Since July, the global LED industry has been seriously short of upstream electronic components, and the production capacity has been difficult to continue. As a result, many international major manufacturers have delayed their delivery, which has been delayed from the original 5 weeks to more than 20 weeks. This puts pressure on the domestic LED lighting industry, which is at the end and has just developed.
The reporter learned that the number of domestic LED lighting companies has exceeded 3,000, but the scale is very small, because the upstream components of the industrial chain such as LED chips and epitaxial wafers must be purchased from Toyota Synthetic, Nichia, and Cree. The delay in delivery of international manufacturers has delayed the construction of LED lighting companies.
Many of our customers are now projects such as hotels, and the delay in delivery will have a great impact on us. Feng Jun, chairman of Eite Lighting, said.
It is reported that at present, more than 3,000 LED lighting companies in China compete with the tens of thousands of traditional lighting companies for the market, and none of them has exceeded 1%.
Feng Jun said that in addition to LED lighting technology does not meet the lighting market requirements, the current high cost of LED is an indisputable fact, the high cost is the biggest obstacle for LED to enter the home lighting market. The cost of LED lamps is 60% concentrated on the chip. China's chips are basically imported from the United States, Japan, Germany, South Korea and other countries, resulting in high LED lamp prices. Any changes in the upstream have greatly hampered downstream development.
Without government subsidies, it is estimated that most people will not use LED lights. Mei Jian, a partner of Oriental Fuhai Investment Management Co., Ltd., has been paying attention to the development of the LED lighting industry. He told reporters that the current development of the LED lighting industry is still not perfect, the fish are mixed, and the products are not strictly controlled. In May of this year, the country issued a national standard, but the standard of color rendering index in this standard is not available to most domestic enterprises. Moreover, this standard is not a mandatory standard. Even if the lamps produced by the company do not meet the standards, sales are not illegal.
Wu Changjiang, chairman of NVC Lighting, a leading domestic lighting company, has publicly stated that LED products currently occupy a small proportion of NVC. Only when the time is right, it is possible to integrate enterprises with strong LED R&D capabilities through capital operation. This also means that NVC hopes to enter the market through acquisitions and mergers when the LED lighting market is more scalable.
Different from the cautious investment in the traditional lighting industry, many peripheral companies are optimistic about this market, and have entered the LED lighting market, and engaged in plastics, hardware, digital products and other industries that have nothing to do with the lighting industry. At the beginning of this year, Midea announced that it will invest a total of 2 billion yuan to enter the LED lighting market.
Many of these companies are optimistic about the 'Ten Cities and Ten Thousand' policy issued by the government last year. They are rushing to launch LED projects without being familiar with the status quo of the industry. Mei Jian said that the government's subsidies are mainly in LED street lighting, with less architectural lighting. Even with street lighting, due to technical limitations and insufficient attention from local governments, 90% of the current LED street lighting market is showing a loss trend. Some companies have even turned to special lighting for development.
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