LED lighting industry, changes in the competitive landscape

Currently, the competitive landscape LED lighting industry has changed dramatically increase the cost of channel operations, has many proprietary products, such as the status quo but little income plagued many practitioners. Lighting industry market environment has changed, the competition has been developed for the whole competition, enterprise, if only from a port force marketing, product, service, etc., have been unable to meet development needs.

LED lighting industry, changes in the competitive landscape

Lighting companies must clearly recognize their core values and existing resources, according to the actual situation in full force from marketing, product development, marketing, backstage supply port, supplemented by an effective channel model, in order to achieve the enterprise can sustainable development. In addition, companies must clearly recognize, large and channel model often can not guarantee the development of enterprises, but will accelerate corporate bankruptcy rate. Currently, the number of LED enterprises in the product, supply chain and other backstage yet fully ready for the next case, blindly invest a lot of money for advertising bombardment and street sweeping sea tactics, such practices will be like putting the cart before the “domino effect”, as not only does not conducive to the development of enterprises, and may even lead to business lost in the wave of industry consolidation.

LED lighting industry, a critical period

There are approximately 10 billion incandescent lighting, they consume about one-fifth of the world’s energy. With the current “go green” ecological trends, in order to save energy, many people are looking for ways to save our planet. Consumers from incandescent to energy-saving lamps is converted in the late 1990s, to the cities and towns where people offer discounts mechanisms induced conversion. Attract consumers who are “going green” to achieve cost savings on the bill.

LED lights for lighting trends
LED lights for lighting trends

However, for many people, this is not always a positive experience, for example, they want the light dimmed, and energy-saving lamps can not pass damper to adjust light and dark, energy-saving lamps contain small amounts of mercury, require proper handling of hazardous substances. Many bulbs will be recycled and properly handled, but most were buried to the garbage dump, which will result in groundwater contamination. Energy saving lamp low adoption rate in the U.S. is estimated that only about 11% of households use. In the past five years, energy-saving lamp technology has greatly improved, but still not the best solution. Kaiou ho Lighting LED energy saving lamp technology for commercial and residential markets LED lighting devices is increasing rapidly. Promises long life, light better, and more energy efficient, these are the LED energy-saving lamps to replace incandescent and a major factor. LED consumes its predecessors only one-third of the energy incandescent. It can make full use of smart sensors and microcontrollers, to really bring additional energy savings and economic benefits are truly “green” technology. Some experts expect that in the future less than a year’s time, most consumers are willing to use LED lighting.
In the next few years, LED ceiling lamp, LED downlight LED lighting in the lighting industry will usher in a crucial moment in the history of the EU countries, Canada, Brazil and the United States, many states will gradually take measures to make incandescent bulbs from the market on exit. U.S. local utilities have begun to introduce LED lamps incentive plan, which will accelerate the LED bulb lighting with speed. These stimulus measures will make consumers buy the high cost of new light, which is about five times the cost of energy-saving lamps.

2013 will usher in the LED lighting industry boom

“With the LED backlight, lighting market demand, chip, package, and application vendors orders full, in 2013 the market gradually opened since the second quarter, the LED industry will usher in the next 7-8 years period of prosperity.”The led company Guangzhou Guangya Messe Frankfurt Exhibition Director Dr. Pan Wenbo at the 18th Guangzhou International Lighting Exhibition news conference, said, “the next eight years, there will be about 80% of lighting products LED products to replace the entire Chinese market demand growth is more impressive.

LED lighting
LED lighting

As technology continues to mature and product prices, the market will break out in 2013, and will usher in a “replace” period.
February 6 this year, ministries jointly issued the “semiconductor lighting energy industry planning,” pointed out that by 2020 the global lighting market will more than 150 billion U.S. dollars, LED lighting market is expected to reach 75 billion U.S. dollars, accounting for the global lighting market share of 50%. As the market continues to expand, when the LED “replacement” of the past, the companies how to survive? “When the real LED lighting products comes, at least half of the companies will go bankrupt, the fight is finally enterprise business model will not only reflect light LED light function is to provide more added value.”
Low trade barriers, high government subsidies and preferential tax policies, many companies come crush, low excess capacity situation is more serious. To be able to fierce “battle” to win the victory, the enterprise will “tentacles” reach out to the segments. In the home market, LED products, price issue has not entered the field of the “obstacles”, LED has gradually infiltrated the domestic industry, the future will be towards energy conservation, aesthetics and other aspects of development. The current development momentum strong field of electronic business, has also been testing the water companies. LED enterprises to enter the field of electronic business, firstly the need to strengthen the brand culture guide, build corporate brand; Secondly, for the online and offline products need to be differentiated development, the establishment of a good profit-sharing mechanism. “Electricity supplier has a great feature is the big data, the data can be analyzed using the user’s buying psychology, buying behavior, etc. For large data utilization, companies need a clear positioning, market segments breakthrough vertical electric providers also refine market in a process. “

LED lighting industry will be fierce competition in the downstream terminal application side

In the year of 2013, the traditional lighting manufacturers are turning to LED lighting industry, the application at the end of the downstream competition will become more intense. Right now, the difference between LED and traditional lighting has been reduced to 1.5-2 times. It is expected to promote the rapid promotion of LED interior lighting penetration.

