Alternative Analysis of the Development of LED Lighting Industry at Home and Abroad

With the global energy depletion, the surface temperature is rising, and the awareness of human energy conservation and environmental protection is gradually strengthened. The LED industry with the concept of energy conservation and environmental protection is currently prosperous and shines all over the world. So the LED industry seems to have become The savior of the lighting industry in the world, in the European and American governments, in the financial crisis, seems to have found a good way to revitalize the industry and improve the employment rate. The land of China is a national celebration, thinking that it has finally found a super-British beauty and a world. A good opportunity for first-class technology, all the science and technology industry, lighting industry are all busy calling for the government to allocate funds, support, subsidize the LED industry, can not change the LED lighting to any corner of the world overnight, immediately reduce the global temperature by two degrees, especially in China's various industries can't wait for the LED lighting industry to be divided into the so-called "big cake" of 500 billion or even trillions of dollars. But is this really the case? Is our LED lighting technology able to replace all the light sources overnight? Let's take a closer look at the world level and domestic level of the industry.

First, Europe

Market: Due to the mature environmental protection and energy-saving awareness of Europeans, the acceptance of environmentally-friendly products is high, and the EU's earliest proposed laws for eliminating incandescent lamps have been implemented. Governments have launched in the fields of energy-saving lamps and LED lamps. The subsidy program (subsidy amount reached 30%~55% of the product price), so in the global field, the popularity and promotion rate of LED lighting in the European market is relatively high. At present, supermarkets in some major European countries have begun. There are large-scale sales of LED bulbs and spotlights below 10W. European lighting giants Philips and Osram have already made large-scale appearances of their application products at the 2010 Frankfurt Lighting Fair and started the construction and promotion of market channels.

Technology: Due to the different interests and starting points of EU countries in the formulation of unified standards, many systems and regulations have been delayed. Currently, relevant market access standards and technical thresholds in Europe are relatively loose. CE is aimed at solid-state light sources (SSL). The draft technical revisions still largely refer to some of the technical requirements of traditional light sources, and have not changed much.

Enterprises: Philips and OSRAM, which are traditional lighting giants in Europe, have invested heavily in the research of basic technologies for LED lighting since 2000. Among them, OSRAM has always been a leader in fluorescent materials for white LEDs, but Osram has been in recent years. In the market, it sells white light beads that are packaged in Indonesia. There are few types of promotion in the field of general lighting products, and it is mainly concentrated on the promotion of indoor bulbs and module lamps. Philips has capital. A strong advantage, in the field of LED applications, the company first acquired the American lumileds company and other technology companies with technological advantages. After acquiring core technology and related patents, they will find and find high-quality foundry companies in the Chinese mainland market to help them to do OEM production. Strict standards and huge orders for the bait maximize the profit of the compression foundry company.

Alternative analysis: Philips and Osram's promotion in LED lighting will focus on the European and American markets by 2012. These two wolves will use the Chinese OEMs to enter the Asian market after 2012, using China's applications. The accumulated experience in the technology field earns them a huge profit.

Second, the Americas

Market: Due to the impact of the financial crisis, Americans began to pick up calculators to calculate their expenses. For the reality that LED lighting products are more expensive than traditional lighting, the United States has always been hesitant and wait-and-see, so it is temporarily in major markets and supermarkets. LED lighting applications have not been seen on the shelves and large-scale promotion. Occasionally, only some low-voltage flashlights and nightlights can be seen. Technology: Americans are very strict in market access. In addition to the ENERGY STAR standard, draft UL standards for solid-state light sources are being developed and introduced, and other access standards are being developed and negotiated, although LED application products have been swayed by companies in Europe and the United States, and they have immediately rushed to the global consumer market. However, due to the high and cumbersome cost of UL and other certifications, the real starting of the LED solid-state lighting market in the North American market is estimated. Will be after 2012.

Enterprise: A group of LED chip manufacturers led by CREE, lumileds, bridgELux and other companies in the United States firmly grasp the core technology of LED chips. The LED technology has been completely replaced in the world. The world factory - China, hurry Start the development and production of application products. We need your products in the US market. On the one hand, they are pulling the middle and downstream application companies to purchase a large number of products with a profit rate of more than 70%. On the other hand, they lead the organization of various associations or The alliance has developed product technology standards that are not even available to them, and uses manufacturing companies in mainland China as a testing ground for their immature technology.

Alternative analysis: Americans' technology in the LED field is second-rate, but the American business promotion method is absolutely world-class. From CREE, Nakamura Shuji can be seen from Japan to the United States. Americans are like a hungry tiger. In the future LED industry, he will spare no effort to use the hegemony in the hands and the market leadership to firmly control the high-end links of the industrial chain, for the majority of the cake of the so-called $500 billion market.

