How the layout of the LED industry?

1, the next few years will maintain rapid growth in LED industry

The past 10 years the cost of LED price increase every year, the current luminous efficacy of LED over traditional light sources, overall costs have been lower than incandescent lamps, halogen lamp, and CFL downlights, 2012 will be equal to energy-saving lamps. LED product prices in 2015 may be reduced to 1 in 2010 / 5, when the general lighting market penetration reached 50% in 2020 will account for more than 75% of the lighting market.

The current pattern of global industrial competition, the United States, Japan, Europe tripod, South Korea, mainland China and Taiwan to catch up. Countries are making strategic plans, such as Japan, heavily subsidized by the government to promote LED lighting, is expected to replace Japan in 2015 reached 50% of the replacement rate in 2020 reached 100%; South Korea in 2015 to ensure that 30% of the general lighting market.

China's LED industry output value reached 120 billion yuan, more than 4,000 enterprises, the average growth rate over the past 5 years was 35% in 2010 to more than 40%. Relevant statistics indicated that LED output value reached 83.5 billion yuan in Guangdong. Industry output is expected to average growth rate in the next few years more than 35%. China's current R & D in key technologies have made remarkable achievements, especially in the packages has its own unique place, the application also has a great breakthrough. Patent application, the corresponding LED over 28,912 patent applications, including packaging and patent applications accounted for nearly 70%; national testing platform has six, and another three under construction.

2, LED industry, the trend of structural overheating investment

2010 traditional lighting industry output value reached 290 billion yuan in 2010, LED general lighting output 18.0 billion, 7.5 billion yuan compared with 2009 growth of 140%, LED application market share to 21%, 14% compared with 2009 growth of 7 percent , where LED lights, tunnel lights more than 100% growth rate. LED lamps domestic league statistics has more than 1.6 million. 2010, less than 1% LED market penetration is expected to reach 30% in 2015. But strictly speaking, general lighting market is mainly government in pushing the market has not really started, but is the general trend to replace traditional lighting.

Domestic investment in 2009 reached 200 billion in 2010 to 300 million, investments are mainly concentrated in the upstream industry chain. Domestic investment is very large. Solar energy companies have also been some investment in GCL Group to invest 25 billion U.S. dollars, the introduction of 500 units built in Suzhou MOCVD LED base.

Continental plans to add 2010, the number of MOCVD equipment MOCVD global supply of 09 to 50% of 1466 sets new three-year plan, more than 09 global sum of MOCVD equipment, according to this plan, three years after the wafer production capacity 10-15 times in 2009. It should be noted that the needs of industry, up time, the number of devices may still be in short supply, but not the market up, these devices do not say whether the surplus. Structural trend of overheated investment, more than 1 / 3 of the traditional lighting companies have entered or plan to enter.

3, the Chinese LED industry opportunities and challenges

Since the foundation of China in traditional lighting technology and the mastery of material in the mainstream, LED industry in China may become powerful. China's control at the national level and volatility of the market impact is more evident.

China's LED industry, the opportunities and challenges exist. Opportunities: 1) Traditional and emerging market has tremendous opportunities, 2) construction industry led the lighting industry is more powerful, and 3) the energy saving and sustainable development for the LED industry provides a good opportunity, 4 ) final policy to vigorously promote industry growth last year, the bidding demonstration project in the semiconductor industry represents a huge sense; challenges: 1) developed countries have introduced policies to promote demonstration and application, 2) and other developed countries have issued high-energy incandescent consumption of traditional lighting of the ban, ordering, China needs to hurry to keep up, and 3) other government level, the excessive worry about the advance of industry will affect the employment situation of the traditional lighting industry, but the transitions need to be conducted in accordance with market rules and policies can only giving impetus to about 4) and a strong international giants to enter the downstream application requires us to speed up the integration, 5) a standard patent has become the focus of international competition, 6) are not clustered resource distribution industry, China is the local economy, and to limit the more difficult the development of local ; upstream biased in the low-end status, there is disadvantage in talent, 7), industry support and collaboration is not enough. Technical support is not enough, the development environment and poor. Relatively low level of investment, more serious product homogeneity, market testing and certification standards Mechanism.

4,2011 will be the year the first year of LED general lighting market

Clothes market prospects, the use of newly installed LED market has a higher economic value and environmental benefits (30,000 hours mean 10 years 8 hours per day) .2010-2015 Forecast, 2010 Nianguang efficiency reached 60lm / w, 2015 reached 100lm / W, the price at 70 yuan in 2010, 2015, can be reduced to a level below 10 yuan. Cost reduction in 2013 was the turning point, that this point is the inflection point LED large-scale promotion.

LED lighting market will be the future price of two-wheeled driven by technology and the rapid development. Union is expected in 2011, the first year of LED general lighting market, launched in 2011-2012, LED lighting from commercial, industrial, office and public area lighting and gradually advance to the home lighting.