LED market "recovery" Multinational companies have to withdraw?

[Text / high-tech LED Xu Chaopeng] "Greatly unexpected, I did not expect so much worse than last year!" This is the experience of an industry inside the lighting industry for many years in the first half of this year.

Indeed, since the beginning of this year, due to the impact of the downward pressure on the economy, the price of LED products has fallen by nearly 50% in the first half of the year. During this period, the output of enterprises may have increased, but the profits have been lowered sharply, and only the basic profit can be maintained.

After all this entered the second half of the year, the market situation is gradually picking up. According to the latest research data of GGII, taking the price of LED bulb as an example, after experiencing the sharp decline in the previous three quarters in October, the first round-up was made, especially in Europe and America. After the low-price promotion in the third quarter, the price was adjusted. obvious.

At the same time, in terms of exports, statistics from China Customs, in September this year, the total export value of domestic LED lighting products was about 1507 million US dollars, an increase of 13% year-on-year, confirming the signs of a rebound in the market, in the third quarter of the downturn After that, it is expected that the industry boom in the fourth quarter will increase.

Is this the best signal conveyed by the market? Not necessarily, the author thinks about what is the most discussed in recent public opinion, the bidding of Osram lighting assets, Lenovo's Schneider Electric, Toshiba, Samsung, and multinational companies that have previously stripped the white LED business It seems that there is not so much patience, and LED is no longer a popular "fragrance"!

"The current LED lighting market price is too chaotic, which makes these multinational companies do not want to continue to follow up, because the performance of international manufacturers is also good, but also means that the price of the products is high, they originally wanted to lock the gross profit to 30 to 50 Percentage points, but who knows, the current domestic enterprises, even zero-margin can do, which is far beyond their expectations, so exiting the lighting market is also reasonable." Accumulation Technology Product Director Chen Junji told reporters.

Indeed, this is ultimately the price war, perhaps one of the incentives for a number of large multinational companies to continuously divest the lighting business.

“After the withdrawal of multinational companies, the markets that were originally controlled by them will fall into the hands of the remaining LED lighting companies, and how to seize these markets will become the next development focus.” Chen Junji also proposed his own A point of view.

According to the GGII research report, the global lighting market will reach US$82.1 billion in 2015, of which LED lighting applications are expected to reach US$25.7 billion, and the market penetration rate will reach 31%. The development prospects are still broad.

And the market gap left by these multinational companies will become a state of small factories gathering?

"I believe that this part of the market will be taken over by large enterprises that are sticking to the lighting field. The current small enterprises in the industry are gathered because the market is too fast and the threshold is not high. In the future, after the introduction of relevant standards, small enterprises Lack of scale advantages will naturally gradually withdraw from this market. At the same time, the current small business gathering is not a good thing for the entire LED industry.” Chen Junji still firmly believes in the “bigger Evergrande” in the lighting industry.

At the same time, many people in the industry also believe that in the tough price war, it is better to develop new application areas and new product directions in the low-end, homogenized product market.

"For example, at present, our 'de-energization' scheme based on linear constant current driving can attach the driver IC and peripheral components in the driver circuit to the aluminum substrate, which is easy to automate and mass production, and is simple, efficient, and compact. At the same time, it can greatly reduce the cost." Zhao Chunbo, director of Ming Microelectronics Market, said that such problems are the current LED companies need to solve and think.

Moreover, as the LED lighting market develops further, manufacturers will also have some diversions, such as the development of sub-fields such as featured lamps and intelligent lighting.

"Current small businesses require differentiated products to survive, such as intelligent lighting, car lights and other emerging market segments, such as 'Internet +', 'LED +' and other new industrial organization. Because of the current development of the LED market It has become stable, and small enterprises need to properly shift their gaze and not focus on large-scale fields. In the era of the Red Sea, enterprises must take the road of technological innovation, develop special lighting markets, and achieve segmentation, and then implement production. Production." Ye Zongze, chairman of Yunao Lighting, finally mentioned.

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