月份：2013年1月

Anxiety and Depression in expression of the LED industry

In addition to the “successful biding”, some companies are also listed on the news, only the first half of 2012, there are eight LED companies successfully listed, six of which landed on the GEM. More than last year where listed seven. Another similar sense of joy: a growing number of G24 LED enterprises focus on the market, vigorously develop the channels, and pay attention to the difference advantage of market competition and strengthen the culture of investment in technology and brand.

Anxiety and Depression in expression of the LED industry

Anxiety

In 2012, due to the price advantage is not obvious, and the quality is unstable factors,  LED industry applications market are limited. The market outbreak is not as expected, in the short term, it is difficult to see the clear signs of rapid growth. Capacity continued to enlarge, and can not stop, the rapid increase of firms intensified market competition, but the very anxious is that most bereavement market channels are not good enough, the inventory can not digest. LED enterprises seem very anxious and very confused.

Perhaps because of this, entrepreneurs and experts hold a lively discussion on LED electricity providers and traditional channels in 2012. More entrepreneurs lamented the current channels of dispute as volcanic eruptions.

Some companies began operations, including the construction of the Tmall online store, self-built e-commerce platform; more people in the industry believe that LED lighting e-commerce model is not yet mature, which is still in a stage of promotion. In addition to a good line stores, dealers channels, enterprises start to think about how online sales channels, brand promotion and offline traditional channels combined to form a full three-dimensional marketing communication channels.

Depression

In 2012, the structural surplus of production capacity has resulted in the rapid decline in the profitability of the business. The three quarterly of 2012, 20 enterprises have 11 enterprises who decline different degrees in net profit in the third quarter, real data feel the loss of these enterprises.

On the announcement, the companies said that the caused reason are mainly due to the decline in performance: whether domestic or foreign, by the international financial crisis and other factors, the poor performance of the LED industry, the overall market environment; fierce market competition, to occupy higher market share, the overall input plus, develop the domestic channels, increase research and development funding efforts to significantly reduce the net profit income;

 

Joyness-the expression of LED industry in 2012

As a new type of energy-efficient lighting products, LED development space is great, but the route for the development of LED industry, the investment direction and how fast the market is to breakthrough, in 2012, it also means a more calm and mature attitude thinking and grasp the future development direction.

2012, compared to the glory of outdoor lighting, moderate indoor lighting enter into the mainstream; Compared with agitated lm / W, how to focus and enhance “optical quality” as well as emphasize the relationship between the light and the people become the focus of attention; In 2012, compared with the people who want to integrate industry chain upstream and downstream take-all, more people should promote the spirit of “focus”, advocating a fine and stronger rational attitude; while some cutting-edge companies are more heart sank to counter sink the technology research and development on the strategic position. And directly aimed the future competitors at multinational companies.

Joyness-the expression of LED industry in 2012

Joyness

In 2012, it should be said that, for the LED industry practitioners, the most joy is more than the “bid list”.

On May 16, the State Council executive meeting through the policies and measures to promote the consumption of energy-saving appliances and other products, decided to arrange 22 billion yuan to support the promotion of energy-saving lamps and LED lights. three ministries decided to restart the new round of bidding. According to statistics, in 2012 the state financial subsidies for LED lighting project enterprises, there are a total of 39, and a total of 8.73 million LED lighting products win the projects. Among them, the number of indoor lighting is up to 7.85 million, accounting for nearly 90% of the total promotion.

A total of 12 listed companies won the bid, the total product promotion quota of 3.77 million, accounting for 43.18% of the total, who become the biggest beneficiary of the tender project. Large-scale projects for the successful bidder is conducive to consolidate its industry-leading position, and this year, as well as future years of performance will have a positive impact. At the same time, LED financial subsidies will promote the project bidding starting, and will also be driven by the general lighting market, including commercial, industrial, household.

Expression of the LED industry-Excited

2012, a year with entanglement and excited, anxious and looking forward to coexist

Whatever it is joy and sorrow, all kinds of expression is just like a mirror, which faithfully reflect the hardship exploring for semiconductor lighting practitioners who walked every step – Rome was not built in a day. In the future continuous processing, let us work together, and be faced with brave, authentic expression.

