作者：Blade

Samsung split LED business heavily to in order to save super high flux led industry

Samsung split LED business heavily to in order to save super high flux led industrySamsung’s investment in the field of O LED panels will be more than four billion U.S. dollars

Samsung Electronics spin-off formation of a new company to continue to maintain the scale of the world’s leading LCD panel, super high flux led,  the investment focus will shift to the O LED panel business.

It is noteworthy that, led high bay, this Samsung panel set up will also receive a capital injection of $ 6.6 billion Samsung Electronics. Samsung Electronics Suzhou 7.5 generation of online newspaper Development and Reform Commission to modify the 8.5-generation line, super high flux led, after the Spring Festival this year has already begun to re-enter the stage of recruitment,many domestic LCD panel makers and technical personnel have received the invitation of the recruitment of Samsung Electronics.

Samsung Electronics in 2012 is still planning to construction of the 8.5 generation LCD panel production line in Suzhou, the LCD panel business investment in South Korea has stopped, super high flux led,  the direction of its investment in South Korea started to target the next generation of O LED panel production. 2012 Samsung’s 8th generation O LED panel production test line will be put into production, coupled with the 5.5-generation line put into operation in May last year in the field of O LED panels, Samsung will invest more than 40 billion U.S. dollars.

Hua xing Electric CEO He Cheng ming said Samsung business more profitable O LED and LCD business after the merger is likely part of the LCD production converted to the production of O LED products, converting the existing high-generation LCD panel production line will reduce the scale of investment in O LED more than 50% of the scale of investment of each generation O LED panel production line will be compressed to less than $ 2,000,000,000. ”

Zhang Bing said, the global LCD TV shipments in the next 10 years will stabilize at more than 200 million units, while the LCD panel investment in new capacity will be gradually reduced, super high flux led,  but the existing production capacity, a stable market demand, Samsung, LG Detc. on the LCD panel production line shut down or be transferred to the O LED panel production line will be gradual.

Analysis of the trend of LED household lighting industry in 2012

 

Analysis of the trend of LED household lighting industry in 2012

 

Under the current complicated international and domestic environment, the individual in 2012 in mainland China LED industry to do some simple analysis, do not want to be Paizhuan like:

 

1, it was said in 2011 China’s LED market in the first year, I personally think that this view is very accurate, can be seen from the mainland China LED household lighting industry in 2011 on the development of the middle and lower reaches of the customer’s situation in 2011 is the development of China’s LED industry difficult year, so what is meant by the first year? Personally think that 2012 will it be possible in the first year of the Chinese LED market;

 

2,2012-year trend of China’s LED household lighting industry is Xianyihouyang of a pattern, because the double impact of the international and domestic factors: the international factor is the debt crisis in Europe and America overseas decline in demand; domestic factor is the state standard the formulation and implementation of the policy of terminal subsidies and honor.

 

3,2012 in mainland China LED household lighting industry reshuffle will continue to continuation of cruel cruel sad reminder, but yet the reality there is! Shuffle, you can let the LED practitioners real clear to judge the difference between investment and speculation, and also make you more sober look at the current status and future of the led high bay lighting industry. Therefore shuffle is about the business of life and death, it seems very cruel, but personally think that for the healthy development of the LED industry, the future is absolutely nothing to harm things.

 

Guangzhou International wireless led lighting Exhibition

 

Guangzhou International wireless led lighting Exhibition

 

Eighth Guangzhou International LED Exhibition held as scheduled in February 2012, 20-23, in the process of participating, I found several phenomena here and share:

 

1, the exhibition according to basically the same as the size of the 2011 Guangzhou International wireless led lighting Exhibition, exhibitors should be similar, there may be a little less a little downturn since the 2011 LED industry, companies are tightening the budget caused by it;

 

2, 3 days the number of viewers from 20 to 22 of view, or the very people feel satisfied, and occasionally part of the exhibition there will be crowded fixed the phenomenon, showing that the number of per unit area on the exhibition concept is still very multi-drop; than 2011 years Guangya Exhibition Hall 18, per unit area on the scarce number of much better;