LED lighting industry will be fierce competition in the downstream terminal application side

In March-April, LED back light market demand began to flourish. The first-line LED packaging factory capacity has been close to full capacity, but as the domestic packaging factory enter TV back lit supply chain, chip procurement  turned to more cost-effective domestic manufacturers.

The back light demand drive LED industry heating up: On March, under th guidance of back light needs to flourish and lighting orders gradually heavy volume driven, Taiwan LED packaging companies revenue year-on-year growth of 23.5%, LED chip enterprise revenue fell 9.3%; I think that the main reason for chip companies revenue is that the decline was mainly due to the market share of the domestic chip manufacturers to enhance the impact, Epistar, Formosa Epitaxy line plant in March revenues were flat year on year, the second quarter close to full capacity;

Domestic enterprises enter the back light supply chain: in addition to Ruifeng power and Dongshan Precision, Mason Technologies, Jufei, country star power packaging companies also began to supply TV manufacturers,3-April packaging companies close to full capacity, at the same time, LED back light chip procurement turning to the high cost of domestic enterprises, in order to promote the availability and enhance chip companies;

LED chips reduced decline in stability of the prices of raw materials: from the LED chip prices are down 10% in November last year, a quarter of the price decline narrowed to 6% -7%, with the industry coming season, it is expected that the second quarter decline in the prices of regression to 3%-5% of normal levels, and the key for upstream is raw materials sapphire substrate and MO source remains stable. And the MO source of prices remain at 11,000 yuan / kg;

LED lighting industry prices fell below the sweet spot: On March, Cree first to launch a $ 9.99 6W 450 lm LED bulb, the difference between LED energy-saving lamps and LED spread to 2 times, and domestic manufacturers will launch a retail price of $ 6.99, the same level Bulb Light, we believe that the terminal retail price decline will be driven to enhance the penetration of the interior LED lighting;

LED lighting industry focus on green building, unlimited potential

Recently, the National Development and Reform Commission and other six parts jointly issued the “semiconductor lighting energy industry planning system and described in the” 12th Five-Year “period, China LED industry development goals, major tasks, key projects and support measures and other issues, clearly promote energy saving LED lighting industry output value of average annual growth which should be maintained at about 30% in 2015 to reach 450 billion yuan, of which the LED lighting applications account for 40% of the total proportion of the annual output value reached 180 billion yuan.

LED lighting industry focus on green building, unlimited potential

At present, our construction on the building energy consumption is higher than other countries which have similar climatic conditions. However, the inside of the building works, the proportion of just a lighting construction and energy consumption are relatively high ranking. It is estimated that, if all of our incandescent are replaced with energy-saving lamps, the annual saving is 48 billion kwh, which is equivalent to nearly 48 million tons of carbon dioxide emissions to further replacement LED lighting industry products, and it will bring greater energy savings. LED lighting products in the construction industry potential is huge.

At the beginning of the New Year, the General Office of the State Council forwarded Development and Reform Commission, the Ministry of Housing and Urban Construction “notice of the” green building program of action. The introduction of “green building” Action plan is conducive to promoting the further development of green building, Next, you need to focus on sectoral linkage mechanism, and actively carry out the thematic discussion of the architecture and environmental issues, in order to meet the green building in the spring.

Build a beautiful green building in China is promising. Build green buildings, LED lighting industry products in the green building has great potential.

From 1996, starting the implementation of green lighting project from the beginning to the present, China’s LED architectural lighting increasingly cause the attention. At present, there are more examples to using LED outdoor lighting, including street lighting, yard lighting, aviation obstruction lighting. On the power supply, there is external power supply and solar photovoltaic integrated power supply. While in indoor lighting, the application area could be emergency evacuation lighting and instructions place, as well as for parking lot lighting, but few using in offices, corridors, stairwells, but also showing the trend of rapid growth.

LED lighting industry “Difference” to enhance competitiveness

“Policies favorable which of course is a good thing, but in the current LED market homogenization serious period, if there is lacking of a good manager of technical marketing and product planning, lacking of product strategy, it can only follow the leader behind imitate.” In the case of the shrinking market of the economic crisis, the same products and services in the same market naturally lead to lower profits. So, how to deal with? Addition to cost control and technological innovation, differentiation is no doubt important.