Expression of the LED industry-Excited

Excited

In 2012, a series of strong government subsidies and promotion policy has continuous introduced, which strongly drives the development of China’s LED industry, so it is excited and inspiring.

From May to June, it can be described as the LED industry policy honeymoon. On May 7, the Ministry of Science and Technology released a second five “special” Semiconductor Lighting Technology Development Plan (draft) “. “Planning” indicates, until 2015, the semiconductor lighting industry scale will be reached 500 billion yuan, semiconductor lighting products accounted for the general lighting market share 30% of the specific objectives. On May 16, 2012, the State Council discussed and adopted by the national basic public service system, the 12th Five-Year Plan “, the plan is to use $ 22 million to support the promotion of energy-saving lamps and LED lights.

Meanwhile, Guangdong Province timely announced mandatory use of LED lighting products to promote the field of public lighting. All public lighting in the area which constructed by the Government or state-owned capital investment need to adopt all LED lighting products.

The high-profile layout of government in LED industry, for LED practitioners, it can be said that it is the most important the weather-vane and most powerful good; how to make domestic LED industry, which experienced troubled by the blind expansion, real use of good LED Deal, so as to drive the industry and realize the healthy and orderly development, which will continue to test the ability of the government and enterprises to deepen the implementation of the policy details and rational grasp.

Calmness

Compared to domestic investment boom of LED lighting in 2011, in 2012, when the fanatical investment of LED industry gradually faced bottlenecks, practitioners thinking are gradually become calm and rational in the face of reality.

Why commercial led lighting is so popular in today’s market

We know that today’s lighting is no longer the monotony of incandescent electrical light. The present light sources like metal halide, electrode-less lamp, energy saving lamps, HID lamps, LED, etc.; different lights will have different comparison; Take the good trend of development of LED lights, we should be aware of exactly where the difference between it and the ordinary lighting? Why commercial led lighting is so popular in today’s market?

Why commercial led lighting is so popular in today's market

Comparison of LED lighting and general lighting

The biggest difference between LED lighting and general lighting is that LED lighting is a completely electronic products, while traditional lighting is only one electrical products. Therefore, commercial led lighting can be easily associated with various types of sensors, in order to achieve a variety of automatic control functions of light control, infrared control. Such as the automatic switching of the LED street lamp, it can be simple to achieve with a photosensitive sensor; community night walkway and patio lighting, human activity information can be collected by infrared sensors, automatic opening and closing lighting.

General lighting lamps contain mercury vapor, if it was broken, mercury vapor will evaporate into the atmosphere. But LED lighting basically does not use mercury, and commercial led lighting products do not contain lead, which play a protective effect on the environment; conventional lamps will generate a lot of heat, while LED lighting convert all energy into light energy, so it will not waste. And it will not have fading phenomenon for file and clothing. LED lighting does not produce noise, So it is a good choice for the use of sophisticated electronic equipment place. It is also appropriate for the library, the office and so on; traditional fluorescent lights use AC power, so it will strobe 100-120 times per second. While LED lighting is the direct conversion of AC to DC, so it will not produce flicker, in order to maintain eye; In addition, LED lighting does not produce ultraviolet light, and thus it will not like the traditional lighting, which have many mosquito coil next to the light source. Therefore, The indoor will become increasingly clean and sanitary and clean.

Price threshold for super led

“Although we are very seriously in the tender, but the main effort will focus on the promotion of the general energy-saving lamps.” Successful LED Down light project’s Xiamen Topstar Lighting, head of marketing, told reporters that, even with the financial subsidies, but the current price of super led, it is still a certain distance entering into the homes of ordinary people. “Unless those families just need to use LED lights, or affordable energy-saving lamps are more easily extended, after all, the big gap price shows here.”

Price threshold for super led

It is understood that the bid price of the energy-saving lamp enterprises in this year slightly are higher than last year. In the Household energy-saving lamps, the winning products are ranging from 5W to 24W. Take the enterprises in Fujian Province for example, the lowers price is RMB7/unit, and the highest price is RMB13/unit in the bid. In accordance with the provisions, these energy-saving lamps will be promoted the sale by state subsidies. Subsidy funds will take an indirect way of subsidies, and supply to the end users.

