At present, with the continuous improvement of the industrial chain, domestic LED lighting companies have formed a unique scale advantage in product development and manufacturing, and have become an important production base for global LED lighting products. Domestic LED lighting companies are mainly concentrated in the southeast coastal areas. Form three major industrial clusters in the Pearl River Delta, the Yangtze River Delta and the Fujian and Jiangxi regions. Internationally, LED lighting companies in North America, Europe and other developed countries mainly focus on channel construction and brand operation, and the global lighting market has formed an industrial layout dominated by Asia, North America and Europe. Overall, the industry has obvious regional characteristics.
Market situation of LED lighting industry
(1) LED has developed from the replacement of light sources to the field of lamps and lanterns, promoting the gradual expansion of the global LED lighting market
Compared with LED light sources, LED lamps with integrated design are light and thin in appearance and generally have a longer lifespan. The development of technologies such as networking and the combination of intelligent control and lighting scenes will change the way products are used and increase the added value of LED lamps. LED has developed from the replacement of light sources to the field of lamps, and the replacement and incremental markets brought about by replacement and expansion of application scenarios continue to expand.
(2) my country undertakes the development and manufacturing of LED lighting applications and is an important production base in the world
With the support of the "863" plan, my country's Ministry of Science and Technology first proposed the development of semiconductor lighting in June 2003. With the continuous update and iteration of LED chip technology and manufacturing process, the luminous efficiency, technical performance, and product quality of LED lighting products in my country have been greatly improved; coupled with the continuous increase in related enterprises and investment in the industrial chain, the production and manufacturing technology of LED light source manufacturing and supporting industries Upgrade, the cost economy of large-scale production of end products is improved. With the help of the above advantages, my country has now undertaken key links in the development and manufacturing of the LED lighting industry chain, and has become one of the important participants in the global LED lighting industry.
(3) North America occupies the channel and brand advantages of the LED lighting industry, and purchases Chinese products through ODM, OEM and other modes for global layout
The lighting industry in North America, represented by the United States, has a long history and has many well-known brands. In the LED lighting industry chain, it mainly focuses on channel construction and brand operation, and has leading advantages.
Based on the above-mentioned channel and brand advantages, lighting manufacturers in North America generally purchase LED lighting products from Chinese enterprises through ODM, OEM and other modes to carry out global layout. In the first half of 2022, North America accounted for 29.8% of my country's total exports of LED lighting products, making it the largest export destination for my country's LED lighting products. The United States is also my country's largest single export market for lighting products. One hundred million U.S. dollars.
Development of Medium and High Power LED Lighting Products
(1) The entry threshold of LED outdoor and industrial lighting is high, and the industry concentration is low
In terms of market competition pattern, the small and medium-power LED lighting field mainly for home lighting and commercial lighting has many market participants and fierce competition in the industry. At present, leading companies such as Foshan Lighting, Opple Lighting, Sunshine Lighting, and Lidaxin have formed in the above-mentioned lighting field, and the market concentration is closer to the head.
Relatively speaking, in the field of medium and high-power LED lighting mainly for outdoor lighting and industrial lighting, the technical difficulty of products has increased, the entry threshold of the industry is relatively high, and the unit price is generally high. According to the "Operation of China's Urban Lighting Market" issued by the China Lighting Association in February 2022, "the overall industrial concentration of the street lamp industry is still low, which is similar to the pattern of the entire lighting industry." Among them, leading companies are still rare, and there are no 1 billion-level companies emerging, 500 million-level companies are also very few, and the number of small and medium-sized enterprises with sales of 10 million-level is huge, accounting for an absolute majority."
As the demand for outdoor and industrial lighting evolves towards complexity and customization, the requirements for R&D, manufacturing, and service of enterprises will be further enhanced. The competitiveness of leading enterprises in the future will also be strengthened, and the increase in industrial concentration is also inevitable for high-quality development. result.
(2) Lower energy consumption is an urgent need for industrial lighting, and LED lighting can save energy significantly
Due to the low energy conversion efficiency and high energy consumption of traditional industrial lighting equipment, it has been unable to meet the requirements of energy conservation and emission reduction in the industrial field. Industrial enterprises have also been facing the challenge of cost control, and there is an urgent need for cost-effective lighting solutions. LED lamps can accurately realize the lighting required by the industry. Compared with traditional lighting, the light pollution can be controlled by 50%, and the energy loss can be controlled by up to 70%. It has a significant energy-saving effect in industrial sites that work around the clock.
(3) The replacement process of LED outdoor and industrial lighting is relatively late. In recent years, my country's exports have been in good shape, ushering in market development opportunities
