作者：Blade

LED studio lighting: fierce competitions comes from Taiwan and Japan


LED studio lighting: fierce competitions comes from Taiwan and Japan

 

Data show, LED studio lighting industry on a global scale in 2009 by region are as follows: the output value of Japanese packaging companies ranked first, accounting for 33% of the global LED package output in 2009; China Taiwan packaging companies ranked second, accounting for17% of the world; Korean companies in recent years to increase the input of the LED packaging industry, the output value rose from 9 percent in 2008 to 15 percent in 2009; the Chinese mainland enterprises LED studio lighting industry, global market share is steadily rising market share in 200911%.

 

It can be seen, in spite of policy support, China’s LED high bay lighting business situation is still worrying. At present, the two sets of photoelectric enterprises to accelerate the pace to enter the mainland. It is understood that the March 17, the Shanghai Yaming Lighting Co., Ltd. held a signing ceremony of Taiwan Friends of the International Optoelectronics, Epistar joint venture encapsulated high voltage (HV-LED) LED module with high voltage (HV-LED) LED finished lamp project. Signing this looks beautiful, seems to have opened a new chapter in cross-strait cooperation in the field of LED feature lighting, but the industry is concerned that this is Taiwan in disguise to enter the LED market in the Mainland. In another development, was the monthly quarterly basis, the rise of a great situation in the Taiwan LED studio lighting industry boom recently, Taiwanese enterprises Ying-hui photoelectric work on March 18 strategic partners, the Japanese Electrical Co., Ltd., was formally unveiled at the Shanghai Museum and lighting of LED experience design Center. Ying-hui said that the future will be Shanghai, where radiation continent-wide market, providing train services from the production technology, design, installation to after-sales service. These messages just saw the policy of the sweetness of local LED business is undoubtedly a blow.

The stock crisis caused by overcapacity of T5 high bay lights

 

The stock crisis caused by overcapacity of T5 high bay lights

 

However, the most embarrassing thing is that the T5 high bay lights upstream of the stock crisis, how to relieve, is a very difficult problem to solve. Shares the same side, vice president of Lianghai MOCVD one day out of two furnaces, one day the cost is $ 10,000 a month is $ 300,000, but cannot easily stop. Once shut down, and then to begin production, product quality to achieve the original level, in general but also three, customer certification of T5 high bay lights chips and packaged devices may need to be 3-6, “where the loss is incalculable.” Perhaps based on this, since 2011, three safety photoelectric stock of LED high bay lights has been in a doubling of momentum. Discovered in 2011 and 2010 quarterly earnings report from 3 An optical three photoelectric safety inventory in early 2011 only 310 million yuan in the first quarter has increased to 481 million yuan in the second quarter to grow again to 670 million yuan, the third quarter surge to 933 million yuan, compared to the beginning of the year, 310 million yuan, an increase of more than three times. 3 An optical three quarters of 2011 total revenue was 1.169 billion yuan. 3 An optical two-year earnings figures calculated in 2011, the inventory turnover rate in the third quarter, safety optoelectronics (inventory turnover frequency) is 1.12, while over the same period in 2010 was 2.27; optical inventory turnover in the first half of 2011, three security was 0.92, while over the same period in 2010 was 2.11. The inventory turnover reflects sales efficiency and the efficiency of inventory use. The amount of inventory turnover ratio fell, indicating that the deceleration of corporate inventory turnover, sales decreased ability to operating funds used in the inventory will be more.

