LED Lighting Was Government Support for Industry-Standard Architecture Gradually Clear

LED lighting industry overview LED display and lighting applications are divided

LED lighting

into two categories . Light-emitting diode (LED) as a light source of new lighting , known semiconductor lighting , LED lighting referred to as the main semiconductor lighting industry called the LED lighting industry . LED lighting industry chain includes upstream raw materials, equipment ( single chip ) and epitaxial growth ; chip manufacturing midstream ; packaging and product development, production and application of downstream ; supporting industries , including related equipment , accessories and materials. Upstream high technical content, capital investment, massive impact , high profit margins , LED light colors and luminous efficiency and production of LED materials and process-related and upstream accounting for about LED manufacturing costs 70% of the LED industry is extremely important ; midstream technology and capital -intensive sectors , the chip is the most competitive part of the patent , but with a large investment intensity characteristics of the slow effect ; downstream sectors , including development and production of LED packaging and lighting applications , and is most closely associated with the market sectors , technology content is relatively low , the investment threshold is too low , so it is the largest LED industry and the fastest growing areas .

International LED Lighting Industry Status LED lighting industry is in a period of rapid development , the global LED industry can be divided into four regions . First, Europe and America, with general lighting as the main direction , emphasizing high reliability and high brightness products. Second, Japan, the most comprehensive technology , whether it is general lighting , or backlit display , both with strong strength , its direction both general lighting , automotive , mobile and TV. Third, Korea and Taiwan region of China , to the laptop display backlight , LED-TV backlight and phone backlight is the main direction of large shipments , low price , low margin . Fourth, the Chinese mainland , mainly to yellow green , the main outdoor display, advertising screen , lights in the field .

In the domestic industrial policy and international market demand double pull , LED lighting products market in China is also accelerating development. Currently, the global LED production transferred to China , about 50% of the global LED packaging and LED application more than 60% are in China . China has become the world's fastest growing semiconductor lighting industrial area .

Domestic LED lighting industry development policy by virtue of the inherent advantages of energy saving , LED lighting industry has become the green revolution started strong engine , known as the " golden cross point of the new sources and new energy ," continued support of national and local government levels . In early 2006 , the State Council issued the " Long-term Scientific and Technological Development Plan ", the " energy-efficient , long-life semiconductor lighting products " included in long-term planning of the first areas of focus ( energy ) first priority themes ( industrial energy efficiency ) , attracted wide attention at home and abroad ; same year in October , the national " Eleventh Five-Year " Plan 863 "Semiconductor lighting Project" was officially launched major projects . January 10, 2008 , the Ministry of Finance , the National Development and Reform Commission ( hereinafter referred to as the " NDRC " ) jointly issued the " financial subsidies to promote efficient lighting products fund management Interim Measures " , to promote the rapid development of LED industry. November 4, 2011 , by the National Development and Reform Commission jointly issued by five ministries " gradual ban on the import and sale of ordinary incandescent lighting showroom ," made ​​it clear that will phase out incandescent light, and plans to October 1, 2016 , general incandescent will completely withdraw from the market . NDRC also organized the drafting of the semiconductor lighting industry, " second five" plan , and the Ministry of Finance and green lighting policy reference , study and formulate measures to encourage the promotion of LED . Promulgation and implementation of this measure will be China's lighting industry has played a huge role in promoting.

Meanwhile , in the "five " emission reduction in the background, the Chinese government also introduced a series of lighting for public policies to encourage and accelerate China's environmental protection , energy saving and emission reduction pace , expanding domestic demand, LED products , LED lighting products to accelerate the promotion of application areas . Including the " city of ten thousand ", " thousand one hundred thousand ", " urban green lighting " and other related systems engineering , and promote awareness of LED lighting products , to create a good market space.

With LED role in energy conservation, development of related industrial restructuring , transformation of economic development and other aspects of further demonstrated that China is expected to introduce more effective measures to promote the development of LED industry , its market space policy space and has great potential to improve .

