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LED lighting is about to popularize the civilian market

LED lighting is about to popularize the civilian market

At the State Council work conference on energy conservation and emission reduction and addressing climate change, Premier Li Keqiang emphasized that the hard task of energy conservation and emission reduction must be accomplished with hard measures. From Premier Li Keqiang's speech, we can see that the government will give strong support to energy conservation and emission reduction in the future. The editor believes that LED, as an emerging energy-saving industry, may take hard measures to promote the popularization of the industry in the future. For us in the industry, what about the LED industry in the form of big policies? What is the direction of industry development? ... In this regard, some views on these issues are briefly analyzed for reference by people in the industry.


Layout: form a relatively complete industrial chain


Since the beginning of the year, the share prices of LED industry chain companies around the world have risen significantly, while A-share related companies have lagged behind. Since the market has underestimated the upward elasticity of the LEDOFweek semiconductor lighting network industry after the outbreak of home lighting, the short-term correction will usher in industrial layout gold. opportunity.


Behind the "Energy Saving and Emission Reduction" Conference: The popularization of LED lighting in the civilian market is approaching


The upstream of the LED industry is mainly epitaxial production and chip manufacturing. The upstream links in the LED industry chain have high technology content, large equipment investment, and relatively high profit margins in the overall industry chain. 2014 will be the stage of increasing gross profit margin of the chip industry. In the second quarter of 2013, the balance between the effective supply and demand capacity of chips has basically been reached. The price of chips has basically stabilized in the third and fourth quarters, and the price dropped by about 10% in the third and fourth quarters. It is expected that the price of chips will fall by more than a dozen points this year, and there may be structural shortages in the second quarter. In terms of target selection, it is recommended to pay attention to those leading companies that have long-term accumulation in the LED industry and have cost, scale advantages and upstream and downstream integration capabilities.


The most direct beneficiaries are the midstream packaging companies. From 2014 to next year, the packaging industry will be in the stage of great integration. Many small and medium-sized companies will withdraw from the market. After the integration is completed, the pattern of the packaging end will be relatively clear and stable. Judging from the announced performance forecast, many packaging companies have achieved good performance growth in the fourth quarter of 2013, and this trend will continue in 2014. Data show that in 2013, the scale of my country's packaging industry was 47.3 billion yuan, a year-on-year increase of 19%. It is expected to reach a scale of about 60 billion yuan by 2015.


On the downstream side, the light source is the largest field that may be made in the future. From a global perspective, the lighting industry is generally controlled by light source companies. So far, a strong brand of LED lamps has not formed in China. Basically, these domestic enterprises with traditional channel advantages have similar starting lines. Therefore, in the future, enterprises with advantages in technology, product control and management will gradually take the lead; secondly , the traditional channel still has a very big advantage, but the Internet channel will play a more important role, this year, the downstream point of view is that the light source enterprises will make a large investment in the brand, and will also increase the investment in the Internet e-commerce. Among them, the traditional lighting manufacturers that have occupied the commanding heights of brands and channels in the field of energy-saving lamps are expected to stand out first in the future competition and make full efforts.


Goal: Civil lighting is the largest market


As an important product of energy saving and environmental protection, LED lighting has been continuously popularized and penetrated into the rural market. As the living standards of rural residents gradually improve, their demand for emerging products is also rising. It is conceivable that this is an attractive big cake for the emerging industry. How to let LED benefit the people?


1. From the perspective of the enterprise, it is necessary to develop products in a targeted manner, strengthen brand promotion, and provide better services. Rural consumers are usually more "to save face and look good", and "guaranteed quality and safety" are also their appeal points. Because of this, rural consumers are more "superstitious" brands. Therefore, enterprises going to the countryside must be targeted when establishing channels, and must conform to the consumption habits of farmers.


In terms of brand promotion, including wall advertisements and store advertisements (via the important national roads of cities, counties and towns, houses on both sides of provincial roads; the entrance of the village, village committee, canteen, etc.), cross-street Banners and loudspeakers for broadcasting, film placement in the countryside, direct sales of caravans, etc., are all effective means of advertising communication.


2. Agents should be targeted, distribute their energy in a balanced manner, and cultivate the rural market. The local agent is the core force that directly promotes the development of the local market. If the agent ignores its distribution network, or "does nothing", then the distribution network cannot "produce food" for the general agent. form a vicious circle. Three and four distribution points can not be ignored. Therefore, agents should pay more attention to distributors and work hard on logistics, publicity and service.


3. Distributors should break down each, gather consumers, and spread brand reputation in a timely manner. Local dealers should be people who know local consumers. They can gather foremen, builders, and decorators from various districts and villages, and ask them to help recommend products and give certain commission points. On the other hand, one-to-one service is not difficult for rural areas.


Although there are still many drawbacks in the use of LEDs in the current civilian market. But I believe that "government support" + "market supervision in place" + "healthy enterprise competition", driven by the three-wheel drive, the popularization of the LED civilian market is just around the corner.

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