Corporate investment needs to be cautious not to follow the wind LED lighting


Traffic lights and decorative lighting with LED as the light source have been widely used in China. More and more small and medium-sized enterprises have tasted the sweetness of energy saving and have joined the industry. The competition has become increasingly fierce today, so we have chosen Another way to produce high-power semiconductor lighting products. Huang Jiutai, general manager of Shenzhen Ofi Lighting Co., Ltd. said recently.

High-power LED lighting products will make a difference in the urban landscape market. At present, many large semiconductor lighting equipment manufacturers have the same ideas as Huang Jiutai.

According to the reporter, Tianzhu Technology (600370), Jiangxi Lianchuang (600363), Fangda (000055), Fujian Furi (600203), Hangzhou Silan Microelectronics Co., Ltd. (600460), Tongfang (600100) six Domestic listed companies are facing new problems such as increased production costs and lower profits, and they are seeking new ways to put new profit points into the high-power semiconductor lighting industry.

Enterprises have launched projects

High-powered lighting is now mainly used for road lighting, which is three times more expensive than ordinary lighting, but can save 60%. Government procurement accounts for a considerable part. As a lighting energy-saving enterprise, we can also enjoy the national energy-saving policy, so we must seize this great market opportunity. A market member of Fujian Furi Electronics Co., Ltd. told reporters.

A person from Jiangxi Lianchuang also said that LED is the leading industry of the company, the production capacity is small, the medium and low-end products are more important, the current inventory is still too large, and the raw material prices are rising, the labor cost is increasing, the industry competition is intensified, etc. difficult. Based on this, the company will use power-type high-brightness LED device packaging and LCD backlights, special lighting, landscape lighting and other applications as a breakthrough to form industrialization of power devices, chips, semiconductor lighting sources and lamps. It is understood that the company invested 199 million yuan last year to carry out high-brightness, ultra-high brightness and chip light-emitting diode technology transformation, which has been completed.

The reporter learned from the recent annual report issued by Tongfang, that the company completed the construction of five LED production lines last year, and has formed an annual production capacity of 400 million high-power blue LED chips. At the same time, the construction of the second phase of 15 LED production lines is also Ongoing.

Investors still need to think calmly

At present, there are more and more road lighting manufacturers that develop and produce LEDs as light sources. There are already hundreds of companies in preliminary statistics.

This is not a wise choice for the company. Dou Lin, deputy secretary-general of the China Lighting Association, said that some decision makers of enterprises may think that they can seize a part of the market share as soon as possible, but the production enterprises should pay more attention to the development of LED light source technology and invest in scientific research. Scientifically, rationally and timely development and production of lamps that match the LED's luminescence characteristics to avoid blind investment. Investors should also calmly think about it in order to correctly grasp the direction of development.

In this regard, some technicians said that the quality of road lighting and the level of lighting technology indicators will directly affect the driver's line of sight and driving safety. At present, most of the road lighting companies that develop and produce LEDs as light sources do not have a good understanding and research on the illuminating characteristics of LEDs. Instead, they simply attach the original road luminaire casings to LED light sources or simply tile the LEDs. It is folded at an angle on the lamp body to increase the illumination surface, but the lighting effect is not ideal.

The person further explained that compared with ordinary high-pressure sodium lamps or metal halide lamps, the LED light source has a smaller illumination angle, so that the effective illumination surface has greater brightness and a stronger sense of direction, so there is an advantage in local illumination. Because of this, LED can achieve energy-saving goals to a certain extent.

However, after the LED light source is applied to the road surface lighting, the problem is highlighted. Because each light pole of the street lamp has a prescribed distance, and because each light source has a small illumination angle, the light is concentrated, resulting in a portion of the brightness between the two light poles being significantly darker than the light, which is for the road lighting. It is very unfavorable and is prone to accidents.

Experts have warned that at the current level of technology, many companies are still unable to significantly reduce production costs. Companies planning to implement high-frequency LED lighting products need to choose good timing and input methods. There is a tendency in the market to overheat investment in LED products. Companies should start with improving their technology and avoid blind investment behavior.

LED market forecast: The output value will increase by 14% globally [LED industry investment boom analysis] [High-brightness LED lighting field development trend]

China [LED Lighting Industry Regional Distribution] [LED Lighting Mature Application Area]



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