LED lighting industry "Difference" to enhance competitiveness

“At any time, the led lighting industry in the area have a chance of success. The key is the survival of the fittest. If it want to be succeded, it must compete to build their own core competitiveness in the competitive field of lighting hole. The so-called strategy is to be different, to differentiatiate, for example, product differentiation, channel differentiation, market differentiation dissemination of differentiation. “a LED business manager said so.

Henderson, chairman Zhou Ming proposed to focus on product strategy, service strategy, channel strategy, human resources strategy “as deployment in 2013. Products, services and channels, points out the top three.

Indeed, the price war is not the only tool, to be the respected industry enterprises ultimately rely on quality, innovation and differentiation, regardless of the technology market differentiation, service differentiation.

At first, to the market differentiation, Shanghai Sunqiao Modern Agricultural Development Zone, said that recently it will pilot this year, construction of the LED plant factory, the total area of ​​5,000 square meters, which will be the first true sense of the LED plant factory “. – led lighting industry is not only general lighting, if it can extend from the Red Sea to the blue ocean cruising, extend to agriculture, health care, communications, museums fields, it is natural to have better profit opportunities.

“Two years ago we did a lot of Portable LED Explosion Proof Flood Lights  underground parking, the light fades control of 6% per annul, the customers are very satisfied,” a business manager who focus on underground parking lots lighting said so. Last year, a 10 million square meters of led lighting industry transformation, this year, there are still business to do, the spring has received orders.

Grasp Policy,companies in LED lighting industry can not be blind expansion

The local policy has attracted a large number of enterprises to enter, but the enterprise can not attract investment blindly because of policies. It is easy to result in waste of resources. At present, government subsidies are mainly LED and LED upstream, upstream capacity has not been fully released, once put into operation, the whole industry will face greater pressure.

Grasp Policy,companies in LED lighting industry can not be blind expansion

Currently, China’s continued growth in the LED lighting industry related technology R & D investment, but compared with the overseas enterprise R & D costs, still not enough. The accumulation of capital and the technology problems have long plagued the LED lighting industry. Governments around the world through policy support to promote LED High Bay Lights technology independent innovation development and investment in the economic development of the mainland.

Thus, the support of the government policy should be more inclined to the field of research and development, rather than direct subsidies to stimulate the order, otherwise it may cause false prosperity of blind investment. Strengthening the LED industry chain interaction through the correct guidance, is to promote the application of LED.

LED is as a new industry. But at present in China LED market is not mature, the cost can not be guaranteed, inferior products, enterprises blindly into vicious competition in a bad market.

In this case, asked the government, enterprises must be rational to treat LED. The lack of mature technology, will eventually lead to market destroyed, and people had a bad impression, for the development of LED lighting is the road to run counter to one’s desire. Enterprises in the country launched a large-scale LED projects, also just down LED but not strong international impression.
Therefore, enterprises should actively cooperate with the state establishes corresponding LED specification, required for the establishment of the development of LED lighting industry market environment. LED to national standards not only to regulate market order, support the domestic outstanding enterprises, the deeper meaning is to rob LED international discourse right, increase in the international market competition. The face of global competition, the government to strengthen the lighting technology research and development and patent protection policy is particularly important.

Did Subprime mortgage crisis affect the LED lighting industry?

The sub-prime mortgage crisis did not affect the LED lighting industry, as the global LED lighting industry is still fledgling. Various LED lighting technologies still do not enter mass production stage. LED light source is also working to improve the luminous brightness and precision constant current LED driver IC is also working to improve and expand the range of input voltage. LED lighting system design is still trying to solve the heat and light efficiency. The Chinese government is promoting the “Ten City, ten thousand LED lights plan, which is bound to lead to the development of the entire LED lighting industry chain in China. The Chinese LED lighting industry technology are going to the world peak, creating a large number of LED lighting industry chain enterprises to expand employment , which is conducive to China’s electronics industry with the financial crisis.

Did Subprime mortgage crisis affect the LED lighting industry?

The steady annual growth needs for the mass market and a steady annual growth of LED green lighting will set off yet another feast.

Chinese LED market development path

China will be an important production base of LED lighting products in the world. China is a vast country with a large population, but also the world’s largest LED lamps consumer market. Take a look at the CR PowTech PT4115 Model LED low voltage driver IC, this year, the monthly sales in April this year is 5 to 8 times than in the month of February. The other LED driver IC sales grow significantly at the same time.

LED lighting industry is basically follow the rule that foreign country first, and then domestic,  government first and then our people, company first and then personal, outdoor first and then indoor. On the Abroad, they lay great emphasis on outdoor public lighting energy conservation, the world and regional government is also actively promoting LED lights, such as Los Angeles also plans to set within five years 140,000 LED street lamps, Taiwan. China announced the 1.28 million LED street light replacement within three years.

