In 2013, LED industry development trend after the rest of the ten predictions

2013 new year approaching. In this farewell to the threshold of the new year, the future of the LED industry in 2013 will become what kind of apparently more interesting than what has happened. In this paper, through the analysis and prediction of the professional perspective, some representative, has selected industry development view constructive significance are as follows, for the industry reference.

Prediction one: strong competition at home and abroad on the same stage?

With the promotion of domestic LED more and more attention, in 2013 there will be more foreign LED giants to enter the domestic market. It is reported that in 2012 Guangzhou international lighting exhibition brand exhibition increased significantly, booth area of 584 square meters or more to reach 6. In the last year, the only one to achieve this area booth. Today, the brand's international giant companies have emerged, PHILPS, OSRAM, GE and other world's top 500 companies in the field of lighting and LED brands gathered in this area. With this international platform to showcase the brand image, PHILPS is a model. But the day Zhuo lighting, lighting, crystal, Elec-Tech Shun Japanese enterprises to the 584 party booth to compete, that the rise of the domestic national brand.

In recent years, with the rapid development of national economy, LED lighting fast forward, the international competitiveness of China's lighting enterprises to continuously improve, gradually narrowing the gap between the international brand, some enterprises among the world's leading enterprise, make it occupy a space for one person in the international lighting industry stage. Guangzhou international lighting exhibition to create a good social environment for the system and to enhance the international competitiveness of enterprises in the future development of China's lighting and LED enterprises only than leading multinational companies to learn faster and more effectively, it is possible to realize the goal of catching up.

Guangzhou International Lighting Exhibition founder Dr. Pan Wenbo said, the Guangzhou International Lighting Exhibition is mainly manifested in: first of all to help domestic lighting enterprises to fully demonstrate its position in the world, build a good platform for them, to help enterprises in the international exchange. Through interaction, for the development of enterprises, business models, management, and other benefits; secondly, to allow more international companies to participate in the world's most advanced technology and products and brand philosophy to china.

Prediction two: epitaxial chip price war detonated?

2012 in the first half of the order to bring back to the mainland LED epitaxial wafer factory confidence, which led to the use of equipment to be placed on the purchase order on the agenda, not installed equipment have also entered the operation. As of the end of October 2012, MOCVD machines 823 taiwan. Production capacity, the total production capacity of the mainland LED chip production line to 2 inches epitaxial film, up to 40 million 220 thousand / year. Capacity utilization in some parts of the equipment has not yet completed assembly, staffing is still insufficient, market demand and other factors, the average remained at 65%.

Despite the launch of the LED epitaxial wafer project has been caused by the oversupply of mainland chips, but optimistic about the future market size, there are still manufacturers continue to invest in the mainland in 2012 LED epitaxial wafer project. The larger Guangzhou Jingxing (plans to introduce 60 sets of MOCVD), Foshan Qili photoelectric (plans to introduce 20 MOCVD production lines and supporting the wafer production equipment) and Foshan nationstar LED epitaxial wafer (project plans to introduce 50 MOCVD).

It is not difficult to predict, 2013, manufacturers will release more LED chips in the market, coupled with the chip mainland companies are mostly concentrated in the low order, so the good price war, manufacturers, is bound to set off a new round of battle. Mainland chip manufacturers are mostly local government financial subsidies, even if the chip business losses, but also through government subsidies to whitewash earnings. However, to enter the market late, so in order to snatch competitors market, manufacturers are often at a lower price to launch the impact. As the mainland's largest three chip factory as an example, directly put forward more than EPISTAR, Asia's first "slogan, will be directed at EPISTAR, not only significantly more poaching, with cheap 20 to 30% of the price to sell the products to the downstream packaging manufacturers. In the market downturn, the low price strategy is indeed effective, REFOND, honglitronic and other mainstream country star power, LED packaging manufacturers are beginning to use an optoelectronic chip. In addition, three also significantly enhance the capacity and through the red chip price, in order to exclude the single product and the same for the mainland manufacturers of dry light, so had to rely on product differentiation to achieve better performance of the dry light in recent years, a serious decline in performance.

Prophecy three: three-dimensional marketing electricity supplier is not far from LED?

Electricity supplier has become some of the current radical and heat unabated industry keywords, perhaps just the appearance, in fact, because now, no more than how the layout of the road to let entrepreneurs worry about.

A supportive of the view that "the development pattern of the electricity supplier is not good lighting optimistic about the problem, is the inevitable development of the information society; the electricity supplier appears, have good people? But the electricity supplier is to change our life and subvert the traditional" NVC Holdings Limited, former vice president Xu Fengyun also said "in order to study the electricity supplier marketing mode, I also go online to the platform looked carefully and found the whole Home Furnishing building materials brand, do the inferior is lighting brand. The date of November 11, 2012 can be written into the history of the lighting industry, and several giant collective loss, including second tier brands suck, lighting industry bosses, is not to think about it?"

