2015 LED functional product accounted for 1/4

Since January 2013, with the international market showing signs of economic recovery, the capital market has acknowledged the fact that LED downstream industries are gradually recovering. Especially at the beginning of this year, the LED segment that ranks among the top gainers in the A-share market is the sound performance of the domestic LED listed companies. The LED market has begun to improve.

Both inside and outside need to stimulate the market to pick up

On February 17 this year, the National Development and Reform Commission, the Ministry of Science and Technology, the Ministry of Industry and Information Technology, the Ministry of Finance, the Ministry of Housing and Urban-Rural Development and the Sixth Committee of the General Administration of Quality Supervision, Inspection and Quarantine jointly issued the “Semiconductor Lighting Industry Energy Conservation Plan” (hereinafter referred to as “Planning”), in accordance with the “Planning”. The target requirements, LED functional lighting products, energy-saving emission reduction effect will be more obvious, the market share has gradually expanded, by 2015, LED functional lighting products market share of more than 20%. From a purely digital point of view, the base number of LED functional lighting products in 2010 will be 1.4 billion. By 2015, the number of LED functional lighting products may reach 2 billion. "The gradual promotion of LED has already achieved some results. According to a McKinsey report, the LED lighting market expects that sales will account for 60% of the home market in 2020, and other fields will also account for more than half and above. The market share of LED is surely increasing. The greater is, "said Chen Yansheng, deputy chairman and secretary general of the China Lighting Association.

Analysis of the reasons for the recovery of the LED market, experts said that on the one hand, the domestic acceptance of LED lighting products has increased significantly, accelerated the penetration of the LED lighting market for commercial lighting, public lighting and other markets, at the same time, the momentum of foreign sales continued to heat up; As the six ministries and commissions jointly released the relevant work requirements for the “Planning” in February this year, the government gradually promoted the use of LED lighting products with mature technologies and significant energy-saving effects. The domestic LED listed companies rely on favorable policies, focusing on the needs of industrial development, speed up the research and development of LED lighting core materials, equipment and key technologies to enhance the company's core competitiveness. In addition, the tendering power of local governments is gradually increasing. Based on the above analysis, it is not difficult to see that the LED lighting market has shown a recovery trend this year.

"In January it was a sleepless sleep. In February, Xiao He was exposed." Zhang Xiaofei, CEO of Gaogong LED, described the recovery of the LED lighting market earlier this year. According to a research report by a securities company, both chips and packaging plants have entered a state of full load. Order visibility has reached 1 to 3 months, which is significantly better than normal, and some companies have even voluntarily waived orders.

“In the past, the industry expects the market to recover in 2015. Now I think this estimate is more conservative.” Zhang Chao, East China Region Director of Lighting Division of Mulinsen Co., Ltd., is confident in the development of the LED lighting market.

According to statistics, since the beginning of February this year, the signs of rapid development of the LED lighting market have been very obvious, and it is expected that the recovery will be accelerated in the second and third quarter of this year.

Philips Lumileds, who is in the middle reaches of the industry, has had a steady stream of orders this year. Zhou Xuejun, director of marketing for Philips Asia, said that the second factory in Penang, Malaysia, has started production last year, but orders on hand are still too busy. Referring to overseas markets, Zhou Xuejun said: "The demand is strong."

Policies help promote the development of the industry

"This year, the international environment has improved and the domestic policy supports. The LED industry has picked up momentum. Experts in the industry even predict that the domestic LED industry will usher in a rapid development period in August this year." Guangdong Lighting Association President Quan Quan was in 2013 China's lighting LED industry The development seminar was expressed.

From November 1, 2011, the National Development and Reform Commission and the State Administration of Quality Supervision, Inspection and Quarantine jointly issued the "China's Roadmap for Phase-out of Incandescent Lamps". On July 11, 2012, the Ministry of Science and Technology released "About the Development of Semiconductor Lighting Technology Development." "12th Five-Year Plan" notice, and then to February 17 this year, the six ministries jointly issued "planning", LED lighting industry has always been highly valued by all parties. The “Ministry of Planning” issued by the six ministries and commissions also placed the demonstration and promotion projects of lighting products and applications on top of the four “key projects”. Under the banner of energy-saving and emission reduction, local governments all promote LED lighting as an important policy. In May last year, the Guangdong Provincial Government formally issued the "Guangdong Province's Implementation Plan for the Promotion of the Use of LED Lighting Products." It requires that all new construction projects in the public lighting area of ​​the province use LED lights from the date of implementation of the plan. LED lighting products will be completed in batches before the end of 2013. Among the top 25 listed LED companies in China, Qinshang Optoelectronics is one of the companies that have benefited most from LED lighting promotion policies in Guangdong Province. In 2012, the company achieved a lot of success and won several bids for LED lighting renovation projects, including Guangbai. Group's 160 million yuan LED lighting project, Qingyuan 90 million yuan LED street lamp renovation project. Not only that, the LED lighting project of the Great Hall of the People undertaken by this company has also passed the acceptance. In the future, Qinshang Optoelectronics will have the ability to seize more market share in the LED lighting market in Guangdong Province.

Similarly, benefiting from the government's favorable policy is Zhejiang Sunshine Lighting, which is one of the largest energy-saving lamp manufacturing companies in China and one of the representative companies in the transition from traditional lighting to LED lighting in China. With the "Planning" in the domestic LED lighting companies to implement semiconductor lighting production equipment, key parts and raw materials import tax preferential policies, the establishment of LED lighting products, energy efficiency "leader" system to encourage product energy efficiency continues to increase.

In 2012, the company's LED business grew by more than 200% year-on-year, and the growth rate was amazing. In the competition of top 25 Chinese LED industry companies in 2012, the company scored 20 points in terms of development potential and ranked first. In 2013, with its own advantages, Zhejiang Sunshine Lighting is expected to become one of the leading companies in the LED lighting market.

In an interview with reporters, Chen Yansheng said that in the face of the government’s favorable policies, companies should seize opportunities and accelerate the recovery of the industry while also developing products with their own characteristics in response to market demands, especially for LED products, with many market segments. In addition, according to the statement that the current LED lighting market will have explosive or explosive growth at a certain time, Secretary-General Chen said this is unrealistic.