LED lighting The market competition pattern of the lighting industry

Third-rate selling products is fighting a ** war.

Second-rate selling brands are those that have their own brands and have a certain reputation.

First-class leaders in the industry, such as Cree, Osram, Nichia, etc.

In terms of scope, it can be divided into "domestic trade" and "foreign trade";

From the buyer's attributes, it can be divided into "B-end" and "C" end, B-end is domestic and foreign buyers, that is, large buyers, such as dealers, building materials market, architectural lighting projects, landscape lighting projects, etc.

The C-end refers to ordinary consumers or consumer groups, mainly individuals, families or organizations;

Many, ordinary people are your customers. Nowadays, many home decorations use LED lamps and lanterns, as well as construction projects, outdoor lighting, advertising companies and so on.

Panoramic combing of the LED lighting industry chain: LED lighting has a wide range of downstream subdivisions

From the perspective of the LED lighting industry chain, the upstream includes the leading suppliers of raw materials such as epitaxial wafers and LED chips; The midstream is mainly the LED lighting packaging link, including the process of crystal expansion, die bonding, short baking, wire bonding, etc.; The downstream lighting field can be roughly divided into two categories: general lighting and special lighting. Among them, general lighting mainly includes home lighting, hotel lighting, etc., and special lighting mainly includes emergency lighting, automobile lighting, etc., which are widely used.

At present, there are a large number of enterprises in China's LED lighting industry, and the competition is also fierce. Major upstream manufacturers include LONGi, Power Diamond, Blue Crystal Technology, etc.; Midstream LED packaging companies mainly include Opple Lighting, Sanxiong Aurora, Debang Lighting, LEEDARSON, etc.; The downstream application fields cover educational lighting, emergency lighting, vehicle lighting, etc.

Regional heat map of LED lighting industry chain: the Pearl River Delta and Yangtze River Delta regions are the most concentrated

From the perspective of the regional distribution of LED lighting industry chain enterprises in China, LED lighting industry chain enterprises are mainly concentrated in the Pearl River Delta and Yangtze River Delta regions, of which Guangdong LED lighting enterprises are the most, followed by Zhejiang, Jiangsu and other provinces and cities, LED lighting industry chain enterprises are relatively complete.

From the perspective of the distribution of representative enterprises, there are more representative enterprises in Guangdong, Shenzhen, Shanghai and other places. Such as Sanxiong Aurora, Sunshine Lighting, Debang Lighting, Ocean King, etc. Other representative companies also include Huati Lighting, LEEDARSON, etc.

The operating income of representative enterprises in the LED lighting industry

In 2020, most of the operating income of representative enterprises is between 10-10 billion yuan, and some companies with better operating income include SMIC, Weir and Mulinsen, and the operating income of the three companies is more than 15 billion yuan.

The latest investment trends of representative companies in the LED lighting industry

Since 2020, the investment trends of representative enterprises in the LED lighting industry have mainly included the construction of new semiconductor bases and new production lines. Among them, Sunshine Lighting and Jiuliang have entered new market segments through investment to expand the sales market and increase operating income.

——The above data refer to the Prospective Industry Research Institute"China LED Lighting Industry Market Prospect and Investment Strategic Planning Analysis Report".

On March 8, 2013, Panasonic's lighting subsidiary announced that it plans to withdraw from the household fluorescent lamp market in 2015 and switch all its products to LED lighting. On March 5, the company announced 34 LED lighting products that can change the color of the light (daylight or yellow light) according to the indoor brightness, and the revenue target for the above 34 LED lighting products in FY 2013 is 1.2 billion yen.

The Prospective Industry Research Institute released the ".

"China LED Lighting Industry Market Prospect and Investment Strategic Planning Analysis Report".

According to the analysis, the LED lighting market has always been considered the most important and promising application of LED. Overall, the macro environment is very favorable to the development of LED lighting applications, which is mainly manifested as: 1) energy conservation and emission reduction have become a topic of global concern and have been actively promoted; 2) Traditional light source technology grows slowly and faces development bottlenecks; 3) LED lighting technology progress and cost reduction, long-term market obstacles are not big.