Data interpretation of the European LED lighting market

Currently, lighting accounts for 12% of daily electricity consumption in European households (excluding heating and water heaters). The European government hopes to achieve the goal of reducing the proportion of lighting in household electricity consumption to 6% by 2050 by popularizing LED and other lighting methods.

In 2000, high-power LED and white LED products appeared and entered the outdoor lighting market. In 2009, incandescent lamps gradually withdrew from the European market, energy-saving lighting products began to enter the purchase list of European consumers, and LED lighting products entered the market in large quantities. In September 2012, the EU energy policy framework prohibited incandescent lamps from being put on the market and only allowed energy-saving and efficient light bulbs to be put on the market, including: A, B and C halogen lamps, LED1 lamps and Class A compact fluorescent lamps (or low energy consumption lamps) , among which halogen lamps will gradually withdraw from the market starting in 2016.

Although the current share of LED lights in the European lighting market is still not high, according to estimates from the European Lighting Association, the LED lighting market will continue to grow until it stabilizes in 2020, by which time LED lighting is expected to occupy the vast majority of the market. share. The development of LED lighting mainly benefits from several major favorable factors: First, changes in European lighting policies, such as the delisting of incandescent lamps and the replacement of halogen lamps. Second, affected by the economic and environmental situation, European countries have gradually increased their energy efficiency requirements. For example, all new buildings in 2020 must be low-energy-consuming buildings. Third, due to the substantial reduction in costs, especially the cost reduction of LED chip packaging, and the price reduction brought about by the mass production of LED lighting products in China.

At present, the main manufacturers in the European LED lighting market mainly come from the semiconductor industry. These companies are mainly concentrated in Japan, the United States and South Korea. The ones with a larger market share are Nichia (Japan), Samsung LED (South Korea), and Osram Opto Semiconductors (the United States). and Germany), Philips Lumileds (USA), followed by Seoul Semiconductor (South Korea), Cree (USA), LG Innotek (South Korea), Sharp (Japan), Everlight Electronics (Taiwan) and Toyoda Gosei (Japan).

Currently, most LEDs are used as display backlights for tablets, smartphones, and TVs. According to the forecast of the European Lighting Association, the sales of LEDs used in the production of display backlights for tablets, smartphones and TVs have begun to gradually decrease, prices have stabilized, and LED displays have gradually been replaced by OLED displays; those used in automobile production LED sales will gradually increase; it is expected that by 2016, household lighting will become the main force in the LED market. The specific figures are as follows: It is expected that LED will account for 40% of the lighting market in 2016 and 60% in 2020. The situation is different in different market segments: general lighting market: 9% in 2011, 45% in 2016, 70% in 2020; automotive lighting market: 13% in 2011, more than 20% in 2016, 36% in 2020; backlight lighting market: 57% in 2011, 96% in 2016, and 100% in 2020.

From the perspective of the entire industry, the LED market will reach 64 billion euros in 2020 (9 billion euros in 2011 and 37 billion euros in 2016), including 57 billion euros in the general lighting market, 6 billion euros in the automotive lighting market, and 1 billion euros in the backlight lighting market.