Summary of the development of high power LED drive power market

LED power supply for the downstream industries for consumer electronics products, LED street lights, LED tunnel lighting, etc.. At present, the domestic LED power supply market is divided into three sub markets: LED display power supply, high power LED power supply and LED power supply. In this paper, the starting problem of OFweek semiconductor lighting network Xiaobian development from the industry scale, competition situation, cyclical industry and existence, make a summary of the LED power supply market, and in the end, the development prospect of the market to make a prediction.

Industry scale

Downstream demand LED power supply mainly from LED lights (including tunnel lamp), a small amount from the subway lighting, gas station and underground parking lot lighting, these lamps are currently in the China is mainly used for government demonstration project, so the market scale is still relatively small. And LED high-power power supply technology requires a higher threshold, large capital investment, is a high risk, high returns in the field, the market's overall capital investment is relatively small, making the scale of growth is relatively slow.

High power LED power supply is a new generation of power industry, there is no authoritative statistics, but we can infer its market size and trends through the analysis of its downstream. High power LED street lamp market, each LED street lights need to support a LED drive power, if this is the basis, then we can get the following conclusions:

In 2009, the government's strong support, the LED lamp upsurge, LED power supply in LED lighting demand driven, a leaping growth trend. According to GIL market survey data, in 2011 the total output Chinese LED lamps (excluding tunnel lamp) 680 thousand lamp, an increase of 58%, of which China LED lamp installation for a total amount of 530 thousand light (excluding tunnel lamp), an increase of 51.4%, tunnel lights installed about 190 thousand light, so simple for the installation of LED Street (2011 contains the tunnel lamp) of high power LED power supply capacity has more than 700 thousand units, to 1000-2000 yuan per lamp price calculation, the size of the market in 1 billion 50 million yuan. The author believes that, together with the subway lighting, gas stations and underground parking lighting and other high-power LED power supply, the market size of about 1 billion 300 million yuan.

Competitive profile

High power LED power supply is a new industry, has not yet formed a concentrated industry gathering, therefore, the regional is not obvious. And the number of enterprises entering the industry is not much, therefore, the degree of competition is low. From the business perspective, the main domestic LED lamp enterprises have maoshuo power supply, Jiangsu Ford, reached into the oriental history, Dongguan Qinshang, aodevices, Xiamen XinDa, Zhejiang crystal, Shandong Liaoyuan etc..

Moso power supply for domestic LED power supply manufacturers leading the scale, technology and brand has great advantages compared to other enterprises, since its establishment in 2006, gradually began to develop LED power supply business. In March 2012, the company officially listed on the Shenzhen stock exchange, taking steps to increase capacity, according to the company's prospectus said, more than 50% share of the power market in the high-power LED street lamp, tunnel lamp has.

Tatsu East is a dark horse in 2011 LED street lights. July 2011, reaching the East lighting and the Chongqing municipal government signed a contract for photovoltaic energy projects, the project value of 300 million yuan. The same month, the Henan Zhengzhou Shenzhou Road, glory road street project. Reached the eastern lighting involved in LED street lamp time is not long, but one after another in Yangzhou, Chengdu, Tianjin, Lianyungang, Henan and other places to win the project.

Look from the project, Dongguan ground on the Shenzhen Expressway LED Street project is one of the 2011 LED Street project, the entire project installed capacity of more than 8 thousand and 800 down LED street lamp. The main project in 2011 with Dongguan KingSun Shenzhen LED road Jihe, Nanko high-speed, Liuzhou large high-speed, Yanba high-speed project, PHILPS Guizhou Huaxi Avenue Project, reached into the Oriental Zhengzhou Shenzhou road project, Shandong Lu Quan Tun Zhen de quantum project etc..

From the promotion of the city, Weifang, Guangzhou, Shenzhen, is LED street lamps to promote faster city. Shandong, Weifang is currently the most successful LED street lights to promote the city, the city's LED Street penetration has reached more than 95%.

Periodicity

Effect of LED power supply is mainly affected by the downstream LED industry are cyclical, generally every 4 to 5 years, LED industry technology breakthrough, which lead to the decline in prices, expanding the application field and the permeability increased greatly. From a domestic perspective, in 2009 for a period of vigorous development, substantial growth in domestic investment in this field, the technology also achieved some breakthroughs, but in the past two years, with Moso led by several industry leading enterprises also actively carry out research and development, promote the industrial technology in China has milepost type the breakthrough, as of August 2009, with the "Star" series of high-power LED power market, Moso power officially announced officially entered the completely independent development stage.

I believe that, if calculated by cycle, the next technological leap period should be around 2014. From the economic environment, after 2, 3 years of adjustment, the domestic and foreign economy will gradually get rid of the haze, stepped into the road to recovery, whether domestic or foreign enterprises again after a period in the doldrums, actively seeking a good investment opportunity, I believe LED LED lighting market prospects and good driving power is considerable the profit space will produce a great attraction to them