11/15/2011

Four LED lighting industry, global analysis of the regional status quo

With the increasing global energy depletion, surface temperatures continue to rise, energy saving consciousness of mankind to gradually strengthen, with the concept of energy saving LED industry blossom, shine in the world, Ever since the LED industry seems to have become savior of the world lighting industry, various government land in Europe in the next financial crisis, confusion seems to find the industrial revitalization, a good way of raising the employment rate, the land of China is celebrated by the whole country, that finally found Overtaking, creating the world good opportunity for first-class technology, any technology, lighting are all busy with industry called on the government funding, support, subsidies LED industry, hoping to teach LED lighting replacement overnight to any corner of the world, immediately lower the global temperature twice, especially in the China's various industries all wished he could squeeze into the LED lighting industry to sub to that so-called 500 billion or even trillion dollars of the "big cake."
But is this really so? Our LED lighting technology has reached overnight will be able to replace all light level? Let's take a closer look at the industry level and national level in the end the world is what happens?
First, the European
Market: As the Europeans more mature awareness of environmental protection and energy saving, environmentally friendly products, a high degree of acceptance, coupled with the European Union first proposed the elimination of incandescent light has begun to implement the relevant laws, governments in energy-saving lamps and LED lamps have been offering applications the subsidy program (subsidies amounted to a price of 30% to 55%), so in the global arena, the European market in the popularity of LED lighting applications and promotion rates are higher, some of the major countries in Europe have begun to supermarkets high-volume sales 10W LED bulbs and spotlights the following products, European lighting giant Philips and Osram has Frankfurt Lighting Fair in 2010 unveiled its application on large-scale product line, and began the construction and promotion of market channels.
Technology: As the EU countries in the development of uniform standards, often due to national interests and different starting point, resulting in many systems and the specification on a sluggish, in Europe related to market access and technical threshold is relatively loose, CE in for Solid State Lighting (SSL) in The draft technical amendments to the majority of the light is still some of the technical requirements of traditional light sources, there is no big changes.
Enterprise: as traditional European lighting giant Philips and Osram has invested heavily in the year 2000 that began the study of basic technology of LED lighting, including Osram white LED with a fluorescent material has been a leading edge, but Osram recent years has been a big seller in the market in Indonesia packaged white light beads, in the general types of lighting products to promote the field of small and mainly concentrated in the interior light bulb and lamp module class promotion; and Philips Pu is the great advantage to bring their capital, the first in LED applications and other acquisitions of U.S. companies lumileds program the company has technical advantages in obtaining core technology and patents related to the market in mainland China after finding high-quality mining and manufacturing enterprises to help him do OEM production, and with very stringent criteria and a large order for the bait to maximize the compression OEM profits.
Alternative analysis: Philips and Osram LED lighting in 2012, the promotion will focus on European and American markets, this two wolves after 2012 the use of large-scale manufacturing enterprises in mainland China into the Asian market, the use of China accumulated in the application of technology experience for them to earn huge profits.
Second, the Americas

Market: As the financial crisis, Americans are beginning to pick up the calculator preoccupied with their expenses, LED lighting products for the traditional lighting of the real price is higher than, the U.S. has always been very generous and see some hesitation, so being in the major markets and supermarkets also see LED lighting applications shelves and large-scale promotion, occasional sporadic to see only some of the low-voltage products like flashlights and night light.

Technology: Americans are very strict in terms of market access, in addition to other than the Energy Star standards, UL standards for solid-state light sources are developed and gradually introduced the draft, and also associated with other access standards are also being developed and consultation, although LED application products are European and American companies to do flicker too fast chip, much once the momentum toward the consumer market around the world, but because of the high cost of UL certification and cumbersome, LED solid state lighting market really started in the North American market is estimated in 2012.

Company: United States CREE, lumileds, bridgELux other companies, led by a group of LED chip manufacturers seize the core technology of LED chips in the world non-stop flicker LED technology has completely replaced the traditional lighting of the world factory - China, quickly start applications development and production of it, we need your U.S. products, while they are up to 70% of middle and lower profit margins traction applications large number of enterprises purchasing their products, on the other hand the lead organization of associations or even their own alliance to develop products that are lower than the technical standards, the manufacturers in mainland China as their testing ground for immature technology.

Alternative Analysis: Americans in the field of LED technology is second-rate, but a means to promote American business is absolutely world class, from CREE company to Shuji Nakamura, the Japanese dug from the United States will be able to see that Americans like the one marked by , the LED industry in the future, he will spare no effort to make use of their hegemony and market leadership firmly in control high-end chain links, the so-called 500 billion dollars for the market to grab most of the cake.

