作者：Blade

LED high hat lighting: quality to lead the development of enterprises

“Some of the production of traditional lighting manufacturers, with the casual you can do.” Who has been involved in a LED high hat lighting companies IPO investment bank, told reporters LED middle and lower part lower barriers to entry, leading to the corporate good and bad.

LED high hat lighting: quality to lead the development of enterprises

 Investment Advisor in Senior Fellow in China believes that the overall overcapacity gave birth to the frequent outbreak of a price war. The end of 2011, two LED companies in Shenzhen Jun more than stand and Texstar declared bankruptcy, is subject to a price war. 2011, denominated in a single LED chip prices compared to 2010 fell 25% to 30%, the impact on corporate profits is considerable. “Statistics show that in 2011 downstream application industries listed and unlisted companies the industry average gross profit margin of only 15%, 2009-2011 China LED (light beads industry) gross margins continue to decrease, and the annual average reduction of over 13%.

 

Shenzhen LED Industry Association, China’s LED high hat lighting industry plans to add a total investment of over one hundred billion yuan last year, but according to statistics, the actual investment is far less than the expected amount of investment, the actual production capacity is less than expected production capacity, so the actual overcapacity and imagine so. “As the led high bay lighting industry through a high-speed growth, in the case of the production capacity reaches a certain saturation, product price reduction, the decline in corporate profits but also conform to the trend of industrial development.”

 

It is reported that the tender subsidy funds will take the indirect way of subsidies, financial subsidies to successful enterprises and successful enterprises successful agreement supply price minus financial subsidies, the price of sales to end users.

LED house lighting: policies start to turn to the good side

 

LED house lighting: policies start to turn to the good side

 

Shenzhen LED Industry Association survey shows that the LED house lighting market was in March to major package, backlighting applications, screen applications, lighting applications, enterprise orders plump, middle and lower reaches of the area of ​​strong demand also led the substantial growth of the upper reaches of supporting materials. The person in charge that this is because of the steady growth of Europe and the United States and other overseas markets, Japan, “3.11” earthquake triggering a nuclear crisis, the government and the public on energy saving LED products to maintain a great deal of attention, LED lighting needs to usher in a large outbreak. While the policy aspect of the recent frequent support information, and also brought hope to the domestic L LED house lighting business.

 

The end of March, “organized by the Development and Reform Commission, Ministry of Finance, the Ministry of Science and Technology, 2012 semiconductor lighting products, financial subsidies to promote the project” Palace Hotel in Beijing, a public tender to determine the energy efficient lighting products to promote corporate, product specifications and protocols for the price. According to reports, a total of more than 100 companies participated in the tender.

 

The financial subsidies to promote the project is the Ministry of Finance for LED high bay products for the first time to promote subsidies, it was mainly purchased for the upstream chip companies by MOCVD (GaN metal organic chemical vapor deposition machine) subsidies. The tender consists of indoor lighting products, LED lamp, reflective self-ballasted LED lights, LED street lamps and outdoor lighting products, LED tunnel lights, four categories of products.

Policy analysis of led GU10 downlight

 

Policy analysis of led GU10 downlight

 

According to China to phase out incandescent line diagram, power level, in five phases from October 1, 2011 phase out the import and sale of general lighting incandescent. According to the data of the Development and Reform Commission, the incandescent lamp in 2010 domestic sales of 1.07 billion. Insiders said that the phasing out of incandescent, alternative products will be the traditional energy-saving light source and LED lighting two categories.

 

Development and Reform Commission is very invested 8 billion yuan in subsidies for civilian use LED lighting in the year. “According to the Investment Advisor in Senior Fellow in analysis, phase out the import and sale of general lighting incandescent, the promotion of energy saving lamps as the main task of the Government. Already one step ahead of local, such as Guangdong Province in 2012 and a gradual development of indoor lighting subsidies, and planning to 3% in 2015, LED lighting to account for the Guangdong indoor lighting; municipal lighting in the next two years will have more than 600,000 GU10 downlight lamps for street lighting. Not long ago, LED enterprises of Foshan local country star power, snow Wright, Foshan Lighting, the United States, Europe OSRAM such as 10 has just won the local home Bo LED lighting engineering orders, the total size of 100,000 more than the purchase value is expected to more than 100 million yuan.

 

Hongyan Electric Choice and upstream businesses in Taiwan East Tony intent to reduce costs through the integration of industrial chain; the same time, the geese and the Hangzhou Municipal Government to establish the Institute of GU10 downlight technology, the intent is technically to be innovative and reduce costs. In terms of market channels, the geese want to be able to draw the traditional sales network to re-layout of the sales of LED high bay lighting.

LED street light market: after the first or lift

 

LED street light market: after the first or lift

 

The data show that the 1 July 2011, China’s LED industry plans to add the total investment is still huge up 125.618 billion yuan, of which more than 40 percent of the funds is to invest in a number of industry sectors, and even the whole industry chain investment. More noteworthy is that the non-LED street light market into the LED industry investment has accounted for more than 45% the proportion of all investment projects.

