With the gradual launch of a new round of lighting competition, more and more manufacturers are beginning to make a real effort to "smart lighting", a big fat that needs to be expanded.
Traditional lighting equipment manufacturers such as Philips Lighting, Osram, GE, Sunshine Lighting, Sanxiong Aurora, Op Lighting, etc. have successively launched a variety of intelligent LED lights, and are actively transforming into a total solution provider of intelligent lighting.
Of course, there are also many Internet and related equipment companies in China that have joined the intelligent lighting industry across the border. For example, giants such as ZTE, Huawei and Xiaomi have already started strategic cooperation with LED lighting companies.
Domestic LED lighting companies are involved in the field of intelligent lighting, and there are many more, such as indoor lighting, outdoor lighting, commercial lighting, special field lighting, and so on.
According to the latest relevant data, by 2020, the global smart lighting market is expected to reach 8.14 billion US dollars, and the compound annual growth rate between 2015 and 2020 is about 22%.
From the introduction of intelligent lighting to the "speaking" of industry enterprises, and now to the rational view, the entire industrial chain has gradually matured.
In China, the environment of intelligent lighting is the best. From a macro perspective, the construction of smart homes and smart cities is in full swing. From the LED industry, China is gradually becoming the world's largest LED manufacturing center.
In the view of Sun Yong, general manager of Sunlight Lighting, in order to realize intelligent lighting, in addition to the growth of demand, it is more important that technology should keep up, because technology upgrade is a threshold that must be passed, and more importantly, it must solve the problem of informationization. .
This week, Osram's continuous action in the intelligent lighting business has made people see that this year's intelligent layout strategy has become a new round of transformation opportunities for the global LED industry.
Like Philips Lighting, OSRAM, one of the traditional lighting giants, is also accelerating the smart lighting business. Although both companies are in the “critical time point†of selling the general lighting business, this does not prevent them from looking for the next new potential profit growth point.
OSRAM decided to combine its intelligent lighting business (LIGHTFY) with the digital lighting business unit (DIGITAL SYSTEM) to combine the advantages of both parties to create synergies and promote Osram's global growth.
LIGHTFY was founded in 2013 and generates sales of 20 million Euros per year. In a large event like the European Singing Contest, LIGHTFY's intelligent lighting has become a symbol of OSRAM's innovation.
In March of this year, OSRAM launched Lightify smart light bulbs, which are mainly in the mid-end market. OSRAM Lightify has a standalone Hub that uses a mobile app to scan QR codes for connectivity, as well as mainstream features such as switches and color temperature adjustment.
Another area of ​​focus for smart lighting is outdoor engineering.
This week, OSRAM acquired a 47.5% stake in Tvilight, a Dutch software expert, to further expand its expertise in urban smart outdoor lighting systems. In addition, Tvilight will provide sensing technology and intelligent light management software for OSRAM's smart city solutions.
According to OSRAM's official statement, the acquisition of Tvilight's shares is the response of OSRAM to the growing demand for smart light solutions in the city.
Intelligent interconnected lighting is one of the focuses of OSRAM's professional lighting system solutions. OSRAM has achieved a leading position in urban outdoor lighting. After the addition of Tvilight's products, OSRAM further consolidated its leading position in this field.
Previously, Wu Shengbo, president of Osram Asia Pacific, said that integrating resources will be one of the main directions for Osram's future. "We will consider all kinds of strategic partners. We can consider some products within the product, in terms of products, channels, brands, and partners who are more complementary, the goal is to achieve 1+1>2 Effect."
For many LED companies, it is not easy to make a big share of the market in smart lighting. Because this means that the company has undergone a new transformation and upgrading in terms of product technology, supply chain and channels.
The new favorite of the panel light market segmentation category
In the field of commercial lighting, consumers are increasingly demanding the quality of lighting light, and LED panel lights are light-emitting, soft and uniform, and have excellent eye protection. According to industry insiders, LED panel lights have gradually been recognized by consumers, and market penetration has increased year by year.
The price of LED indoor lighting products is gradually decreasing, and the market demand and sales volume are gradually increasing. LED panel lights quickly became the "new darling" of the LED lighting market segment.
"LED panel lights are mainly exported, and the domestic market is only beginning. There are many people who seem to be doing it, but they are all around the export market, mainly exported to India, the Middle East, Southeast Asia and other countries and regions." Huatai Electronics related person in charge said.
