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The ban on whitening implements the lighting industry to usher in transformation
In the future, Chinese lighting companies must enter the high-end lighting field, consolidate market share, and strengthen independent research and development is an insurmountable link. From October 1st, China will ban the import and sale of incandescent lamps for general lighting of 60 watts and above. According to the "China's phasing out the incandescent lamp road map", by October 1, 2016, China will completely stop production and disable incandescent lamps. With the implementation of the national ban on whitening, the lighting industry will usher in a comprehensive transformation and upgrading, and the call for the LED lighting market in the first year is getting higher and higher. From the recent first-half performance list released by major LED companies, it can be seen that the LED industry has been in short supply from the chip to the packaging factory. Analysts pointed out that with the second wave of global bans on incandescent lamps in the second half of this year, the LED industry will once again enter the peak demand period. On the one hand, the rise in demand has made China's LED industry eager to move; but on the other hand, the obstacles that restrict the industry still exist, and it is still doubtful whether it can run smoothly on this fast lane. Market optimism With the global ban, the industry has expressed optimism about LED lighting for the market vacancies caused by the elimination of incandescent lamps. According to the forecast of relevant institutions, the global LED lighting output value will reach 35 billion to 40 billion US dollars in 2014. Industry organizations predict that by 2020, global LED lighting products will account for 69% of the sales revenue of the general lighting industry. In fact, the concept of the first year of the LED industry has been proposed for several years. Industry analysts said that in recent years, LED lighting has been in a period of rapid development. Data show that in 2009, China's semiconductor lighting market has reached 11.4 billion yuan, and by 2013 it has rapidly grown to more than 45 billion yuan, and the annual growth rate of industrial scale is above 30. Analysts pointed out that from the three major applications of LED display, backlight and lighting analysis, the current LED backlight penetration rate in LCD TV has reached more than 90 in 2013, the global LED backlight production value has reached a peak, the main driving force for future growth comes from lighting. It is reported that by 2015, the penetration rate of LED lighting will reach 60, reaching 80 in 2018. LED lighting is currently welcoming development opportunities, and the market is still optimistic in the future. Han Yun said. At the same time, the global lighting market is gradually showing the effect of forbidding white. The price of LED lighting products is decreasing at a rate of 15~20 per year. The price difference between traditional lighting products is gradually narrowing, and it has the advantage of competing with ordinary lighting. Since 2013, the price of LED terminal products in China has entered a sweet spot of 10 US dollars. The cost of upstream light source has dropped rapidly, and the manufacturing effect of terminal product scale has gradually appeared. This trend will become more obvious in 2014, and the growth rate of LED lighting will be further accelerated. Han Yun said. Competition is fierce However, in stark contrast to the huge market space, China's LED lighting companies have a large number, small scale, lack of leading enterprises, and there is no international brand that is well-known. At the same time, the business model and marketing system are still not perfect, the channel construction is relatively lagging, and the comprehensive cost of products is still higher than traditional lighting products. However, due to the current LED industry pattern has not yet formed, giant companies have not yet produced, but also more and more companies aim at the LED industry, and even some non-invasive companies have poured into the LED field, vying for this big cake. For example, as early as 2003, BYD began to set foot in the LED lighting industry, and TCL, LG and other home appliance industry giants also launched LED lighting products. At the end of 2013, Hebei Iron and Steel Group announced that its Tanggang Chuangyuan Fangda Company and South Korea's Pohang ICT Co., Ltd. jointly established Tangshan Shipu New Light Source Co., Ltd. and officially entered the LED industry. For this phenomenon, Han Yun believes that LED is a booming industry and a highly subsidized industry. It is understandable that many companies participate in the competition, and it can also promote competition in the industry, but it will inevitably lead to potential risks. A typical precedent is the expansion of the epitaxial chip-end expansion that occurred a few years ago due to competition for subsidies. Many enterprises have not achieved high capacity utilization or even stopped production due to insufficient preparation. At present, in the field of LED downstream applications, there are still mixed conditions. The products are mainly concentrated in the low-end market. Enterprises are fiercely competitive in the low-end market and often encounter price wars. Industry reshuffle is considered to be a matter of time. However, as the industry develops gradually, investment has become increasingly rational. Han Yun said that the current trend of the development of the LED industry is that the dominant enterprises are beginning to seek partners, and look forward to building a leading enterprise by combining strengths and weaknesses and strengthening their strengths to occupy a place in the global semiconductor lighting market. Another major obstacle to the development of the LED industry in China is the barriers to technology patents. With the expansion of production capacity, the domestic market has been difficult to absorb, Chinese companies have entered the international market, but the export advantages of China's LED lighting products are mainly due to lower product prices, in the high-end lighting fields such as industrial lighting, environmental lighting, special lighting, etc. The market share is still small, and technology and patents have always been shortcomings for domestic companies. At present, the technology patents of the global LED industry are basically monopolized by several industry giants in the United States, Japan and Germany. Among the patents submitted by Chinese enterprises, utility model and design patent applications account for a large number, and invention patents are short-boards. The upstream chips and raw materials of the industrial chain are short-boards in short-term. Relevant data show that as of May this year, global LED patent litigation cases are on the rise, with overseas companies filing as many as 20 cases against LED companies in China. In fact, after several years of development, China's LED industry has also produced a number of large enterprises with international influence. Han Yun pointed out that in order to improve competitiveness, in recent years, the integration trend of the LED industry is obvious, and the superior resources are gathered by the industry giants to quickly break down the technology and patent barriers through acquisition, strategic alliance, and mutual shareholding, and achieve industrial breakthrough. Take Sanan Optoelectronics as an example. Its strategy of alliance with Taiwan's Taiwan's Huanguang Optoelectronics was finalized in June 2013. At the same time, Sanan Optoelectronics acquired US LuminusDevices through a wholly-owned subsidiary for US$22 million, and obtained its globally owned 151. The patents have made Sanan Optoelectronics' global layout increasingly complete. In the future, Chinese lighting companies must enter the high-end lighting field, consolidate market share, and strengthen independent research and development is an insurmountable link. Han Yun said that the LED industry, like other industries, faces the same embarrassing situation of lacking high-end technology and lacking high-end products. I believe that in the next period of time, how to break through the technical difficulties and patent barriers in the industry is still a key issue. The direction of hard work.