In the "12th Five-Year" period, China will arrange 80 billion yuan of central extra budgetary funds to purchase 4 million China LED lighting products, which will bring not less than 30 billion local matching funds.
Due to high prices, the desire for a huge demand for LED lighting industry, the policy of subsidies. Procurement plans at the national level, will greatly boost industry confidence is expected to accelerate the recovery of the LED industry.
Statistics, the stock of Chinese street lights at 28 million -3000, 10000. In recent years, the annual number of new street lights from 15% to 20%, about 3 million -600, 10000.
LED street and tunnel light installation is about more than 500,000 lights in 2010, 2011 installed capacity of less than 1 million annual increase in more than 50%. Expected that the 2012 China LED gadgets will last a higher growth rate of installed capacity up to more than 1.5 million.
The assumption that the annual new street lights are all LED lamps, the price of 1000-2000RMB calculation, the annual increment in the three billion -60 billion RMB.
The traditional lighting giants did not stop the pace of integration in the field of new light source LED. In the past year, OSRAM on the acquisition of three companies in SITECO, Encelium, TRAXON. The acquisition last year enhanced its strength in the field of control systems, lighting management systems, lighting design, it has a downstream customers and team of designers and other valuable resources in these enterprises, and sales network will also be further improved.
Philips acquired LUMILEDS company, completed the layout of the upper and middle reaches, within the next few years, it acquired more than 10 enterprises to focus on the LED segments. GE acquisition of LED electronic drive pioneer Lightech company's message also attracted industry wide attention.
In any case, in China LED lighting applications market, the domestic LED lighting applications enterprises directly facing the strong challenge these traditional lighting giants.
First, the traditional lighting giants giants has substantial capital, even through the acquisition of means of access to technology sources, can also be heavily Careers. In fact, in the laboratories of these companies, the more advanced LED lighting products have been forming, they just do not want to push the market as soon as possible, otherwise it will shorten the cycle of the profits of the energy saving lamps.
Secondly, the traditional lighting giants fairly thorough understanding of the lighting. LED lighting, LED only source of technology, the lighting is the end-result. Domestic enterprises it comes to LED lighting will think of the light efficiency and conservation, in fact, this is the surface is more important is the insight of the lighting itself. This includes the color temperature, color rendering, light failure, cooling, installation environment, the understanding of a range of parameters, after all, is the greatest reward of the lighting is comfortable.
Finally, the traditional lighting giants have a strong brand and channel resources, which is a short board with a huge LED domestic enterprises. The influence of the brand not tired out, energy saving lamps, for example, many consumers only look for Philips, Osram brand. Channels, on the one hand, sales outlets, on the other hand, including after-sales service network, the former to provide consumers with the convenience of purchase, which provide consumers with the convenience of maintenance. Both are indispensable, especially the latter, shape plays an important role on corporate brand.
LED lighting profile as a global battlefield, market competition will become more intense. Currently, LED commercial lighting still in the early civil lighting has not been activated, lighting applications such as LED wrist watch is in the lactation, and the traditional lighting giants are still trying to achieve transformation. Therefore, China's LED lighting applications enterprises to seize the strategic opportunity, filled the short board, seek to gain advantage in the traditional lighting giants before the transition, so as to grasp the initiative in future competition.
China LED street lamp output reached 680 000 in 2011, an increase of 58%, including domestic LED lights installed capacity of 530,000, an increase of 51%. Expected that the 2012 wholesale cheap LED lights total output will reach 1.22 million, an increase of 79 percent, domestic installed capacity will reach 850,000, an increase of 60%.
Compared to previous years, the acceptance of LED street lamp has been greatly improved, promotion model has gradually demonstration and extension of the evolution for the popularization. LED SMPS has been an important factor for LED street lights to promote speed. 2011 LED street lights to promote the situation, LED lights is the public recognition, one of the main LED SMPS has been greatly improved in performance.
2012 China LED street lamp output will reach 1.22 million, an increase of 79%. Most critical part of the LED street lamp, LED street lamp drive power in 2012 also with the rapid adoption of LED lights has been the rapid development of technology, financial strength as a support LED SMPS enterprises, will be an opportunity .
2012, with the pressure of energy saving increases, the government began to use LED lights. Local governments to speed up to promote the LED lights and cheap China LED flashlight. Chongqing plan within two years to install 50,000 LED lights; Zhengzhou in 2015 to promote the installation of 78,000 LED street; Yangzhou, Jiangsu Province plans to 2015, 100 percent of the roads lighting, residential lighting use LED lighting products, 30 percent of the city main road lighting, using LED lighting products, LED street lamp demand for $ 50,000; the end of 2012, Hainan plans to the province's 210,000 street lamps to replace LED street; Zhongshan, Guangdong closing in 2011 the towns to install LED street lamp has reached 16 000 light, planning to the end of 2012, the total LED lights up to 50000; the Foshan strive to LED street lights use 120 000 in 2012.
Not only China, in 2012, many foreign countries have already started the energy saving plan, the promotion of LED lights is one of the main measures of the energy saving plan.
China is in a period of rapid development of urbanization, the urban population annual net increase of more than 10 million street lights each year will grow by 1.2 million to 1.5 million. If the city's new street lights using cheap LED lights, some of the old street lamps and landscape lighting to LED lighting, the potential and prospects for the development of which can be imagined.
The first is to promote the construction of residential LED lighting. As a big country of the construction industry, new construction is two billion square meters per year, equivalent to half of the world of new buildings in China, each building unit must be at least 20 lights. "12th Five-Year" period, the government should cover the protection of housing to 36 million units, which will have 600 million potential applications of the LED lights.