In the view of Chen Shi, general manager of Sidon Lighting, suddenly there are two main reasons why so many companies pay attention to LED panel lights: First, the price is the core point, and the price of LED panel lights is gradually approaching the market demand; , saw the case of success. “In the earliest ceiling area, all of them were replaced by LED panel lights. After the successful replacement of the ceiling, everyone gave great confidence and started to engage in LED panel lights.â€
In fact, the advantages of LED panel lights are far more than these. Different from the previous lighting effects, and the unique life of LEDs far beyond the traditional fluorescent lamps, it is not so simple to replace traditional products (replace the traditional grille lamp panel). ).
In this autumn Hong Kong exhibition, many manufacturers mainly promoted panel lights (600*600mm 40W is the best-selling model). From the feedback effect of these companies, the export demand for panel lights is also the largest.
COB's next domestic "sweeping" position
In the past two years, COB market demand is growing rapidly, especially in the high-end commercial lighting field, and the penetration rate is getting higher and higher. In addition, in the outdoor lighting market, the COB application ratio has gradually increased, so more and more manufacturers are involved in the COB market.
Among the international manufacturers, in addition to Citizen, Sharp, Puri, and Luminus, which have been deeply involved in the COB market in the early days, CREE, Lumileds, and Nichia have also joined. Looking at Chinese manufacturers, the number of people involved in COB is not limited, including Hongli Zhihui, Zhonghao Optoelectronics, Liyang, Jingke Electronics, Zhongke Core Source, and the same side.
"In fact, some of the domestic manufacturers have reached the international level in terms of basic performance. However, in terms of exports or some specific projects, brand influence may still be an advantage for international brands, but the advantages will be smaller and smaller!" General Manager Wang Gaoyang told Gaogong LED.
The stability of domestic COB, professionalism has gradually surpassed the international giants, and the replacement rate is also increasing year by year. According to data from the GGII, the total share of COB in domestic packaging products has exceeded 7%, and it is widely used in high-power LEDs for street lamps, direct-lit backlights, spotlights and other high-brightness applications. Demand will increase from 18.5 billion in 2014 to 27 billion in 2017, with a compound annual growth rate of 13%.
Three years ago, domestic COB applications were mainly based on foreign brands and imports. However, in the past two years, with the gradual maturity of COB-related materials and technology, domestic companies focusing on COB products have become comparable to foreign COB products. Level.
Wang Mengyuan, general manager of Zhonghao Optoelectronics, revealed that “the current market share of high-efficiency COB in circulation, most of the shares are cost-effective domestic COB products, but in the European and American regions due to brand and customer-specified factors, foreign brands COB The usage ratio is still high."
Song Dong, vice president of Jingke Electronics, also believes that "With the gradual maturity of COB technology, in the fierce market, some domestic manufacturers of COB packaging devices can compete with foreign companies in performance."
Automotive LEDs Next focus area for competition
In the past few years, automotive LED lighting has been stuck in taillights, brake lights and interior lighting, instrument panels and other applications. LED headlights are still more in the topic and controversy; nowadays, many loading and even the whole standard The models with LED headlights have been mass-produced.
This also means that the LED automotive lighting market is entering a new development cycle.
There are currently few companies that have the ability to design and manufacture LED automotive headlamps. At present, in the automotive lighting supply chain in mainland China, from devices, modules, to lights, joint ventures and foreign-funded manufacturers all occupy a large market share, mainland Chinese manufacturers can not compete with it.
In the LED lamp industry chain, from the chip end, the domestic lamp market is almost completely covered by Philips, Osram, and Jingdian. Among them, Osram is the only one with the most abundant product line and cooperates with the world's top car manufacturers. The entire industry has fallen into the embarrassing situation of foreign companies monopolizing.
Monopoly means high gross profit of LED lights. According to the relevant person in charge of Hongli Zhihui, “Automotive lighting is a highlight of the company's semi-annual report. In terms of automotive lighting products, the company achieved revenue of 93.44 million, an increase of 74.13% year-on-year, and the gross profit margin reached 49.10%.â€
From the global LED application market, the proportion of general lighting application market continues to increase, and automotive lighting and intelligent lighting applications will become a new growth driver for global LED applications.