For the electricity supplier, there is such a clear view of radical, or from the traditional lighting company executives, can not help thinking. But at the same time, some people have raised their own questions, whether the electricity supplier is suitable for LED lighting?

At this time, not only the LED industry, external recognition of debate on electricity supplier also have abnormal, for example, Wanda Group recently announced a high-profile foray into the electronic commerce, and at the same time, Wang Jianlin said Wanda electricity supplier can not completely replace the retail market, and betting one hundred million and electricity supplier representative Alibaba Ma on gambling ("10 years later, if the electricity supplier in the Chinese retail market I give him a share of 50%, one hundred million, one hundred million if he did to me;" Wang Jianlin said on the bet), let more people the development prospects of the electricity supplier's attention to investment.

At present, the LED industry is most commonly used mode of electricity providers, such as Tmall or Jingdong into a comprehensive business platform (such as Tsinghua Tongfang), or enter the professional business platform LED lamps; one is accepted by more people the current view is that, with the improvement of e-commerce platform, a sharp rise in the number of users. With the 2013 "online and offline, the electricity supplier and the store will be combined with the model" is a better way to LED into the civilian market.

Electricity supplier, whether it will become one of the main means of marketing or auxiliary marketing are worth exploring. But it is worth pondering: the business itself is good, but what is more suitable for e-commerce enterprises and products, which are not suitable for? There is a view that through electronic business platform, the price must be very competitive, the positioning in the high-end brand or product will be very cautious.

Prediction four: integration, the polarization of the "M" type development?

2013, in the further integration of the environment, LED company will begin to polarization transition, as the current intelligent mobile phone industry competition trend is toward the poles of the "M" type, and the LED industry also has a certain degree of similarity.

In fact, industry consolidation has begun since 2012. Following a string of integration and shares after the events (including EPISTAR acquisition of wide gallium, Wellypower, Lunda with Sanan optoelectronics canyuan shares etc.), 2013, large enterprises will further expand the scale of operations using capital forces to reduce costs, small and medium-sized enterprises to survive the pressure will continue to increase, the market profit is not easy or difficult will continue.

At the same time, another trend is that the prices of space in the LED device has become more and more small, the LED manufacturers tend to adopt in power devices (0.2 ~ 0.5W), to replace the traditional small power devices (0.06 ~ 0.1W), widely used in indoor lighting, power or will continue to be the trend of the development of the market in 2013.

In addition, in 2013 the mainland sapphire substrate manufacturers will force the development of a graphical substrate in the past, to improve the ability of the graphical substrate. Some analysts have said that in 2013 the mainland made of sapphire substrate substrate permeability will be close to 50%.

Prediction five: business ideas and profit model transformation, manufacturers may be bundled?

"Dramatic changes in the market, it was seen, it was realized, and some people are still in the dream, always thought that after the stubble, good days will come again. And in the end, no matter how good the day will come, when the arrival, want to win in the cruel market competition in 2013, the most important thing is the innovation of business ideas and profit model.

This is one of the most exciting aspects of change. Because this is not just for an enterprise, but also for the entire industry development, business ideas and profit model is undoubtedly the most important.

So a variety of thinking. For example, the view that: "do fine one or two" is the correct idea of the factory, but the terminal operators to complete category is the full range of products; then, in between the LED manufacturers and terminal operators, whether there is a need for an integrated platform, the various outstanding manufacturer of fine and special products and timely delivery to the terminal? And who would be to do this platform? Is the big brand business, or channel brand chain? There is no possibility of joint dealer?

"The channel alliance may have? There is no possible production enterprises Baotuan?" a LED entrepreneur also made such a point of view, constructive and even, the traditional lighting companies and emerging companies LED resources sharing, channel integration or acquisition is not possible? Agents and production enterprises holding each other may have LED products? Personality customization is possible? Production enterprise's marketing outsourcing may have, obviously, these are the "future" will be based on the development of the whole industry is more mature, higher degree of integration, mutual benefit and common development of various forms on the basis of cooperation or both may be based on "".

An entrepreneur for the mutual shareholding of the company expressed the identity of this view, I think, in the current LED industry environment, the depth of the manufacturers and businesses should be bundled to set up a new sales company. After all, the ability of the manufacturer is still reflected in the manufacturing, sales are the strengths of the business. In this way, manufacturers and vendors can be allowed to perform their duties, focusing on their greatest advantage to the fullest".

Predicted six: power LED devices in the stabilization of the price rise?

In 2011, prices of LED device market suffered cold and rapid decline in 2012 with the warming of the market and inventory gradually returned to normal level, the decline tends to be stable, the quarterly decline is about 6%, the current price of LED devices has been at a low level, while considering the LED chip price due to the price war is still down space, but other raw material prices more stable, and labor and operating costs and rising trend, topology prediction, 2013 prices will further decline in quarterly LED device control in less than 3%.

In the case of LED device price drop has been getting smaller and smaller, LED manufacturers tend to adopt medium power devices (0)