In recent years, the general characteristic of the lighting industry has been the transition 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 increase in cost performance of LED lighting products, the penetration rate of LED lighting products is also increasing. It is growing year by year.

1. Review of international trends in 2015

Due to the rapid improvement of the cost performance of LED lighting products, the market competition is very fierce, making the international brand ming companies adjust their response strategies one after another.

PHILIPS began to separate lighting and medical care in 2015. In February of this year, PHILIPS lighting company was independent. It announced on the 3rd of this month that it would IPO and sell 25% of its shares; OSRAM began to separate traditional lighting products from LED light source products in 2015. Come out, set up LEDVANCE company, will accept 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 with other energy-related businesses to form a new company CURENT, and announced the suspension of CFL sales; Toshiba sold its Chinese business to Konka, following Samsung Withdrawal from China's lighting market; Sharp is controlled by Taiwan Hon Hai and its lighting business is expected to be greatly affected; Samsung is shrinking its LED business after exiting the overseas lighting market. Not long ago, it sold some packaging equipment at a discount. This year's Frankfurt exhibition It is very different from two years ago.

The above phenomenon can be seen: While Chinese companies are entering the LED lighting market in large numbers, large international companies are adopting adjustment strategies. This does not mean that they have no technological advantage, but that the advantage is no longer xian in the fierce competition, which affects the profitability of the company. , And shift the focus to more profitable businesses.

2. Review of the domestic industry situation in 2015

In 2015, the industry-wide sales of 560 billion yuan, an increase of 8% year-on-year, exports of 45.3 billion US dollars, a year-on-year increase of 9%, of which LED lighting products exports 10.8 billion US dollars, a year-on-year increase of 20%; industry-wide sales and exports have increased in recent years The first ci dropped 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, supply has exceeded demand, with obvious overcapacity and insufficient domestic and foreign demand; second, due to the rapid development of China's lighting industry for many years, the base has already been large and its share in the international market has been large. It's already very high. It is expected that there will be no double-digit growth in the future, and China's lighting industry has entered a new normal like China's economic development.

3. Outlook for 2016

The general trend is still that traditional light source products are gradually decreasing, while LED lighting products are gradually increasing. This trend has not changed, but the growth rate of LED lighting products has stabilized.

As large companies in developed countries have adjusted their strategies, the global market share of China's lighting products is expanding. Other developing countries do not have the advantage of the industrial chain. This provides opportunities for Chinese companies. Companies that seize the opportunity to transform and upgrade will gain the market. .

The export value of lighting products in the first quarter of 2016 was US$8.5 billion, a decrease of 14.8% compared with the same period last year. This situation has not been seen for many years, indicating that the situation is severe.

In terms of LED lighting products, the market for light source alternative products is still relatively prosperous, such as bulbs, tubes, MR16, PAR lamps, etc., but the price competition is fierce, and the filament lamp market is showing signs of obvious growth, which is quite appreciated by European and American users.

In terms of lamps and lanterns, in addition to indoor downlights, flat-panel lights, and ceiling lights, high-power high-bay lights are increasingly entering the market, and outdoor street lights and floodlights are also recognized by the international market.

Another trend is that domestic light source manufacturers are aggressively entering the LED lighting market while producing LED replacement lamps on a large scale. 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. At present, indoor and outdoor intelligent lighting is still in its infancy.

Another trend advocated by Europe is Human Centric Lighting. Human Centric Lighting is the lighting that is beneficial to people's physical and mental health. This is the higher level of lighting.

4. The situation of Chinese exhibitors at the 2016 Frankfurt Fair

The biennial Frankfurt Lighting Fair is the world's largest and highest level professional lighting exhibition (Light+Building). The biggest change this year is the doubling of the area of Hall 10, doubling the area of enterprises 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 have used 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 advertise at the exhibition.

5. Displays of major foreign companies at the 2016 Frankfurt Exhibition

PHILIPS mainly focuses on intelligent lighting. Both indoor and outdoor lighting highlight this theme. There is also a melodramatic demonstration of home lighting under intelligent control. OSRAM is officially announcing the establishment of LEDVANCE. The company's product line was displayed in a special area.

The Japanese company Matsushita did not participate in the display of lighting products, but only used the VS booth to display accessories. After TOSHIBA withdrew from the Chinese market, it did not withdraw from Europe and displayed their lighting products.

Among LED upstream companies, Lumileds, Nichia, Osram, Samsung, Epistar, LG, and Soul Semiconductor are all exhibiting. Among them, Samsung is obviously low-key compared to two years ago; Nichia launched high-power devices, and among device companies CITIZEN, STANLEY, LEXTAR, and LUMINUS participated in the exhibition. .

The German and Italian companies that use ERCO as the substitute for the display of lighting products have attracted attention. Their advanced design concepts and superb craftsmanship are worthy of serious study by Chinese companies.

Sixth, 2016 American Lighting Fair

The first American exhibition this year moved to the western coastal city of San Diego. The scale is the same as in previous years. In addition to GE, PHILIPS, OSRAM, and SYLVANIA, the American lamp leader Acuity Brands is particularly prominent. The former American lamp cooper Cooper has disappeared, and he is replaced by EATON .

Japanese exhibitors include Panasonic, Nichia, Iwasaki, and Oxtail. Iwasaki and Oxtail also launched high-power LED lamps. Korean companies Samsung, LG, and Seoul all participated in the exhibition, mostly LED devices.

There are more than 50 Chinese exhibitors in recent years. Among them, Chenhui, Asia, Sunshine, Pross, TCP, Debang, Mulinsen, Unilumin, Jiuzhou, etc. have all participated in the exhibition for many years, a new feature of this year. It is the first ci exhibition of about 20 Shenzhen LED lighting companies.

Another feature of the US exhibition is that light source companies are turning to lamps. CREE all exhibited indoor and outdoor lamps. Chinese companies Sunshine, Debang, and TCP also all exhibited lamps and lanterns.

Concluding remarks

In short, China's lighting industry has developed rapidly in the past two decades, and has made significant progress in the transition from traditional light sources to LEDs in the past ten years. However, compared with developed countries in Europe and the United States, there is still a gap in product design and process technology. .

At present, China’s lighting industry has an oversupply due to the excessive number of enterprises and overcapacity; the future trend is still to focus on integration. On the one hand, through mergers and reorganizations, a number of enterprises will be bigger and stronger; on the other hand, a number of uncompetitive enterprises will be phased out. Of enterprises, making China's lighting industry healthier and more competitive.