Key words analysis of LED lighting industry development in the first half of 2013

Since the birth of the LED lighting industry, it has received much attention. After several years of explosive development, it is accompanied by various doubts. Overcapacity in the industry, lack of standards, lack of core technology, and uneven product quality have been criticized in the industry. After the twists and turns, it entered 2013, and the industry's development gradually improved and was above the corner.

Undoubtedly, the development of the industry in the past two years will have a major impact on the long-term development of the entire industry. So, what is the status quo of the industry, and where is the future direction?

Policy articles: Responsible market LED lighting industry to the corner: the government should "return to the market"

The LED lighting industry, which has received much attention, is at what stage of development. The more consistent voice in the industry is: there is still a phenomenon of overcapacity and lack of core technology, but the fields such as technology have changed a lot in the past few years. It can be said that "this year is the best year in the LED lighting market, and the market is at the critical point of the outbreak." The industry also generally believes that the development of LED lighting has reached an inflection point, and how the industry development in the next year or two will have a major impact on the long-term development of the entire industry.

However, the Shenzhen LED Industry Development Plan (2009-2015) was suddenly abolished without any warning. This incident has caused people in the industry to sue to question: Will the LED lighting industry follow the footsteps of the photovoltaic industry? In the hot debate on the development direction of the industry, this incident caused quite a stir, once again detonating the controversy about the role of government policy in the development of the LED industry.

At this year's lighting exhibition, Sina Real Estate Network also asked the industry veterans about this issue, mostly inclined to "the government should return to the market."

The companies surveyed generally affirmed the government's policy support for the development of the LED lighting industry. Huang Zhijian, product director of Op Lighting Commercial Division, said that “the national policy has indeed played a very important role in the development of the domestic LED industry”, and Guo Song (blog), director of Sanxiong Aurora Marketing Department, emphasized “especially for famous brands. In other words, the government's policy support is beneficial, and the original intention of the government is certainly good."

However, with the development of the market, the development of LED lighting is obviously more dependent on the market. Xiang Wei, director of Shanghai Yaming Lighting Engineering Business Department, bluntly said that “abolition may not be a good thing”. In his view, the LED energy-saving lamp industry does not necessarily require the government to formulate specific plans. Its development depends on the maturity of technology to decide The depth and breadth of development. In addition, it depends on whether the characteristics of the product can meet the market demand more and more. Microscopically, we must look at the strategy of corporate marketing and how to follow up the corporate culture.

At the same time, the companies surveyed also made suggestions on how to support the policy.

At present, there are many policy support categories for the LED lighting industry, the most important and most important of which are financial subsidies and mandatory promotion and installation. There are various types of subsidies, including early research and development subsidies, industrial subsidies, model subsidies during the mass production phase, promotion subsidies, and equipment procurement subsidies. From the perspective of subsidy issuing units, there are also points for central ministries subsidies and local government subsidies, which cover almost everything from research and development to application.

However, the industry has developed so far, how the government has played the "subsidy combination boxing" has become a very high-tech thing. Guo Wei told Sina Real Estate Network that "in order to achieve the goal of promoting the development of the industry, what kind of way to achieve it, it is necessary to combine the actual situation." The implication is that some of the government’s support has been divorced from reality, or it has not completely proceeded from reality. For example, the controversial Guangdong province’s forced promotion of the province and the large-scale promotion subsidy have been questioned as the local government’s efforts to promote industrial development, stimulate local GDP, and complete local energy conservation and emission reduction targets. Support for seedlings.

At the same time, Guo Wei believes that “there is really no need to subsidize all areas,” he explained. “Users like private capital do not have much to do with national investment, but they still have to hand it over to the market and hand it over to the company. User docking, with market-oriented operations, the government plays a role in regulating and regulating the market, which may be even better.

Trends: Integration

Solve the problem of large-scale manufacturing into the core issue of LED lighting industry


"The core problem that LED lighting needs to solve in the future is large-scale manufacturing," Zhang Jiliu, chairman of Hangzhou Zhongwei Optoelectronics, threw this view at the third G20-LED summit. Large-scale manufacturing covers a wide range of content. Zhang Jiliu believes that it includes three elements: inventory, quality, and data management. To solve the problem of large-scale manufacturing, it is necessary to realize intelligent large-scale manufacturing systems and automate the problem of online quality control. Form an efficient quality management.