 

“Chinese and relevant national policy support and subsidies to many companies, the influx of LED upstream industry, resulting in the disorderly expansion of production scale; the other hand, the downstream end of the market has not yet fully open, causing the upper reaches of digestion lag slow. “Hongyan Electric public relations manager, said Chen Xin.

 

LED street light market research institute LED inside report shows that in 2012, due to the huge capacity of the MOCVD machine to produce chips are still not fully released, the overall industry oversupply situation will continue.

 

He said that in China, in the context of overcapacity, industry consolidation is inevitable. From the LED of the whole industry chain analysis of the upstream business concentration is highest, the middle reaches of the relative concentration of the downstream application market is the most decentralized.

 

He seems in China, thanks to a pickup in demand of LED backlight and LED high bay lighting growth in demand, the domestic LED industry will appear in low and high momentum of development. But “production overcapacity, especially in this part of the chip overcapacity phenomenon is particularly evident in accordance with the current trend of development, at least until 2013 domestic LED production capacity to digest.”

LED shop lighting: the new opportunities from the upstream


LED shop lighting: the new opportunities from the upstream

 

“The current high cost of LED high bay manufacturing as a whole. A technical RD and market analysts said that in the upper reaches of technological innovation, companies still have a chance.

 

Industry observers believe that the key driver of cost reduction GaN LED shop lighting chip production transfer from sapphire or silicon carbide substrate to a silicon substrate, this new way of being the support of many of the major manufacturers in the industry, although varying degrees of success. “But the technical update is a very difficult thing, new technology and more immature, supporting the production equipment is expensive, the yield of new products needs to be improved, and now rashly launched may result in higher production costs.” Of the technology RD said. In addition, the construction costs of the production line is probably still not recovered, is not likely soon to application of new technologies, construction of a new production line.

 

At the same time, domestic chip manufacturers to purchase a large number by MOCVD, but due to lack of professional and technical personnel, the production process to grasp is not in place, the low level of production management, production of chips of poor quality, domestic package and enterprises to use the chip must mostly imported from Taiwan. So improvements in this area there is still room, but also takes time. The source said that other enterprises will have a huge room for opportunity to LED shop lighting control areas, and now some companies to promote the concept of “Smart Lighting”. The so-called “Smart Lighting” that is, through a control platform, using a handheld wireless remote control, centralized control switches on the walls and even a mobile phone and computer can control on one occasion, all the lamps and other.

LED road light packaging factory revenue rebound in March

 

LED road light packaging factory revenue rebound in March

 

LED road light industry, the economy rebounded off the end of the performance observed from the various revenue, generally in February this year to see a recovery trend, strength more strong rebound in March, and have about 1-2% of the growth rate, which Huaxing (6164) monthly increase of 52.96% of crown.

 

Huaxing Electronic pulled inject low temperature lighting and commercial lighting shipments in March consolidated revenue rushed 166 million yuan, compared with $ 1.09 billion in February, surged 52.96 percent annual growth of 32.14 percent, the highest 20 months to a new high standard. The total for the first quarter consolidated revenue of 398 million yuan, the annual growth of 10.4 percent, for a small number of annual growth rate of the LED road light is manufacturers.

 

Leading LED high bay lighting grain crystal power plant in March revenue of 14.36 billion yuan, eight months, the monthly increases 21.16% compared to last year, down 15.44 percent; Thai Valley in March revenue rose to 173 million yuan, the monthly increase 30.94% annual reduction of up to 43.84%.

 

Packaging manufacturers Everlight March revenue of 1.376 billion yuan, increased 12.7% reduction from 5.75% for the nine months to a new high. East Tony March revenue came to 408 million yuan, 28 percent of the monthly growth rate; consolidated revenue of 420 million yuan, 20 percent of the monthly growth rate of the East Bay, said revenue since the end of last year, bottom, orders status significantly from month to month changes for the better.

 

Dingyuan self-March revenue of 243 million yuan by 24.5 percent year-on-year growth of 17.97 percent, compared with $ 2.06 billion in February to enter the second quarter, revenue is expected to monthly upward growth.

2012 shanghai high efficiency LED lighting Technology Exhibition

 

2012 shanghai high efficiency LED lighting Technology Exhibition

 

From Dai Architectural Design Group, Shanghai Municipal Engineering Research Institute, Shanghai Urban Construction Design Institute, Shanghai Garden Design Institute of Architectural Design and Research Institute of Tongji University, Shanghai Urban Transportation Design Institute, Shanghai Mechanical and Electrical Design Institute, Shanghai Aerospace Institute of high efficiency LED lighting, Shanghai Institute of Architectural Design, East China Electric Power Design Institute, the ninth and Design Institute of China Shipbuilding, Shanghai urban and rural architectural design institute more than 30 design institutes and from the construction of the Shanghai Baosteel Group, Shanghai Construction Group, owners representing more than 140 people enrolled in this event, the engineering units to participate in the forum related to the application and design of the urban landscape, tunnels and bridges, subway traffic, the ancient garden design, plant modifications, indoor decoration lighting, laid a high quality for the successful convening of the meeting groups of high efficiency LED lighting, but also to find lighting manufacturers participants the opportunity of cooperation projects.