Third, Asia, Japan, South Korea and Taiwan

Market: The ultra-bright LED blue light technology was developed by the Japanese in the 1980s, so the Japanese society has the highest enthusiasm for LED lighting applications, so the Japanese market has a very strong support for LED applications. In recent years, the government has strongly introduced plans to redeem LED products. The sales growth rate of LED products in the Japanese market has been far ahead of other countries. For South Korea and Taiwan, due to the relatively mature semiconductor manufacturing and R&D technology, the world is currently 70. % of the high-end LED chip manufacturing is completed in this region. Even Japan, Japan, Citizen, Osram, American bridgelux, semileds, etc. are mostly produced in Taiwan.

Technology: So far, Japan is still the production technology of the highest brightness LED, and the high-grade phosphor technology used in packaging. However, due to the Japanese technical blockade, the Chinese people will always get the second and third streams of technology and products. And the products produced using these technologies are always facing the risk of patent infringement claims of others. The South Korean government has taken the national power to support companies such as Samsung and LG to buy out global LED chips for backlighting, and artificially create out-of-stock or price hikes for LED chips.

Enterprises: Companies that are involved in LED technology from upstream to packaging to applications can say that Japan, Korea, and Taiwan are the largest companies. Only Japan, Japan, Japan, Toyota Synthetic, and Mitsubishi Chemicals have mastered the best-in-class chips. Technologies such as phosphors and optical materials, Japan's Citizen, Sharp, South Korea's Samsung, LG, etc. occupy the high-end market for packaged products, while Taiwan's Jingyuan, Yiguang, Qili, Lite-On and other dozens of companies have become the world's largest Foundry base.

Alternative analysis: Japan, South Korea and Taiwan have a good technology base and the government's powerful application market. When they eat LED cakes, they will follow the American pace and cut the middle and high-end of the industry profits. The products and technologies of the second and third streams are thrown into the Chinese market, and China wants to grab it. The estimation is very difficult.

Fourth, the Chinese mainland industry chain

At present, with the increase of pressure on energy conservation and emission reduction, the Chinese government has launched various support policies and measures for the LED industry around 2007. At present, there are more than 30 upstream low-end chip manufacturers with scale or upcoming scale, and most of the enterprises with low-end and mid-range packaging products are concentrated in the Pearl River Delta and the Yangtze River Delta region. The world's total output is 60%, while downstream terminal applications are even larger. It is estimated that only about 3,000 packaging and application companies in Shenzhen are large and small.

With the further misleading government policies, the exaggerated culture of attracting investment from the Mainland, coupled with the promotion of large state-owned enterprises, listed companies, venture capitalists and wealthy bosses, LED companies are now showing a strong momentum, and the insiders will only have a slight momentum. Careful attention can be paid to the fact that the so-called “largest” photovoltaic industrial parks in the country and the world have had at least 50 in the past two years. What's more, even some third- and fourth-tier counties and cities have declared that they want to establish the world's largest photovoltaic industry. Park.

We can't predict the fate of these so-called "biggest" companies five years later. The worry is that this slamming result will be a corpse. The fierce price competition will not only result in huge manpower, materials, resources, waste of land and a glimpse of the end, but the winners who will eventually be killed from the blood pool will be easily replaced by international lighting giants or international It is not known whether the LED industry is trying to marry someone else in the end.

Take the example of Zhongshan Guzhen: Although it experienced the baptism of the collapse of Guzhen Lighting Industry in 2008 due to the international financial crisis, due to the strong low-end consumer market in China, the current ancient town of Zhongshan is still in full swing, and the marketing momentum is not diminished. With the limelight in the LED lighting industry, the ancient town seems to usher in the "spring" of great development. The local government is ambitious and organizes various seminars and alliances with national semiconductor organizations, hoping to create globalization with the help of semiconductor lighting. The LED lighting market and corporate clusters.

As everyone knows, the current popular phrase in ancient towns is called "the best (quality), only the lowest (price)." Due to the delay in the introduction of the unified standards for related products and the strict market access and supervision system, the LED industry, which looks like a sunrise, has not yet started, the industry has been smouldering, the products are shoddy and the performance is extremely unstable. It has created a very bad impression in the minds of consumers, making it difficult for companies that want to truly make products and adhere to technology and quality.

Alternative analysis: China's LED companies are now like a group of small sheep eating on the ridiculous grassland, always thinking that the grass is big enough, how can they eat enough, but how long can this disorderly competition last? After the mutual fight, the result is that after the death or hard work, it is gradually swallowed up by the international lighting giant in the name of foundry or acquisition.

We call for industrial heroes, and we also aspire to the emergence of "miracle". But these dreams must be built on the solid quality of products and the cultivation of talents. No matter where they go, companies without brand awareness will not go long-term. .