LED lighting: "red envelopes" role geometry?

Snake spring festival, LED lighting industry received a "lucky red envelopes".

The national development and Reform Commission in February 17th issued "semiconductor lighting industry planning", planning said that by 2015, China's 60W more than ordinary incandescent lighting all eliminated; energy-saving lamps and other traditional energy efficient lighting products market share stable at around 70%; LED functional lighting products market share of more than 20%. The plan also said: gradually increasing financial subsidies for LED lighting products promotion; promote the demonstration and application of LED products in health care, agriculture, stage, landscape lighting and other professional and special places; organize well-known architectural lighting applications, building energy-saving, intelligent lighting power shortage areas off grid lighting demonstration project.

Planning clear for the lighting industry to eliminate inefficient products, accelerate the spread of green lighting market has played a role in promoting. However, it is doubtful whether the red envelope effect can last long. All the signs indicate that LED recovery depends on the policy support, but also depends on their own a set of quality assurance system is established, LED lighting products of high prices but not necessarily reliable quality which is the biggest obstacle in the development of industry.

Ideal replacement of traditional light source

Experts tell us that LED is a solid state semiconductor capable of converting electrical energy into visible light.

Experts also told us: in the total power consumption of the whole society, lighting consumption usually accounts for 20%.

Obviously, if we can reduce the power consumption of lighting, it can save a lot of energy for the society. The LED lamp has the advantages of long service life, high luminous efficiency, low radiation, low power consumption and energy saving. According to the prediction of the United States and Japan LED lighting efficiency, fluorescent lamp and incandescent lamp 55% us 55% replaced by LED, annual electricity savings of 35 billion U. s.dollars, an annual reduction of 7.55 tons of carbon dioxide emissions; Japan 100% incandescent lamp replaced LED, can reduce 1 ~ 2 nuclear power generating capacity.

A measure of our country said that if all our incandescent lamps in use to replace energy-saving lamps, the annual saving 48 billion kwh, equivalent to nearly 48 million tons of carbon dioxide emissions; if further replacement for LED lighting products, energy saving effect is more significant. Compared with the traditional lighting products, LED road lighting saving more than 30%, saving more than 60% of indoor lighting, backlighting saving more than 50%, more than 80% landscape lighting, to achieve annual saving 60 billion kwh, equivalent to saving 21 million tons of standard coal and reduce carbon dioxide emissions of nearly 60 million tons.

Because LED shows superior characteristics of high efficiency and energy saving, green environmental protection, so as the human history of the fourth generation of new lighting source, especially increased again in the global energy shortage fears in the background, LED prospects in the lighting market is more global attention, more and more capital in the industry of staking ".

Semiconductor lighting plan in our country started to invest 5 billion yuan to develop energy-saving and environmental protection in 2004; 2008 to carry out the financial subsidies to promote efficient lighting products; in 2009 issued the "opinions" of the development of semiconductor lighting industry; 2011 issued a "Chinese phasing out incandescent roadmap"; in March 2012, China ring and energy saving system innovation the working committee announced, will be in the pilot area of our country implementation stages of energy-saving green lighting demonstration project.

Thanks to the support of the government, coupled with China's huge market potential, more and more international LED giants began to look to China, to adjust their strategies in China, will be transferred to Chinese industry, increase marketing efforts Chinese. The China local enterprises in the LED industry to enter, especially domestic manufacturing giant traditional lamps, also in the huge capacity of traditional lamps and long-term accumulation of production experience quickly transferred to LED lighting products, the perfect marketing network, the emerging LED lighting market to win more market share. During the period of 11th Five-Year, China's LED lighting industry has an average annual growth of more than 35%. According to incomplete statistics, as of the end of 2010, China's semiconductor lighting enterprises more than 5000, of which more than 1000 enterprises above designated size. Annual output value of 120 billion yuan in the industry, LED lighting products accounted for more than 60% of global production, the output value of more than $19 billion.

However, with the rapid expansion of production capacity comes from a relatively surplus capacity. 2011, China's semiconductor lighting industry reached 156 billion yuan, an increase of $120 billion compared to $30% in 2010. Upstream epitaxial chip, midstream packaging, downstream applications were 6 billion 500 million yuan, respectively, $28 billion 500 million and $121 billion, a slight slowdown in growth. In 2012, LED Chinese industry overcapacity, the homogenization of competition tendency even more, the Pearl River Delta and Yangtze River Delta is the most concentrated area of LED industry, but in Shenzhen in 2012, LED lighting business failures of more than 80; in Guangdong, Foshan, in 2012 LED lighting enterprises nearly 10% of the failures, LED lighting enterprises in Dongguan, Zhongshan deep cold collapse. LED listed company's net profit fell to varying degrees. Some of the profits of enterprises mainly rely on government subsidies, such as listed companies (600703, Sanan optoelectronics shares) in 2012 three quarter profit of 667 million yuan, of which up to 328 million yuan of subsidies; Elec-Tech (002005, shares) mid 2012 net profit of 120 million yuan, and the government subsidy is as high as 150 million yuan more.

Short life leads to market short circuit"

Macroeconomic regulation and control of real estate policy, the real estate market investment slowdown, as the real estate downstream of the LED lighting industry to expand production capacity is not enough to digest a major factor, but the deeper reason behind