The status quo of China's LED lighting industry standardization After nearly a decade of development, China's LED industry basically formed a relatively complete industrial chain. At the same time , the development , the establishment of standards for LED lighting standards system has entered a rapid development stage . At present , the domestic standard LED semiconductor lighting project involved have basically covered all aspects of the epitaxial chips, packaged devices , products, applications, test equipment and other industrial chain.

The status quo of China's LED lighting industry distribution ( a ) in the "National Semiconductor Lighting Project" to promote , China has established a Shanghai , Xiamen, Dalian , Nanchang , Shenzhen, Yangzhou and Shijiazhuang seven National Semiconductor Lighting Project Industrialization Base . Domestic LED industry distribution as follows :

( 1 ) Pearl River : mainly concentrated in Shenzhen , Zhongshan, Foshan , Huizhou, Guangzhou, Jiangmen and Dongguan and other places. Pearl River Delta region is one of the semiconductor lighting industrial development of the most active and fastest growing region , package, and application of the largest in the country , recently , investment activity from the market, following the transfer of large foreign companies . The most obvious advantage is the market competitive advantage . LED lighting market in Guangdong accounted for 50% of the country . Among them, Guangzhou industrial base focused on research and development , testing, design and other high-end service platform and downstream packaging field , Shenzhen Semiconductor Lighting Industry has formed "Sapphire - epi - Grain - Packaging - application" complete industrial chain, Jiangmen focused on the downstream packaging , applications, and has been up and epitaxy midstream chip manufacturing extension .

( 2 ) The Yangtze River Delta : In Shanghai , Jiangsu and Zhejiang, Hangzhou , Ningbo, as the representative of the Yangtze River Delta , LED industrial supporting ability, outstanding high-end applications , personnel, funds are concentrated . Among them, Shanghai has been presented in the semiconductor chip manufacturing and packaging applications, a good development trend of the industry , and formed a relatively complete industrial chain and business groups ; Jiangsu semiconductor lighting industry , driven by the development of electronic information industry , is currently in the semiconductor lighting packaging and application has already begun to take shape ; Ningbo has a solid industrial base ( started earlier , as well as lighting manufacturing base ) and economic advantages.

2014 LED Industry Profits Expected to Increase Two

Continuation of last year 's hot market , LED industry to open in the capital

LED lighting product

market that is affected by the blitz . The logic behind the market speculation that the United States in 2014 to ban incandescent light , LED lighting is expected to replicate last year's European market . Industry sources admitted that the United States is different from the domestic sales channels , marketing is not easy. Nevertheless, the general manager of the sun lighting the official Yong still optimistic: " 2014 , the industry profit growth of at least 20% ."

2013 , LED lighting products in the field of commercial lighting and home lighting shine , LED interior lighting applications for the first time beyond the outdoor landscape lighting to more than 80 % growth rate . Hot downstream lighting field , but also benefit the upstream LED industry chain enterprises.

"This year will bear fruit for commercial lighting , home lighting will prompt start ." Brave officer in the Engineering industry and research emerging industry investment strategy conference for this year's market confidence. He believes that the downstream market opened, will bring huge profits of the whole industry chain , the upstream chip overcapacity situation has been effectively alleviated.

Over the past few years , the local government introduced on imports of LED epitaxial silicon production equipment subsidies, resulting in a large number of upstream chip manufacturers outsourcing production equipment , resulting in local overcapacity ( low -power chip oversupply ) . However , last year, LED lighting market starts to digest some capacity. "The current situation, the chip market has basically reached equilibrium ." Said senior engineer Zhang Xiaofei LED president told reporters .

In this situation , the domestic chip manufacturers leading enterprises Sanan Optoelectronics recently launched a private placement to raise funds , the original capacity expansion doubled.

" Good business, in 2014 profit should be at least doubled , the profit growth rate of only 50% of the companies may have problems ." Official Yong believes that the capital markets LED sector experienced a rise in the last year, the majority of listed companies can deliver market expectations. However, under the trend of industry consolidation , financial strength is not strong small businesses will have a crisis .

