LED industry slowdown in the application field of the fastest growing

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.

2011 Chinese lighting sales summary

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%.

DIGITIMES: high brightness LED output value will reach $ 10.1 billion

The DIGITIMES estimated global high-brightness LED output growth rate will be 13.4 percent in 2012, the output value will reach $ 10.1 billion.

From changes in other proportion of high-brightness LED applications, the 2012 large-size LED backlight proportion will reach 34.1%, lighting applications will reach 16.7%, the the DIGITIMES forecast to 2014, the proportion of the two who will be 28.7%, 33.4 %.

2012 Japan, Korea, Taiwan high-brightness LED market share totaling 61.3 percent, Asia-led development of LED industry is the increasing tendency. The 2012 growth rate will reach 30 percent, mainly due to a large number of previously ordered MOCVD machine will be about 150 Deferred to put into operation in 2012, then worth noting that mainland China LED Flashlight products will remain in low power .

The 2012 industry new products will replace a 60W incandescent. It is worth noting the brightness of 800 lm LED bulb price is still high as $ 40. Districts required by the market price is also different. The DIGITIMES observe, Japan is $ 25, about $ 15 in Europe and America, the emerging area of about $ 7. Therefore, in 2012 the proportion of energy-saving light bulbs are still high, LED bulbs penetration rate will be 5.4 percent, while shipping satellites number will reach 1.05 billion.

Overall, the 2011 penetration rate of only 6.6%, but the potential for future growth. LED lighting development, countries have introduced policies and preferential measures. Japan plans to LED accounted for the lighting market will reach 50 percent in 2015, 30 percent in South Korea and mainland China to 20%. LED technology continues to progress, the U.S. DOE set a target point of view, the 2014 white LED components luminous efficiency will reach 200 lm / W, and the price will fall to about $ 2/klm, manufacturers process will exceed the above values​​.

DIGITIMES estimates the global LED lighting market penetration will be 11.3 percent in 2012, rose to 25.8 percent in 2014, output value by $ 16.5 billion in 2012, rose to $ 41.9 billion in 2014