 

3, Known as the 8th Guangzhou International wireless led lighting Exhibition, this gives the impression that the number of overseas visitors, or some drops, showing that the solicitation and promotion of the overseas audience of the show organizers to pay a number of efforts to drop, but also feedback the international reputation of the exhibition are also constantly upgrading;

 

Everything has a degree the concept of the so-called concept too far and enough is enough, I hope the organizers of the exhibition is to carefully thoughtful, do not be like 2011 Nianguang Asia exhibition made ​​18 large exhibition hall known as the world first exhibition for led high bay lights, the results of the unit a serious shortage of area traffic, basically very few people have traveled all 18 halls, the most direct result is that exhibitors side reflect any actual effect of adverse consequences.

China will implement the subsidy policy for LED household lighting

 

China will implement the subsidy policy for LED household lighting

 

The advantages of LED household lighting products, green energy, such as state support for the LED industry, but more and more to force the Chinese Ministry of Finance for the first time LED product promotion subsidy policy has been announced to take the form of “indirect subsidies” by the Chinese financial subsidies to bidder enterprises, the enterprises of the bidder according to get the standard protocol supplier price minus the price of sales of financial subsidies to the ultimate beneficiary of the end user. According to informed sources, the interior lighting in the subsidy policy to occupy a larger proportion of the hundreds of millions of yuan scale.

 

The tender tender for Qualifications has expressly provided, the bidder must be legally registered within the territory of the People’s Republic of China tender product manufacturers, LED tunnel light years capacity of not less than 30000, led high bay light, PAR series LED lights with an annual capacity of not less than 200,000. In addition, the quality of products put forward specific requirements in order to reduce the qualifications of the vendor’s bid non-compliant.

For the subsidy policy, the photoelectric Association (PIDA), Taiwan’s LED household lighting industry, regardless of the grain of the upstream or downstream of the packaging, the cost of LEDs with a considerable degree of competitive advantage, coupled with many owners or has been advanced to invest and set up, or take the strategic mode of operation with local industry alliance, I believe this wave of subsidy case, there will be a real help the Taiwan LED companies.

LED epitaxial chip engaged in outdoor led landscape lighting business

 

LED epitaxial chip engaged in outdoor led landscape lighting business

 

In recent years, LED epitaxial chip industry with outdoor led landscape lighting continue to expand rapidly. Between 2009-2011, according to statistics released by the National Semiconductor Lighting Project R & D and Industry Alliance, the size of the domestic LED epitaxial chip industry rose from 23 billion to 65 billion, a CAGR of 68.11%.

 

LED industry in China started the development package, the initial chip is mainly dependent on imports, downstream of the strong demand pull and policy support around the LED epitaxial chip companies to increase R & D investment, and actively develop expansion plans, the market for the epitaxial chip links investment is rising, the domestic LED epitaxial chip industry to accelerate the development, to the 2011 chip localization rate in China has reached 70%. According to the statistics of the National Semiconductor Lighting Project R & D and Industry Alliance, the overall market size of LED epitaxial chip industry in 2009 is about 2.3 billion yuan in 2011 has risen to 6.5 billion yuan, the annual compound growth rate of 68.11%.

 

According to the statistics of the National Semiconductor Lighting Project R & D and Industry Alliance, the domestic outdoor led landscape lighting chip demand in 2010, equivalent to 490,000 / month for the 2-inch extension slices, an increase of 48%, the forecast within the next five years, domestic display with LED chip demand will continue to maintain a steady growth trend, domestic LED epitaxial chip demand will significantly enhance and further enhance the penetration of the backlight and lighting applications start, in 2015, the domestic led high bay lighting chip demand is equivalent to 2-inch epitaxial tablets will reach 5.55 million / month, about 11 times in 2010.

The development of the LED epitaxial silicon using in SMD high power led

 

The development of the LED epitaxial silicon using in SMD high power led

 

The rapid development of LED lighting LED products have developed rapidly, the development of its LED lights and LED Silicone is a very good performance, very bright LED lighting market development scenarios in the present, believe that people’s understanding of LED lighting that LED epitaxial the chip is an important parameter affecting the SMD high power led products, so the Shenzhen LED silicone think the LED epitaxial silicon market trends is very broad.

