Analyze the competition pattern and development trend of LED industry

China's LED lighting industry is facing a major historical opportunity. On the one hand, the process of urbanization in China continues to accelerate, creating a huge market space; on the other hand, the application range of LED lighting products is continuously increasing and the market scale is expanding. At present, the LED industry has received strong support from the government, but the unavoidable point is that some companies have not yet achieved fundamental breakthroughs in their core technologies, and they do not have professional technicians and R&D teams, resulting in LED products that do not improve their luminous efficiency; and The product composition cannot be further optimized. Most of the companies have a single type of production chip, unbalanced varieties, uneven levels, and the combined effects have not been brought into full play; in addition, raw materials, auxiliary materials, and related production factors have not been fully and rationally laid out. The benefits brought about by the economies of scale.

Analysis of the LED industry competition pattern and development trend In the past two years, LED lighting technology has developed rapidly, the cost has dropped rapidly, product demonstration applications gradually opened, the speed of industrial integration was significantly accelerated, the industrial concentration will gradually increase, and eventually will retain part of the master core technology, Has more independent intellectual property rights and well-known brands, strong competitiveness, reasonable industrial layout of the leading enterprises.

Industry Development Trends In recent years, the annual growth rate of global LED lighting energy-saving industry output value has remained above 20%. According to relevant statistics, in 2010, the global LED lighting market will be about 5 billion U.S. dollars. By 2020, the global LED lighting market is expected to reach 75 billion U.S. dollars, accounting for 50% of the global lighting market share.

According to the “Decision of the State Council on Accelerating the Cultivation and Development of Strategic Emerging Industries”, “Comprehensive Work Plan for Energy Conservation and Emission Reduction in the Twelfth Five-Year Plan”, “Development Plan for Energy Saving and Environmental Protection Industry in the Twelfth Five-Year Plan” and “Development of Semiconductor Lighting Energy-Saving Industry” Opinions and other related contents, the government has formulated the semiconductor lighting energy-saving industry plan. The plan proposes that by 2015, the average annual growth rate of the LED lighting industry's output value should reach about 30%, and incandescent lamps for general lighting above 60W will all be eliminated, its market share will drop below 10%, and traditional energy-saving lamps and other efficient The market share of lighting products is stable at around 70%, and the market share of LED functional lighting products is over 20%. The output value is 450 billion yuan (including 180 billion yuan for LED lighting applications), and the localization rate for LED chips is more than 80%.

China is gradually increasing financial subsidies to promote LED lighting products. In commercial lighting, industrial lighting and government offices, public lighting and other fields, promote LED products in medical, agricultural, stage, landscape lighting and other professional and special places of demonstration applications, there are It will promote the implementation of demonstration projects for lighting applications in the industrial lighting industry of “Ten Cities, Ten Thousand Peoples”, focus on demonstration applications of LED tunnel lights, street lamps and other products and systems, and actively develop green lighting demonstration city creation activities. While focusing on the application and promotion of LED downlights, spotlights, and other lighting products, it has entered the home lighting field in a timely manner. With the support of the country’s priority in the development of energy conservation and environmental protection industrial policies, the LED market demand has gradually increased and the future growth trend is highlighted.