After a re-understanding of the LED industry in 2011, LED display application companies have accelerated the pace of listing, and the combination of capital and market, such as mergers and acquisitions, will promote major adjustments in the LED display industry. In the next few years, the LED industry may develop in the following directions.

First, the international LED lighting giant accelerating attack

International LED lighting giants Philips and Toshiba have successfully led the industry to develop 800 lumen Led Bulbs, and are actively developing LED bulbs above 1000 lumens. 800 lumens of LED bulbs, packages of up to 1000 lumens per US dollar, high-voltage LEDs, and warm white LEDs that increase red light are the general trend and will become the focus of technology for LED chip vendors.

At this stage, many LED chip manufacturers are trying to increase the red color of the AIGalnP LED to achieve high color rendering, compared with the warm white light solution of the blue LED hybrid phosphor color rendering performance of 82%, mixed red LED warm white light color can be As high as 90%, it will become the mainstream of the market.

In addition, high-voltage LEDs are mainly aimed at indoor lighting, which helps simplify the design of LEDs and power converters. Compared with the DC solution, the high-voltage solution can reduce the decrease in luminous efficiency, and the use of higher-efficiency drivers, plus the absence of AC faults, low manufacturing costs and ease of production, will be the easiest to achieve a high cost performance ratio. The LED light bulb solution has become a market for LED chip vendors.

Second, the upstream and downstream companies join hands for development

The cooperation between enterprises, especially upstream and downstream companies, will become another trend in the LED industry. Epistar is a listed company specializing in the production of ultra-high-brightness LED epitaxial wafers and crystals in Taiwan. It owns Metal Organic Vapor Deposition (MOCVD) technology and is the leading manufacturer of global LED epitaxial grade chips. It has a complete LED chip. Product intellectual property.

Recently, Sunny Lighting announced that it plans to issue no more than 48 million shares at a price of no less than 19.24 yuan/share, raising 918 million yuan, of which LED energy-saving lighting products project plans to occupy 419 million yuan, the company's controlling shareholder Century Sunshine has been clear Said not to participate in this subscription.

Sunshine Lighting believes that this cooperation will give full play to the respective advantages of Sunshine Lighting and Jingyuan Optoelectronics, achieving strong cooperation and complementary advantages between upstream and downstream of the LED lighting industry chain, and jointly speeding up the development of the LED lighting market and enhancing LED lighting. Market share has created favorable conditions.

Third, white LED device project won financial support

Judging from the availability of LED production technology and availability, China has proposed preferential measures such as reducing tax rates, accelerating equipment depreciation and free land use. The plan is equivalent to encouraging domestic LED manufacturers to increase production capacity, which will also lead to many new competitors. LED manufacturers from China's Taiwan region and South Korea are also actively entering the Chinese mainland market, which has become a factor driving the increase in production capacity.

The lighting market is the first to activate outdoor large-angle lighting, such as street lights, billboard lights and so on. Indoor lighting will be the first to activate long-term lighting applications, including tunnels, supermarkets, factories, shopping malls, office buildings. It is expected that by the end of 2011, most commercial lighting markets will be activated. Home lighting is mainly high-end customers, concentrated in apartments, villas and other high-end residential.

Luo Wenzheng, chief engineer of Xinli Light Source Co., Ltd. believes that due to similar LED products and technologies, LED lighting products will gradually become standardized and standardized in the next 3-5 years, and will gradually usher in the LED industry during this period of time. The big shuffle. LED industry will be the same as other industries, with the brand, technology, capital strength of the company will be based in the LED industry, and some low-end, no-name companies can only survive in the slit. Of course, there are also some companies that take the narrow market route to gain a large share of the small market to survive and develop.

Fourth, market segmentation will win in the terminal

Compared with traditional lighting products, in the coming period, the development pattern of the LED industry will remain stable, and the channel is still king. This is an inevitable trend in the development of the entire lighting industry. When an industry develops to a certain stage, shuffling is an improvement. The same is true for a company, and companies that have developed to a certain size will encounter a variety of bottlenecks as they move up. Analysts believe that the current domestic LED companies are under the encouragement of the government, through the Beijing Olympic Games, the Shanghai World Expo, the Guangzhou Asian Games, the Shenzhen Universiade and the "Ten Thousand Cities," and other rapid development. The next LED lighting as a new energy-saving light source, quickly recognized by consumers, enter the homes of ordinary people, the bottleneck for urgent breakthrough is the product categories, specifications, prices, brands, marketing models, channel construction.