LED industry competition will become more intense in 2012

With the further increase in production capacity and the market is not fully opened, 2012 will be staged more intense competition in the industry, and competition is more reflected in the level between the major manufacturers.

In 2012, the battlefield upgrade of the LED industry was specifically demonstrated in the following two aspects:

I. International LED manufacturers and Chinese LED companies in the LED downstream product technology contest

Although the core technology of LED upstream is still controlled by foreign companies, the market is more competitive with downstream products. Because the main competition of the LED industry in China is reflected in the low-end market, and there are also brutal competition between the international manufacturers in the supply of LED upstream, so the competitiveness of Chinese LED companies in the Chinese local market, in the low-end The application is still more optimistic. With the rapid rise of local LED companies in China, China's LED technology has gradually increased and continues to approach international companies. China's LED companies will strengthen their competitiveness in the international market, but the market with heavy demand in the patent field will have less room for swaying.

Second, the frequent mergers and acquisitions of international LED manufacturers, listed companies surged, seizing the Chinese LED market

International LED manufacturers frequent mergers and acquisitions:

Philips: On December 15, 2011, Philips invested 25 million euros in building an LED lighting center in Chengdu. Acquired Jialishi (Group) Co., Ltd. in 2010. In 2010, it acquired the street lighting control business of Denmark Amplex again as part of its lighting electronics business and provided support for Philips' existing outdoor lighting business.

Osram: Recently, OSRAM officially announced that it has acquired Traxon Technologies, Ltd. from its joint venture partners since November 9, 2011. (Traxon)'s remaining shares. Just a few months ago, OSRAM had completed its acquisition of German Siteco and U.S. technology company EncELium.

Samsung: Samsung Electronics and Samsung Motors have invested 290 billion won (approximately 200 million U.S. dollars), and the two companies hold shares, but the company’s corporate management rights are owned by Samsung Electric. Currently considering the acquisition of LED lighting joint ventures formed by the rest of Samsung Electric.

Domestic LED companies have listed:

The growth rate of LED production capacity in the mainland is also a boom. While many large enterprises in the mainland are involved in the LED industry, companies in the LED industry have also taken steps in the market: Shenzhen Jufei, Shenzhen Wanrun, Shenzhen Longfang , Beijing Liade, Hangzhou distant 5 LED companies attended the meeting, and have all passed. In addition to the several companies previously listed, it is expected that there will be more than 15 professional LED companies listed in China by 2013.

As for the current global mergers and acquisitions, and increasing investment in LED business, we can see that the entire LED industry will increase its production capacity in the future. These companies are currently seizing the Chinese market, which will bring even greater pressure on the Chinese LED market. The Chinese local professional LED business market will also bring a lot of money into the LED industry, it will also lead to LED capacity expansion.

In 2012, the LED market capacity increased significantly compared with 2011, but compared with the large-scale expansion of production capacity, the LED market outlook is still not optimistic. Below to analyze the status of various areas of lighting:

Home lighting: Current companies are scrambling to deploy the market, and with the integration of the industry, the cost of control, LED lighting prices have also begun to decline steadily. In 2012, LED lighting market is expected to break the ice barrier, but can not expect too much.

In terms of commercial lighting, the capacity of the Chinese market continues to expand. With the ever-increasing commercial space lighting technology and the ongoing energy-saving transformation of many shopping malls, commercial lighting in 2012 is still a bright spot in the Chinese LED market and can even participate in international competition. At the same time, commercial lighting has high requirements on product quality and brand. The higher profit margin will allow various manufacturers to get together and enter the field, and the war will be upgraded in 2012.

Project lighting: The LED business has always been a government-proclaimed project. With the expansion of the new phase of “Ten Cities and Ten Thousand Miles,” and LED outdoor lamps have gained more practical application experience in engineering, the products are more mature and the project With higher technology, LED project lighting is the driving force in the LED market in 2012. However, the development of this piece can not only expect the government's support, companies must also increase the technical aspects of the chip.

Landscape lighting lighting: With China's current urbanization efforts and large-scale urban transformation, LED landscape lighting lighting 2012 is also worth the wait. However, at present, this piece has become very messy in the Chinese market.

LED display screen: China's LED display screen market, as far as the global market is concerned, belongs to the low-end market, but it has a higher requirement for the strength of the company. As the raw materials of LED screens have been reduced again and again, more companies that are not competitive have now been able to compete and the market will be full of gunpowder.

The industry believes that in terms of the Chinese market, many small businesses in the LED industry will face tough competition in 2012. Although they can still have a surplus surplus market in 2011 after the big manufacturers have divided the lighting market, they still have to face the future with care. The reshuffle in the industry, as well as the business opportunities brought about by the ban on traditional light bulbs in 2012, manufacturers with sufficient strength will have a better chance of success.