LED lighting "calls a good name" How to break the LED industry development?

In mid-February, the National Development and Reform Commission and other ministries and commissions jointly announced the "Semiconductor Lighting Energy Conservation Industry Plan", clearly stating that by 2015, more than 60 watts of incandescent lamps will stop production and sales; LED lighting industry output value is growing at an average annual rate of 30%, 2015 It will reach 450 billion yuan in the year, of which 180 billion yuan will be used for LED lighting applications.

For a time, the domestic LED lighting industry has all been cheering, as if it has already ushered in the "best era" of the LED lighting industry.

Is it really so simple? Can a plan break the bottleneck in the development of this industry? In fact, only when this industry breaks down some of the developments, may it spring.

Current status

The price of the lamp is too expensive, the bottleneck is not green.


The "life gate" of LED lighting products is also obvious, that is, the price is too expensive. The reporter learned in a lighting shop in a large decorative city in downtown Suzhou that a 8W ​​energy-saving lamp of a financial subsidy brand in Jiangsu Province has a retail price of 8.6 yuan. If you catch up with the financial subsidy promotion activities, the local residents can buy half a price at a price. 10 energy-saving lamps; the same brand 3W specifications of LED lights are about the same, the market retail price is about 50 yuan, the price of the two light sources is quite different. "8W energy-saving lamps generally use one or twenty at home, one lamp is more than thirty or forty dollars, and it is quite a bite-handed when it is renovated." The salesperson told the reporter, "LED lights are power-saving. Residents buy the money saved by the lamp when the electricity bill does not know how long it can be used.” The brand lighting dealers revealed that their current sales in the Suzhou market, traditional energy-saving lamps accounted for nearly half, and LED lights are less than 10%.

It’s not uncommon for a technology-leading product to be cold in the market. More environmentally friendly, more energy-efficient, and more beneficial to the overall operation of the society - this feature of LED lights is called "positive externality" in economics. If it is only regulated by the market, "positive externalities" will Make the amount of market production less than the amount of social hope.

Cost strategy

Technological breakthrough

Does Xin Najing break through the industry's difficult industry development has passed the "turning point"?


Suzhou LED lighting leading company --- Suzhou Xin Na Jing Optoelectronics Co., Ltd. announced that their LED light-emitting chip luminous efficiency reaches 180 lumens per watt!

Xiao Hongqing, a professor at Taiwan University of Science and Technology and a well-known LED industry scholar, once asserted that when the luminous efficiency of LED chips reaches 180 lumens per watt, it will usher in the “turning point” of the entire LED lighting industry. Because, after reaching this efficiency, it means that the "extra" design that was previously done to ensure heat dissipation will become a history, and the production cost of LED lighting will be reduced step by step.

In addition to being related to the bottleneck of its own technology development, another reason for the high cost of LED lighting products lies in the lack of integration concentration in this industry. At present, there are 102 LED lighting manufacturers in Suzhou. The number of patent applications that have been published has reached 2,240, and the number of LED patents has been 1,182, ranking among the top cities in China. However, from the distribution of 32 major LED lighting manufacturers in Suzhou in the industrial chain, nearly 80% of enterprises focus on the middle and lower reaches of devices and integrated applications, and the scale of enterprises is generally small. A near-cruel fact is that about 80% of the power LED chips in Suzhou still need to be imported from abroad and Taiwan.

Wang Naibing, general manager of Xinnajing, told reporters that Xin Najing will purchase 20 MOCVD (key equipment for LED chip production) in the first phase. After the whole project is put into production, the annual output value is expected to reach 500 million yuan. The integration of the entire LED lighting industry in Suzhou will be Bring positive effects. Next, Xin Najing will actively carry out vertical integration of the industrial chain of LED-related industries, thereby further reducing production costs.

Now, local leading companies have announced that key technologies have achieved breakthroughs, and the local industry chain is rapidly expanding from the application end to the front end. The Suzhou Economic and Trade Commission described the status quo of the LED lighting industry in a research report: "LED lighting products generally show 'two 20%', that is, the product performance and quality indicators are increasing by 20% every year, and the product prices are averaged annually. About 20% decline. "Is the "turning point" as scheduled? We may wish to wait and see.

Operational innovation

LED street lamp renovation cost 6 years to recover contract energy management can achieve "win-win"


If we can solve the cost problem of “positive externality” products through the innovation of market operation mechanism, it is undoubtedly the most ideal answer. It is in this expectation that the contract energy management model has become a market-oriented solution of concern to all parties.

