LED lights long incandescent lamp manufacturers took the opportunity to worry about

After accumulating years of power, with the "cancelling order" of the incandescent lamp on October 1st, a vigorous "tug of war" between LED lighting fixtures and incandescent lamps officially kicked off. The reporter interviewed yesterday found that although there are factors such as policies and environmental protection and energy saving, but LED lamps have more than 130 years of use of incandescent lamps with inertia and obvious price advantage, plus the balance of energy-saving lamps as an intermediate force, to win the game, yet There is a long way to go.

Banned incandescent lamps are still on sale

According to the “announcement on gradually prohibiting the sale of incandescent lamps for general lighting” issued jointly by the National Development and Reform Commission, the Ministry of Commerce, the General Administration of Customs, the State Administration for Industry and Commerce, and the General Administration of Quality Supervision, Inspection and Quarantine, on October 1 this year, sales and imports of 100 watts and above are forbidden. Incandescent lamps for general lighting. As of yesterday, the "elimination order" has been in effect for half a month, but after the reporter visited the market, he discovered that some businesses still sell incandescent lamps of 100 watts or more.

In Leanju Xinzhoudian, the 100-watt incandescent lamps still sold range from 3 yuan to 8 yuan, all placed in inconspicuous places. They are generally placed in storage cabinets or installed under the lighting as sample bulbs. . According to the clerk, "Although incandescent lamps are gradually withdrawing from the market, the brightness of their lighting is beyond the reach of LED lamps and energy-saving lamps, and the initial cost of LED lamps is much higher than that of incandescent lamps. Therefore, some construction sites and peasant workshops still require Use incandescent lamps."

Le Leju home, the reporter also found several lamps in the wholesale market and small hardware stores in the sale of 100 watts and above general lighting incandescent lamps. In a hardware store in Shangshacun, the clerk took out several incandescent lamps of 100 watts to introduce: “3 bucks a, cheap and durable. If you need more light, there are 200 watts, the lighting effect will be better.”

Incandescent manufacturers took the opportunity to worry about

Yesterday, Zhang Xiaofei, director of the LED Industry Research Institute of Gaogong, told reporters that although domestic incandescent lamps have embarked on the elimination schedule, they are now the most profitable time for incandescent lamp manufacturers. According to the monitoring of the China National Engineering Research Institute of China National Engineering Machinery Industry Co., Ltd., many incandescent lamp manufacturers have had much better days than before. In the past, there were too many manufacturers of incandescent lamps and the competition was fierce. With the rise of energy-saving lamps and LED lamps, many incandescent companies have either closed down or converted. Because of the shortage of competitors, incandescent light manufacturers that have stood firm have ushered in a turnaround.

"Europe and the United States have entered the phase of total elimination of incandescent lamps, but due to the appropriate light intensity and low prices of incandescent lamps, consumers are also of the opinion that the quality of energy-saving and LED lamps is not as good as that of incandescent lamps. The slow start-up rate and even the fear of flashing fluorescent lamps will cause migraines and epilepsy, so many European and American countries have set off an upsurge in the accumulation of incandescent lamps. Under the elimination order, the production and sale of incandescent lamps will be banned. Therefore, the European and American markets have undoubtedly become the market for incandescent lamp manufacturers in China." Zhang Xiaofei said.

The reporter found through Baidu search that September 1, 2009 was the time when the EU banned businesses from buying 100 watt incandescent bulbs in its 27 member states. According to media reports, "since there have been reports of rumors, some people in Germany, Austria and Hungary have been pursuing incandescent bulbs in recent days," said Alysse Pilgov, a German market research expert. Do not want to lose this familiar traditional product, many people can store incandescent bulbs for 5 to 10 years at home." 12

LED lights increase rapidly

Under the guideline of the “elimination order” policy issued by the National Development and Reform Commission and other ministries and commissions last year, there have been thousands of marvels in the LED lighting market in China. According to the latest statistics report issued by the China National Engineering Research Institute for Advanced Industrial Engineering, more than 1,800 LED interior lighting companies were newly added in the first half of the year, of which more than 60% of newly-entered enterprises were previously engaged in LED display production and LED packaging.

The reporter learned that, in addition to Lehman Optoelectronics (300162), Chau Ming Technology (300232), Link Optoelectronics (300269) and other display companies that have previously entered the LED interior lighting market, Regent Optoelectronics, SanLi Branch and other old LED display Screen companies have also accelerated the development of LED lighting business. At the same time, as the largest domestic display company with the largest revenue, Shanghai Sansi has also started to develop LED interior lighting products, and plans to introduce LED indoor lighting products next year.

Gaogong LED Industry Research Institute statistics report also shows that in the first half of 2012, China's LED indoor lighting market grew rapidly, an increase of nearly 36% year-on-year, including LED lamps, LED bulbs, LED downlights and LED spotlights four categories Product sales grew significantly. It is estimated that throughout the year of 2012, China's LED interior lighting market will exceed 25 billion yuan, a year-on-year increase of more than 40%.