 

LED epitaxial growth and chip manufacturing process will directly affect the performance and quality of the terminal of LED products, is the most central part of the LED production process, its level of technological development directly determine the penetration and coverage of the downstream applications. LED technology development experience from monochrome to full color, from general light to highlight, from low light efficiency to rise in the path of the high light efficiency, and the constant improvement of SMD high power led performance to promote its ongoing in-depth to the areas of application. LED epitaxial growth and chip manufacturing sector with high technological content in the LED industry chain, the intensity of investment in equipment, while the margins are relatively high, is typical of capital, technology-intensive industries, the technology and level of development of the national SMD high power led industry structure and each company’s market position plays a decisive impact.

 

Domestic LED lighting market, even on the global also occupy a certain position, the visible LED market open, but the LED business itself a lot of problems lead to universal coverage is still not standard, I believe, with the shuffling of the domestic led high bay business there is improvement in technology, LED lighting era will soon come.

The development of LED household lighting power suppliers

 

The development of LED household lighting power suppliers

 

With the rapid infiltration of the field of LED household lighting, LED market conditions are very clear, low LED market review in 2011, obviously a lot of people about to go into hibernation for the LED market is expected to errors, with the new year national increase support and promotion of the LED industry, the development of the LED is in a period of rapid development.

 

The global LED lighting power supply market is about the influx of $ 10 billion in business opportunities. Market institutions IMS research report, regulations and electricity are steadily rising drive the LED lighting market is the rapid rise is expected to drive sales of power supply to reach four billion units by 2016, with a total of up to 100 billion U.S. dollars.

 

IMS senior market analyst Ryan Sanderson replace residential use from low-power LEDs light source and light bulbs, application requirements, a variety of LED lighting solutions to commercial and industrial use of high power LED full set of lighting such as street lights are rapid increase in led high bay lighting.

 

The beginning of the development of the LED light source and lighting market, manufacturers face challenges in power electronics technical expertise, and thus open the doors of opportunity for power supply manufacturers. Sanderson pointed out that the new LED lighting power requirements, depending on the design factor of the power ratings, the LED or the number of LED string lights and use environment. These design requirements, plus LED lighting is currently no clear standards, LED household lighting manufacturers need to hire professionals or power supply manufacturers, to strengthen the power electronics professional and technical.

 

The new center of gravity of the led high hat lighting market

The new center of gravity of the led high hat lighting market

LED lighting as LED industry downstream applications part of the future, with thedevelopment of LED lighting industry and the market, LED lighting products, part of the industrial scale will be far greater than the scale of the LED in the upstream industry. “He believes that views on the industry should be gradually changed, not the semiconductor lighting as the application of part of the LED industry, led high hat lighting, but rather to look at the LED light source (chip, package, module) as the upstream part of the lighting industry after thesemiconductor lighting trends will be semiconductor returned to the re-lighting.
“At present, led high hat lighting, the size of the LED lighting industry has not yet achieve the desired one of the reasons is due to price high to lead to commercial and residential interior lighting inthe domestic market has not yet started, large-scale production of these productsmanufacturers in the export, but LED lighting products directly to consumers, the marketsensitivity of a high center of gravity of business sales will be adjusted according to market conditions quickly. ”
Last year, in order to address the high price of LED products predicament, the ground on the optical formed by virtue of mass production at the strong bargaining power, led high hat lighting, to promote the product in raw material prices reduced by 20% to 30%, a 50% decline inoverall product cost. There is no doubt that this will increase the ground on photovoltaicright to speak in the price of LED products.
Since then, another one LED lighting companies Huizhou Light Engine Co., Ltd. inJanuary of this year, the project settled in Huizhou, Guangdong Zhongkai High-tech Zone,covers an area of ​​130,000 square meters, invested about 300 million yuan. It is reported that the project in May this year to commence in the first half of 2012, After the completion of the annual value of 20 billion yuan, led high hat lighting, the tax is 50 million yuan to solve morethan 1,500 people employment.
LED lighting companies rush to open the local market, seemed to confirm such an objective: the development of LED industry will gradually whereabouts of the domestic market. Zhang Xiaokang pointed out that China is the world’s largest lighting productsproducer and the consumer market. The future, the lighting will be incandescent, energy saving lamps to the LED light source, led high bay, the upgrading of the LED light source (LED industry in the upstream) will be mainly in the domestic market demand of supply downstream lighting manufacturers. Downstream sales of LED lighting manufacturers willface foreign and domestic markets.

