The industry is hot and hot, the market is cold and the LED industry is staged.

"Two orders were signed." On the afternoon of January 29, Wang Weili, the chairman of a certain business company who had just returned to Guangzhou on a business trip, said this to the reporter at the new Baiyun Airport. The excitement is overwhelming. "2015 will be LED." The lighting market has exploded for a year."

However, the LED industry, which looks very popular, has been playing a "bloody and hurricane" story since September last year. A large number of enterprises can't stand the test and shuffle the market, and set off a "running tide" and " The tide of closure." “The industry is hot and the market is cold and trembling. This is the biggest flaw in the domestic LED lighting industry.” Rui Jiang’s industry analyst Liu Jiangyuan said.

"Blood and rain hurricane"

"There is no industry like the LED industry." Liu Jiangyuan described the LED industry in 2014 as using two words. "Blood and hurricane, it is wonderful."

The "blood rain hurricane" that Liu Jiangyuan said is that after the boss of Sichuan Yuanli Optoelectronics was exposed to "running the road" in September last year, the LED industry can be said to have set off a "running road" relay race.

"Fengguang legend owes more than 50 million bosses 'running roads", Jin Qiutian, good lighting lighting boss defaulted on the wages of employees, 'running the road', Lihefeng photoelectric boss owed the supplier more than 10 million yuan in payment, arrears wages After 390,000 yuan, the hand rushed 'running the road', and Juliang Optoelectronics exposed the 200 million bosses who owe debts to 'run the road.'" Liu Jiangyuan told this reporter that the "running event" made the original hot LED industry add a chill.

Zhang Yuefeng, an analyst at Changjiang Securities, is paying attention to the LED industry recently. She said in an interview with this reporter on January 25th: "The intense competition in LED will make the capital requirements of enterprises more and more high. The traditional lighting enterprises are under great pressure during the transformation process. Running, closing or death will happen frequently, no longer accidental."

In addition to the "running event", several giants in the LED industry are also performing "excellent stories": Philips split, Osram layoffs, Samsung focus on semiconductor devices, NVC disputes...

The industry is "chaotic" and the market is more chaotic. The reporter comprehensively reported in various local media that the quality inspection departments of many cities conducted quality inspections on LED lighting products on the market, and frequently exposed the news that the quality of the lamps and lanterns products were unqualified.

"The LED industry is developing rapidly, and a large number of enterprises are pouring in, but the technology of the enterprises is uneven. The quality problems of the products produced are inevitable." In Liu Jiangyuan's view, it is currently in the industry reshuffle period, and some are not competitive. The company may have operational flaws in its operations and management, and may fall down first during the reshuffle period. In the next two to three years, LED lighting companies will be eliminated from 20,000 to 5,000.

Under a gold mine <br> <br> however, does not prevent the brutal competition in the LED industry, some companies Nuggets become the next "gold mine."

"The LED lighting industry has been in a period of rapid growth after several years of development." Wang Weili predicts that LED lighting will usher in a rapid growth of 3 to 5 years. This is also one reason why Ocotin insisted.

According to statistics from the Guangdong Provincial Department of Science and Technology, in 2014, the scale of LED industry in Guangdong Province increased from 3,000 in 2013 to more than 4,000, and the output value increased from 281.1 billion yuan to more than 350 billion yuan.

Liu Jiangyuan expects that LED lighting is still in the replacement stage. In the next two years, China's LED intelligent lighting market will grow by more than 30%.

"In the next few years, the market for LED light sources in China will exceed 100 billion US dollars. The penetration rate of the current smart lighting market in China is still less than 2%, so the market prospect is worth looking forward to." Wang Weili firmly said that at present, domestic related demand remains Strong growth, only the end consumers have not figured out how to identify good products.

One of the support points of Wang Weili's conclusion is that so far, there have been 193 “smart cities” pilots in China, and the demand for LED lighting products alone has exceeded 10 million per year.

So, how big is the LED lighting market? Research institutions estimate that the total value of global LED lighting output in 2015 will reach 25.7 billion US dollars, accounting for 31.3% of the total output of the overall lighting market. The industry expects that Europe's production capacity will account for 23% of the global LED lighting market next year, with China accounting for 21% and the US accounting for 19%.

"In the next three years, the LED lighting industry will gradually be established, and the industry reshuffle will become more and more obvious." However, Liu Jiangyuan reminded that in the downstream application side, only enterprises that occupy channel advantages, excellent quality and innovative points can survive.

2015 or the current status of watershed <br> <br> LED lighting industry, apparently in homogeneity, price confusion, no standards, no brand period. In Liu Jiangyuan's view, the LED industry in 2015 will be a fierce battle, and gradually reveal a new watershed: the stronger is stronger and the weak is weaker.

"From the perspective of the development trend of the LED industry, the industry is indeed a good industry, and there is indeed the possibility of breeding international lighting giants in the industry." Zhang Yuefeng apparently agrees with Liu Jiangyuan's views. She analyzed that the market share will become more and more in the future. Brands, channels, technology, and innovative enterprises will gather, and the pattern of “big and big” in the industry reshuffle will become a trend.

In this regard, Zhang Yuefeng analyzed that for the LED industry, in the next three years, the patent technology war is about to open, occupying the technical commanding heights and becoming an important measure for enterprises to strengthen their competitive strength. For enterprises without technological innovation and excellent quality, this is a danger. signal of.

In addition to the demand for basic lighting, the market has given more expectations to the emerging thing of LED. Many commercial lighting venues not only put forward the requirements of light brightness, but also the quality of light and the environment and atmosphere created by light.

"I would rather expect a fair, clear and transparent quality standard so that everyone can have a more equitable market competition." Wang Weili said that if the market is flooded with LED lighting products that have been damaged for a year or two for the whole industry. The reputation will cause damage.

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