LED household lighting: overcapacity of 35% in 2011

 

LED household lighting: overcapacity of 35% in 2011

 

Dynamic of Korean companies need to pay more attention to the example of Seoul Semiconductor gradually to reach a cross-licensing with international five LED Factory, Samsung Electronics Samsung LED integrated into, in addition to technically can be closely integrated with the semiconductor sector, own production of LED household lighting supply to improve the phone backlight and the proportion of the TV backlight more within the Samsung Group, with the global deployment of marketing channels within the group, the development of lighting brand is a strong opponent of all LED household lighting manufacturers, but to increase the technical content of patent threshold only opportunity to survive in this knockout. Looking forward to the market demand, the 2011 global LED-backlit LCD TV (LEDTV) shipments obviously not as good as expected, the total LCD TV shipments is raised to 203 million units from 220 million audience, but with the major events of the London Olympics in 2012, and TV brand vendors want to launch low-cost LED backlit TV to stimulate demand, expected sales of LCD TVs is expected to increase in the number of emerging markets.

 

The LED lighting market, although the largest proportion of European and American markets in the commercial lighting market in the European credit crisis, the European market growth momentum has been relatively slow, but the project from the public sector or the plant has signs of growth. Especially the United States, the Australian market to LED high bay lighting, architectural lighting project number and size of continuous upgrading, LED street plan and project of the eastern United States showed growth, and Australia also have lights tenders released by the power plant is gradually taking shape. . In addition to project-oriented field of higher margin products, LED household lighting development, LED Bulb market or the Japanese market progress faster. As for the professional lighting, plants and agricultural lighting (including UV-curing), freezer lighting, etc., will be more and more attention by the industry.

Solar led street light manufacturers suffer serious inventory crisis

“In fact, LED application market has been in accordance with normal market rates on the rise, but the domestic LED production release is too fast.” Chen Bin, general manager of Guangdong Long traffic, said that the current solar led street light manufacturers inventory crisis is mainly concentrated in the upstream of the LED epitaxial wafers, midstream package and downstream level, basically-to-order, and not too much inventory crisis. However, the domestic LED upstream inventory crisis is not unique, including Taiwan, Japan and South Korea’s LED upstream manufacturers are facing tremendous pressure on the stock. Taiwan Epistar the third quarter of 2011 revenue of 42.6 billion New Taiwan dollars, quarter by 20 percent, the annual reduction of 26%, capacity utilization is only about 70%.

Solar led street light manufacturers suffer serious inventory crisis

“In accordance with the beginning of the year LED upstream announced the investment plans, LED upstream capacity may advance overdraft more than three years of market growth in demand.” Jiangxi crystal and lighting company chairman Wang Min said upstream of the most Solar led street light manufacturers have discontinued at least 1/3 capacity and even some cut-off 50%; LED packaging and application of the middle and lower reaches of enterprises generally underemployed. As of the end of July 2011, the number of domestic MOCVD equipment in place there are 543 units; new planning investment amounted to 146.8 billion yuan as of September 30, the domestic LED high bay lighting industry, the third quarter of planning investment amounting to 28.3 billion yuan. The price plummeted It is reported that the upstream manufacturers of the domestic production of LED epitaxial wafers up to 60-80, with a certain size is almost 10. High inventory of LED chips from the direct benefits brought about by a straight line down the market price.

Domestic LED solar street light resources required to take a healthy road

 

Domestic LED solar street light resources required to take a healthy road

 

Gong Weibin 2 yuan 8 yuan energy-saving lamps to replace incandescent spent more than 10 years time, let the $ 50 LED lights to replace incandescent dream, consumers will wait for prices to decline further. Awkward currently on the market, LED solar street light product prices because of overcapacity because rapid decline, but the number was no significant growth phase. Domestic LED lighting products there is no uniform standard of market access, product quality is uneven, not only the common people lack the awareness, and even many industrial customers also expressed doubts about the quality of LED lighting products.

 

Learned from a number of LED enterprises, originally expected in 2011 the domestic LED lighting market penetration will rise to 6%, but that is less than 1%. LED terminal reality of the market, before the madness of the LED input irreconcilable contradictions. A number of LED lighting companies, said the soaring prices of rare earth elements and phosphors, a direct result of rising prices of energy-saving lamps to become LED high bay lighting to replace the energy-saving lamps may, overseas and domestic markets are likely to explosive growth in the beginning and mid-year . However, this is not true. The economic downturn in Europe and the United States in mid-October Canton Fair has become the exhibition of LED lighting products, most of the LED lighting companies did not achieve the desired order. Domestic LED solar street light market is also concentrated in the industrial markets, such as government procurement, some of the luxury hotels, office buildings, etc.. “LED lighting in the domestic market penetration rate of less than 1%, did not truly enter into the people at home.” The Jihua Guang Zhang Yajun of electric operations manager said.

