2015 LED lighting industry What investment hotspot?
LED lighting industry more than 10 years of development journey can be "bloody" to describe. Shuffle, mergers and acquisitions, the closure of excess capacity, bottom, price wars have become hot words LED lighting industry, and good after the storm the LED lighting industry in general did not show a loss situation, and now the market is beginning to pick up.
From the market data analysis shows, LED penetration improved rapidly in the past in the production and sale of a large proportion of traditional lamps will gradually be replaced with LED lighting in the industry as a whole for the better cases, segments of which will be the next to benefit investment hot spot?
Intelligent Lighting
From incandescent to energy-saving lamps, to LED, after a three Revolution. As Internet technology into every corner of life, intelligent technology and new lighting technology, the collision of a new lighting culture - intelligent lighting, to provide mankind with a more holistic solution.
In the consumer level demand. Today, a new generation of consumer 80,90 become the main force, and they are nowhere without being affected when the Internet, and the ability to accept a strong ability to understand new things, I hope to interact with the product, focusing on the experience, these are intelligent LED The rise of lighting products provide the foundation.
At the technical level. Today's rapidly changing technological advances intelligent lighting, LED after ten years of technology accumulation, its prospects have continued to be enlarged, the major manufacturers have also become fans of intelligent lighting, so the technical problem is no longer a barrier intelligent lighting advance the biggest obstacle.
In addition, millet, Meizu, Haier and other "outsiders" enterprise "into chaos" is also smart enough to reflect the attractiveness of LED lighting.
Silicon substrate
Jiangxi delegation raised because the silicon substrate LED industry will be increased focus on promoting national strategy to replace the silicon substrate of a sudden became the protagonist of the sapphire substrate on two sessions in 2015.
According to Xiao Bian understood, LED industry core patent monopoly international giants, and now there is a further "pressure force" of the situation, it will have a silicon substrate LED technology complete independent intellectual property rights of a national technology strategy, has become China's LED industry can urgently required for sustainable development.
Around the silicon substrate LED technology, Jiangxi formed LatticePower (Jiangxi) Co., Ltd., Jiangxi Jing Rui Photoelectric Co., Ltd. energy-saving lighting crystal and the upper, middle and lower reaches of the silicon substrate backbone enterprises LED industry chain, while in Beijing, Jiangsu, Liaoning, Shenzhen and the United States have 7 enterprise collaboration. Around the silicon substrate LED technology has created a vertically integrated with the core competitiveness of the industry chain.
At present, Jiangxi Province is vigorously promoting LED chips in particular has upgraded proprietary silicon substrate LED chip production methods, a number of research and development projects focused on automated production line LED chips are speeding up the implementation of high-end equipment. With the continuous growth of the silicon substrate LED industry, which from the point (Lattice) to the surface (Jiangxi Province), and then laid into the net (country) of radiation effects will be more obvious in the LED industry, driven by the silicon substrate related industries and the silicon substrate LED industry ecosystem has taken shape. At the same time, the silicon substrate LED technology already has a large-scale industrial capacity.
OLED Lighting
Speaking of OLED technology, a lot of people the impression that its a great alternative to other flat panel display technology trends, in fact, as OLED lighting has its unique advantages. OLED lighting emitting principle is an organic material in the electric field light-emitting organic light-emitting layer thickness of each layer are only a few tens of nanometers thin. "This is really close to the sun's white light, and yet the sun's ultraviolet light, infrared light." It is reported that incandescent bulbs will produce infrared fluorescent lamps produce ultraviolet light, while the OLED light source is completely no.
At current prices, costs, OLED want directly into the general lighting market is not easy. But OLED has its unique advantages, should be the first to enter the special lighting market. For example, the light emitted OLED no ultraviolet, infrared little blue even have accounted for very little proportion, this just really can protect the eyes. In the current China, the vast majority of children are required before entering the youth to wear glasses, if they can make use of OLED reading lights, should help to improve these situations. OLED light quality protection of antiquities are also very suitable in the country getting to know the value of historical relics and the widespread construction of the museum, OLED lighting should be the best option. Besides high-end lighting market, OLED light quality is very good surface light source, coupled with its light, thin shape, can be composed of a unique artistic products, the effect can not reach other fixtures.
Xiao Bian believes that the development of new markets are gradual, starting with a special market, access to high-end lighting market, until mass production of OLED lighting, you can enter a virtuous circle above, then the popularity of the general lighting market.
LED automotive lighting
LED increasingly intense competition in the market, many manufacturers have begun to seek new areas of development, and a new blue ocean known as the automotive lighting market, LED lighting, LED manufacturers have set foot in this market. Relatively speaking, automotive lighting has been able to stand out in a number of LED applications in the field, because of its large market size and high value-added products.
From the field of automotive lighting, the automobile industry of the rapid technological development, the direction of its development also tends to be more intelligent and green. It can be said, automotive lighting is transforming from traditional lighting to the new LED fields. Currently, Osram, Philips Lighting chiefs have issued automotive LED lighting products, used in the taillights, turn signals and brake lights applications, cars are increasing year by year with LED lighting share.
According to Xiao Bian understand, automotive LED lighting product gross margin is 3-5 times the normal LED products, the segment has attracted many companies involved in LED lighting. In the European Union and other countries have announced a total ban, after the cut-off incandescent Act, LED lights and the main lighting needs to climb. At the same time, with the improvement of people's living standards, people require to enhance the overall performance of the car, the domestic brand vehicles only low-profile low-price competition will be difficult to achieve better results. Select brand vehicles will increase domestic automobile accessory to compete, the LED lights to enhance market share Biao speed.
In addition to these highlights, LED backlight LED industry field is present hotspots. Overall,
LED lighting industry overcapacity problem is not completely solved, with the concentration of the industry continues to improve, "the big bigger," Matthew has become even more obvious that these factors indicate that the market is increasingly competitive. SMEs only find a new way to survival and development, while the LED industry, new turning point, perhaps the LED business to take the difference of the new route choice!