LED lighting or crack price bottleneck

As a new energy saving and environmental protection industry, LED lighting in the recently issued by the State Council, the 12th Five-Year energy saving and emission reduction work program has received much attention. The program clearly pointed out that to speed up the transformation of energy-saving facilities, strict use of energy management, and guide consumer behavior, the promotion of the use of energy-efficient household appliances, lighting products. And the "semiconductor lighting" included in the "energy saving and emission reduction technology industrialization demonstration" project.

The reporter learned that, in the current price of 10 times the growth of phosphor and energy-saving lamps cost increased sharply mark, LED light recently because of the price and the upstream chip prices continue to fall. This trend provides an opportunity to break through the bottleneck of LED lighting market.

The industry believes that this will further leveraging the LED lighting applications market, accelerate the demonstration and popularization of LED lighting applications, to the end of 2015 China's LED lighting penetration is expected to reach even more than 20%.

LED lighting industry will usher in a major reshuffle

Research data show that in 2010 the global LED lighting applications market size of $4 billion, an increase of 40.4%, a rapid growth. Is expected in 2014, the global market size of LED lighting applications will reach $62 billion 500 million, an increase of 15 times in 2010, the compound annual growth rate of up to $73.3%.

"12th Five-Year" period, LED light source technology has been included in China's strategic emerging industries. It is estimated that China's lighting electricity consumption accounted for about 12% of China's total generating capacity in 2010 reached 3 trillion degrees, and if the semiconductor lighting lighting market entered the 1/3, it can save electricity by 30%, the annual saving 100 billion degrees, equivalent to at least three gorges power generation.

Authoritative data show that in 2010 the scale of China's LED output value of 126 billion yuan, in 2011 is expected to have an increase of about $180 billion, LED industry investment scale will reach $65 billion. Many manufacturers began to focus on the production of LED lighting products, there are many traditional lighting companies embarked on the road of transformation.

Recently, the relevant statistical data show that in 2011 1 to July, China's LED industry plans to add a total investment reached 125 billion 618 million yuan, of which more than 40% of the funds to invest in a number of industrial sectors, and even the whole industry chain investment. More noteworthy is that non LED enterprises entered the LED industry of investment has become an important part of LED industry investment, such projects accounted for the proportion of the investment projects of more than 45%, more than 65% of the amount of total investment amount.

Behind a series of figures, is the industry and policy side to promote the driving force of market prosperity, the future of LED lighting industry has been unstoppable development. Industry expert analysis, compared with the traditional lighting products, in a certain period in the future, LED industry development pattern will remain stable, still channel based, which is the inevitable trend of the development of the entire lighting industry. When an industry has developed to a certain stage, the industry reshuffle is a necessary process. For an enterprise is also the case, the development of a certain size of the enterprise will go up a variety of bottlenecks.

The experts believe that the current domestic LED enterprises in the government to encourage rapid development support, and the next LED lighting to energy-saving light source as a new, fast consumer identity, into the homes of ordinary people, including the need to break through the bottleneck of product categories, specifications, price, brand, marketing mode and channel construction.

Sony light chief engineer Luo Wenzheng also believes that due to the LED product and technology trend is similar, in the next 3 to 5 years, LED lighting products will be gradually standardized, become conventional products, and this period of time will gradually usher in a major reshuffle of the industry LED.

Technology behind the short board enterprises in the industrial chain downstream

On the surface, the development of LED lighting industry in full swing, however, behind the prosperity of the worries, but also surfaced.

LED lighting market as a "big cake", led the eight party to fengeng. However, many people just want to fish in troubled waters, but also some short-term profit. As the world's largest lighting market in China, LED technology has become the weak link in a mishap. 2010 high brightness LED Market Review and outlook, the report pointed out that in 2010 China's LED manufacturers accounted for only 2% of the global total output value of the high brightness LED market, and related technology is still lagging behind the international manufacturers about three to five years. China's LED chip and device products are mostly concentrated in small power, medium and low field. Although the price of domestic chips only imported chips 1/10, but accounted for less than 10% of the domestic market. In addition, high brightness power LED chips, devices are more than 80% rely on imports. Epitaxial production of key equipment MOCVD and epitaxial wafer substrate, packaging of high-performance silicone, epoxy resin, fluorescent powder and other raw materials also rely on imports.

The industry said that in the whole industry chain, the highest return on the upstream profits. While the upstream core patented technology in Japan Nichia (Nichia), Cree (CREE), Osram (OSRAM) as the hands of the few overseas giants. In the field of epitaxial chips and chips, the United States and Japanese companies are in a monopoly advantage, took more than 60% of the profits. Most Chinese LED companies, only in the end of the packaging industry chain, for the rest of less than 40% of the profits, a large number of LED companies rely on government municipal engineering to survive, with subsidies to profit.

At present, LED lighting in urban lighting construction, lighting and other areas of the increasingly popular. Although the pace of development of LED is obviously accelerated, but due to the lack of relevant standards and norms, some experts worry that the market will be because of the product