The average price of LED street light lens cut of more than 20%

 

The average price of LED street light lens cut of more than 20%

 

The latest survey results show that the average price cut chip prices for domestic LED chip manufacturers since 2011 has exceeded 20%, international LED street light lens manufacturers, chip price cut of 10.8%, Japan, Europe and the United States chip price cut is only 5.18%, South Korea,Taiwan’s chip price cuts, with an average of 13% -16%. “Overcapacity, falling prices this is the inevitable result of the domestic LED investment boom. Ruifeng Electric chairman Gong Weibin, two LED backlighting and LED lighting market is the incentive for domestic LED investment boom. The explosive growth of LED TV, the market size of LED high bay lighting business will be increased by 5 times. The fact is, the 2011 LED TV penetration rate is over 40%, but as the technology matures, the absolute number of LED backlight chips are not doubling.

 

“The LED application products downstream inventory to the blind expansion of the cause of,” industry veteran Shi Weili pointed out that, in early 2011 and the years a lot of lighting export enterprises are think, overseas LED lighting exports will be substantial growth, while the blind expansion of production scale but to a firstthe fourth quarter, a large number of intent order was canceled, and safety requirements of the certification and domestic chip patent risk, Shenzhen LED lighting stock, originally for overseas exports should account for about 50%. Career, a middle-level leaders pointed out that the end of 2010, domestic LED street light lens industry is high, resulting in the domestic LED application market is expected to blindly into production of domestic LED chip manufacturers, but most of the products produced by small and medium-power LED chips, leading to domestic small and medium power LED chip production has a serious surplus.

Short-term development of LED solar street lighting system at an alarming rate

 

Short-term development of LED solar street lighting system at an alarming rate

 

The fact of the domestic market in 2011 was the production of small and medium-power LED chips can do less than 50% of the lamps, LED solar street lighting system really sell to the hands of users, but also less than 50% of 2011 domestic LED chip sales may also up to 50% less than the beginning of the year is expected. “In addition, the Samsung LED backlit TV is expected in early 2011 is too high, the formation of the inventory of a large number of LED chips, LED-backlit Samsung this part of the stock transfer to the dumping of domestic lighting market, change like exacerbated the LED chip to the plight of excess capacity. “LED business suddenly overcapacity has been very vigilant.”

 

Above middle pointed out that many early LED high bay light companies rushing to the next MOCVD orders, and now also suspended the order, part of the arrival of the MOCVD has also been idle at the plant early next year may also appear, will arrive shortly MOCVD equipment when used status of equipment for sale. “it is interesting, it is enveloped in a bubble burst crisis in the domestic LED industry, the incandescent phase-out map and may be released in early 2012 80 million LED lighting subsidies, letting the LED solar street lighting system industry to generate new market expectations, 3 An optical Ruifeng power, the country star power LED listed companies stock price limit on November 4. However, in accordance with the incandescent phase-out plan for the transition period from now to 2012, to October 2012 First incandescent lamp of 100 watts and more into disuse, two years after the phase out incandescent 60-watt and above.

