How to develop the status and future of LED industry?
Foreword: After a new understanding of the LED industry in 2011, LED display application companies have accelerated the pace of listing, mergers and acquisitions and other capital and market integration, will promote a major adjustment of the LED display application industry structure. In the next few years, the LED industry is estimated to develop along the following four directions.
1. The technical focus of LED chip manufacturers' efforts
International LED lighting giants Philips and Toshiba have successfully developed 800 lumens LED bulbs ahead of the industry, and are actively developing LED bulbs above 1,000 lumens. 800 lumens LED bulbs, packages with 1,000 lumens per dollar, high-voltage LEDs, and warm white LEDs with increased red light are the general trend and will become the technological focus of LED chip manufacturers.
At this stage, many LED chip vendors are trying to increase the red LED in AIGalnP to achieve high color rendering. Compared with the blue LED mixed phosphor, the color rendering of the warm white solution is up to 82%, and the warm white color rendering of the mixed red LED can be As high as 90%, it will become the mainstream of the market.
High-voltage LED: Mainly aimed at indoor lighting, which is conducive to simplifying the design of LEDs and power converters. Compared with the DC solution, the high-voltage solution can reduce the drop in luminous efficiency and adopt a higher-efficiency driver. In addition, there will be no faults and disadvantages of the AC solution, and the low manufacturing cost and ease of production will become the easiest to achieve high cost performance. The LED bulb solution has become a market for LED chip vendors to contend for.
2. The white light LED device project is funded by the state. 3. Upstream and downstream companies join forces to seek common development
From the perspective of the availability of LED production technology and technology, my country has proposed preferential measures such as reducing tax rates, accelerating equipment depreciation, and free land use. The plan is equivalent to encouraging existing domestic LED manufacturers to expand their production capacity, which will also lead to the emergence of many new competitors. LED manufacturers from Taiwan and South Korea are also actively entering the Chinese mainland market, which has become a factor in promoting the increase in production capacity.
The lighting market is the first to activate outdoor large-angle lighting, such as street lights, billboard lights and so on. The first activation of indoor lighting will be long-lasting lighting applications, including tunnels, supermarkets, factories, shopping malls, and office buildings. The lighting products involve LED fluorescent lamps, LED bulb lamps, LED ceiling lamps, LED downlights and so on. It is estimated that by the end of 2011, most of the commercial lighting market will be activated. Home lighting is mainly high-end customers, concentrated in high-end residences such as apartments and villas.
Cooperation between enterprises, especially cooperation between upstream and downstream enterprises, will become another trend in the LED industry. Epistar is a listed company specializing in the production of ultra-high-brightness LED epitaxial wafers and dies in Taiwan. It has its own metal organic vapor deposition (MOCVD) technology. It is currently the world’s major manufacturer of LED epitaxial chips and has a complete LED chip. Product intellectual property rights.
Recently, Sunlight Lighting announced plans to issue no more than 48 million additional shares at a price of no less than 19.24 yuan per share, raising 918 million yuan, of which the LED energy-saving lighting product project plans to occupy 419 million yuan. The company’s controlling shareholder, Century Sunshine, has made it clear Indicates not to participate in this subscription.
Sunshine Lighting believes that this cooperation gives full play to the respective advantages of Sunshine Lighting and Epistar Optoelectronics, and realizes the strong cooperation and complementary advantages between the upstream and downstream of the LED lighting industry chain, which will help both parties accelerate the development of the LED lighting market and improve LED lighting. Market share has created favorable conditions.
4. Market segmentation, the decisive victory lies in the terminal
For a certain period in the future, the development pattern of the LED industry will remain stable, and channels will remain the king. This is an inevitable trend for the development of the entire lighting industry. When an industry develops to a certain stage, shuffling is an improvement. This is also true for an enterprise. A company that develops to a certain scale will encounter various bottlenecks when it goes up. Analysts believe that, with government encouragement and support, domestic LED companies have achieved rapid development through the Beijing Olympics, Shanghai World Expo, Guangzhou Asian Games, Shenzhen Universiade, and "Ten Cities and Ten Thousands". And then LED lighting will be quickly recognized by consumers as a new energy-saving light source and enter the homes of ordinary people. The bottlenecks that need to be broken are product categories, specifications, prices, brands, marketing models, and channel construction.
Langte has never given up its constant attention to the market. The in-depth understanding of the future development trend of the LED industry has made the entire team of Langte have a sense of anxiety from top to bottom, from R&D to production. In addition to providing high-quality In addition to LED lighting products, we must also pay attention to the development of the market. 2011 has passed, and the arrival of 2012 will be a new beginning for Langte.
