Although LED lighting has the function of energy saving and carbon reduction, but the global economy is sluggish, when the company reduces capital expenditure, it will bring hidden worry to the LED industry. In the second half of the year, the LED industry will continue to face challenges. The industry said that LED lighting prices war, there is still hit.
LEDinside, a research and development organization, said that thanks to the demand for consumer electronics and the traditional lighting season in the second quarter, the overall revenue of the second-generation LED LED factory in the second quarter increased by 22.7 to 25.82 billion yuan.
However, looking forward to the second half of 2012, the LED industry will continue to face severe challenges. From the global economic data, the terminal market demand is affected by the European debt crisis, which is not optimistic, and may even face the crisis of once again the peak season.
Haida, chairman of Delta Electronics, said that the development of LED lighting has reached a level in the technical aspects of light sources. The next step is the competition for manufacturing packaging technology and mass production capabilities. Of course, the direct involvement is cost advantage.
Hai handsome said that last year's LED lighting price cuts by as much as 40%, observe the overall competitive situation this year, LED lights have at least 20 to 30 reduction space, the price war will continue from the first half to the second half. In addition, access is another important battleground for brand factories.
The LED lighting battle is fierce. Not only does South Korea sacrifice price wars, but the United States also joins the war situation. The decline is most significant in June. According to LEDinside, the retail price of replacing 40-watt LED bulbs has fallen below $10 sweet spot, and first-line lighting brands have passed EnergyStar-certified LED bulbs, which cost $10.97 at the lowest price in the US retail channel, are highly indicative and help accelerate the adoption of LED lighting.
LEDinside Associate Supervisor Yu Chao said that the price gap of LED bulbs in various countries is very large at this stage. If the regular products are observed, the international average selling price of 40-watt incandescent bulbs is about US$19.9, and the average global price in June is about 4.5. From the sweet spot of the $10 price recognized by the general market, there is still a lot of room to work hard.
Chu Yuchao said that the global economy is not good, and it is expected to accelerate the price decline of LED lighting products. It is expected to reach the sweet spot in the early stage, further stimulate the market demand, and the overall quantity can be quickly expanded. The manufacturers will have the opportunity to create economies of scale and increase profits. ability.
In fact, the LED lighting industry is playing hot on the countertop, but the next one is hard to change, especially the price of LED bulbs is more intense, almost all of them are famous for their reputation and market share, even though they are international-level manufacturers. Light bulbs can make little money.
The industry has no choice but to express that mainland lighting has not been as good as it is, although all kinds of subsidies and industry promotion are very different, but the implementation of street lights is not too good, outdoor lighting is better, as for indoor lighting. As the mainland market, the light-saving light bulbs now have an overall penetration rate of less than 50%. Can you skip the power-saving light bulbs and develop LED bulbs once in a while, and look at the price of LED bulbs enough to kill.
The industry believes that the mainland government's push behind the performance project, although in the early stages of the birth of the industry boom, but also made the industry full of bubbles in the beginning. In the next few years, the industry will enter a wave of consolidation and knockout competitions. In addition to being more capable than anyone else, this industry is still not deep enough.
A LED lighting foundry in Taiwan said that we never think that lighting is explosive. We think that the LED lighting market should be warm and warm, but because the lighting market is too large, so when the penetration rate increases One percentage point is enough for the industry to be happy, and the future dream is great; this is why everyone knows that this industry will go very hard, but it is still a sneak jump.
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