LED industry chain will benefit from lighting applications

Lighting products mature

The manufacturers of LED lighting products have been relatively mature, the use of diverse, from the power of the outdoor street lamps, landscape decorative lamps and high ceiling indoor lamp until the smaller power lamp bulb, cabinet lamp, fluorescent lamp, etc.. Exhibits are mainly high-end white light. The brightness of the product has reached a relatively high level, the vast majority in 70-90lm/w.

The design of the product is diversified, and the multi chip packaging has less influence, and the single chip array can be made into various shapes. In terms of heat dissipation, we also see a variety of solutions, many manufacturers to chip bonded to the metal shade, the use of the lampshade as a cooling tool. Some manufacturers to make the lampshade easy to heat the grid or flake, and some claim to add rare earth elements in the copper chimney to greatly improve the heat dissipation coefficient.

Price barriers are expected to be eased to some extent

For outdoor or high ceiling indoor 100 watt light priced at 2500-4500 yuan, and should be used for indoor general lighting 3-5w lamp priced at 50-100 yuan. The price of the LED light source is still much higher than that of the fluorescent lamp, but it has been accepted by some consumers, and we have learned that a company will sell more than and 100 yuan of light bulbs within 2 days of the exhibition. Some dealers believe that if the price can be based on the current decline in 20%-30%, will greatly enhance the attractiveness of the product to ordinary consumers. We believe that with the completion of chip manufacturers to expand production capacity, LED lighting product prices can drop 20%-30% in a year.

Misunderstanding of the use of life will be overcome

Most of the current LED the service life of the light source is about 2-3 million hours, but some people on the market too optimistic that the service life of up to LED fifty thousand, or even one hundred thousand hours of theoretical value, the other part of the life of the LED people have estimated too pessimistic.

The power supply is a bottleneck constraint of many LED lamp life, usually only available in 1-2 power supply (service life of less than 10 thousand hours), the short life of the light source in LED, on the part of the ordinary consumer, the replacement of the entire lamp than replacing the power supply operation more simple, so that consumers mistakenly use life as the life of power industry LED light source the lack of uniform standards, some manufacturers of the products of low quality, fast attenuation and short service life, affecting the overall image of the industry, such as in some areas of Beijing installed street lights in 8 months after the emergence of serious decay, the brightness decreased significantly.

In practical applications, even people in the industry are still accumulating experience, we usually think that LED street lighting requirements are high, more suitable for use in cold areas. But some manufacturers install in the northeast of the street in the winter than in the South also encountered serious problems, LED lamp high temperature, when the snow falls on the relatively small, on the cover of snow easily into the water, and evaporation, but when the snow is large when the snow is easy to accumulate, in the shade on the formation of ice. And the air layer is formed in the middle of the ice and the lampshade, seriously affect the heat function of the lampshade. In addition, due to the reasons for the shape design, some manufacturers of street lamp shade is easy to fall dust, especially in areas where the dust is more serious, thus affecting the heat dissipation, reduce the life of LED light source. We believe that with the promotion of LED applications and the increasing experience of the relevant personnel, these issues will be resolved, so as to overcome some of the misconceptions about LED.

LED industry chain will benefit from lighting applications

Contrary to market expectations, Taiwan manufacturers for China, lighting market very seriously, light Ding subsidiary Nanjing Huading show bar lamp, 3W/1W lamp cabinet; chip manufacturers EPISTAR well-known manufacturers in the lamp high degree, is a major supplier of many have the ability of packaging lighting manufacturers; some companies also sent technical personnel in support of its partners in the field.

Part of the domestic manufacturers of lamps and lanterns are still relatively unfamiliar, they believe that the imported chips in the quality, performance and other aspects have a greater advantage. We believe that the domestic chip and package leading products has basically reached the lighting requirements, along with technological progress and further enhance the quality of products made in China, domestic chip and packaging manufacturers will improve visibility.

Due to the tight supply of LED chips, we do not see the trend of declining chip prices, which hindered the large-scale application of LED in the lighting industry. On the market, some people worry that the expansion of existing chip manufacturers will cause excess capacity, so do not optimistic about the LED industry. We believe that today's raw materials and chip production capacity has lagged behind the demand, the bottleneck caused by the high price of the chip, the size of the entire industry constraints. Only when the chip manufacturers capacity has been expanded, the demand can be met, only when the further expansion of production capacity, chip prices can be expected to decline, demand will further increase, LED industry can be more scale, the cost can be further reduced, so that the whole industry into the track of healthy development.

We are optimistic about the prospects for the application of LED in the lighting industry, with the expansion of the scale of the chip production and price decline, LED lamps in 2-3 years will enter the ordinary consumer families. We give the LED industry overweight rating, it is recommended to focus on packaging enterprise star optoelectronics.