Recent "roadmap for reducing the mercury content of fluorescent lamps" and "semiconductor lighting energy-saving industry plan" (hereinafter referred to as "planning") have been successively introduced. With the incandescent era, traditional high-efficiency lighting products such as energy-saving lamps will usher in explosive growth. From the perspective of long-term development, LED products may be the overlord of the future lighting market,” said CIC consultant environmental industry researcher.

The policy favors "Planning" clearly points out that in the next five years, traditional high-efficiency lighting will occupy 70% of the market share, LED lighting will occupy 20%. At the same time, by 2015, all 60W incandescent lamps used in general lighting will be eliminated.

This is enough for most companies to seize the enthusiasm of the LED market.

Sunshine Lighting Director Zhao Fanghua is not, Sunshine Lighting is currently focusing on the development of two areas of LED and lighting. LED lighting sales revenue in 2012 nearly 400 million, compared to 6 times growth in 2011, accounting for more than 10% of the company's total revenue; 2013 target is 1 billion, 2.5 times in 2012, will account for 30% of company revenue .

Xiamen Tongshida Lighting Co., Ltd. also believes that from the perspective of internal competition in the industry, the introduction of relevant policies has greatly increased the technical barriers in the industry, and many small and medium-sized enterprises may gradually withdraw from the market.

The market structure adjustment that follows will allow the market's major needs to gradually concentrate on several competitive manufacturers.

Although related policies directly affect downstream applications, they are also good for upstream companies. A staff member of Sanan Optoelectronics told the reporter that at present, the company's more than one hundred MOCVD (key equipment for the production of LED epitaxial wafers) is almost fully open.

“One is to gradually phase out incandescent lamps, the second is to gradually reduce the mercury content of fluorescent lamps, and the third is to increase the share of LED lighting. This is very positive for upstream companies.” Dr. Wang Xin, China Microelectronics, told reporters It said that the company mainly supplies power to downstream lamp plants. Due to changes in policy, it challenges the production methods, management methods, and technologies of low-end manufacturers. This is conducive to the continuous development of enterprises in the direction of scale and standardization. Ultimately, low-cost production companies are eliminated.

Hou Yuxuan also said that at present, local governments have vigorously promoted the popularity of LED lighting in order to complete the goal of energy conservation and emission reduction, encourage enterprises to apply them to transform public street lighting, public place lighting, government office building lighting and other public facilities lighting, LED lighting market gradually Open. From the price point of view, due to the excess capacity of the upstream LED chip manufacturing industry, the government to increase subsidies and other factors favorable, LED lighting prices will have a substantial reduction, and promote the popularization of the market.