With the increasing global energy depletion, surface temperature rising, the human energy to gradually strengthen the environmental awareness has led the concept of saving and environmental protection industry is bright prosperous in the world shine, and thus be LED industry seems to have become the savior of the world lighting industry, governments in Europe and America all the earth lost in the financial crisis seems to have found under the industrial revitalization, a good way of raising the employment rate, the land of China is celebrated nationwide, that finally found Overtaking, a world good opportunity for first-class technology, any technology, lighting are all busy industry called on the government funding, Support, subsidies LED, LED lighting, wished he could change overnight to any corner of the world, immediately lower the global temperature twice, especially in China's various industries wished he could squeeze into the LED lighting industry to all points to that the so-called 500 billion or even trillions of dollars of the "big cake." But is this really true? Our LED lighting technology has reached overnight to replace all light levels it? Let's take a closer look at the industry level and national level in the end the world is what the situation?
First, the European
Market: the European awareness of environmental protection and energy conservation is more mature, with higher acceptance of environmentally friendly products, combined with the European Union first proposed the elimination of the incandescent lamp has started the implementation of laws, governments in energy-saving lamps and LED lights are launching applications the subsidy program (the product price subsidies amounted to 30% ~ 55%) of global areas, the European market, LED Lighting applications in the popularization and promotion rate is high, some of the major countries in Europe's supermarkets have begun to the sale of large quantities of 10W LED Bulbs and Spotlights the following categories of products, the European lighting giant Philips and Osram lighting has been the Frankfurt show in 2010, appeared on a massive scale of their application products, and started the construction and promotion of market channels.
Technology: As the European Union countries in the development of uniform standards, often due to national interests and different starting point, resulting in many systems and regulate the introduction of a more sluggish in Europe related to market access and technological threshold is relatively loose, CE in for Solid State Lighting (SSL) area The draft technical amendments to most of the light of conventional light sources are still a number of technical requirements, not a big change.
Enterprise: As traditional European lighting giant Philips and Osram has invested heavily in the year 2000 that began the basic technology of LED lighting, which OSRAM white LED with a fluorescent material has been a leading edge, but Osram recent years has been a big seller in the market, packaged in white light beads of Indonesia, the field of Lighting products in the promotion of general types of small and mainly concentrated in the interior bulb and lamp module class promotion; and Philips Pu will bring the great advantage of its capital, in LED applications lumileds first acquisition of U.S. companies and other companies with the technological advantages of the program, the core technology and related patents obtained in the China market after finding high quality mining and foundry company to help him do OEM production, and an extremely rigorous standards and a large order for the bait to maximize the profits of the compression foundry.
Alternative Analysis: Philips and Osram LED lighting in 2012, the promotion will be to focus on European and American markets, which two wolves will be used in mainland China after 2012, the foundry companies seek to enter the Asian market, the use of China's 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 care about their expenses, LED lighting products for the price is higher than traditional lighting of the reality, the United States has always been very generous and see some hesitation, so being in the major markets and supermarkets also see LED lighting applications and large-scale promotion of shelves, and occasionally can be seen only sporadic some low voltage torch and night light type of product. 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, Chips made by companies in Europe and America Huyou fast, and immediately fell into a great momentum in the consumer market around the world, but because of the high cost of UL certification and cumbersome, LED solid-state lighting market in North America estimates the true start in 2012.
Enterprise: the United States CREE, lumileds, bridgELux led a group of companies such as LED chip manufacturers grasp the core technology of LED chips in the world non-stop 忽悠 LED technology has been fully replace the traditional lighting of the world factory - China, up start the application product development and production of it, we need your U.S. products, they hand over up to 70% of the middle and lower profit margins applied traction large number of enterprises purchasing their products, on the other lead organizations or associations Union to work out with their own products are lower than the technical standards, the Chinese mainland enterprises as their testing ground for immature technology.
Alternative Analysis: Americans in the field of LED technology is second-rate, but the means to promote American business is absolutely world class companies from CREE Shuji Nakamura, from Japan to dig the United States will be able to see the Americans as an E Hu , the LED industry in the future, he will spare no effort to make use of their hegemony and market leadership firmly under control of high-end chain link of the so-called 500 billion dollars for the capture market, most of the cake.