Whether the led high power bulbs are to the blind pursuit of longer life?

Whether the led high power bulbs are to the blind pursuit of longer life?

LED lamps for its long life, and environmental protection advantages, become a populartrend of the moment lamps. Just how long the life of the LED lamps? Generally believednot fake LED life of 100,000 hours, LED made ​​of light would be to have a certain power, led high bay, the greater the power and cooling requirements of the higher, if the heat is not good, LED life is affected. Then there is the drive power supply part, and so on with the life ofthe LED lights. In addition also affects the quality of life, led high power bulb, so normal in the LED lighting industry, LED life value parameter should be 30000-50000 hours. In fact, such a lifealready meet most lighting needs, far beyond the energy saving lamps, LED lamps of the incandescent lamp life, whether you want the blind pursuit of longer life?
Incandescent lamp life of standard definitions for 1000 hours, but for a long timeoccupied a civilian home lighting market, led high power bulb, the most important reason is that the price advantage. LED lighting life have an advantage, but the price allows consumersprohibitive. I believe that LED lamps have a certain life span advantage, no need to gotoo much in pursuit of longer life, as necessary to the pursuit of too high light efficiency.Compared to the price of energy-saving lamps, LED lamps prices at a disadvantage, thepeople at home lighting in order to gain market share, led high power bulb, reduce costs, speed up thepopularization and application is king.
Recent U.S. Energy Star is being drafted to discuss the standards of the LED bulb,among the more controversial point is that life on the minimum requirements, the EPAmay be consumer lamp life requirements down to a minimum of 10,000 hours from25,000 hours, because 10,000 hours compared to three hours daily point count hasmore than nine years of life. The latest EPA’s standard is that you can nominal life, led high power bulb, the minimum of 10,000 hours, of course, if the test results, you can also nominal 25,000 hours or more.

New channel, its first profit–led highbay lighting

New channel, its first profit--led highbay lighting

“We must first to do.” To strengthen the LED channel construction, businesses need to firstLianhaoneigong with a complete product range and operational brand system in theworld market and the establishment of trust. The same time, companies must do a good job service, professional sales and service team and provide adequate financial support, led highbay lighting，especially in the current of the LED lighting market is still in cultivation period, sales channels and do not have complete experiences, led high bay after-sales products than traditional lighting need more intensity.

LED semiconductor lighting Why has not a large number of applications, other than price, the big problem lies in its stability. The ground has a nationally recognizedlaboratory, led highbay lighting，there are over 160 testing equipment, manufactured products must undergorigorous inspection to ensure the quality of the product is very stable. Moreover, theexisting products on the ground covering six major categories of light electrical appliances, commercial lighting, office lighting, decorative lighting, home lighting, industrial lighting, 28 Series 500 balance to meet one-stop shop to meet a variety of customer and to provide consumers with LED lighting solutions “.

Currently, LED lighting market is more confusing, most enterprises in the lighting industryto encroach on the LED industry downstream intervention threshold is low, many LEDmanufacturers are assembled sales hitting the market, relying on the cheap, led highbay lighting formal enterprises upsets difficult . LED lighting products was mixed, consumers are often unable to identify the products the pros and cons.

Always advisable to wait the amount. China’s LED lighting industry is in the construction phase of a new round of marketing channels. Manufacturers, distributors and sales terminals, this change will have a huge impact. Far-sighted investors, decision-makingahead, forward investment companies the upper hand, and may be a minority share ofthe pie.