Third, Asia, Japan, Korea and Taiwan

Market: ultra-high brightness blue LED technology to engage in the eighties by the Japanese out, so the Japanese society for LED lighting applications have the world's highest passion, so the Japanese market for LED applications, support for very large, with in recent years the government launched a strong integration with the redemption plan of LED products, LED products in the Japanese market, sales growth has been far ahead of other countries; and for South Korea and Taiwan because of its more mature semiconductor manufacturing and R & D technology, the current full 70% of the world in high-end LED chip manufacturing is done in this area, and even Japan's Nichia, Citizen, Osram, the United States bridgelux, semileds so almost most of them are OEM production in Taiwan.

Technology: Japan is still far to grasp the highest brightness LED production technology, and packaging used in high-grade phosphor technology, but technology as the Japanese blockade, the Chinese people will always get people's Ersan Liu's technologies and products, and the application of these techniques produced products always have people facing the risk of patent infringement claims. The South Korean government will give the country the power to support companies such as Samsung and LG easily buy the world's backlight LED chip, LED chip man-made stock or price increases.

Enterprises: involved in LED technology to the application package from upstream to the enterprise can be said that Japan, Korea, and Taiwan's large enterprises are the largest, only Japan Japan's Nichia, Toyoda Gosei, companies led by Mitsubishi Chemical mastered the art of the chip, phosphor and optical materials technology, Japanese Citizen, Sharp, South Korea's Samsung, LG and other packaging products occupy a high-end market, while Taiwan's wafer, Everlight, Kellett, Lite-On dozens of companies has become a the world's largest OEM base.

Alternative Analysis: Japan and South Korea and Taiwan have a good technical foundation to promote the application of a strong government market, LED cake eating, they will be like as a group of jackals, closely following the U.S. sub-industry profits in the pace of cutting a piece of high-end, the two third-rate products and technology thrown into the Chinese market, China wanted to rob? Estimate great difficulty.
Fourth, the Chinese mainland chain
With the current energy saving pressure, the Chinese government has already started in the year 2007 after all of the LED industry support policies and measures. Now have or will have the scale size of the upstream low-end chip manufacturers have more than thirty, and the low-end packages as the main business are concentrated in the Pearl River and Yangtze River Delta region, its production has been accounted for 60% of the world total, while the downstream end applications, is more substantial, estimated only the Shenzhen area of ​​the LED packaging and application of large and small enterprises up to nearly 3,000.
With the government policy to further mislead, exaggerate the Mainland's investment climate, coupled with large-scale state-owned enterprises, listed companies, venture capital and money-obsessed boss, LED companies are now shown a surging, waging a strong momentum, as long as you people in the little pay attention to notice the so-called establishment of national and global "best" of the photoelectric industrial park in the last two years, at least as many as 50 or, worse, even some three-four of the counties and cities have vowed to build the world's largest photovoltaic industry the park.
We can not predict five years, these so-called "largest" corporate fate, fear is the result of this herd will be littered with felled. Fierce price competition, the end will not only form a huge human, material, resources, land, waste and the outcome of agents just quickly disappeared, and the ultimate winners from a pool of blood in the blaze would be easy for the international lighting giant or international grab capital, LED industry is in the end to do for others awake in doubt.
Take the Zhongshan example: Although the experience of the international financial crisis in 2008 resulted in closure of town lighting industry trend of baptism, but because of the low-end consumer market, the domestic firm, now Zhongshan still catch on, the marketing momentum as ever. With the swing for the LED lighting industry, the town seems to have ushered in the great development of the "spring", the ambition of the local government and national institutions and organizations seminars and semiconductor alliance, hoping to build semiconductor lighting the world's wind of the LED lighting market and business gathering group.
As everyone knows, the current popular phrase in the town business called "not the best (quality), only the lowest (price)." Since the state delay the introduction of uniform standards and related products, market access and strict monitoring system, in looks like a sunrise The LED industry has not yet started, it has put the industry and made a foul, shoddy products, performance is very unstable, in the minds of consumers created a very bad impression, so do those who really want the product, insist on technology, the quality of business survival difficult.
Alternative Analysis: China's LED business as currently fought over on the grass in the desert to eat a small group of sheep, always think the grass is large enough, can eat their own how to do it, but the disorderly competition will last for how long? Fight each other after the tragic result is abortive or grow hard surrender to international lighting giant in the name of the gradual acquisition of OEM or swallowed.
We call Industry hero, longing for a "miracle", but these dreams must be built on a steadfast focus on improving product quality and personnel training, whether they go, there is no brand awareness of enterprises are not taking long-term .


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