Market analysis and forecast of China's LED lighting industry

1, the semiconductor lighting industry development background and current situation

Since 1960s the world's first semiconductor light emitting diode was lighting as a new technology, using LED chip as the semiconductor light-emitting materials, directly convert electrical energy into light energy, with its high luminous efficiency, less power consumption, long service life, safety and reliability advantages of strong, environmental health, etc., are considered is human after Edison invented the incandescent light bulbs after one of the greatest invention. The following table shows the performance comparison between the LED lamp and the traditional lighting equipment at the present stage:

index

Incandescent lamp

Gas discharge lamp

LED lamp

Energy conversion efficiency

<10%

20-30%

20-40%

Luminous efficiency (lm/m)

8-24

60-150

70-160

Life (hours)

One thousand

10000-20000

50000-100000

Performance characteristics

Good color rendering

Poor color rendering

Good color rendering

Low luminous efficiency

High luminous efficiency

High luminous efficiency

Strobe severity

Strobe severity

Flicker free

-

Mercury contaminated environment

Environmental pollution

Fragile

Fragile

Strong impact resistance

Quick start

Slow start

Quick start

Table 1: the performance comparison between LED and traditional lamps at the present stage

Some developed countries and regions have issued a strategic plan for the development of semiconductor lighting, and the introduction of appropriate initiatives to promote the development of local semiconductor lighting industry. The United States is committed to the development of semiconductor lighting industry, currently has Lumileds, Gree, Color Kinetics (CK) company, has started the next generation lighting program (NGLI). Japan has completed the development plan of lighting ''21 century in the first period, is organizing the implementation of the second phase of the project, to strengthen the understanding of the importance of the development of the semiconductor industry, the government assistance standard set up, in perfect R & D system implementation technology leading strategy, and have strong government support system. The development experience of South Korea is the expansion of large enterprises under the guidance of the government. The European Union's "Rainbow plan" started in July 2000, commissioned 6 large companies, 2 universities, through the EU grants to promote the application of white light-emitting diodes.

Philips is expected in 2010-2020 semiconductor lighting market will grow at an average rate of 6%. From the source point of view, at present mainly to incandescent lamp and fluorescent lamp, incandescent lamp in accordance with the national plan, the incandescent light bulb in 2020 is about to disable all incandescent bulbs, so replace the market for LED lighting manufacturers great opportunities. LEDinside estimates LED bulb production value of the traditional light bulb market penetration will reach more than 30% in 2014. Semiconductor lighting is a new industry, will gradually realize alternative to traditional lighting, Philips lighting on the LED that the permeability field of general lighting of about 3%, is expected to account for the field of general lighting LED lighting the proportion will reach 50% in 2015 will reach 80% in 2020, LED lighting products will enter the traditional lighting field, become a major global illumination method the.

According to statistics, the current global lighting market size of 63 billion to $70 billion. Especially with the economic development of modern society, environmental pollution and energy consumption is becoming increasingly serious, lighting energy saving and environmental protection has increasingly become the focus of attention of governments, and semiconductor lighting because of the excellent performance in environmental protection and energy conservation, gradually obtained the support and promotion of government and commercial organizations. With the gradual increase in the price of LED chips and luminous efficiency, the commercial conditions of semiconductor lighting to penetrate into the field of general lighting are becoming more and more mature. At present, the luminous efficiency of LED laboratory has reached 208lm/W, which is far better than the traditional lighting, and the luminous efficiency of LED can be further improved in the future.

As a result, governments in the field of semiconductor applications have introduced a subsidy program (subsidies amounted to 30% to 55% of the price of the product), and strongly encourage the popularization and application of semiconductor lighting. At present, the LED industry has formed the United States, Asia, Europe, the three major regional competitive landscape. CREE, lumens, Nichia in its high-end chip field technological innovation advantage, occupy a dominant position in the upstream of the LED. In recent years, the rapid development of LED industry in Taiwan, China, the chip and packaging business has a greater influence in the world. In recent years, China's rapid development of LED industry, in support of national policy and downstream applications demand driven by the formation of a relatively complete industrial chain of LED, China's LED industry mainly concentrated in the Yangtze River Delta, Pearl River Delta, Fujian Delta, a certain cluster effect.

In China, May 2009, issued by the Ministry of science and technology "'ten city lights' semiconductor lighting application pilot project", is expected in Beijing, Shanghai, Shenzhen, Wuhan and other 21 city developed domestic investment 1 million lamp LED municipal lighting, 2010-2012 years to complete the 50.5 conductor lighting demonstration city construction work in full Chinese, application 2 million LED municipal lighting. It is expected that in the next few years, with the continuous expansion of the scale of the entire LED industry cluster, semiconductor lighting will enter the stage of rapid development.

Analysis of 2, China semiconductor lighting industry market size

After more than 50 years of development, China's lighting industry has gradually formed a market of incandescent lamp and fluorescent lamp. According to the China Lighting Association