciate, at the same time, improve the efficiency of the light-emitting chip, a large number of simplified heat sink, LED lighting products prices are approaching energy-saving lamps. "

Quote from the merchant confirms this point. According to May 2013 Jingdong mall data, a lighting brand 800 lumens of the product (equivalent 60W incandescent lamp brightness) price of only $50, equivalent to $10 / thousand lumens. If taking into account the factors of export tax rebates, export price of about $9 / thousand lumens. This is already with the dimming function of energy-saving lamps "meet as equals.".

Huaxi Securities analyst Gu Huaihuai is expected in the research report, LED light source can be dropped to $15 / lumens in early 2014, some of the radical lighting manufacturers in the Asia Pacific region will reduce the price of light into the $8 / lumens. About 2-3 years, the cost of LED lighting products will drop to a critical replacement point for the large-scale replacement of global energy-saving lamps ($5).

He concluded that the LED lighting market may erupt in the fourth quarter of this year or the first quarter of next year. Sub products, LED on the traditional light source products may be the first to take the lead in the field of commercial lighting, especially the need to adjust the function of the market segments. Regional perspective, Europe and Japan and other areas of higher industrial and commercial electricity prices may be the first to start. In Japan, for example, the use of LED light source than ordinary energy-saving lamps more than the cost of 2 years can be recovered. "Is expected in early 2015, Europe and Japan's home LED lighting market will start. At the same time, the development of industrial and commercial lighting market will start. "

Decline in the cost of space still exist, the advantages of brand manufacturers obvious

Although the LED market space is very large, but because of the low entry barriers, copycat brands and manufacturers fierce fight. Some cottage products and even more than the brand manufacturers have a price advantage". Insiders pointed out that the future has the advantages of production scale and product price advantage brand manufacturers will eventually win. First of all, compared with copycat manufacturers, scale enterprises have a strong bargaining power in the chip procurement; secondly, the brand manufacturers in the product design process, technological innovation more competitive. Although cheap cottage products, the main reason is the use of cheap chips and power supply, while there are also heat dissipation devices jerry.

In fact, as early as in 2010, LED shares in the early planning of the LED industry, and the establishment of a subsidiary of Shenzhen City trillion Energy Saving Lighting Co., Ltd., intends to develop the package, TV backlight and lighting business. 2011, the company officially launched LED packaging, TV backlight and lighting production. The second half of the year, the company has realized the TV backlight lighting products made entirely self-supporting; and OPPLE, three laser (Japan), TCL lamps, MITSUBISHI chemical (Japan), super electronic GP (Europe) and other brands of cooperation. LED revenue reached 270 million yuan. To achieve the year put into operation, the current profit, the current sales scale.

From the current domestic LED production enterprises constitute revenue, most of the income from the domestic market, and most of the relevant government projects. Gu Wei believes that compared with the three different aspects of the mega chi. First of all, the huge demand for TV backlight. He said, and other LED companies to experience from the embryo, the baby, and then the growth process is not the same as adults, the demand for a lot of their own flash TV backlight, so the company's LED industry was born is an adult". Followed by the "technological innovation to reduce costs" tradition. He said that around the cost reduction of technological innovation, has become a trillion business enterprise gene. This is the key to the company's ability to stand out in the fierce TV ODM market, we will also play this ability in the LED business in order to gain competitive advantage. "Once again is a solid source of overseas customers. After years of hard work, Siu Chi in the overseas market precipitated a large number of stable customer resources, including brand and store customers. Company open