In recent years, the overall characteristics of the lighting industry is the transformation from traditional lighting to LED lighting. Through more than ten years of rapid development, LED lighting products are gradually replacing traditional lighting products. Due to the rapid improvement of the cost performance of LED lighting products, the penetration rate of LED lighting products is also Growing year by year.
I. 2015 International Dynamic Review
Due to the rapid increase in the cost performance of LED lighting products, the market competition is fierce, which has led international famous brand companies to adjust their response strategies.
PHILIPS began to separate lighting and medical equipment from 2015. In February of this year, PHILIPS Lighting Company became independent. On the 3rd of this month, it announced that it will IPO and will sell 25% of its shares. OSRAM will separate traditional lighting products from LED light source products in 2015. , the establishment of LEDVANCE company, will accept the buyer's offer in the near future. On the first day of the Frankfurt Lighting Fair, OSRAM officially announced the establishment of LEDVANCE; GE merged LED and other energy-related businesses to form a new company CURENT, and announced the suspension of CFL sales; Toshiba sold its China business to Konka, following Samsung Exiting the Chinese lighting market; Sharp is controlled by Taiwan's Hon Hai, and it is expected that the lighting business will be greatly affected; Samsung has been shrinking its LED business after withdrawing from the overseas lighting market, and recently sold some packaging equipment at a discount, this year's Frankfurt exhibition and It was very different two years ago.
The above phenomenon can be seen: while Chinese companies have entered the LED lighting market in a big way, international companies have adopted adjustment strategies. This does not mean that they have no technological advantages, but the advantages in the fierce competition are no longer significant, affecting the profitability of enterprises. And shift the focus to a more profitable business.
2. Review of domestic industry conditions in 2015
In 2015, the industry's sales amounted to 560 billion yuan, an increase of 8% year-on-year, and the export value was 45.3 billion US dollars, up 9% year-on-year. The export value of LED lighting products was 10.8 billion US dollars, up 20% year-on-year; the sales volume and export volume of the whole industry increased in recent years. For the first time, it was reduced to single digits, which were 10.5% and 15.5% in 2014.
Reasons for analysis: First, due to the rapid development of China's lighting industry, there has been a situation of oversupply, overcapacity, and insufficient domestic and international demand. Second, due to the rapid development of China's lighting industry, the base has been large and its market share in the international market. Already very high. It is expected that there will be no double-digit growth in the future. The Chinese lighting industry has entered the new normal as the Chinese economic development.
Third, the outlook for 2016
The general trend is still the gradual reduction of traditional light source products, while LED lighting products are gradually increasing, this trend has not changed, but the growth of LED lighting products tends to be stable.
As large enterprises in developed countries have adjusted their strategies, the market share of Chinese lighting products in the world is expanding. Other developing countries do not have the advantage of the industrial chain, which provides opportunities for Chinese enterprises to seize the opportunity to transform and upgrade enterprises will gain market. .
In the first quarter of 2016, the export value of lighting products was US$8.5 billion, a decrease of 14.8% compared with the same period of last year. This situation has not been seen for many years, indicating that the situation is grim.
In terms of LED lighting products, the market for light source replacement products is still relatively prosperous, such as bulbs, lamps, MR16, PAR lamps, etc., but the price competition is fierce, and the filament lamp market shows signs of significant growth, which is quite appreciated by European and American users.
In addition to downlights, flatbed lamps and ceiling lamps for indoor lighting, high-power high-bay lamps are also entering the market more and more. Outdoor street lamps and floodlights are also recognized by the international market.
Another trend is that domestic light source manufacturers will gradually enter the LED lighting market while producing LED replacement lamps. This trend will continue in the future and will put pressure on traditional lighting manufacturers. This is also the future development trend of LED lighting products.
Intelligent lighting is the development trend of future lighting. Intelligent lighting system is a system solution consisting of lamps, sensors, communication devices and control system software and hardware. Currently, indoor and outdoor intelligent lighting is still in its infancy.
Another trend advocated by Europe is Human Centric Lighting. People-oriented lighting is a kind of lighting that is good for people's physical and mental health. This is the higher level of lighting.
Fourth, the 2016 Frankfurt exhibition China exhibitors
The biennial Frankfurt Lighting Fair is the world's largest and highest level of professional lighting exhibition (Light+Building). The biggest change this year was the doubling of the size of Hall 10, which doubled the size of companies in China, Hong Kong and Taiwan.
Chinese exhibitors have not only made significant progress in exhibition area, booth construction, and product display. Many Chinese companies use the exhibition to understand products, technologies and markets. This year, several Chinese companies sent dozens of people to visit and inspect, which is evident. Some companies advertised at the show.
V. Exhibition of major foreign companies in 2016 Frankfurt Exhibition
PHILIPS is mainly based on intelligent lighting. Whether indoor or outdoor lighting highlights this theme, home lighting also has a scenario-style demonstration of 24-hour home lighting under intelligent control; OSRAM officially announces the establishment of LEDVANCE and new The company's product line has been displayed in a dedicated area.
In the Japanese company, Panasonic did not participate in the lighting product display, but only used the VS booth to display accessories, and after leaving the Chinese market, TOSHIBA did not withdraw from Europe and showed their lighting products.
Among the LED upstream companies, Lumileds, Nichia, Osram, Samsung, Epistar, LG, and Soul Semiconductor all participated in the exhibition, among which Samsung was significantly understated compared with two years ago; Nichia launched high-power devices, and CITIZEN, STANLEY, LEXTAR, LUMINUS participated in the device companies. .
German and Italian companies represented by ERCO are the most eye-catching products. Their advanced design concepts and exquisite craftsmanship are worthy of serious study by Chinese companies.
Sixth, 2016 American Lighting Exhibition
For the first time this year, the US exhibition moved to the western coastal city of San Diego. The scale is the same as in previous years. Except for GE, PHILIPS, OSRAM, SYLVANIA, the American lighting boss Acuity Brands is particularly prominent. The former American lighting Cooper has disappeared, replacing him with EATON.
Japanese exhibitors include Panasonic, Nichia, Iwasaki, Niuwei, etc. Iwasaki and Niuwei also launched high-power LED lamps. Korean companies such as Samsung, LG and Seoul all exhibited, mostly LED devices.
The number of exhibitors in China has been the largest in recent years, with more than 50 exhibitors. Among them, Chenhui, Yasushi, Sunshine, Pros, TCP, Debon, Mulinsen, Zhouming and Jiuzhou have been exhibiting for many years. A new feature of this year is About 20 Shenzhen LED lighting companies participated for the first time.
Another feature of the American exhibition is that the light source enterprises turn to the lamps and lanterns. CREE has exhibited indoor and outdoor lamps. The Chinese companies Sunshine, Debon, and TCP also exhibited their lamps and lanterns.
In short, China's lighting industry has developed rapidly in the past two decades. In the past ten years, the traditional light source has also made significant progress in the process of LED transformation. However, compared with the developed countries in Europe and America, there is still a gap in product design and process technology. .
At present, China's lighting industry is over-supplied due to the excessive number of enterprises and overcapacity; the future trend is still integrated, on the one hand, through mergers and acquisitions, to enlarge and strengthen a group of enterprises; on the other hand, it will gradually eliminate a group of uncompetitive enterprises. The company makes China's lighting industry healthier and more competitive.
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