April 2012 electronic components industry in addition to all segments of the semiconductor industry has made the other industry relative of the psi 300 is benefits, so as to become one of the highlights of the market. And in the electronics industry, many of the subdivisions of industry, the most are valued by the market are undoubtedly the LED lighting.
LED lighting 1025 planning issued, promote the LED illumination start
May 7,, the ministry of science and technology, issued the semiconductor lighting technology development "1025" special planning (draft), puts forward to 2015: LED lighting industry scale up to 500 billion yuan, the LED lighting products accounted for 30% of the general lighting; Cultivate 20-30 home leading enterprises, built a national industry base and 20 50 "ten city all lamp" pilot demonstration cities; And in 2009, led par lights market share only less than 1%, the future market development space is enormous. The next few years, China's potential market size, LED, industry have high-speed development.
At the same time, planning also points out that 1025 80% chip nationalisation, and improve efficiency, cost to fall to 1/5. At present, the LED chip to account for nearly 60% of the cost of lamps calculate, the light can drive the lamps price chip cost down nearly 50%; Plus package technology promotion and high efficiency low cost the popularity of driving circuit, lamps can plunge to cost of now 30-40%, to replace 40 W incandescent light bulb LED light bulb price fell to 20-30 yuan, street lamp decline slightly small, but can also fall to one thousand yuan of the mainstream of the price, LED to accelerate penetration beneficial.
In addition, lamps, drive technology, testing equipment and national standards, and the popularization of EMC mode, will also be during 1025 LED lighting open markets play a role in promoting.
The first round of bidding will soon LED subsidies out the results, this year may be no fewer than five times
March 20,, in Beijing's bidding, it is we are in after the report mentioned in the first round of the 8 billion subsidies, but amount is not very big, about 2 million light indoor canister light, shoot the light, tens of thousands, street lamp, amount only 200 million yuan or so. And that each company as a brand of tools, gave the low price, no significant contribution to the company performance. 110 home bidding in the enterprise, the same type products can offer is more than ten times, among them with traditional lighting enterprise quotation is lower, the bidding results will be announced in the recent part, time point should by the end of June this year, may be no fewer than five times in bidding.
We think that the first round of bidding subsidies the symbolism of the older, and the bid demand a higher (requirements at the same time there is compulsory certification and energy saving the authentication restricted conditions), with pointed to ten to firms subsidies, the subsequent this key subsidies and support of the way will be more obvious, on with core competitiveness, the independent brand enterprise beneficial. For A share of the enterprise, attendance, sunshine, Geta reach (refund has cooperation with lathi LED packaging production line) is expected to bid accepted.
Policy stimulus, LED room will improve
Despite the large capacity plan, but since the second half of last year after a cold wave, many expansion plan has already been hysteresis even canceled, and from policy perspectives, the leading enterprises will be key support, make industry to further improve concentration. Peripheral market, Japan this year full stop nuclear power, there are lots of LED demand, Taiwan is planning to replace all three years into led high bay lighting, and helps to digest the peripheral capacity.
Beginning at the end of the first quarter of this year, the LED industry boom have rebounded, backlit, lighting needs emerge in a large amount, make order visibility back to about two months, starts annulus comparing larger ascension, leading the company even close to full, we believe that with 1025 special planning appearing and the ongoing financial subsidies, LED Flood Lamp boom will further upward.