Comment on: the current market development present situation analysis of lamps and lanterns

Including skyworth, TCL and konka China traditional home appliance giant, recent race to across the foot light-emitting diodes ( 领导) Lighting market, and with abundant fund, strong brand pathways and vertical integration planning market strategy, hurtling grazing land, and LED lighting market competition growing from mainland China, for small and medium range of LED industry supply chain, will be faced with great survival test. LED lighting terminal price is still higher than traditional light bulbs with energy-saving lamps, the price has been the key of the tolerance for extension market. Midea, konka, TCL in mainland China, such as home appliances giant aggressively to advance after LED lighting category, will make an already very severe operating environment of China LED the market becomes more competitive. For control LEDTV key element, skyworth, TCL, konka, and so on mainland China home appliance giant numerous and complicated with a stake in the LED chip packaging enterprise, except to control the stable supply of goods, is more advantageous to upstream and extended operating tentacles to LED lighting category, add more revenue sources of dedication, such as TCL in June 2011 set up joint venture with Taiwan acer has LED assembly house; Skyworth and wafer photoelectric, in electricity consumption invested $600 million to set up the LED chip base; Konka also injecting capital in July the strategy in China listed assembly house on the refond optoelectronics. Mainland China home appliance giant carry large enterprise scope, brand pathways and key components, control the upstream blatantly LED lighting market, will be tight fast, medium and small range of LED chip encapsulation and LED lighting lamps and lanterns of living space. Especially China previously LED chip factory actively expand capacity, has formed the plight of oversupply, the LED chip price decline, from time to time in gross margin under test, compared with deep-pocketed home appliance giant, pocket is not deep enough and the ultimate assembly house will not be able to support small and medium-sized LED chip, face was eliminated by the market. Not only that, China LED lighting consumption lack of strength, also make the related supply chain operator face great test. Chinese consumers are still in the short term is difficult to carry high price LED lighting lamps and lanterns, the LED lighting in China the government leading LED outdoor application demonstration is given priority to, type a niche market; In addition, the line of the incandescent lamp replacement policy, the first energy-saving lamps, LED lighting is also difficult to benefit from that will make the LED supply chain manufacturers face a battle to survive.