Third, Asia, Japan, Korea and Taiwan
Market: Blu-ray high brightness LED technology is out in the eighties by the Japanese out, so the LED lighting applications in the Japanese society have the world's highest enthusiasm, so the Japanese market for LED applications, support for very large, with In recent years the government introduced a strong integration plan to redeem LED products, LED products, sales growth in Japan has been far ahead of other countries; and for South Korea and Taiwan, as a mature semiconductor manufacturing and research and development technology, the current full 70% of the world's high-end LED chips are done in this area, and even Japan, Nichia, Citizen, Osram, the United States bridgelux, semileds so most of them are almost OEM production in Taiwan.
Technology: Japan holds so far is still the highest brightness LED manufacturing technology, and high phosphor used in packaging technology, but the technology to the Japanese blockade, the Chinese people is always to get people's Ersan Liu's technology and products, and the application of the products produced by these technologies have always faced with patent infringement claims of others risk. The South Korean government will give the country to support the enterprises such as Samsung and LG buy at every turn by the global LED backlight chips, man-made LED chips out of stock or price increases.
Company: Intervention to LED technology application from the upstream to the package and then to the enterprise can be said that Japan, Korea, and Taiwan's large enterprises is the largest, only the Japanese to Japan's Nichia, Toyoda Gosei, Mitsubishi Chemical Company, led by master-class chip, phosphors and optical materials technology, the Japanese Citizen, Sharp, Samsung, LG and other packaging products occupy the high-end market, while Taiwan wafer, Everlight, Qi Li, Lite, dozens of enterprises have become the world's largest OEM base.
Alternative Analysis: Taiwan, Japan and South Korea have a good technical foundation and government to promote the application of a strong market, LED eating cake, they will be like a pack of jackals, as the pace closely followed the U.S. sub-industry profits cut a piece of high-end, the II third-rate products and technology thrown into the Chinese market, China wanted to rob? great difficulty estimates.
Fourth, the industrial chain in Mainland China
With the current Energy saving pressure, the Chinese government has initiated in 2007, after years of LED industry in a variety of support policies and measures. Now have the scale or size of the upstream will have a low-end chip manufacturers have more than thirty, and to the low-end packaging products as the main business are concentrated in the Pearl River and Yangtze River Delta region, its production capacity has been accounted for 60% of the world total, while the downstream end applications, is more substantial, estimated only the Shenzhen area of LED encapsulation and application of large and small enterprises has reached nearly 3,000.
With the government policy to further mislead, exaggerate China's investment climate, coupled with large state-owned enterprises, listed companies, venture capital and money-obsessed boss, LED companies are now shown a surging, wave upon wave of 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 optoelectronics industry park in the last two years, as many as at least 50, more, even some third and fourth level of the counties and cities have claimed to create the world's largest photovoltaic industry Park.
We can not predict 5 years, these so-called "largest" corporate destiny, fear is the result of this herd will be littered with felled. Fierce price competition in the end will not only form a huge human, material, resources, land, waste and agents just quickly disappeared in the outcome, and the ultimate winners from a pool of blood in the blaze will be easy for giant international lighting or international capital of the grab, LED industry is in for the others to do the end of the day awake in doubt.
Take 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, is currently still catch Zhongshan, marketing momentum of a century ago. With the swing for LED lighting industry, the town seems to have ushered in the great development of the "Spring", the local government's ambitious National Semiconductor institutions and organizations with a variety of seminars and alliances, hoping to build a wind semiconductor lighting world of the LED lighting market and business gathering group.
As everyone knows, the current popular phrase in the town business is "not the best (quality), only the lowest (price)." Since the state delay the introduction of uniform standards and related products, strict market access and monitoring system, the LED industry in Chaoyang seemingly not started, the industry had to do a is corrupted, shoddy products, performance, extremely unstable In the minds of consumers created an extremely bad impression, so do those who really want the product, insist on technology, quality of business survival difficult.
Alternative Analysis: China's LED business now as the grass in the desert fought over a group of sheep to eat, always think the grass is large enough, can eat their own how to do it, but the disorderly competition can for how long? Tragic fight each other after the result is aborted or hard growing giant international lighting are duly acquired by or on behalf of OEM gradually swallowed.
We call for industry hero, dreaming of a "miracle", but these dreams have to do a good job establishing the sense of quality and attention to personnel training, whether it go, do not take the brand awareness of enterprises are not long-term .
