LED industry bright prospects encounter price barrier

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Recently, the news that "the average price of LED lamps is not as good as that of the United States and Japan" has once again been seen in newspapers, attracting many media to stir up. What is even more suggesting that "China's LED development is stagnating and still lingering in the middle and lower reaches of the industrial chain." According to the relevant reports, Quanzhou Entry-Exit Inspection and Quarantine Bureau data, "From January to July this year, Quanzhou LED new light source lamp exports 9,153,200 units (sets), the value of the goods was 59,439,400 US dollars, according to this calculation, the average export price For the US$6.4/set (set), the average price of LED products of US companies such as Japan and the United States is about 40 US dollars/set (set), which is more than 6 times. In order to verify, the reporter learned from a lighting wholesale city, "At present, the best-selling products of LED lamps are 8W, 15W fluorescent tubes. The domestic ex-factory price of 8W fluorescent tubes is about 70 yuan, and the domestic ex-factory price of 15W fluorescent tubes is about 120 yuan. The ex-factory price of an imported brand 8W fluorescent tube is about 20 US dollars, and the ex-factory price of 15W fluorescent tube is about 30 US dollars." Although this figure is not as exaggerated as the related report, the difference is also 1.8 times and 1.5 times respectively. Recently, the National Development and Reform Commission has just released the "China Roadmap for Phased Elimination of Incandescent Lamps" for comment, stating that "from October 1 next year, incandescent lamps for general lighting will be phased out of the market within five years." However, the LED industry has not yet had time to rejoice in the New Deal, but it has been blocked by the "price". There is no doubt about the bright future of LED. No matter how bumpy the development of China's LED industry is, the prospects of its light are obviously unquestionable. Otherwise, it is impossible to explain that there are so many successors who have been in it. According to the "China Roadmap for Phased Elimination of Incandescent Lamps", China will gradually ban the import and sale of incandescent bulbs for general lighting from October 1, 2012. According to forecast data, after all the incandescent lamps are replaced, China will save more than 480 billion kWh of electricity per year and convert it into carbon dioxide emissions, which is about 48 million tons. Excluding the domestic market, the elimination plan of foreign incandescent lamps is even better than that of China. According to public information, Europe and the United States plan to phase out incandescent lamps in the next 2-3 years; Japan will completely ban all incandescent lamps in 2012. As a result, the world only fills in the vacancy in the lighting market left behind by the elimination of "incandescent lamps", which is comparable to a "cake" that can never be eaten. It is understood that the electro-optical conversion efficiency of incandescent lamps is only 5%, and the electro-optical conversion efficiency of LED lamps is generally between 25% and 40%. The LED lamp not only has high brightness and long life, but also saves about 40% more energy than ordinary energy-saving fluorescent lamps. In an ideal environment, 1W LED energy-saving lamps are equivalent to 5W energy-saving fluorescent lamps and 10W incandescent lamps. Because of this, LED lights have become the most promising and most promising products to replace "incandescent lamps." The development prospects of almost no suspense have attracted the enthusiastic pursuit of countless capitals. Relevant statistics show that from January to July 2011, the total investment of China's LED industry plan has reached 125.618 billion yuan, of which more than 40% of the funds are Invest in multiple industries, or even invest in the entire industry chain. What is more noteworthy is that the investment made by non-LED companies into the LED industry has become an important part of the investment in the LED industry. Such projects account for more than 45% of all investment projects, and the amount exceeds 65% of the total investment amount. The lingering "price" 尴尬 As mentioned above, although the future is so bright, the LED industry still faces many difficulties, and "price" is one of them. In a lighting wholesale city, a dealer told reporters, "We do not like to sell LED lights in wholesale and retail. Because the price of LED is really too big with energy-saving lamps and incandescent lamps. For example, 3W LED lights The price is 20 yuan, 7W is 90 yuan, and the energy-saving lamp is only about 10 yuan, the incandescent lamp only needs 1 yuan; and in the ordinary people's view, the energy-saving effect of one LED lamp is irrelevant; The quality of some domestic LED lamps is not so good, and the appearance is not comparable with imported products." In this regard, an entrepreneur who has been in the LED industry for decades, but recently retired from the whole body, Mr. Wang told reporters that "There are a few lights in the homes of Chinese people. In the case of refrigerators and other large appliances, the lighting power is negligible. So, if there is no government guidance, even if you have LED lights, the energy saving effect. Well, trying to open this market also requires a rather difficult process.” “Compared to the lighting market of thousands of households, under the guidance of energy conservation and emission reduction policies, more and more office buildings, hotels, hospitals, etc. The business unit is willing to pay real money for the upgrading of lighting equipment. Although most of them only regard the installation of LED lights as an 'image project'. But at least there is demand, this market has become active. "Mr. Wang added to the reporter. However, it is this seemingly somewhat deformed market demand that has triggered the LED industry's own patients. Mr. Wang said, “The number of such lighting equipment upgrades is large, so the profits are also large. The unit generally only cares about whether it is LED or not. In addition, the most important thing is the 'relationship'. Considering the life of the lamp itself and the energy-saving effect, it is second. It is precisely because of this that the LED manufacturers dig into the network, build relationships, and do public relations, but almost neglect the product quality. What is even more frightening is that, given the large price difference between different quality LED chips, there is no self-disciplined price war in the industry.” Unlike the popular LED industry reviews, Mr. Wang believes that “with The country's support for industrial development has been continuously strengthened. China's LED lighting technology has gradually matured. Although the technology is only in the hands of a few people, the quality of high-end products has little difference with foreign countries. The next high-end competition will focus on the appearance structure. , craftsmanship, etc., this is currently the soft underbelly of domestic LED lamps. And the LED market that was launched because of the elimination of 'incandescent lights' will completely end those only heavy' Department 'not heavy' quality 'of their business. "

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