According to the subsidies in previous years, the users of urban and rural residents each lamp were given 50% subsidy, that Fujian residents purchase price of financial subsidies for energy-saving lamps “this year will from $ 3.5 to $ 6.5. But Last year, after subsidies, the cheapest is 3.2 yuan/unit only. The Fujian Province explanation is that the sharp rise in phosphor powder lead to the rising cost of energy-saving lamps.

In contrast, because of the rigid material price decreasing, coupled with the fierce market competition, although super led lights are more expensive than energy-saving lamps for the first time, yet comparing the same product of the same period last year, the price has dropped more than 30%.

LED Insiders said that the bid price is still low compared with the market price, but still higher than the energy-saving lamps, because of the high production costs of LED lights. So far, the state has not been announced subsidies range of super led lights, but 50% of urban and rural residents will enjoy that subsidy, and the cheapest will be RMB17.5/unit.

The different treatment for Lighting enterprises of energy-saving lamps and LED lamps china

For the “veteran” of the lighting in the area of energy-saving lamps and New Horizons LED, there have been different “promotion and treatment” policy level. Policies promotion is very significant to promote market penetration for an industry, energy-saving lamps has received a four-year state subsidies. Last year, it has suffered the embarrassing problem of mercury contamination in the recovery. This year, LED lamps china are the first to gain state subsidies. Although some experts said, the meaning for subsidies “attitude” are more than the meaning of “reality”, but it seems that subsidies Deal “signal” bring them to the support and confidence for the enterprise.

The different treatment for Lighting enterprises of energy-saving lamps and LED lamps china

Commercial nature

State support LED trend has emerged, on the other side, the energy-saving lamps continue to receive subsidies, while its proposed higher threshold. This will accelerate the traditional lighting companies to G24 LED in transition.

According to the website of the Ministry of Industry in November this year, in order to implement the State Council and the “energy saving” 12th Five-Year Plan “and” heavy metal pollution prevention “Twelfth Five-Year Plan” to reduce the mercury content of fluorescent products the preparation of the “LED lamps china gradually reduce the mercury content of fluorescent lamps roadmap draft. Production process phase out the liquid mercury; On December 31, 2014, to December 31, 2013, the fluorescent liquid mercury Production will be phased out totally.

“This is because a large number of energy-saving lamps subsidies started to enter the demise periods, while the recovery system is not perfect.

It is understood that, since 2008, there promotes 150 million energy-saving lamps within three years, 50 million a year; subsidies for energy-saving lamps, including the U-shaped lamps, T8 trichromatic lamp, T5 lamps, suitable for factories, schools, institutions residents, etc.

“In fact, due to the policy promotes, the popularity and sales of energy-saving lamps are far more than the quantity, the using range is more wider.” Zhang added.

Previously, Europe and the United States and other countries have asked the incandescent phase-out schedule. China execute green lighting project from 1996, the production of energy-saving lamps and incandescent already by 1:34 in 1996 to 1:1 in 2010, the global market share of energy-saving lamps increased from 20% in 1996 to 85% in 2010.

BDO Runda 1 billion LEDs contract Secret

In January 8, Kingsun announced to cancel the agreement with Guangzhou Ji Cai communication Co. Ltd. 1.5 billion change to 4670 thousand. However, in the first half of this year, BDO Runda claimed to sign five orders contract. But in November 2012, the media exposed, among the five orders, four are the framework agreement(about 10 million), it does have any risk of default. and the order for the sales contract, but there has been no delivery record. The two incidents appear “agreement” orders, this is a coincidence? Or it is the hidden rules for listed companies to play in the LED Lights industry?

BDO Runda 1 billion LEDs contract Secret

Disclose the Secret of BDO Runda 1 billion contract

Six months ago in the first quarter, the BDO Runda investors is also excited. BDO Runda breath announcement of a total of up to 1.075 billion yuan leds “day-to-day operations of a major contract.”

However, the October 26 announcement of three quarterly eye-popping: from Jan to September this year, BDO Runda total operating income is 1.945 billion yuan, down 5.49% compared to the same period last year. But on the other hand, as in September, the company’s profit or loss of government grants has reached 164 million yuan.

