Dogfight! LED filament lamp patent and supply chain battle started

[LED] since the Japanese manufacturer Panasonic (Panasonic) launched a glass bulb after the whole week of light bulb LED bulb, with a transparent substrate can be both sides of the light-emitting LED light gradually attracted market attention. In the LED manufacturers EPISTAR (Epistar) launched a filament lamp design, because it can achieve full light effect, and the appearance is similar to the traditional tungsten filament lamp, with antique style, popular on the market and consumers, distributors also pay. As a result, to attract a lot of mainland LED manufacturers have followed suit, so in many domestic and international LED exhibition and related lighting exhibition, almost every booth will see LED filament lamp.

Japan's Matsushita Panasonic LED filament lamp products

Current status and difficulties of LED filament lamps

According to the LEDinside survey, the current LED filament lamps or decorative uses replacement market. The main alternative categories include A19/A60/A55 450lm LED bulbs with B35/F35 250lm candle light. LEDinside estimation of LED filament lamp in 2014 total shipments of 43 million, the number of 2015 forecast will grow to about 6000-7000 million, while the number of sustained growth, but with the traditional tungsten filament lamp shipments compared to there is still a considerable gap. As for why the past two LED filament lamp market, always in a small talk state? Mainly because of the high price of LED filament lamp, heat and technical problems remain to be overcome, the price and performance, there is still a gap from the market expectations.

EPISTAR customers LED lamp products

LED chip and packaging transparent substrate price drop driven LED filament lamp market demand

However, such a situation in 2015 there has been a turn for the better. The most important opportunity is to enhance the effectiveness of LED chips and prices fell. From the LED filament lamp cost structure observation, LED chip and transparent packaging substrate accounted for the proportion of the cost of up to 50%. With the first half of 2015 LED chips and transparent packaging substrate prices fell sharply, driven by the overall cost of decline. Luminous flux output of A19 LED filament lamp, for example, in 2014 the ex factory price (FOB Price) of about $3. But in the first half of 2015 has dropped to $2. The terminal market retail price of LED filament lamp, has the opportunity to pressure at on shelf price on distribution in the sweet spot price below $5, driven by the market demand growth.

LED lighting market is out of order, LED manufacturers began to consolidate the supply chain through patents

But also because of the LED market in 2015 the state of pile up in excess of requirement is very serious, so the lighting manufacturers in order to survive, fierce price competition, resulting in a variety of LED filament lamp and offer scurrying in the market. Part of the patent LED manufacturers also hope to be authorized by the patent, to ensure the smooth supply chain. According to the investigation and understanding of the LEDinside, LED filament lamp on the table at this stage have patent related manufacturers including Torgovnik, oxtail (USHIO), Nichia (Nichia), Taiwan EPISTAR, Chinese, Rui Edison (Ledison), as well as traditional lighting manufacturers through a variety of international mergers and acquisitions and licensing means have some patent related.

In order to EPISTAR as an example, since 2006 the United States, Europe, the mainland, Taiwan area around the patent LED filament, such as a common market to a number of LED chips with adhesive layer arranged on the substrate (pictured above), is the key of the crystal electric patent. But EPISTAR also authorized to its joint venture companies, Jing Yang (CosmOLED) and the mainland's largest LED lighting manufacturer leedarson (Leedarson), hopes that by patents to support its strategic partners. And we also observed that, with the LED filament lamp market demand growth, more and more lighting distributors and stores also began to receive some of the patent claims LED manufacturers. The second half of the LED filament lamp patent and supply chain wars are about to open.

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