LED Chip Industry: 2014 Restructuring Exacerbate TOP5 Market Share Will Reach 70%

2013 Continental LED chip industry concentration further enhance vendor revenue

LED chip

market share in the past five terms , increased from 61.9% in 2012 to 64.4 %. Since entering in 2014 , plans to acquire shares the same side Neon , the leading domestic LED chip to complete the issuance of Sanan Optoelectronics , LED industry consolidation is expected this year, more than last year's efforts . OFweek Industry Research Center, believes that by 2014, five vendors revenue is expected to reach around 70% market share , industry concentration is further increased.

LED chip survival of the fittest was evident. LED chip industry mergers and acquisitions in recent years the event continued, dry according to optical acquisition of Yangzhou Lung Yiu , the country star power to acquire Xu Rui Optoelectronics , harmony acquisition Rui photoelectric energy, InvenLux , Shanghai Sapphire, Dalian Road America have quit , crystal hair Taiwan closure of three optical stake Taiwan Formosa Epitaxy and so on. OFweek Industry Research Center released the " 2014-2017 LED epitaxial wafers and chips industry market research report" summarizes since August 2012 LED chip industry is mainly integration scenarios , as follows in the table below :

January 28, 2014 , Tongfang announcement , to be $ 700 million to acquire a 51% stake in Neo-Neon . This merger with BDO Runda similar to NVC . BDO Runda just saw is NVC channels in the country , and shares the same side see is really bright channels overseas. Neo-Neon is headquartered in Jiangmen City, Guangdong Province, is a big exporter of LED lighting , has accounted for 50 % of the global LED lighting market share. Tongfang invested heavily in the past on the LED chip , and now the acquisition of Neo-Neon is to open up the downstream " to the sea ."

And around the Spring Festival , the domestic LED chip leading to complete additional Sanan Optoelectronics , LED chips intends to double production again , expect some small chip plant will be squeezed out. The financing 3.3 billion yuan , one is market demand , on the other hand Sanan also like squeezed small businesses. Currently, Sanan Optoelectronics has capacity expansion, overseas markets , the core network layout patents , downstream to the sea and other aspects of the strategic layout of confirmation , international companies have begun to take the weather , the future will become a division of the global LED industry, an important participant . Benefit from the LED backlight to enhance the localization rate , trend LED lighting needs of the outbreak, the company in 2014 is estimated there will be more action .

BDO Runda has completed LED " chip, package , use the" three links vertically integrated layout. Chip link, the company has purchased 80 sets of MOCVD equipment , the majority of MOCVD equipment has been commissioning production , productivity began to release the chip revenue 168 million yuan , an increase of 536.55% . New product development is progressing well , flip-chip "Northern Lights " has begun small- volume shipments .

2014 as the industry continues to develop, the concentration will continue to increase, the industry reshuffle , integration is inevitable. Future market share will be more and more to a brand, there are channels , innovative enterprises are concentrated , the industry will face a reshuffle , there may be more SMEs to exit the competition. OFweek semiconductor lighting Reuters 2013 Continental LED chip industry concentration further enhance vendor revenue market share in the past five terms , increased from 61.9% in 2012 to 64.4 %. Since entering in 2014 , plans to acquire shares the same side Neon , the leading domestic LED chip to complete the issuance of Sanan Optoelectronics , LED industry consolidation is expected this year, more than last year's efforts . OFweek Industry Research Center, believes that by 2014, five vendors revenue is expected to reach around 70% market share , industry concentration is further increased.