Accompanied with the dismal performance, the above 5 parts is about 1.075 billion yuan contract, the first three quarters of this year, only cash 59,058,500 yuan.

Media exposure in November 2012, they found that a total of about 1.075 billion yuan contract turned out to have no default risk, and contracts of more than 10 billion yuan (only later “leds contract” order amount of 54.11 million yuan for a formal sales contract). the presence of the purchasing foreign shareholders information disclosure standard plot.

Therefore, BDO Runda respond to specific matters. In the agreement, it needs to be further clear in the subsequent formal contract or orders, and the formal signing of the contract or order is still uncertainty. ” the company has in the relevant announcement the risk, so there is no false representations or misleading investors.

BDO Runda admitted yesterday that the implementation of the above-mentioned contract situation is not ideal, may be unable to complete the contract within the time agreed upon in the contract sales amount.

SFC’s 2013 penalty aiming advanced LED concept

In 2012, advanced led industry emerged the rare market surging, but the more rare performance of the A-share market in 2012 Face Wang in LED Panel Light stocks get together. Following the 2012 SFC punished of LED stocks Jiawei shares communications, the Commission opened the first punishment in 2013. Throwing Nanda photoelectric Sponsor Pacific Securities and sponsor representatives to take punitive measures.

FC's 2013 penalty aiming advanced LED concept

Global economic downturn caused a decline in performance

Following after Jiawei shares, Blum Oriental, Jan. 3, the SFC informed punishing the “Changing Faces the King Keheng shares, Nanda photoelectric performance. This is also the first penalty in 2013 opened the year by the Commission.

The shares Keheng and South photoelectric performance of the company fell to explain the reason, but most people considered that it was impacted by the global economic slide.

Keheng shares explained in the three quarterly, “due to the continued downturn in the global economic situation, the downstream customers reduce a corresponding reduction in the sales volume of the company’s products, it resulted in 52.49% of the company’s revenue compared with the same period last year to reduce. ”

Nanda photoelectric explained in three quarterly, advanced led industry development is not as expected due to the impact of the European debt crisis and domestic economic growth rate down.

The penalized are due information disclosure

The SFC are more and more strict for IPO administration. From September 26 last year fined Bros, and Jiawei shares in October, now Keheng shares and Nanda photoelectric, just three months, they punished four performance the Changing Faces companies, four sponsor and eight insurance Agency.

The previously mentioned four penalties listed companies, in addition to similar fined Date, the fined reason is also the same, all are disclosed before the sudden drop in the published results because there is no good information “concealed” suspected.

The Commission thought that, the shares Keheng and Nanda photoelectric reports that in the case of the results in a larger decline, but after the major issues letter of commitment, it were not truthfully explained, nor in the IPO process in a timely manner for the appropriate supplemental disclosure.

Although it punished eight insurance on more than three months, but market participants still have to review “the punishment is still not enough. So microblogging users comment: IPO shares has been suspended three months, and it will not be accepted within three months of its documents issued by, it seems to mean that there is no punishment.

solar led in street light use

1, LED color difference problemSingle LED applications, basically there is no color issue, but many LED or put into use with lamps with multiple LEDs, color issues they highlight came first said a group of lamps, if a glance lights color inconsistencies, like LUXEON LED according to the color temperature is divided into eight Region, and then in several communities in each Region in the right, and in a certain extent, a wide range solar led of color difference control, but the same color area with a number of LED there are still differences, and this difference still can not run away naked eye provocation.

2, LED insulation problems

solar led in street light useInsulation heat dissipation substrate LED’s terms of positive and negative, to the current to remain unresolved fundamental problems mentioned here only of remedial measures, such as the aluminum substrate to deal with insulation (the initial aluminum plate is not insulated, and now almost all do) and we may find incomprehensible. single LED is not insulated, has little effect on the more stars in series when there is a problem.

3, LED anti-pulse

Due to this problem with manufacturers still controversial, do exist in the practical application, the main reaction on the cold pulse, ie the instant of power-on, a small number of LEDs in the cold state electrical instantaneous breakdown or disconnect not electrostatic or high pressure ( boot voltage is within range).

