LED lamp price drop tide or industry trend

The sharp price reduction of LED lamps has spawned a hot market and made the industry more competitive. It may give birth to the five major trends in the industry. First, the price ripening intelligent lighting market, a few years ago to ordinary people said LED may have to explain, but now probably not much need. LED lights have increasingly entered the lives of ordinary people. Yan Jun, executive deputy secretary-general of the National LED Lighting Industry Alliance, said that the current LED penetration rate for home lighting is nearly 10. Li Bingjie, chairman of Jingdian, once said that when the penetration rate of LED lighting started to grow sharply from 10, the market entered the rapid growth period of S-curve, starting from 2014, it is estimated that the LED industry will enter the golden three-year growth period of lighting. Estimated to 2017 ~ After 2018, the demand for replacement is coming to an end, and the market begins to enter the latter part of the S curve. The growth rate will obviously slow down, and the intelligent lighting system will become the key to enter the next stage, and it can be observed at the exhibition that many companies have begun to layout in this direction. However, this prediction may be advanced. Intelligent lighting will be the same as the original led lighting market, and it will take less time to adapt to the market than ordinary products. Dr. Chen Wencheng said that LED is born for intelligence. The intelligence he thinks is not only intelligent control, he said: In the past we controlled light, but in fact light also controlled us. A study shows that light has many non-visual effects, such as controlling emotions, issuing warnings, and regulating circadian rhythms. A European university has added some blue background light to the ceiling of the library. Tests have found that this helps to improve learning efficiency. From the perspective of technology, Guangzhou International Lighting Exhibition has indicated some directions. In the next few years, the lighting market is likely to enter the stage of intelligent lighting in a large scale, low-cost, low-power, dimmable, color-adjustable LED control technology will completely subvert the traditional home lighting market that can only provide a single brightness, a single color temperature. LED from this year's Guangya Exhibition, was once considered by the industry as a stepping stone to smart home. At present, the price of LED has already met the requirements of entering the household lighting market. I predict that the intelligent lighting market will open in the next ten years and become a member of household lighting. Second, mergers and acquisitions reshuffle intensifies the end of the industry oligarch pattern. Since the 18th National Congress of the Communist Party of China, economic transformation and upgrading has become a top priority, and emerging industries are undoubtedly urgent for transformation and upgrading. In particular, the listed small and medium-sized board and GEM companies have started the M & A boom based on the capital market, forming an unprecedented M & A peak. Last year, with the rapid increase in the demand for LED lighting, the LED industry also ushered in a peak period of development. Enterprises in all aspects of the upper, middle and lower reaches began to expand production and seize more market share through distribution channels. As one of the convenient and effective roads, mergers and acquisitions have been favored by LED listed companies. Since the second half of last year, almost all LED listed companies have undergone large and small mergers and acquisitions or various forms of strategic collaboration. Under the background that the whole LED industry is weak and strong, listed enterprises with advantages in products, technology and capital are accelerating their development and integration in order to develop rapidly in the LED lighting industry, when the concentration is improved, it has a first-mover advantage. By 2014, mergers and acquisitions were more frequent. Among them, there are not only cross-border big names waiting for opportunities, but also lighting giants swallowing small fish, and enterprises in different fields are warming up. You may have forgotten the distance, but in the past June 30, Taiwan's LED chip big-name Crystal and Yuanyuan have merged and started integration; In the evening, Philips broke the news that its Lumileds will be merged with the automotive lighting division as an independent subsidiary and July 3, with benefits (002137, stock bar) Electronic Bulletin, plans to invest 10 million yuan in Firefly energy saving. This has added another fire to the heat of integrated mergers and acquisitions in the lighting industry in 2014. Third, the market segment is more professional. With the rapid growth of LED lighting demand, the market concentration is gradually increasing, the price is relatively stable, and the industry is gradually recovering. Industry insiders predict that 2014 is the first year when the LED industry is about to enter an outbreak period. In the face of increasing market concentration, the market segmentation of enterprises is more obvious. For enterprises to seize the segment, Shanghai Sansi Wang Yinghua said that enterprises should strive to be refined and specialized, and refine the product field. And work hard in product production, and constantly improve and innovate according to customer needs. There are mainly three aspects in which the sales volume of Shanghai think twice is relatively large. The tunnel lights of expressways, LED lighting of subways and LED street lamps in municipal fields. The key point of the success of think twice is to segment the market. Wang Jian, Asia Pacific technical director of GE Lighting Asia, said that GE's strategy for LED lighting can be summarized into three points: green solutions, intensive cultivation of vertical markets, and operational efficiency. The implementation of green lighting requires intensive cultivation of the vertical market and subdivision of different industries to meet different needs and specially customize green lighting solutions. In this process, the main thing is to find out the differentiated points of customer needs, which is also an important role played by local R & D and innovation teams. With the progress of technology, LED lighting products are gradually entering the mainstream lighting field, and the market demand is also entering a critical period of gaining momentum. At the same time, the huge market prospect also stimulates many enterprises at home and abroad to seize the lighting market, and the competition is increasingly fierce. LED lighting enterprises cannot slow down the pace of channel construction. Judging from the future trend, the subdivision field is a blue ocean. Xiao Bian believes that there is no specialty but more specialty in the future subdivision market.