LED industry growth space opens

Judging from the recent market trend, intelligent lighting has become a new product that Philips and other manufacturers are competing to promote. At the Frankfurt exhibition at the beginning of the year and the just-concluded Guangzhou lighting exhibition, intelligent lighting was also a hot topic. At present, the market is in its infancy, and manufacturers will increase their promotion efforts one after another. In the future 1 ~ The 2-year market is expected to enter a period of rapid development. The essence of intelligent lighting with great added value is electronization and networking. It can not only realize the intelligent control of lighting system, realize the basic functions of automatic adjustment and scene lighting, but also is an entrance to the Internet, therefore, more services with high added value are derived, such as health management, map positioning, commodity shopping guide and advertisement, etc. It is foreseeable that the ecology of the lighting industry will undergo major changes. Intelligent lighting belongs to the category of smart home. Its development requires the cooperation of the whole industrial chain, which will lead to great changes in the industry ecology in the future. Industrial integration based on specialized production will be the development direction of intelligent lighting in the future. Specialized production is the survival Foundation of lamp manufacturing enterprises and controller manufacturers, and system integrators and platform operators have greater voice in the industry. At the same time, it is a high probability event for lighting manufacturers to increase cooperation with internet companies. The growth space is open. For the sustainable growth of LED industry, the market disputes mainly come from the following points: 1) How long can the replacement market support the rapid development of the industry? 2)Is the life of LED lamps very long? 3) After the rapid replacement period, where does the industry's growth momentum come from? Regarding this issue, data from the US Department of Energy show that the penetration rate of LED lighting in the US market was still less than 5 in 2013. Assuming that the penetration rate doubles every year, the replacement demand will last for 3 ~ 4 years. As for the life span of LED lighting, in the period of rapid development of LED lighting, long life is not a factor that manufacturers pay attention to, but meets the life standard (2 ~ 30 thousand hours) The premise is to reduce the cost as much as possible, and after the industry matures, the manufacturer will do whatever it takes to make the product life. After that, LED intelligent lighting will increase the average unit price of the product (ASP) And its development space is far greater than that of traditional lighting products, and the source of long-term growth kinetic energy after the rapid replacement period can be solved. According to market research, it is learned that the cost of an LED driving power supply with intelligent control function is generally not more than 10 yuan, and the ex-factory price of lighting lamps with such power supply is 20 ~ higher than that of ordinary lamps ~ 30. This intelligent configuration alone can increase the premium of at least 20 for ordinary lamp products ( And this is without considering adding more complex systems and more configurations). According to estimates, on the basis of not considering high value-added products, only 2014 ~ In 2015, the intelligent lighting industry will provide an additional market space of at least 60 billion yuan. If calculated according to the compound annual growth of 30 years, it is conservatively estimated that this value will reach nearly 80 billion yuan by 2018, and the accumulated amount in 5 years will exceed 200 billion yuan.