LED lighting fears "Icefire two heavy days"

"2013 or will be the initial year for large-scale application of LED lighting products indoors" has become a consensus in the industry. With the implementation of a new round of phase-out of the incandescent lamp roadmap in China, the opportunity for expansion of the LED industry in China has once again triggered an industry shake. According to the "12th Five-Year Plan" for the development of semiconductor lighting technology, by 2015, China's LED lighting industry will reach 500 billion yuan, and LED lighting products will account for 30% of general lighting.

According to statistics, in 2011, the total output value of China's LED industry has reached more than 110 billion yuan. In fact, with the rapid expansion of the industry and the impact of the external economic downturn, since last year, the LED industry as an important part of the strategic emerging industries has experienced excess capacity, falling prices, uneven quality, low bid, small and medium With the phenomenon of business failures and the fierce competition in the market, the industry reshuffle will be inevitable.

“The serious problems in the LED lighting industry are lack of relevant standards and standards, lack of brand awareness, lack of industrial resource distribution, and insufficient industrial support and coordination. For domestic enterprises, strengthening the large-scale, improving product quality and technology level is the top priority, and improving It is also imperative to obtain breakthroughs in the licensing of large enterprises in the future or to gradually break through core patents through research and development.” Zhou Baochen, deputy general manager of Henan Senyuan Electric Co., Ltd., said in an interview.

Overcapacity forces corporate transformation

As an important component of the country’s strategic emerging industries, the LED industry has continued to expand in size and in a situation of rapid development with support from all levels of government and access to funds from all sectors. In the second half of this year, the pace of LED development has accelerated, but the problem is that due to the lack of relevant standards and regulations, the market has become confusing because of the quality of the product.

In fact, from 2011 onwards, with the LED industry becoming more and more mature, various factors such as investment overheating, debt crisis in Europe, labor costs rising, elasticity of RMB exchange rate, quality issues, and price/performance issues will be affected to varying degrees. Domestic LED companies fall into a dangerous situation of large-scale loss. Performance in the pace of production capacity expansion is too fast, the market competition is becoming increasingly fierce; the overall industry profits have continued to decline, the "shuffle" pattern has taken shape; the development of funding shortages, lack of market expansion channels.

"The key areas of domestic enterprise development are mainly in the downstream packaging areas, and the most critical thermal balance and long-lasting and efficient technology patents for phosphors have been monopolized by foreign companies. Domestic LED lighting products still have a large gap with international products." Zhou Baochen believes that the lack of LED core technology is a “plain injury” that leads to weak industrial competitiveness.

In addition, the inadequacy of national standards, norms, and inspection systems has made it difficult to cultivate effective market demands.

Industry analysts believe that LED is a sunrise industry and is currently in its infancy. The technology line is full of uncertainties and product upgrades are fast. It cannot be viewed as a mature industry. At present, the industry lacks authoritative industry technical standards; the R&D of enterprises is mainly concentrated in the downstream application fields, and the R&D investment in the upper and middle reaches is relatively small.

“The key to the rapid replacement of traditional lighting by LED lighting is cost. Cost, quality and brand will become the key factors affecting the development of the industry.” Executive Vice President of China Delixi Holding Group Co., Ltd., Director of Hangzhou Delixi Group Co., Ltd. Long Baoxiu Jie told the "China Electric Power" reporter, China's LED industry is facing a very serious task of transformation, the industry downturn prompted companies to improve their internal strength.

Policies help boost industrial development

On November 1, 2011, the National Development and Reform Commission, the Ministry of Commerce, the General Administration of Customs, the State Administration for Industry and Commerce, and the General Administration of Quality Supervision, Inspection and Quarantine jointly issued the "China Roadmap for Phase-out of Incandescent Lamps," and it was clarified from October 1, 2012. The power size gradually prohibits the import and sale of general lighting incandescent lamps. Among them, incandescent lamps for general lighting of 100 watts and above and 60 watts and above were banned from import and sales on October 1 this year and October 2014 respectively. Starting from October 1, 2016, the import and sale of incandescent lamps with general lighting of 15 watts or more will be banned or adjusted depending on the results of the mid-term evaluation. This means that incandescent lamps will gradually withdraw from the historical stage from this year, and LED lighting will usher in new development opportunities.

"The 21st century will enter the era of new lighting sources represented by LED." Zhou Baochen convinced that "after more than 30 years of development, China's LED industry has initially formed a LED epitaxial wafer production, LED chip preparation, LED chips The relatively complete industrial chain including the packaging and application of LED products. The Yangtze River Delta, the Pearl River Delta, the Hebei Triangulation, and the northern regions have become the gathering grounds for the development of China's LED industry.” China is a big country for the production and consumption of incandescent lamps, according to incomplete Statistics show that there are 15 billion incandescent lamps in China, with an annual output of 3.85 billion and 1.07 billion.

The official announcement of the phase-out of the incandescent lamp roadmap will form long-term benefits for the LED lighting industry and the energy-saving lamp industry. The market size formed by replacing only the existing incandescent lamps will reach several hundred billion yuan. "LED lighting is a trend to replace traditional lighting, and the market prospects are bright. At present, most companies are doing low-cost product development, ready to be launched in 2013." Bao Xiujie said.