In the investigation, the Suzhou Economic and Information Committee randomly selected Sanxiang Road for simulation reconstruction calculation. A lighting company in Suzhou made an LED lighting renovation plan. After the transformation, the annual electricity consumption will reach 196,600 degrees, equivalent to 80.6 tons of standard coal. The annual electricity saving fee is 178,000 yuan, and the contract energy management mode is adopted. The cost can be fully recovered in less than 6 years. Although the road segment selection is random, the company still believes that implementing contract energy management is completely feasible.

Obviously, this management method can completely transform the energy-saving effect of LED lighting into economic benefits. The Suzhou Industrial and Commercial Federation made recommendations on the development of the LED lighting industry, to establish a contract energy management online service platform, to solve the bottleneck caused by the technology and credit faults in this model, and to implement the LED green lighting pilot demonstration project and adopt the contract. Energy management methods, select a batch of public facilities to carry out pilot projects. During the two sessions of the city this year, the Municipal Federation of Industry and Commerce submitted the relevant proposals to the CPPCC.

Policy support

The "tangible hand" guiding effect is obvious to all.

How to make those lighting consumers use LED lights? To solve this problem, and to open up the development of LED lighting products themselves, it is also inseparable from the joint efforts of the government's "tangible hands" and the market "invisible hands". .

First look at the "tangible hand" -- the guiding role of the government's financial subsidy policy. The government's adoption of financial subsidies is equivalent to letting taxpayers share the cost of using products with “positive externalities”, or internalizing energy conservation and environmental protection benefits into consumer individuals, thus promoting the popularization of related products. The guiding effect in the promotion of the replacement of halogen lamps by energy-saving lamps has been well documented.

According to the introduction of the Energy Conservation and Comprehensive Utilization Department of the Suzhou Economic and Information Committee, the current state of the country's office buildings, office buildings and other large users of indoor lighting and outdoor lighting projects such as roads, streets, plazas, as long as the tender for the use of designated brands of LED lighting products, the central government That is, 30% of the supply price of the winning bid agreement is subsidized. In the newly-launched "Semiconductor Lighting Energy-Saving Industry Plan", it is clearly stated that it is necessary to "gradually increase the promotion of financial subsidies for LED lighting products", but at present, the state finances have no subsidy plan for ordinary household LED lamps, when specifically can The huge market of households is included in the subsidy category, and I am afraid that the LED lighting companies are also dreaming.

Of course, we must also calmly see that financial subsidies have advantages and disadvantages for the development of an industry. It is impossible to prop up an industry solely by relying on financial subsidies. In the past few years, the “tough” encounter of another strategic emerging industry, the solar photovoltaic industry, has left unforgettable lessons for the Chinese industry.

In addition, there are many ways to regulate through “tangible hands”, such as administrative restrictions on the elimination of technology, and the imposition of heavy taxes, such as financial and tax incentives for emerging industries. In short, how the “tangible hand” works can maximize the “technical spillover effect”, which is left to the decision-making level to carefully consider the issues of the parties.

Establish rules

Information asymmetry leads to "bad currency expelling good money" and "industry alliance + industry standard" can save themselves


In the LED lighting industry, some unscrupulous manufacturers have embarked on a “squatting road” to reduce costs and win the market – cutting corners. The tragedy is that in the current information-asymmetric market of LED lighting products, "good money" has repeatedly lost in the competition, and the last remaining in the disorderly market may be only "bad money."

In response to the "chaos" of the current LED lighting products market, the Suzhou Federation of Industry and Commerce made a proposal in the proposal: "We must encourage leading enterprises in this city to initiate the establishment of LED green lighting industry organizations as soon as possible, and study and formulate regional industry standards for LED lighting products. In the investigation report submitted to the municipal government, the Municipal Economic and Information Committee clearly put forward countermeasures: “establishing the LED lighting industry alliance of our city”, “establishing the Suzhou LED Green Lighting Association as soon as possible; speeding up the establishment of industrial alliances, tracking domestic and international industrial R&D , testing and industrial development dynamics, promote the formulation of regional technology and product standards, intellectual property protection, and form the competitive advantage of LED lighting enterprise clusters in our city."

By establishing industry alliances, industry standards, making disorderly orderly, and making information asymmetry change information transparent, it is undoubtedly the most effective breakthrough point to crack the market dilemma of "bad money drives out good money".

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Nominal voltage :                               14.8V  (4S7P)

Initial impedance :                            120mΩ

Nominal capacity:                             19.6Ah

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