According to the "China Automotive Industry Yearbook" data, China's automobile production and sales continued to grow for eight consecutive years, and ranked first in the world, becoming an important part of the world's automotive industry. In 2015, China's automobile production and sales volume was 24.5 million units and 24.59 million units respectively. The output increased by 3.3% year-on-year, and the sales volume increased by 4.7% year-on-year, a record high.
According to the latest data from the High-Tech Research Institute LED Research Institute (GGII), it is estimated that by the end of 2016, the size of China's automotive lighting market will be 20.4 billion yuan, and the market size of the lamp will reach 42.276 billion yuan. In the next few years, the development trend of the industry market will increase steadily. It is estimated that by 2020, the market size will reach 57.143 billion yuan, 14.87 billion yuan more than 2016, an increase of 35.17%.
It can be predicted that China's demand for auto parts and after-sales service market will increase significantly in the next few years, and the automotive lighting market also has great potential for development. (poke for details)
CSP costs continue to decline, the market continues to heat up
As technological innovations are still evolving rapidly, the maturity of new technologies and processes such as CSP is rapidly increasing.
At present, CSP products have begun to be applied in large quantities to large-size backlight products and mobile phone flashlights. Small quantities are used in automotive lighting. It is expected that large-scale shipments will be formed in the automotive lighting market in 2017.
In addition, CSP will be given priority in areas such as high-power special lighting, dimmable lighting, and explosion-proof lighting that meet CSP characteristics. Many industry insiders believe that CSP is likely to enter a rapid growth period in the next few years.
The High-tech Research Institute LED Research Institute (GGII) predicts that the market share of CSP and flip-chip products will reach more than 30% in the next three years, and it will also become the best opportunity for Chinese LED packaging companies to fully surpass foreign companies.
According to Zheng Haibin, deputy general manager of Zhaochi Energy-saving Lighting Co., Ltd., “In foreign countries, such as Japan and South Korea CSP, there has been a high market penetration in the TV backlight and flash market, and it is also widely promoted in the lighting market. Due to the relative lag of the corresponding supporting development of equipment and materials, domestic CSPs are basically in the stage of small-volume production and marketing.
At present, the main factor restricting the cost of CSP products is that the development of high-precision production and testing equipment, wafers and other supporting supply chains has not yet formed a scale. Domestic CSP manufacturers have high-scale equipment investment, such as wafers and other raw materials have not yet become large-scale. Mass production, raw material costs are also high.
In this market background, Zhaochi Energy-saving Lighting Co., through strategic cooperation with raw material suppliers, assists suppliers in standard material development and directly reduces the cost of CSP products; on the other hand, through in-depth communication with customers, in design and development At the beginning, we gave technical support to a comprehensive product solution, and finally achieved the total cost optimization of the CSP product solution system.
With the development of supporting supply chain of domestic production equipment, wafers and other materials, the price of CSP will inevitably fall sharply in the next few years, until the price of existing products is 20%-30%.
Zhaochi predicts that “CSP products will be fully promoted and applied in different fields, which will make CSP products become more intense and radical in the market.â€
Smart lighting The next amulet for multinational companies
Osram, which is in the stage of divestiture of assets, has not stopped its own industrial layout.
Recently, OSRAM acquired a minority stake in Tvilight, a Dutch software expert, to further expand its expertise in urban intelligent outdoor lighting systems.
As a lighting equipment manufacturer, OSRAM will hold a 47.5% stake in the company. In addition, Tvilight will provide sensing technology and intelligent light management software for OSRAM's smart city solutions.
Tvilight provides owners of cities and other public spaces with a platform to realize the vision of a smart city and will continue to provide an open platform for suppliers of smart city solutions.
Osram acquires Tvilight's equity to enhance its expertise and realize the vision of smart city lighting.
Eladia Pulido, Head of Osram's Professional Lighting System Solutions (LS), said, “In order to expand the city's lighting solutions business and provide customers with better value, OSRAM has added additional smart elements to its outdoor lighting equipment. Tvilight's software solutions It is the best extension of our lamps."
Lighting networks can be the foundation of a smart city infrastructure. They create extra value beyond pure lighting, such as support for traffic management in the city centre or monitoring of air quality.
The acquisition of shares in Tvilight is the response of OSRAM to the growing demand for smart light solutions in the city.
Intelligent interconnected lighting is one of the focuses of OSRAM's professional lighting system solutions. OSRAM has achieved a leading position in urban outdoor lighting. After the addition of Tvilight's products, OSRAM further consolidated its leading position in this field.
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