Winter struck semiconductor lighting contrarian

Guangdong Province Association of lighting lighting enterprises in Guangdong issued a report about 60% enterprises operating status display, said sales in its increased by 8% ~ 79%; 20% ~ 30% enterprises said decline, decline from 20% to 30%; 10% enterprises flat. In the operating costs and profits of Chinese enterprises to investigate the operating costs increased in the majority of 10%~20%, only 40% of individual enterprises; corporate profit margins in most of the decline in the range of 10% ~ 20%. The first half of the data Guangdong lighting industry profit comparison decreased by about 24%; in addition to the Chinese lighting Lighting Industry Association survey: 2008 70% companies at a loss, the enterprise of 20% flat, only 10% of the profit of the enterprise.

First, the lighting industry coming winter, semiconductor lighting good performance

According to the official statistics of China lighting, lighting appliances in 2008 1 ~ September import and export data compared to the same period in the past year, there has been a significant decline in imports fell by 39.71%, exports fell by 22.72% in 2007. Due to the sharp decline in the number of import and export of lighting, partly because many countries have decreased year by year using the traditional incandescent lamp, led to a sharp decline in the number of incandescent lamps occupy a larger share of import and export; secondly, due to the economic slowdown or downturn in external demand fell sharply.

China is the world's largest producer and exporter of lighting appliances, China's import and export of lighting equipment objectively reflects the global demand for lighting equipment. Due to the impact of the financial crisis gradually to the real economy, with the fourth quarter economic growth will slow further, the global lighting industry truly entered the winter.

Traditional light source incandescent lamp, halogen tungsten lamp, metal halide lamp (HID) imports fell nearly half year on year decline in exports of about 2 ~ 3. Fluorescent lamp and discharge lamp and other light sources to keep imports will be greatly increased, the export amount has more than 10% growth, which is the main source of other new LED semiconductor lighting source, and the fluorescent lamp and discharge lamp is green energy-saving light source, thus energy-saving light source is far superior to the traditional lighting source.

Two, the traditional lighting enterprises to speed up the transfer of energy-saving lighting products

Faced with the cold winter, the industry is busy looking for new ways to resist the cold winter. The practice of internal strength, slow down the investment is commonly used in enterprises, but the new growth point of view is particularly important. The new type lighting semiconductor lighting because of its advantages of high efficiency and energy saving, environmental protection is bound to pay attention to, and LED semiconductor lighting still bucked the trend, to maintain high growth, will inevitably lead to more and more companies.

The current situation of the traditional lighting industry affected by the economic slowdown is more serious, in order to seek new growth, will accelerate the shift to clean and efficient semiconductor lighting. The traditional lighting companies have sales channels of their own advantages, abundant capital and has considerable brand recognition, if through mergers and acquisitions to enter the semiconductor lighting industry, will quickly open the market to obtain better returns. In fact, previous traditional lighting companies gradually to involve LED lighting such as the history of Jiangsu Ford, Zhejiang sunshine, Huayi lighting, the financial crisis, the slowdown in economic growth more firmly and accelerate the transfer to the traditional lighting semiconductor lighting confidence and pace.

Three, semiconductor lighting in China's domestic market competition

Export oriented semiconductor lighting industry in the face of export market tightening, one is to actively explore new markets abroad, such as Europe and the United States to the sub developed countries; second, export to domestic sales, and actively develop the domestic market. At the same time, the traditional lighting industry is also the same, is bound to seek new markets and to the Chinese domestic market, and then gradually shift to the growth advantage of the LED lighting industry development. In addition, the government led a strong driving force for the promotion of energy-saving lighting infrastructure, the interests of the trend is bound to have more enterprises to enter the semiconductor lighting industry.

Semiconductor lighting Chinese domestic lighting enterprises not only have international reporting body figure, emerging enterprises have reported lighting, traditional lighting companies actively cut, there will be more into other industries, the competition will become increasingly fierce. At the same time, a number of small and medium-sized semiconductor lighting companies, due to backward technology, lack of OEM production funds, narrow channels, market competition, shrinking exports will be eliminated.

For the above analysis, Huarun silicon technology senior engineer Yan Zhongguang believes that the future of enterprises involved in this area should pay attention to the following two points:

1) concern LED lighting continued growth momentum, the development of various LED lighting as soon as possible for driving IC, is related to the strategic decision in the next few years to win!

2) concern LED lighting government projects, such as photoelectric green energy-saving lamps, IC development and system applications as soon as possible, there is a recent high margin industry.