LED chip survival of the fittest was evident. LED chip industry mergers and acquisitions in recent years the event continued, dry according to optical acquisition of Yangzhou Lung Yiu , the country star power to acquire Xu Rui Optoelectronics , harmony acquisition Rui photoelectric energy, InvenLux , Shanghai Sapphire, Dalian Road America have quit , crystal hair Taiwan closure of three optical stake Taiwan Formosa Epitaxy and so on. OFweek Industry Research Center released the " 2014-2017 LED epitaxial wafers and chips industry market research report" summarizes since August 2012 LED chip industry is mainly integration scenarios , as follows in the table below :

January 28, 2014 , Tongfang announcement , to be $ 700 million to acquire a 51% stake in Neo-Neon . This merger with BDO Runda similar to NVC . BDO Runda just saw is NVC channels in the country , and shares the same side see is really bright channels overseas. Neo-Neon is headquartered in Jiangmen City, Guangdong Province, is a big exporter of LED lighting , has accounted for 50 % of the global LED lighting market share. Tongfang invested heavily in the past on the LED chip , and now the acquisition of Neo-Neon is to open up the downstream " to the sea ."

And around the Spring Festival , the domestic LED chip leading to complete additional Sanan Optoelectronics , LED chips intends to double production again , expect some small chip plant will be squeezed out. The financing 3.3 billion yuan , one is market demand , on the other hand Sanan also like squeezed small businesses. Currently, Sanan Optoelectronics has capacity expansion, overseas markets , the core network layout patents , downstream to the sea and other aspects of the strategic layout of confirmation , international companies have begun to take the weather , the future will become a division of the global LED industry, an important participant . Benefit from the LED backlight to enhance the localization rate , trend LED lighting needs of the outbreak, the company in 2014 is estimated there will be more action .

BDO Runda has completed the LED " chip, package , use the" three links vertically integrated layout. Chip link, the company has purchased 80 sets of MOCVD equipment , the majority of MOCVD equipment has been commissioning production , productivity began to release the chip revenue 168 million yuan , an increase of 536.55% . New product development is progressing well , flip-chip "Northern Lights " has begun small- volume shipments .

2014 as the industry continues to develop, the concentration will continue to increase, the industry reshuffle , integration is inevitable. Future market share will be more and more to a brand, there are channels , innovative enterprises are concentrated , the industry will face a reshuffle , there may be more SMEs to exit the competition.

LED Lighting Standard Optical Components:Standardization to Promote Scientific And Technological Innovation Patents

LED industry is the industry of the future economic structure and energy

LED lighting

consumption patterns change significantly from the leading role of strategic emerging industries, but also a clear focus on the development of the Guangdong provincial government , one of the three strategic emerging industry . In recent years, Guangdong standard strategy to lead the implementation of LED lighting standard optical components of the project , the technical innovation , standards, research and industrial applications closely integrated with scientific and technological achievements to promote the LED industry to accelerate the standardization, industrialization and internationalization turn, seize the industrial development ground.

Standards Developed Innovative Technological Advances Lead

As a pioneer in the development of Chinese LED industry, Guangdong keenly aware of the importance of standardization strategy, pioneered "LED lighting research and implementation of standard optical components ," in 2011 . "LED light component is not part of the standard single standard , but a dynamic open standards system . Their technical specifications mainly include interchangeability planning, quality assurance requirements and manufacturers labeling index , which detail specification as a carrier to form a series of of the type spectrum , with a detailed specification covering different optical properties, but does not cover the different sizes of mechanical products . " standard optical components , Guangdong Province, the project introduced the group of experts responsible person .

