Under the LED lighting market embarrassment

Recently, the NDRC announced "China out incandescent roadmap (Draft)". Some media reports said, LED lamp manufacturers will benefit, the parties to the capital, industry giants have thus reached the LED lighting market. Yesterday, the reporter found that the LED lighting industry embarrassment, due to the lack of competition, but the incandescent lamp manufacturers to the most profitable time.

Giants have reached LED lighting

In August 31st, the wave of the group of Linyi optoelectronic industry base completion celebration and China green lighting education demonstration base award ceremony held in Shandong Linyi economic and Technological Development zone.

The completion of the first phase of the project investment 750 million yuan, an annual output of LED energy-saving lamps 100 million. Allegedly, the project is an important component of the wave of the group to spend 4 billion yuan to build a semiconductor lighting industry base, will be completed after the completion of the country's largest semiconductor lighting industry base.

In fact, the wave group Linyi optoelectronic industry base is only a small wave of domestic LED industry investment boom. Shenzhen LED Industry Association to Shenzhen Daily reporter statistics, LED companies are as many industry giants and venture capital institutions to buy "xiangbobo". Only recently, Han's laser (002008), de Ho Runda (002005), Konka and other listed companies, will have the stakes in Shenzhen LED enterprises are big acquisitions or capital injection; and Shenzhen Ruifeng photoelectric (300241) has just received a $80 million venture capital investment; Lei Manguang (300162), the state of science and Technology (300232) and many other LED giants have announced in LED lighting.

In the country to promote energy-saving emission reduction and low carbon economy in the background, the rapid development of LED lighting industry. Ministry data show that from 2011 to 1 in April, LED investment in the industry to maintain rapid growth, the amount of investment has more than 30 billion yuan, the growth rate of more than 90%, becoming a veritable investment hotspot,

Director of the Institute of high LED Zhang Xiaofei said, LED industry development prospects are broad. China LED output value of 126 billion yuan in 2010, in 2011 is expected to have an increase of up to $180 billion, LED industry investment scale will reach 65 billion yuan. At present, the more prominent performance is the traditional home appliance enterprises to accelerate the layout of LED. Listed companies to refinance, in order to expand the scale to seek competitive advantage, and traditional companies involved in LED, mainly because LED as an emerging industry, its gross margin higher than the traditional industry.

LED lights can't sell for a few weeks

Zhang Xiaofei to reporters calculations account, at present, reliable quality, long life of LED lamp cost of 1.5 to $2 / watt.

The LED lights cost mainly from three aspects, one is the chip, the total cost of about 30%; two is driving, accounted for about 60% of the total cost is three lamps, lamp shell, accounting for about 10% of the total cost. Chips have begun to cut prices, the current chip prices fell by 30% compared to the same period last year, equivalent to the cost of LED lights down by 9%. That is, a few tens of billions of LED lights down a few dollars, it is difficult to touch the consumer's desire to buy.

Reporter recently visited the WAL-MART store, Shahe overseas Chinese town Tianhong stores and Shirble department store supermarket Vientiane three stores learned of the situation, evidence of Zhang Xiaofei's argument. "BYD LED lights in the WAL-MART store sales (OCT 002594)" and "firefly" two brands, Shahe Tianhong store only "green" brand. The same situation is the two stores, LED lighting sales accounted for a very small proportion of lighting sales, 80% of the market share occupied by energy-saving lamps. In the department store, the department store, the reporter did not see LED lights on shelves.

WAL-MART overseas Chinese town shop staff Wu Liqiong introduced, LED light does not sell, sometimes a few weeks did not sell one, mainly because the LED lamp price is 5 times of the ordinary energy-saving lamps to 6 times of the ordinary energy-saving lamps, buy a 3W of only 15 yuan, while the LED 3.2W is a lamp 88 yuan. In addition, many people do not understand the LED lights, even though many of the staff at the mall do not know there are LED lights.

Subsequently, the reporter went to a large supermarket B&Q Nanshan building materials stores. The sales staff Li Yuping introduced, nearly half of B&Q began selling the LED lights, now only "OSRAM" and "three" two brands, OSRAM 4W LED lamp is the lowest price to 150 yuan, but B&Q's LED lamp sales situation is better than the reporter visited the major shopping malls, B&Q stores in Luohu monthly Mitsuo LED lamp sales have more than 10 thousand yuan. Li Yuping believes that this is mainly related to the Luohu store has many customers in Hongkong.

Incandescent manufacturers but more money

Zhang Xiaofei said, now LED manufacturers to make money is to do export, do the domestic market is mostly at a loss. On the contrary, it is now the most profitable time for incandescent manufacturers. A lot of people in the incandescent lighting industry told him that their days are much better than before. Incandescent lamp manufacturers do too much, intense competition. Now, with the development of energy-saving lamps, LED lamps, many enterprises went bankrupt or transformation, but compared with energy-saving lamps and LED lamps of the price advantage, market competition is very large, but less, adhere to the incandescent lamp manufacturers life more moisture.

In addition, especially in Europe and the United States has entered a comprehensive elimination of incandescent time. The incandescent lamp suitable light intensity and low price, and consumers also believe that energy-saving lamp and LED lamp lighting quality than incandescent lamp, light color choice is not much, start slow, and even people worried that the fluorescent light flashes cause migraine and epilepsy disease. Many countries have set off a hoard