LED lights to win a long way to go

Ever since Edison invented incandescent lamps in 1879, people have used incandescent lamps for more than 130 years. Since the 1960s, scientists and scientists have used semiconductor PN junctions to develop LED light-emitting diodes. Actual use of LED lights for illumination is only The most recent 10 years. On the one hand, it is the use of incandescent lamps for more than 130 years, inertia, obvious price advantage, and the disadvantage of high energy consumption; the other is the advantages of LED light policy and energy saving and environmental protection, as well as the high cost disadvantage caused by high costs, incandescent lamps and LED lamps. PK is destined to be a long process. However, human pursuit of energy conservation and environmental protection, but also destined to this PK final winner is no doubt that the LED lights.

When evaluating this “tug-of-war” game, many industry experts interviewed by reporters yesterday all held the view that incandescent lamps must be replaced by LEDs, but it is still a long way to go before the LED wins. 123

Bao Enzhong, deputy secretary-general of the Shenzhen Semiconductor Lighting Industry Development Promotion Association, said that the “elimination order” merely signals to consumers that an incandescent lamp will be eliminated. However, consumers basically only know that the alternative is an energy-saving lamp. The alternatives are LED lights. Moreover, the "elimination order" only stipulates that the import and sale of incandescent lamps will not be banned, and production will not be banned. This will also increase the difficulty of LED winning the game. At present, the cheapest LED lamps on the market are three times more expensive than the most expensive incandescent lamps. Although incandescent lamps, especially incandescent lamps of 100 watts and above, are currently used only in some factories and mines, construction sites and remote rural households, LED lamps are still expensive due to their high prices, except for some large lamps and large supermarkets. Consumers can't buy if they want to buy. It will be a long process for the promotion of LED lights to enter the home. This process will take at least 3 to 5 years.

Wang Dianyou, honorary president of the Shenzhen Semiconductor Lighting Industry Development Promotion Association, told reporters that the ultimate replacement of incandescent lamps with LED lamps is beyond question. There are still two hurdles to be crossed: one is the price drop; the other is the improvement of quality. The price has been falling, and it is estimated that it will drop by 20% next year. It will be sooner or later that the price will be acceptable to consumers. The key is to improve product quality, which requires LED companies to increase innovation, well-designed, lean manufacturing, and fine management. In addition, LED lights in the price drop, the quality is good, to really popular, leading enterprises need to play, but unfortunately, at present, the domestic thousands of LED lighting companies are still scattered, small, their own situation alone, fighting the situation, The fighting power is still very thin, and the real leading enterprises have yet to emerge. He called for strategic restructuring in the industry, to expand the LED lighting market, so that LED lighting really into the home lighting field. "But this process takes at least 3 years," said Wang Diantang. In addition, energy-saving lamps are also an important factor affecting LED lights to win the "tug-of-war". At present, domestic energy-saving lamps contain high levels of mercury, and if the state imposes restrictions on this, raising the production costs of energy-saving lamps will increase the odds for LED's odds in this game.

As long as the price breaks the tipping point, the LED market will suddenly enlarge

Yang Lanfang, deputy secretary-general of the China Semiconductor Lighting Engineering R&D and Industry Alliance, said that the National Development and Reform Commission announced that the sale of incandescent lamps with an average of 100 watts and above is banned across the country, creating tremendous opportunities for LED lighting companies. As long as the price breaks through the critical point, the LED lighting market will suddenly enlarge.

According to McKinsey's data, the global LED lighting market share will increase from 7% today to more than 40% from 2010 to 2016. By 2020, LED lighting market revenue will be close to 650 billion euros - in the global lighting market Occupies nearly 60% of the share.

At present, the scale of China's semiconductor-only lighting product market is worth more than 20 billion yuan, and will rise to 50 billion to 60 billion yuan in two to three years.

At present, the mainstream of the lighting market is fluorescent lamps (also known as fluorescent lamps, which are filled with argon and mercury vapor). It saves about 75% of energy than incandescent lamps, but its service life is still limited, generally not exceeding 10,000 hours. Moreover, metallic mercury in fluorescent lamps The environmental pollution brought about is also a problem that cannot be solved.

Xi Baochen, general manager of LED lighting Chen Baodong, said the new energy-saving LED lighting market, energy-saving lamps, lamp life and environmental protection have made progress: the theoretical life of a LED lamp is 100,000 hours, the actual use of not less than 5 10,000 hours; the same light intensity, it is at least more than 50% energy saving than fluorescent light; Moreover, LED lighting technology is taking a long time, only taking energy consumption as an example, it is expected that next year it can increase energy efficiency relative to fluorescent lamps to 70%.

"To achieve the brightness of a 100 watt light bulb (incandescent bulb), the fluorescent light has to be at least 25 watts, and the LED light only needs 10 watts, not to mention five times the lifetime of the LED light." Chen Baodong said, "The price of a 10-watt LED light About 50 yuan, the same efficacy of the fluorescent lamp is priced at 25 yuan, it seems that the price is half the difference, but the energy cost savings are counted in, the difference between the higher prices can be recovered in two years."

Given the rapid technological innovation, Chen Baodong predicts that by the next year, the luminous efficacy of 10-watt LED lamps will be equivalent to 30-watt fluorescent lamps; technological breakthroughs will also be accompanied by lower costs, and LED lighting will usher in explosive growth.