2013 , with the scientific standard optical component technology standard system by experts and widely recognized industry experts. Technical system standard optical components to achieve the first three : one , first proposed a " new standardized components based light-emitting unit , modular approach to achieve a standardized model innovation two , first proposed in order ." Level project instructions " innovative approach to collaborative multi-unit content of the main implementation to achieve an innovative collaborative innovation approach. three , first proposed the "light assembly " two-dimensional hierarchical classification method to combine lighting and semiconductor industries , to achieve an innovative hierarchical classification method in this regard , the Ministry of Professor semiconductor lighting standards working group Peng Wanhua evaluation is : "LED lighting standards closely integrated optical components of the project to promote the application of LED industry standards urgent needs , starting from the industry middleware standardization, technical specifications and actively build level classification system and management practices, is a major innovation of China's LED industry on the path to standardization . "
Currently , LED standard optical components have been published 24 technical specifications achievements , including National Semiconductor Lighting Project R & D and Industry Alliance and a number of leading enterprises in the province have also submitted proposals standard optical component products . Industry insiders pointed out that a number of " de facto standard " in the formation and promotion of universal , not only to provide effective protection for the scale of the application and the country to promote the smooth implementation of the Guangdong LED lighting products , but also help to promote the use of proprietary core patented technology innovation to change the current foreign manufacturers has led the formation of the international industrial structure , to win international voice in the " industrial middleware" in this key industry areas.

The Whole Industry Chain Innovation to Promote Industrial Upgrading

" Standard optical components of the project ," covers the upstream LED lighting products to the whole industry chain downstream , in respect of industrial development on the basis of its own laws , an innovative way to achieve a "chain standardization ." Since the implementation of the project completed a large number of critical foundation work, collecting a large number of manufacturing companies in the existing mature and widely accepted as the industry "industrial middleware" products to be analyzed , after the harmonization of patent analysis and optimization to achieve promotion .

Currently , standard LED lighting development and system construction of standard optical components made ​​significant progress , LED lighting standards development and application of optical components successfully established in the league , and has absorbed over 150 members , more than 80 % of enterprises in the province has been formed for LED lighting initial cognitive standard optical components. LED leading enterprises - NVC is standard optical components product labeling production, the first production of 200,000 posted signs LED light module ant -standard products , LED lighting standard optical components to the market , the scale of pull prologue , breaking the pattern of industrial development , accelerate the transformation of the industry , and promote the standardization closely integrated industrial and technological innovation , accelerate industrial standardization process , leading technological progress and industrial upgrading and development .

To Promote The Development of Innovative Models to Seize The High Ground

In standard optical components and strict management system support, to meet the increasing demand for certification testing criteria , LED lighting standard optical components Laboratory Certification Committee and with relevant qualification standard optical components manufacturing companies jointly established "LED lighting standard optical component detects joint laboratory . " NVC Lighting , Crystal Electronics are authorized to standard optical component detects the first joint laboratory for standard optical components research and development, manufacture, use , testing and so on.

In this regard , LED industry insiders , with an excellent company jointly set up a joint laboratory detection , collaborative innovation is the implementation of another major innovation attempts. On the one hand , to select a qualified laboratory excellence can reduce investment, reduce costs and greatly accelerate the promotion of standard optical components ; on the other hand , can take advantage of enterprise resource advantages [ -0.33 % ] , so that LED lighting standard optical components to "ground gas "will help accelerate the upgrade of LED industry, the overall level , and further development of the LED industry to seize the high ground .

Enhance the authority of standard optical components ( China, Tang Guoqing , general manager of Samsung LED ) : First of all , LED lighting to enhance the authority of standard optical components , optical components and ZHAGA standard standard docking well, out of this standard enables the country, to the world by industry standards rose to national standards ; secondly , standard optical components with practical, easy to promote. Also, strengthening promotional efforts , to expand its influence and visibility , the LED lighting standard optical components in many domestic standards can have a real position.

Standardization has significant indicator ( Sen Corporation general manager Lin Jiliang Lighting Division ) for industrial development : Sen shares in itself is a member of one of the standard light LED lighting components, we mainly study two aspects of the optical component level . I believe that the future of the Guangdong semiconductor lighting industry organization and implementation of joint innovation center , the two sides in the LED lighting standard electrical interface specifications will be further unified . The cross-strait cooperation in the LED industry to actively promote standardization , as well as leading the Guangdong province in terms of the entire industry has a very important indicator of significance.

LED Lighting into Folk "Electricity Supplier Springboard"Setting Up Yet ?

