In the International Lighting Exhibition held recently in Guangzhou, PHILPS, Nichia, OSRAM and SemiLEDs these LED giants together. In the theme of the industry to discuss the constraints and business strategy, the forum, an audience of ambitious executives from the above four big companies to ask questions:
"If I am going to invest 10 billion yuan into the LED industry, do you think I am crazy or very smart? "
He was immediately poured a pot of cold water. Because the executives said, "if you really have so much money, in fact, there are many better choices, why go to this pool of muddy water? "
In fact, by the European debt crisis, the U.S. economic downturn and other effects, since the second half of last year, LED's export orders fell sharply. In September last year, Shenzhen LED Industry Association executive vice president, junduoli industrial limited company boss run away, had caused an uproar in the industry. Nearly a year later, the reshuffle continues.
But the other side of the coin, driven by China and other emerging markets, LED industry is still expected to grow in large scale.
At present, the global 1/8 lighting market is the LED market, we expect the market share of LED in 2015 will be 45%. PHILPS lighting professional solutions business unit chief executive officer Marc de Jong said, in Asia, the LED lighting market is expected to grow by 70%-80%, China will play a leading role. "
Before the beginning of May, from the city street management people gathered in Hefei to participate in PHILPS, "city residents and light" theme of the seminar, in which the small discussion LED road lighting, senior engineer Xie Junyan Shanghai Street Management Center said, "like digital cameras instead of film camera, LED will soon replace the traditional sodium lamp. PHILPS professional lighting solutions program vice president, general manager Wei Qianzhe believes that China city to speed up the process, how to reasonable city planning and efficient infrastructure construction in the process of city expansion and development, such as advanced LED lighting solutions to create a unique city, a long-term sustainable development of city. These are PHILPS's "city residents light" activities of long-term concern.
Although Chinese also acknowledged that the market is very large, and the deputy general manager Lin Yinggu in the Au Optronics Co Xuming enterprises, "LED products in the China reasonable pricing is more difficult, but also need to pay attention to the standardization of Chinese product comparability. "
Street lamp administrative management system or resistance
Saving electricity is taken away by the government, there is no reasonable allocation mechanism. "
In May 7th this year, the Ministry of science and technology of semiconductor lighting technology development "released" 12th Five-Year "special plan" (Draft) proposed that by 2015, LED lighting products accounted for 30% of the general lighting, built 50 "ten city lights" pilot city. Then, in May 16th the State Council executive meeting and discussion through the "national basic public service system of" 12th Five-Year "plan", determined to promote LED lighting and other energy-saving appliances consumption policies and measures proposed to arrange 2 billion 200 million yuan to support the promotion of energy-saving lamps and LED lighting.
But Xie Junyan still believes in the promotion of LED road lighting resistance is not small.
In fact, because our country's street lamp management system in the jurisdiction of the jurisdiction of the local power companies, the industry's natural monopoly characteristics make it in the treatment of new things, often with inertia or exclusion.
The main reason is the high price of LED lights. Xie Junyan explained, a 100W LED lights, estimated to be sold to 3000-4000 yuan. "
It is understood that the road in our country does not necessarily need to install street lamps, but the Ministry of construction requires urban roads must be installed street lights. In the construction of street lights, usually in accordance with the "who proposed, who pay" approach. Considering the LED lamp initial investment cost is higher, need to install the road design professional, at the same time not only need to install the lamp according to a fixed pitch, and later also to put the maintenance cost, so some construction units do not want to use LED lights.
In addition, because the street management is the predecessor of the company in the early consumption proportion is small, but because of belonging to the Power Grid Corp, so the street is usually no meter, which also makes in the practical application, it is difficult to actual statistics such as LED save power.
"We put a lot of early, high maintenance costs, but the cost of electricity is taken away by the government, and did not form a reasonable allocation mechanism based on energy efficiency. "Anhui Ma'anshan street management he named a person in the city residents, PHILPS," said lighting activities.
Chip technology can reduce the cost of innovation?
Most people still believe that the future direction of the development of LED chip is based on silicon.
Although the LED price is still too high, but the rapid decline in the cost of the new hope has been seen. Sufficient evidence is that the use of LED in our country after the initial spotlights, two or three years ago, after the road lighting, and finally at the end of last year successfully entered the room.
Because last year, the price of rare earth led to the rise in the price of fluorescent powder, so that the cost of fluorescent lamps increased; in addition, LED's light efficiency is increasing, the cost is declining, a lot of past returns are not very good areas are now OK. "GE lighting Asia Pacific LED products and innovation center, said Wang Jian, general manager of lighting business.
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