2020 China's smart lighting industry development status and trend analysis
Lighting products are a necessity for the development of the national economy and people's lives. The lighting industry has a special status and role in the national economy. Lighting has moved from traditional lighting based on tungsten filament lamps and gas discharge lamps to LED lighting based on semiconductor devices. It just happened to meet the era of the mobile Internet and the Internet of Things IoT. The combination of the two has created a broad prospect based on The era of intelligent lighting in the Internet of Things.
The steady development of the LED lighting industry lays the foundation for intelligent lighting
LED lighting technology is the basis of intelligent lighting. LED lamps have unparalleled advantages of other lamps such as small size, high brightness and low heat, environmental protection, and strong controllability. They are currently widely used in various lighting fields. On November 14, 2011, five ministries and commissions such as the National Development and Reform Commission issued a "Roadmap for China's phase-out of incandescent lamps." From October 1, 2016, it is prohibited to import and sell incandescent lamps of 15 watts or more in general lighting. At the same time, the cost of LED lighting products continues to decline, and it is gradually replacing traditional lighting products, becoming the main force of household, commercial, industrial and outdoor lighting. In 2019, the LED lighting market in China will reach 682.3 billion RMB, and the penetration rate of LED lighting products will reach 76%.
Smart lighting market continues to expand
With the increasing demands of consumers on lighting efficiency, personalized lighting, energy saving and environmental protection, smart lighting, as the most effective solution, will become an inevitable trend in the development of the industry. In addition, the demand for smart homes has been increasing in recent years. As one of the entry points for smart homes, smart lighting has been popular with lighting companies and smart control companies. In 2019, the size of China's smart lighting market is about 23.1 billion RMB, an increase of about 25% year-on-year, and it is gradually entering the "development fast lane".
Intelligent lighting system occupies most of the market share
From the perspective of product structure, smart lighting products are mainly smart lighting systems, accounting for about 90% of the overall sales market, and lamps and related accessories account for 10%. At present, smart lighting has opened up the industry's long-term growth space. The ASP and added value of LED smart lighting products will be improved. Its development space is much larger than traditional lighting products. The source of long-term growth momentum after the rapid replacement period is resolved.
Industry competition is becoming fiercer
In 2011, five ministries and commissions such as the National Development and Reform Commission issued a "Roadmap for China's phase-out of incandescent lamps", proposing steps for the elimination of incandescent lamps. Subsequently, in February 2015, 13 companies including Yaming, Sunshine, Hongyan, Op, Philips, Mullinson, Kerui, Tridonic, Yinghui, Bo Nian, Dinghui, Dunge signed an agreement with Xiaomi. Joint Statement on Intelligent Lighting ", Baotuan promotes intelligent lighting. On the other side, lighting companies are also seeking cooperation with Internet companies. In 2016, Op Lighting and Huawei began a strategic cooperation, and the first batch of products after the cooperation was released at the Huawei HiLink Smart Home Ecology Conference. Ali Smart also reached a cooperation with Hongyan Electric.
According to the `` 2019 New Channel Smart Home Lighting White Paper '' jointly prepared by Zhina, Sunshine Lighting, NVC Lighting, Xin Nuofei, Tuya Smart, Shanghai Unicom, Huayi Plaza, Yimei Optoelectronics and other first-line units and nearly 20 related companies At present, the main smart lighting brands in China are Op Lighting, Xiaomi Yeelight, NVC Lighting, Sunshine Lighting, Philips Lighting, etc. In the "2019 New Channel Smart Home Lighting White Paper" survey, the above brands are the most popular among distributors and consumers. The proportion of "Welcome Smart Lighting Brand" options are 50%, 43.18%, 40.91%, 25% and 13.64% respectively.
In addition, in the field of smart home lighting, Ali, Tencent, Xiaomi, Haier and other Internet and home appliance companies also came across the border and started lighting design and lighting sales, trying to build their own smart ecosystem.
The future scale is expected to exceed 100 billion
With the deployment of 5G commercial and new formats, the smart industry has ushered in a very good direction of development, and smart lighting products have ushered in explosive growth. The arrival of the post-90s main force in the Internet era has ushered in a new round of rapid growth in smart lighting products. From the perspective of market demand, the substitution effect of smart lighting on the traditional lighting market will also greatly stimulate the demand of the smart lighting market. The highly attractive market "big cake" of the smart lighting industry has gradually emerged. It is expected that the scale of the smart lighting market will be 2025 Over 100 billion RMB.