LED to replace the traditional lighting taimukaiqi qianyiji market fade

This year is the first year of LED to replace the traditional lighting, next year's permeability will be very large. "Sealand securities analyst told reporters that the day before the normal Yi min.

It is understood that the current application of several major areas in the downstream, LED has become the mainstream application of the display and backlight market, in the two areas to further enhance the space has been smaller. Alternative to traditional lighting, the next few years to become the largest market for LED.

According to statistics, in 2013 China LED application value reached 206 billion 800 million yuan, an increase of 36%, of which the general lighting output value of 69 billion 600 million yuan, accounting for 34% of the output value display application, general lighting has grown into the most important applications of LED. According to the Hongta securities forecast, in 2014, in 2015 China's LED general lighting output value will reach 115 billion 400 million yuan, $180 billion, an increase of 66%, an increase of.

This means that, after experiencing the crazy expansion of 2009 ~2010 and the ~2012 industry in the year after the trough, LED general lighting market is opening billions of dollars in.

Replace the general trend is difficult to reverse

Currently the world's two largest lighting giant dilemma may be more intuitive description of the status quo of traditional lighting.

Because of the traditional light sources such as incandescent bulbs, fluorescent tubes, the market is gradually shrinking, the European lighting giant OSRAM recently announced the layoff of 7800 people, accounting for about 22% of the world's total number of employees. And another lighting giant PHILPS is in September this year, officially announced that it will have 123 years of lighting business stripping from the group, which is also a lot of layoffs.

"We are very much in favor of LED lighting to replace the traditional lighting in this direction, and has been vigorously developing LED, so there will be a rapid development of the phenomenon of LED business this year. FSL LED division operations director Chen Wenji told reporters.

FSL semi annual report shows that the first half of this year, the company achieved operating income of 1 billion 528 million yuan, operating income of 1 billion 106 million yuan to achieve the traditional lighting business, an increase of 1.82%, weakness; while the LED lighting to achieve operating income 420 million yuan, an increase of 341.1%. Chen Wenji expects that by the end of this year, LED business will reach 1/3 of total revenue.

Up to now, energy-saving lamps are the last line of defense against traditional lighting LED. However, with the gradual decline in the price of LED lighting products, highlighting the advantages of light year after year and other advantages, as a high energy efficiency, long life of lighting products, LED lighting products have been replaced by energy-saving lamps. According to the calculation of the industry, compared to a family of 10 4 watt LED lamps and 10 15 Watt energy-saving lamps (energy-saving lamp LED lamp of 4 watts and 15 watts, brightness equivalent) with 10 LED lamps a year can save electricity about 200 yuan.

"This year the price of LED products fell very fast, cost-effective than the energy saving lamps. For example, at the beginning of 2012 LED T8 tube (a lamp type) in the price of 180 yuan, to the end of 2012 has dropped to 40 yuan in 2013; this type of products from 40 yuan to 20 yuan; in 2014 has been reduced from 20 yuan to tens of dollars. "Chen Wenji said," luminous efficiency is higher than the energy-saving lamps, the price is lower than the energy-saving lamps, life expectancy than energy-saving lamps. In fact, LED lighting products have broken through the defense line of energy-saving lamps, and now many of the audience is still using energy-saving lamps can only be said to be a habit. "

The advantages of LED lighting is becoming more and more obvious, and the government has also given strong policy support to LED. In early 2009, the Ministry of science and Technology launched a promotion of energy conservation and emission reduction, promote the industrial scale of the "ten cities" LED application demonstration project. The project is expected by early stage, pilot guidance, to 2015 China will form a mature marketing mode, to achieve the national 30% general lighting using semiconductor lighting, the expected annual saving 140 billion degrees, and create more than 1 million jobs.

Another major product of traditional lighting incandescent lamp, it has already entered the stage of elimination. According to the China Development and Reform Commission issued in 2011, China's phasing out incandescent roadmap, China will be phased out incandescent lamps. Among them, from October 1st this year, to prohibit the import and sale of 60 watts and more than ordinary incandescent lamp; from the beginning of October 1, 2016, prohibit the import and sale of more than 15 watts and ordinary incandescent lamps. This means that after October 2016, China basically stopped selling and importing incandescent lamps.

Terminal market really needs

Familiar with the history of the development of domestic LED industry people may still remember, during the 2009 ~2010 LED industry has experienced a wave of investment boom, but then the 2011 ~2012 industry downturn has proved that the existence of a bubble. Today, the LED industry is a bustling scene, which is a solid foundation for the rapid development of the past, or the reappearance of the haze?

"The situation is essentially different from 2009. "Three male Aurora marketing director Wang Jun told reporters," at that time is upstream of prosperity, but haven't received downstream. These two years of LED fire, the terminal market is really demand. "

It is understood that from the beginning of 2009, in cooperation with the national policy and set the tone of the local government, around LED industrial park such as bamboo shoots after a spring rain like appearance. In particular, the upstream chip industry, in MOCVD (metal organic chemical vapor deposition) equipment subsidies, the amount of R & D investment subsidies and deductions, factories and other special preferential investment approval incentives and subsidies policy support, the rapid expansion of production capacity. However, in 2011 ~2012 downstream application demand continues to be weak, especially in the field of lighting applications and did not appear and LED capacity growth, the industry supply and demand imbalance led to the entire industry into the low