LED lighting industry will soon be integrated

In the "LED Industry" quadrupling "12" report, one of the figures attracts attention: in 2010 China's LED industry signed a total investment plan of 217.885 billion yuan, a year-on-year increase of 248.6%.

With such a rapid growth, what is the current development space of the LED industry? What are the high-speed development opportunities in the subdivided areas? What risks should companies evade when grasping policies and market orientation? An interview with national semiconductor lighting has been held on these issues recently. Wu Ling, Secretary-General of Engineering R&D and Industry Alliance.

The key moments for the integration and development of LED lighting industry will be until the end of 2009. The LED lighting application pilot project of the “Ten Cities Ten Thousands” semiconductor of the Ministry of Science and Technology is very obvious for the LED industry, but there are also negative voices. Before going through the alliance, what should be done about the pilot cities? How should this policy be implemented? Will this policy continue to be promoted this year? Besides, what support will the government have for promoting the development of the LED industry?

Wu Ling: The evaluation of “ten cities and ten thousand people” cannot be done in one go. We believe that the purpose of the policy is to enhance the reliability, quality, and technical level of semiconductor functional lighting through technological innovation, application innovation, and technology integration. Judging from the current pilot demonstration situation, this goal has basically been reached, for example, the exploration of the “Contract Energy Management” (EMC) model was conducted in Guangzhou, Shenzhen, and other places, while Zhejiang Province has achieved good results in promoting LED companies to go abroad; In other places, LED energy-saving lighting is combined with intelligent control. However, due to the lack of guidance and technical specifications at the beginning of the pilot project, some localities have taken a detour.

From this year's point of view, with the gradual maturity and regulation of "ten cities and ten thousand people," policies will continue to be promoted, and the scale will also be expanded. If it is said that exploration last year, then this year's policy will also play a role in nurturing industries and markets. Will really play it out. In addition, the Development and Reform Commission and other relevant departments are studying roadmaps for replacing incandescent lamps. In particular, they are leading the formulation of the "12th Five-Year Plan" for energy-saving industries, and are expected to introduce a subsidy policy to replace LED, incandescent lamps, halogen lamps and other inefficient lighting products. .

In the past two years, the LED industry has created an upsurge, and local governments have also cultivated LED as a key industry. They have not hesitated to use land taxation and other preferential policies to attract enterprises to settle down. Under such circumstances, will China's LED industry have concentrated production capacity in the future? Excess situation?

Wu Ling: LED's industrial chain is very long, covering a wide range of applications is very extensive. It cannot be said easily that there is excess capacity in the entire industry. At present, from the perspective of investment, there are indeed many issues concerning the number of upstream epi-devices purchased and the technical capabilities for general-purpose lighting that cannot be kept up to date. As a result, there have been periodical and structural changes in the development process. Unbalanced issues. With the improvement of technical capabilities for general lighting and the rapid expansion of the market, it is believed that after 3-5 years of industrial integration, the outlook for the semiconductor lighting industry will be very broad.

In the next five years, what is the growth potential of China's LED market and what are the opportunities in the subdivided areas?

Wu Ling: In 2010, the output value of semiconductor lighting in China was 120 billion yuan, which will quadruple in the next five years. In 2010, the growth rate of China's general lighting output value will reach 150%, and the average annual growth rate during the “12th Five-Year Plan” period will exceed 55%. The growth rate of LED backlight output value reached 160%, and the average annual growth rate exceeded 40% during the “12th Five-Year Plan” period. The next 3-5 years will be the key moment for the integration and development of the semiconductor lighting industry. According to the joint calculation of the alliance and related companies, LED lighting products have had alternative advantages for halogen lamps, incandescent lamps, CFL downlights, etc. in 2011, and T8 grille lamps, 150W high-pressure sodium lamps, and 250W high-pressure sodium lamps will have an alternative advantage in 2012.

As soon as possible in 2013, LED will have alternative advantages to 15W home energy-saving lamps. Therefore, indoor lighting products will be mainly pushed bulbs, spotlights, downlights, flat lamps, etc. in recent years; outdoor will be the main street lights and tunnel lights below 250 watts. In addition, it should be noted that LED is not only a technological advancement, but also a revolution in the business model and service model of terminal application products.