LED companies to strengthen the core technology is the king of competition

“At present, the domestic LED interior lighting is mainly concentrated in decorative lighting, such as some entertainment venues, commercial lighting and public lighting, such as underground parking, star hotel corridors, etc., have not yet really entered the market huge ordinary household lighting. The main indoor lighting Products include commercial fluorescent lamps, downlights, spotlights, bulb lamps instead of incandescent lamps, etc. From the technical point of view, the quality of LED Lighting, such as light color, is not very good, and home lighting, advanced clubs, etc. The demand for light is very high, and it is a short board.” Zhen Zhenyan, general manager of three-way photoelectrics who had previously worked as a dealer, frankly stated to the author.

market trend

Market share will reach 35% within 10 years

For domestic LED indoor lighting market, which is affected by many factors and is rapidly developing at the same time, it is difficult for us to accurately predict the market share of its products. In an interview with reporters, many people in the industry believe that the market share of LED interior lighting may reach 8% by 2012, or 25% by 2015, and it may reach 35% by 2020. The core chip technology is in control. The international giants are more optimistic, such as OSRAM related sources have recently said: 2020 LED indoor lighting market share may reach 60 to 70%, and because of the huge design space for LED, in addition to the expanding scale of the lighting market, but also Will drive the development of related markets, the overall market size is huge.

Channel trend

Traditional channels are not easy to cut into the terminal

"In addition to changing the light source, the current appearance and function of LED interior lighting has not fundamentally changed. The traditional monopoly channel can certainly be leveraged, but I believe there will be better advantages for such hidden channels as home improvement companies and hotel engineering companies. The proportion of two major channels like ours in LED indoor lighting is probably 4:6.” Chen Jianhua, general manager of Baiguang Lighting, summed it up. According to the reporter's observation, many LED interior lighting company executives believe that, at least at this stage, it will be easier to enter the terminal application market than traditional channels. However, lanterns are replaced by LED Light sources. “Now home or indoor LED lighting is not a pure product issue. It's about how you realize the concept of stylish home lighting. Now we require partners to set up such a display area in a specialty store, away from traditional lighting. Quantity to show 'stand-off' sales.” MINI Lighting Chairman Li Junjie talks about his unique LED lighting method. At present, this type of new product with their experience-based terminal image display is quite good in the market. Sales this year are expected to reach 120 million yuan.

Product trend

Four kinds of power make LED go further

The product portfolio, whether it is an office space, a hotel club or a family room, now pays attention to the overall luminous efficacy rather than the lighting of a single lamp, so the series and combination design of different positions and functional products, and how these lamps are used for the “quantity” of the site "Custom made" is one of the trends of future LED interior lighting products.

Product intelligence reduces the cost

One of the biggest advantages of LEDs is their ease of control and cluster control. LED intelligent products can provide a series of solutions, which provides convenience for the intelligent management of indoor lighting, and can also make up for the disadvantage of using LED for high initial input costs.

Improve the luminous flux utilization Because the LED light source has strong directionality and high availability, so long as reasonable optical processing is performed, the LED can fully meet the requirements of functional lighting. The illuminance of the 3W LED and the 35W halogen lamp cup was tested under the same conditions. Within 3 meters, the center illumination of the LED light source is much higher than that of the halogen lamp cup. In practical applications, the common illumination range of the lamp cup is 1-3 meters.

Solve high power LED cooling technology

High-power LED is one of the directions for future development. Currently, it has become a product developed by major manufacturers with its high luminous efficacy and superior lumen maintenance rate. However, high-power LEDs have high requirements for heat dissipation technology, and the ambient temperature will reach a certain limit and will soon produce light failure, which will directly lead to a decrease in the life of the LED. Currently only 1W and 3W high-power LEDs are used in the market, while 5W and 10W are used. The high-power LED still stays in the laboratory stage.

Brand trend

Product differentiation and cost control wins

From this year's Guangya Exhibition, it is not difficult for us to find that the booths of international light giants such as Philips, GE, Osram, Toshiba, Addison, etc., although they all have corresponding plot intervals, are mostly conceptual ones and are displayed in the terminals of major cities in China. It is rare to see its products.

LED lighting has a high degree of customization, resulting in low capacity utilization. In addition, the point source characteristics of LEDs have led to the need to integrate LED lighting fixtures with light bulbs to increase the cost risk of LED lighting manufacturers. LED lighting industry supply chain manufacturers are more complex and have a larger number of households than traditional lamps, and the cost of the most downstream lighting suppliers will increase. Regardless of the lamp design style or the price is similar, therefore, LED manufacturers who master product differentiation and cost have the opportunity to win, but such a backbone brand is still not seen.

Capital Trends Move Upstream Towards Technology

Lighting companies in the circle of lighting have expanded their product lines and extended their reach into the LED sector, which is not considered news, such as Op Lighting, Sanxiong, Aurora, Huayi Group, and lighting products. It is worth noting that "capitalists" within and outside the "circle" have adopted a variety of financing and fund-raising channels to share a share, especially focusing on capital injection upstream packaging and chips.

“Neon Bright will use the additional funds raised to meet continuing capital expenditure requirements and general working capital, including MOCVD equipment will increase to more than 10.” Last year, Qingyun Ventures spent US$30 million to subscribe for a 11.3% stake in Neo Bright. Ming Li Chairman Fan Banghong said. Wu Changjiang, chairman of NVC Lighting, also stated that it invested HK$410 million in brand strategy and sales network; capital expenditure accounted for HK$410 million (a new production line will be built to increase the annual production capacity of NVC lighting products by approximately 25%); R & D accounted for 160 million Hong Kong dollars (focus on strengthening NVC in the LED, HID and other fields of strength and appeal). Other listed companies such as Midea Group, BDO Runda, etc. have also established light source bases. The industrial chain of LED products extends from the upstream epitaxial wafers, chip production, to midstream packaging, downstream lighting, display, and other applications.

He said that companies should calmly "advance"

Li Xiaoping, general manager of Zhongshan Ouman Technology Lighting Co., Ltd.

In fact, there are not many people who know and understand LED, and most of them stay in the stage of using energy-saving lamps. Because companies are swarming and miscellaneous products flood the market, this will only reduce the LED interior lighting products in the minds of consumers. I think LED product companies only have the upstream direction and large-scale production. This is the ultimate way to build a brand. Otherwise, it can only become a low-end processing factory and it has no competitiveness.