According to expert estimates, if 30% of the lamps use LED lighting, you can save more than 1000 billion kWh. Compared with other energy-saving projects, the potential of LED lights is even more impressive, such as 50% of the national motor to high efficiency motors can be energy-saving 3.4 billion kWh of electricity.
Application of the vast rural market potential. The most pressing is nearly more than 20 million rural households lack of electricity, less electricity, if farmers use solar energy and LED integration to replace the large power grid, the annual savings will reach over 500 billion kWh of electricity. Household solar and LED lighting integration combined, only 1600 yuan per household can solve the lighting problem, and relatively low maintenance costs. Plus 20,000 small towns accounted for nearly half of the urban population, the wholesale LED Gadgets market capacity is enormous.
According to the National Semiconductor Lighting Project R & D and Industry Alliance (CSA) data show that, in 2011 the total scale of China's LED industry reached 156 billion RMB, an increase of 30%, a slight slowdown in growth. ChinaVenture Investment Group and other emerging industries, the LED industry is currently experiencing a stage of overcapacity pains. Temporary predicament conceal a bright future, the backdrop of the energy saving, low energy, low-emission model, cheap LED lights industry, investment opportunities highlighted.
2011 was a year of ups and downs of the development of LED industry, despite the international macroeconomic situation continued turmoil in the domestic industrial investment situation is still grim, China's LED industry still maintained a certain growth rate. According to the National Semiconductor Lighting Project R & D and Industry Alliance (CSA) data show that, in 2011 the total scale of China's LED industry reached 156 billion yuan, an increase of 30 percent, a slight slowdown in growth. Epitaxial silicon in which the upstream, midstream package, the size of downstream applications were 6.5 billion yuan, 28.5 billion yuan and 121 billion yuan (see Figure 1).
Figure 1 2006-2011 China's LED industry, all sectors of industrial scale
In recent years, China's LED industry is developing rapidly, forming a complete LED industrial chain system in support of national policy and downstream applications, driven by demand. The LED industry chain, including upstream of the substrate, epitaxial wafers and chips, package of midstream and downstream of the lighting, display backlighting and other applications. LED industry focus on listed companies, such as shown in Table 1. From the industrial chain, the overall size of the 2011 LED applications for the 121 billion yuan, with an overall growth rate of 34.44%, which is the fastest growing aspects of the LED industry chain.
Related enterprises should increase investment in research, to break through the core technology, and continue to reduce production costs, improve product value for money, popularity of the application of China LED Flashlight in more areas. The same time, relevant departments of the State as soon as possible to industry standards and related support policies, and policies to guide the LED industry towards a more healthy and orderly development.
Chinese lighting industry as a whole fell in 2011, "deserted" market "business failures" and "shut down the production line" price war "negative words almost everywhere audible, but there are also many companies publicly claimed that the production expansion, the sales surge.
The overall economic situation
China's lighting industry output ranked first in the world. According to statistics, 1 November 2011, China's total exports of lamps, wholesale China LED Flashlight and parts value of $ 11.38 billion, an increase of 25.1%. In November 2011, China's exports of lamps, lighting devices and components, value $ 1.31 billion, an increase of 50.6%, growth of 32.3%. Guangdong, Zhejiang, Jiangsu, Fujian, Shanghai, the five major producing areas of the lighting industry, the five provinces of the number of enterprises for more than 90% of the total number of enterprises in the industry.
1 November, the Chinese electric light output the top five provinces: Jiangsu Province 4.369 billion, 3.969 billion in Guangdong Province, Zhejiang Province, 3098000000, 1574000000 Shandong Province, Henan Province, 776 million; the top of the incandescent bulb production five provinces: 1.542 billion of Jiangsu Province, Shandong Province, 1.45 billion, 282 million, Shanghai, Liaoning Province 140 million, Hebei Province, 136 million; fluorescent yield for the top five provinces: 1.014 billion of Jiangsu Province, Zhejiang Province 721 000 000 424 000 000, Fujian, Liaoning Province, 168 million, Hebei Province, 139 million; the five provinces of the top of the output of lamps and lighting fittings: 972 million units in Zhejiang Province, Guangdong Province, 7.79 million units, Chongqing 2.1 million units, 152 million units in Shanghai, Jiangxi Province, 0.39 million units.
2011 China's LED market
According to the China Solid State Lighting R & D and Industry Alliance (CSA) predicted that in 2011 China's LED market size is expected to reach 157 billion yuan. Among them, the upstream industry of approximately $ 7.5 billion, midstream industry (LED package) for $ 28.5 billion, the downstream industry (equipment and other applications) to 121 billion yuan. In addition, about 70% of the downstream industries for export.
LED lighting companies in China between 3000 and 4000, the rapid development of LED lighting industry, various types of lamps full of tricks, the price difference is quite obvious. The large number of manufacturers of LEDs and LED lighting, different manufacturers use different quality of the LED caused by LED lamps price difference. IMSResearch updated monthly global LED lights retail price tracking reports tracking covering 12 countries, 27 retailers and 480 variety of LED lights.
IMSResearch analysis, the average retail price of the global LED light bulbs steady decline in November, down $ 28 from $ 30 in September. Chinese market LED lights price drop, the average price fell 62 percent to $ 11 from $ 30. A19 replacement lamp prices fell 38%, while the MR replacement lamp prices fell 52%.