How to achieve large-scale manufacturing?

Representatives who recently attended the G20-LED Summit generally believe that industry integration will be one of the solutions and one of the major trends in the LED lighting industry chain in the next few years.

In recent years, China's LED lighting has developed qualitatively, and there are opinions in the industry that this year is nearing the point of explosion. At the summit, Zhu Bingzhong, deputy general manager of Qinshang Optoelectronics, believes that this year's LED market is the best year, and LED lighting will have a blowout situation. According to its introduction, the order quantity of Qinshang Optoelectronics has been discharged for two months.

However, compared with European, American, Japanese and Korean companies, they have a complete industrial chain, strong capital, first-class technology and many patents. Domestic enterprises are still in a state of large quantity, small scale and lack of core technology. While the market has improved, the industry is gradually maturing, and international giants are making efforts in the domestic LED lighting market, domestic companies must respond accordingly.

Industry integration is bound to become one of the options. At this summit, industry integration will naturally become a hot topic. Zhang Xiaofei, president of Gaogong LED, believes that vertical integration is conducive to promoting the improvement of technology and occupying market channels. In the future, the number of enterprises in the middle and lower reaches of the industry will be greatly reduced. "The LED industry will be similar to the home appliance industry. In the future, there may be only a few. A few more oligarchy are competing."

In fact, the integration of the industry has recently begun. The powerful Dehao Runda, Guoxing Optoelectronics, Sanan Optoelectronics and other enterprises have already begun the integration of the entire industry chain, especially the action of Dehao Runda is the most attractive. Since the second half of 2012, Dehao Runda has successively attacked NVC Lighting and invested in Weimei Shengjing. Dehao Runda has completed the integrated industrial chain layout from LED epitaxial wafers, chips to packages to applications (lamps, displays).

The direction of integration is divergent. The route suitable for enterprise development is appropriate.

How to integrate?

When Wang Donglei, chairman of Dehao Runda, talked about the acquisition of NVC, he said that the acquisition of NVC was accidental, but it was also inevitable. Because in his view, the key to the integration of the LED lighting industry is to have an end market. Only by occupying a certain market share through channels can enterprises, especially upstream chips and packaging companies, survive in the cruel market. Therefore, Dehao Runda completed the layout of the upper and middle reaches, followed by the channel and brand. After taking the right to use the two brands of Whirlpool and AEG in the United States and Europe respectively, "there is just a chance to acquire NVC, we did not hesitate to take it down."

Compared with the pride of Dehao Runda, other companies in the industry are relatively cautious about integration, and there are certain differences in the way they are integrated.

Wang Lianghai, chairman of Tongfang, believes that “whether it is TV, computer or LED, there are only two enterprises in the future, one is technology-led enterprises, and the other is channel-led enterprises.” He said that enterprises in the middle reaches of the industry can learn Lenovo. Integrate as soon as possible downstream, and do channel-based lighting manufacturers.

However, Gong Weibin, chairman of Ruifeng Optoelectronics, has different opinions. He believes that midstream enterprises should be integrated upstream, which is more conducive to the integration of mergers and acquisitions. The integration of the chip factory with the packaging factory may be faster and easier to succeed. If the packaging plant is integrated downstream, there will be more uncontrollable factors.

"Going downstream, for a company like me, is a big question mark." Gong Weibin said, for example, the company originally had 100 important partners, only one partner after the integration of the downstream, and completely relying on His body is very dangerous for the midstream companies.

Therefore, it can be imagined that the road to integration in the future will not be completely smooth. What kind of approach should be adopted, as Gong Weibin said, “The key is the route suitable for enterprise development”.

(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)

Printers Cleaning Kits

Printhead Cleaning Kit,Inkjet Cleaning Kit,Thermal printer cleaning kits,Card Printer Cleaning Kits,Inkjet Printhead Cleaning Kit

Miraclean Technology Co., Ltd. , https://www.mrccleanroom.com