 

The contents of the report of the meeting of rich, Shanghai Hongyuan Li Weide, chairman of soldier ants to open up foreign LED high bay lighting markets “as the theme from the overall situation of domestic and international lighting considerations, explained in detail as a good opportunity for sincere cooperation of SMEs to open up foreign markets; Yamin as the earliest lighting companies on the importance of brand building. Liu Sheng-ping, chairman of China Association of Lighting, person in charge of the Shanghai Municipal Commission by letter, the honorary chairman of the Illuminating Engineering Society of Shanghai, Zhang Hai Cong, professor, chairman of the Yuan Qi, Professor and Tongji University Professor Hao Luoxi, Fudan University, Professor Liu Muqing a large number of experts from the lighting industry, innovation-driven, “explained the lighting industry to develop innovative course.

High brightness led manufacturers offered up sacrifices to the minion of fortune

Concern “2012 Shanghai lighting technology and application trends forum will be held in Shanghai Zhongyou Sunshine Hotel on May 17, the overwhelming response from home and abroad well-known lighting companies, until now, the number of participants has reached 300 people. Engineering units more than 140 people, many well-known media for detailed coverage of the 2012 Shanghai lighting technology and application trends forum.

High brightness led manufacturers offered up sacrifices to the minion of fortune

East Tony pointed out, the high brightness led manufacturers terminal inventory to return to the relative safety standards, coupled with the company to step up with customers to develop new models out orders significantly from month to month to heat, including the factory of Taiwan and mainland TV brand factory replenishment orders are increased month by month; In addition, Europe and the United States and lighting products orders sound performance is obvious back temperature phenomena.

 

Ding Yuan, said overall orders synchronized back to the warm, revenue growth month by month, for the second quarter into the traditional peak season high brightness led manufacturers will be significantly warmed in each product line has grown up driven, April revenue will be higher than grow up in March and the current capacity utilization rate is maintained at about 80%.

 

The Lunda electronic boom of the LED high bay lighting industry to see signs of recovery, backlighting applications market in advance warm backlight demand in the second quarter looks good, continuing to grow up with the warming of the lighting products, Lunda estimated capacity utilization at back to 7 March, the fastest first quarter have the opportunity to come to full load production.

Diagnosis for Chinese mains LED lighting industry in 2012

 

Diagnosis for Chinese mains LED lighting industry in 2012

 

Mains LED lighting industry as a strategic new industry has formed a complete layout of the global industrial chain, where embodied? Following main points:

 

1, Luminous efficiency of continuous improvement and product quality steadily improved. The luminous efficiency before the annual average of 15% improved steadily and is expected to reach more than 200lm/w, estimated catalog value up to 200lm/w white LED high bay lights will be two or three years available.

 

2, Lower manufacturing costs and sales prices downward. The price of the LED will be an average annual rate of 30% or higher rate of decline.

 

3, the high-voltage LED will be the future of an important direction. Because it has two advantages, clearing the indoor lighting market is the biggest technical obstacles, bringing the lower of cost and weight of mains LED lighting industry, dramatically reducing the cooling system design requirements.

 

4, the COB packaging technology has matured. Mainly because of its low cost and convenient, application, design diversification, the COB packaging Bulb occupy about 40% of the LED light bulb market, Japan and mainland China, many companies are beginning to take the COB package mode.

 

5, LED drive power trends. Downstream product development to the interior lighting industry will be gradually broken down. Mains LED lighting industry chips lumen technology improved, lower power requirements. LED drive power gradually to modular, intelligent development. The mainland-based market from the current gradually turning into an international-based.

 

6, the quick start of the indoor lighting market and development. The field of interior lighting is an important aspect of future development of the LED recognized.

 

LED road lighting industry, to stick or to go out

 

LED road lighting industry, to stick or to go out

 

With the industry continuously evolves, the LED road lighting industry broke into the lighting market, “veteran” status to the how to hold? “Innovator’s dilemma”, Clayton Christensen mentioned, there are two Business Innovation, the sense of continuous innovation (sustaining innovation), and breakthrough innovation (disruptive innovation). Christensen believes that the corporate value system changes “that people used to evaluate the product standards change, this change did not predict competitors will fail. LED under the impact of the change the face of this “value system”, the lighting veteran in innovation to make a choice?

 

Xu Qinghui, the famous lighting designer, lighting design director of Guangzhou Copper, a long history, the LED road lighting industry can only be considered a new light, and not greater than when fluorescent lamps, metal halide revolution. However, the microscopic point of view, the change of depth, breadth, much quicker pace than the previous light. Therefore, the traditional lighting companies, long term persistent changes in the short term, breakthrough innovation and change. From the practical operation of the perspective, this is a breakthrough innovation, the difficulty is not small, unique research and development of traditional lighting companies, markets, procurement, quality inspection team are not qualified for this new task, and even the original sales pipeline system may have overwhelming need to add a lot of resources, even the direct use of the capital means to carry out mergers and acquisitions, cooperation.

 

LED situation, the traditional lighting companies need breakthrough innovative, but not every traditional lighting companies need to build up a huge LED high bay lighting R and D team, on the one hand, no need to repeat someone else’s crooked road.