2015 LED lighting industry output estimate

The Development and Reform Commission issued the "Semiconductor Lighting Energy-Saving Industry Plan" and proposed that by 2015, the key equipment and important raw materials for the semiconductor lighting energy-saving industry will be domesticated, and breakthroughs will be made in major technologies. The high-end application products have reached the international advanced level, and the energy-saving effect is more obvious. The concentration of LED lighting energy-saving industries has gradually increased, and the industrial agglomeration area has basically been established. The competitiveness of a number of leading enterprises has obviously increased. The R&D platform and standards, testing and certification systems have been further improved.

Specifically, the first is that the effect of energy conservation and emission reduction is even more obvious, and the market share is gradually expanding. By 2015, more than 60W incandescent lamps for general lighting will be eliminated, and the market share will drop below 10%; the market share of traditional high-efficiency lighting products such as energy-saving lamps will be stable at around 70%; and the market share of LED functional lighting products will reach 20%. %the above. In addition, LED LCD backlight, landscape lighting market share reached 70% and 80%. Compared with traditional lighting products, LED road lighting saves more than 30% of electricity, indoor lighting saves more than 60%, backlighting saves more than 50%, landscape lighting saves more than 80%, and achieves annual electricity savings of 60 billion kwh. It saved 21 million tons of standard coal and reduced carbon dioxide emissions by nearly 60 million tons.

Followed by the steady growth of industrial scale, the strength of key enterprises has increased. The LED lighting energy-saving industry's major development goal is to increase the average annual output value by about 30%, reaching 450 billion yuan in 2015 (including 180 billion yuan for LED lighting applications). The industrial structure was further optimized and a group of semiconductor lighting industry clusters with distinct characteristics were built. Form 10 to 15 leading enterprises that possess core technology, own more independent intellectual property rights and famous brands, and have strong quality competitiveness.

The third is the substantial increase in technological innovation capabilities and the further improvement of standards, testing and certification systems. LED chip localization rate of more than 80%, silicon-based LED chip made an important breakthrough. The luminous efficiency of core devices and the quality of applied products have reached the international advanced level in the same period. The large-scale MOCVD equipment (LED epitaxial wafer production equipment) and key raw materials are domestically produced, and the localization rate of testing equipment is over 70%.

An electronics industry analyst from a securities firm in Shenzhen pointed out in an interview with reporters that the plan highlights the policy orientation of localization, including equipment and chips, as well as products such as backlights and street lamps, which will help Tianlong Optoelectronics and other MOCVD manufacturers. Nanda Optoelectronics and other high-purity metal organic source (MO source) manufacturers, as well as the backlight enterprise Ruifeng Optoelectronics, street lighting leading enterprises Qinshang Optoelectronics, domestic chip leading companies Sanan Optoelectronics and BDO Runda and other related companies. However, the analyst also reminded that despite the recent signs of recovery in the industry's economy, it is still not very good overall, prices have been falling, increasing income does not increase profits.

According to statistics, the annual growth rate of the global LED lighting energy-saving industry output value has been maintained at more than 20% in recent years. By 2020, the global lighting market will exceed 150 billion U.S. dollars, and the LED lighting market is expected to reach 75 billion U.S. dollars, accounting for 50% of the global lighting market share.