Lighting market "big fight" domestic trouble and foreign invasion "war (two)

Introduction: although compared to incandescent lamps, energy-saving lamps have been greatly improved energy efficiency, but the former replacement process for the latter is still not completed, the incandescent lamp also accounted for 27% of the share.

Both the industry product prices fell LED

If the share price soared last year between 4~6 months because of the recovery of the LED market, then this time we expect the outbreak of the market, while the fuse is the United States to eliminate incandescent policy. According to the provisions of the United States in 2007 enacted the energy independence and Security Act, the United States is divided into three steps to carry out the incandescent lamp: the first step, the elimination of 100 watt incandescent lamps in 2012, using 25%~30% to replace the energy-saving lamps; the second step, in 2013 to further eliminate 75 watt incandescent lamps; the third step is since January 1, 2014, incandescent 60 and 40 Watt lamp. As one of the most important markets in the world, the impact of the United States on China's lighting industry. Affected by this, more than LED shares began to rise.

In January 7th, Deng Zichang says in an interview, 2014 is an important year for the development of LED China, because everyone has the action, including the traditional giants, international giants, or even have never done LED enterprises have joined the industry. We are doing, indicating that the industry is mature, mature products, consumers began to accept LED lighting.

In January 12th, Chongqing LED lighting alliance in 2013, Wu Changjiang also reached a similar judgment, he said, "the next 3 years will be the outbreak of LED lighting, especially such replacement will be a big market". In fact, the multi point of view LED lighting is about to enter the outbreak of an important reason is that with the decline in prices, LED products already have the strength of competition with the traditional lighting products.

Lighting market "big fight" domestic trouble and foreign invasion "war (two)

January 19th, the reporter found in an e-commerce site search, 3 Watt LED bulb minimum price even more than $2, while the average price of the product in a few dollars to tens of dollars. According to the reporter, LED product prices there are three main reasons: one is the key part of the chip to realize the large-scale production, the cost is effectively reduced; the two is technology progress, more cost-effective products continue to emerge; three is the fierce competition, enterprises generally use the "price change" strategy. Public data shows, after the chip occupies LED lamps at least 1/3 of the cost, the decline in chip prices, packaging industry transfer to the river, to the downstream applications, the LED lighting products prices have declined. Chip prices are an important reason for the decline in domestic mass production.

Before 2010, the chip mainly rely on foreign imports, higher prices. With the rapid progress of the chip localization, prices fell significantly. According to the Institute statistics, as of November 2012, China's MOCVD equipment (LED chip production process of the key equipment) number of 909 units, these devices have been introduced between 2010 and 786 in. The introduction of a large number of devices makes the size of the enterprise highlights, monolithic chip prices can be reduced.

Barriers to the lack of 100 factories closed down there will be 120 registered"

"Not to say that the outbreak of the market, the enterprise will be able to break out, companies must have a clear idea, and is ready to do. Mei Zhimin said. The reporter learned that, strictly speaking, although the LED industry on capital and technology requirements are relatively high, but in the middle and lower reaches of the industry, especially in the downstream, this threshold has long been a flat".

July 2013, the reporter had in-depth interviews in Guangdong Zhongshan Ancient Town. As a traditional lighting capital, after the rise of the LED industry, the town of large and small businesses have quickly turned into a LED enterprise. Reporters found that someone rented a factory, buy a few iron, from the town back to the procurement of accessories, home to a simple assembly that is out of the sales. In the ancient town, the reporter can see everywhere such workshop type LED enterprise, some signs, some without any logo. The status of this threshold, making the traditional lighting companies to enter the field of LED is very easy.