Recourse integrations of LED outside lighting must be realized

 

Recourse integrations of LED outside lighting must be realized

 

The current pace of development of the domestic LED industry in the world, the number of firms in a few years to more than 4,000. However, due to the late start of the domestic LED industry, grasp core technology unsatisfactory; local achievements impulse, overheated investment, domestic LED enterprises but not big but not strong, costs are low, small-scale distribution concentrated difficult to form the development force, competitiveness is quite low. China is the most potential LED market presence, such as Cree, Osram and other large enterprises, the competition in the domestic LED outside lighting industry will gradually upgrade into an international competition, if the domestic LED industry development model, the future of China’s LED market will be the dominance of foreign companies. Therefore, the LED domestic enterprises must take Baotuan development, resource sharing, win-win cooperation, both to avoid disorderly competition in the interbank, the better to create a powerful force for development. Baotuan development trend of the Association for the Promotion intends to set up relevant institutions, the actual situation of domestic LED high bay lighting industry development and the introduction of the corresponding guide policy in a timely manner, to work together to deploy the industry’s resources, including capital, technology, human resources, domestic LED industry seeks to promote the healthy and orderly to move forward. The experts concluded that the delay in the home lighting market open, backlight sharp drop in demand, shrinking market demand in Europe and America in the context of the entire LED outside lighting industry resources to a reasonable integration of the price war aside, put aside the disorderly competition, aside product homogeneity, and take the road of healthy development.

LED indoor lighting is expected to be the protagonist of the architectural lighting market

 

LED indoor lighting is expected to be the protagonist of the architectural lighting market

 

It is estimated that the output value of the 2012 LED used in architectural lighting than doubled last year to grow to $ 684 million. Since the Expo, the endless discussion about LED lighting, is undeniable, the LED indoor lighting lamps are expected to fully replace the neon and then to become the protagonist of the architectural lighting market.

 

LED indoor lighting market to develop the next generation of lighting as a national strategic technology, the development of a new generation of IT will be important, but the LED lighting market in China dusk heavy, when the clouds are cleared to see the sky to be explored. Most Chinese enterprises to walk in the midstream and downstream industry chain upstream industrial chain and only a small part of Chinese enterprises, and the survival of extremely difficult technical problem is the primary obstacle to impede Chinese companies an attractive piece of cake eating.

 

Under the state’s policy orientation, local governments have been master of the LED indoor lighting industry, Dongfeng, the local economic structure adjustment and industrial upgrading, setting off a place to get the building wave of large LED production base. The low threshold of downstream technology, the natural into the LED industry, the most appropriate incision, the inevitable result of such large-scale investment in upstream and downstream industry chain is redundant construction and waste of resources, and even generate excess capacity and foam.

 

According to market research data show that Investment Advisor in the current state-approved six semiconductor lighting industrial base, in fact, most provinces have in-built LED high bay industry base, and intend to apply for a national title in a timely manner. The data show that only the first half of 2009, investment in China’s LED production has more than 20 billion yuan, while its tendency to expand continues.

Industry concentration is insufficient in LED ribbon lighting

 

Industry concentration is insufficient in LED ribbon lighting

 

This situation will naturally such as According to statistics, Taiwan-funded LED ribbon lighting companies in the Guangdong region alone, more than 500. Accumulation of a large number of enterprises caused by the downstream industry chain industry concentration is not high, in fact, the profits of the downstream industry chain is rather limited, accounting for only 10% to 20% of the whole industrial chain, therefore, the phenomenon is particularly prominent enough to go round, the level of competition One can imagine such a situation will inevitably lead to a chaotic situation such as disorderly LED ribbon lighting market competition.

 

Plate construction of China’s lighting industry is more and more obvious, in addition to national strategic factors driving the local government contributed to the loss of this stage, most companies or industry will promote re-integration and reshuffle, corporate investors, which both a challenge and an opportunity, To Win, to seize the industry high ground, with the industry to adjust timing to create a brand may be a rare opportunity

 

The vicious competition will inevitably reduce the ability of LED high bay lighting market Absorptive capacity, there may even destroy market confidence in the newly established enterprise qualifications of different products varies greatly, seriously hurt the consumers’ trust, the development of a new industry dangerous lack of market recognition of existing industry will remain flat, but become a drag on the market, the situation is not optimistic, which is the major factor in the current market volume of products sold to no improvement.