4, LED light-emitting angle

Various manufacturers of LED lens package is not even the same the emitting angle (nominal angle), the effect is not the same, making the selection of poly mask even more difficult, still to not universal.

5, LED potentially blinding risks

LED light solar led  points too concentrated to the center point of brightness super, so it is easy to hurt the eyes of the people, some lighting manufacturers to make efforts in this regard, but because of regulatory lag, only man’s moral problem.

6, LED heat problem

In theory, the G24 LED is not very fever, but due to the immaturity of the technology, the LED fever to be a well-known.

7, LED efficiency is low (light emitting rate)

LED electric conversion efficiency is too low (because there is no device to test, not given).

8 LED brightness is insufficient

Brightness is insufficient, so that the LED lighting industry can only play a supporting role, mainly used for decoration.

9, LED light fades and life

More serious from the Mainland or Taiwanese LED light fades and life, without further ado, the big-name manufacturers such as the LUXEON nominal 100,000 hours, I am afraid it is only their own psychological clearly coupled thermal solutions, good or bad, drive The matches are likely to affect the LED light fades and life 100,000 hours to just a selling point!

10, LED drive power

Most of the drive lines are borrowed from the switching power supply from, of course, a very small number of lines are devoted to the LED driver, but the effect is essentially the same, due to the the DC drive LED need to take constant current control, so that the drive line is enormous, can not be equated with electronic transformer, but the efficiency is relatively low, reaching 80% bad (single reach) In addition, the vendor for the pursuit of applicability, declared a drive with ten teeth casually pick (a two teeth ….. all OK), in fact, this is a misunderstanding, constant current, excessive starting voltage will often LED to death in an instant.

11 LED modeling limited

Makes the shape of the LED lamps LED-sided light-emitting characteristics, subject to certain restrictions.

12, the LED unit price too high

1W-3W LED must be an import of about $ 3, made to more than 10 blocks (poor quality, intellectual property rights) around about a six LED lamps  solar led  sold the hands of consumers, almost 1000 RMB Would you want to buy a color TV or buy lamps.

led driver and LED Lifespan

To energy saving LED has been a lot of promotion, but the LED power drive, good or bad will directly affect the life of the LED, and therefore how well an LED driver power supply is the most important designers of LED power . This article describes some of the LED driver power supply problem, engineers want to be able to provide a little help led driver.

A driver circuit direct impact on the LED life

led driver and LED Lifespan

We said LED driver to drive digital and analog drive two types of digital drive refers to the drive digital circuits, including digital dimming control, RGB full color changing. Analog drive refers to the analog circuitry drives, including AC constant current switching power supply, DC constant current control circuit. The driving circuit by the electronic components, including a semiconductor element, resistors, capacitors, inductors, etc., these elements have a life, failure of any one device will result in failure of the entire circuit, or part of the functions VALID. LED service life of 5-10 million hours count 50,000 hours of continuous light, nearly six years of life. The life of the switching power supply is difficult to achieve for six years, switching power supply available in the market, the warranty period is generally 2-3 years to achieve power in the 6-year warranty is a military level, the price is 4-6 times that of ordinary power general lighting plant is difficult to accept. Therefore, the failure of the G24 LED lamps are mostly the fault of the driver circuit.

2, the heat problem

LED cold light source, led driver the operating junction temperature can not exceed the limit, but also leave some margin in the design. The entire lighting design to be considered beautiful appearance, easy installation, with light, heat and so many aspects of the problem, to seek a balance of many factors, so that the overall lighting is the best LED lighting development time is not long, can learn from do not have much experience, and constantly improve the lot of the design. Some LED lighting manufacturers to use the power of outsourcing or outsourcing, the lighting designer on the power supply do not know much about the LED space for heat dissipation, heat to power less space led driver. Generally designed lamps, and then find the right power to bring some difficulty matching This gives the power of supporting. Often encounter less space inside the lamp or the internal temperature is high, and low cost control, and can not be assigned to the appropriate power. Some LED lamp factory power research and development capabilities, evaluate in the early design lighting, power supply design simultaneously, and will be able to solve the above problems. Consider the heat dissipation of LED heat dissipation and power to be integrated in the design, the overall control of the temperature rise of the lamp, so as to design better lighting.