LED lighting

But the relatively new LED enterprises, with traditional channels of large enterprises are not calm. Offline , online interactive O2O business model for the LED business has opened up new sales channels. The effects of online sales can not be ignored , making the major lighting companies to accelerate the layout of e-commerce. Which is divided into several ways : First, cooperation with third-party e-commerce platforms such as Taobao , Alibaba, Jingdong , pat net , build their own B2C flagship store . Second, select the media home city .


Whether it is the big coffee brands or emerging brands to enter the number of electric providers in the field of lighting more and more brands , such as NVC Lighting , Philips, Lonon home in a media mall opened shops. Third, enterprises are not dependent on any platform , establish official website , the official website selling products . Generally speaking , in several ways simultaneously, stationed round , competing online sales share of the more common phenomenon. Lighting industry, electricity providers market potential and development speed is unexpected. Last year's " two-eleven " , Op lighting , Austrian duo , Chau Ming Han and other lighting sources were branded product sales break 10 million mark , which is more Op lighting Lynx official flagship store in -store sales 57 million yuan proud home top ranked first building category . Op LED which alone a bedroom ceiling , we sold more than 400 million . Taobao Mall this year the newly established John Unilumin source brand in the " two-eleven ," began within one hour of product sales exceeded 300 million yuan, 24 deadline , the total transaction amount in the product has exceeded 20,000 , the sales up to 21.42 million yuan . According to another report , sales exceeded ten million dollars in addition to Op, Austrian duo , Chau Ming Han sources , as well as NVC , Philips, Huayi Lighting and other brands.

"Superman Li Ka-Shing"Personally "Play Light" LED Market "Midas Touch"

LED lights

"Lee Superman" personally "play light", the LED lights investors favoring stocks, the Hong Kong stock market triggered a "Midas touch" effect - more than just LED lighting stocks share price rises, even the "Superman" himself The TOM Group's share price has also been driven by ultra-ultra-one percent.

LED industry in the ascendant, and now the focus of competition is still stuck in the large circulation products, future development will consolidate the development of rail products in circulation, and maximize civilian LED open market. In addition, LED product application market is vast, innovative LED technology space is large, it is one of the promising LED industry shing objective factors.

Additionally, this year the price trend of LED lighting products now, LED price for this year's LED industry development features a large clear. The results bring the price to fall closer to people's lives LED products, LED product applications proportion earlier in the civilian market will increase, especially in large circulation products. With the gradual obvious feature of this trend, in 2014 the global LED Bulb quantity demand growth over eighty percent over last year, LED lighting products will be more popular, the market share will continue to expand. This is one of Li Ka-shing optimistic LED industry market factors.

LED Lighting into The Rural Market Opportunities And Challenges

LED lighting

During the two sessions, Li Keqiang has proposed to accelerate the development and application of energy-saving technologies and products, energy-saving environmental protection industry into a vibrant sunrise industry. Implementation of building energy efficiency improvements, energy-saving products Huimin engineering, the development of clean production, green low-carbon technologies and circular economy, improve the ability to respond to climate change.

LED lighting as an important energy saving products, has continued to gain popularity, deep into the rural market. With the standard of living in rural areas gradually increased, they are also rising level of demand for new products. One can imagine that this emerging industry, how attractive is a big cake.

Government attaches importance to product used properly, this is good news. However, according to the reporter visited understood that the current rural market on the use of LED, still there are many drawbacks. Too much emphasis on energy efficiency, willing to spend big money in accordance with the solar LED lights; product quality, but off, there is serious bad light; sales maintenance can not keep up, after experiencing the natural environment of the test, there is no timely maintenance, resulting in a huge waste.

In addition, in the civilian market, the price of LED lights is still high, some people can accept new things, but often the price is low quality, but hard to select products, making lamp life is too short, the user is also a hit, can not form continuity. Cheap and brand difficult to balance that with a good brand, if the price is not attractive and can not gain, which requires open price war. Regardless of price or brand, which are needed for the LED enterprises try to balance the place.