Topology institutions predict that with the Governments policy support, this year’s global demand for LED streetlights doubled to 2.5 million, the annual growth rate of up to 178%. Under the Chinese Mainland “Ten thousand ten cities” policy driven, the LED street lamp market this year will rise to 1.4 million .

LED lighting industry grow fast in the crisis

With the world’s governments reach a consensus on green energy saving and environmental protection, the future green energy industry prospects will be brighter. At present, although the sign of global economic crisis is not weaken, yet with the Chinese government’s great efforts, to promote China LED lighting industry is fast strength. Some one have called in 2009 for LED lighting, the Chinese LED lighting industry chain will be in this economic crisis quickly grow and improve.

LED lighting industry grow fast in the crisis

Government is actively promoting LED lighting industry

Throughout the global market, there are a lot of government subsidies promoting industrial development, such as the popularity of the German solar power popularize to every house, which is a good successful example. Today, the Chinese government’s “Ten thousand ten cities plan is to stimulate domestic demand in the sub-prime mortgage crisis and the expansion of the world’s largest market for LED lights.

So far the central government has made it clear that there are 21 major cities across the country to enter the “Ten thousand ten cities” program, which will drive the rapid development of China’s LED lighting industry. The LED industry in China can get the practical application of the qualitative improvement and development in the downstream and upstream area, and so that people across the country can have a good understanding of the personal experience in LED lighting, which in favor of a few years later went into one thousand million households, and enabling China to become the world’s largest production base of LED lighting. Meanwhile, China is also LED lighting largest market. This effect will continue for five years, ten years, until a new generation of lighting technology was born. South China, East China, North China, has shown vigorous development of LED lighting industry.

In the “Ten thousand ten cities” program, one LED component localization rate must reach 60%, which is a good measure. We should strive to have the responsibility to vigorously raise the localization rate of the LED lighting system, and we should inspire national enterprises in our country and our engineers to strive the LED light source, LED driver IC, lighting style, modern, optical design, cooling system, etc., to reach a world-class level.

led driver in LED Lighting Industry

Semiconductor lighting source (here mainly refers to the G24 LED light source) now has quantities into the lighting field, but still a lot of problems, mainly energy efficiency, reliability, quality of light and color, as well as cost. About the content involved in energy efficiency and the quality of light and color is very rich, such as visual comfort, intelligent dimming control, we will not describe this. This article will discuss the major technical issues need to be resolved, attributed to the “three high and one low, high light efficiency, high color rendering, high reliability and low cost technical problems, and achieve low-cost essentially technical problems led driver. Solve the four major technical problems, need to take a series of measures in the semiconductor lighting industry chain, such as the adoption of new technologies, new structures, new processes, new materials, only mentioned here should take the technical route and direction, we want to product innovation in the LED business help.

How to achieve high light efficiency

led driver in LED Lighting Industry

Semiconductor lighting light efficiency, or energy efficiency is an important indicator of the energy-saving effect. LED device luminous efficiency the industrialization levels up to 120 ~ 140lm / W, and made the overall energy efficiency of the lighting can be more than 100lm / W. This is not high, the energy-saving effect is not obvious value of 250lm / W there is a great distance away from the theory of optical efficiency of semiconductor devices. To achieve true high light efficiency, related to all aspects of the industry chain to solve the technical problems, mainly to improve the internal quantum efficiency, external quantum efficiency, encapsulated optical efficiency and luminaire efficiency, epitaxy, chip, package, lamps several a link to solve the technical problems.

1. Improve the internal quantum efficiency and external quantum efficiency

Take the following measures to improve the internal quantum efficiency and external quantum efficiency.

(1) surface roughening, and the non-polar substrate

 

Using nanometer FIG type substrate, the alignment type the FIG type substrate or non-polar, semi-polar substrates growth GaN reduce dislocation and defect density and polarity field influence, improve internal quantum efficiency led driver.

(2) generalized homogeneous substrate

Using HVPE (hydride Liquid Phase Epitaxy) grown on the sapphire substrate Al2O3 GaN, as a mixed homogeneous substrate GaN/Al2O3 of, based on this epitaxial growth of GaN-, can greatly reduce the dislocation density of 106 to 107cm-2, and greatly improve the internal quantum efficiency. Nichia, Cree and China, Peking University in research and development.

(3) improvement of the quantum well structure

Control the patterns of change and the change amount of the In composition, to optimize the quantum well structure is to improve the electron and hole overlap probability, increasing the radiative recombination probability, and adjusting the non-equilibrium carrier transport, etc., to improve internal quantum efficiency.

(4) The new structure of the chip

The new structure requires the chip hexahedral light uses a new technology, a variety of surface roughening at the chip interface, reducing the probability of photon is reflected at the chip interface, and increase the surface transmittance, in order to improve the chip the external quantum efficiency led driver.