The market pick up "increase income does not increase profits" predicament is still
Nearly two years, in the global demand for LED terminal continued to grow, driven by the rapid development of LED power supply industry. 2016 global LED lighting drive power output value reached 44.6 billion yuan, an increase of 24.2%, the domestic LED lighting high power drive power industry has also been rapid development.
As of the end of last year, only the country has a certain size of the specialized production and sales of LED lighting drive power of more than 400 enterprises, but Jiucheng drive power companies involved in LED indoor lighting power. As the technical requirements are relatively high and the market space is relatively small, which the main high-power LED drive power is not much business.
At the same time, high power LED power industry concentration significantly improved, the momentum of rapid growth of large enterprises, the existing number of brand enterprises to master a large share of the market, the trend of Hengda increasingly obvious.
Insiders pointed out that "income does not increase profit" seems to be the general phenomenon of power industry in recent years. Last year, the industry boom has been warmer, LED chips, packaging prices continue to staged, there are a few power companies have also raised some of the product prices, but the high power power market price is "against the road."
Aimed at street lamps and mining lamps market
LED lighting high power power is mainly used in LED lights, tunnel lights, mining lamps, downlights, grille lights and other high-power lighting products. In the context of energy-saving emission reduction, the government throughout the country to promote LED street lamp products, LED lights gradually replace the traditional street lights will greatly promote the development of high-power power market.
According to the relevant data show that in 2016 the domestic LED street lamp market reached 9.46 billion yuan, an increase of 15.4%, as of the end of 2017 domestic LED street lamp penetration rate of nearly 40%, only Guangdong Province, the existing street lights reached 400 million. At the same time, with the wisdom of urban construction to accelerate the construction of intelligent street lights will usher in the rapid development opportunities. This shows that the current LED lights are still high-power drive power one of the main market.
At the same time, LED rapid development of mining lamps also greatly stimulated the high-power power market. 2016 LED global mining market, from $ 2 billion in 2011 rose to 12 billion US dollars, while the street lights from only 20 billion US dollars in 2011 rose to 3 billion US dollars, compared to the growth rate of industrial and mining lights is amazing.
For LED high-power power companies, in favor of the development of the domestic market space at the same time, expanding overseas markets also increased the market development space. At present, bigger and stronger, to seize the domestic and international LED high-power lighting drive power market has become the major power companies the first priority.
"Next, the LED high-power power supply competition is both to fight the quality but also to fight the price, the same price but also to fight the service." An industry source pointed out that because the outdoor lighting business power and reliability of high-power LED, As well as service capabilities, made more demands.
Actively expand to the charging pile
Today, the pattern of high-power power market has been initially formed, the market was firmly in control of several major brands in the hands of power. The future, the brand power drive between the high power market competition between enterprises will still be very intense.
Although the outdoor lighting market has improved in the past two years, the performance of high-power power companies have been effectively improved, but the net profit is not satisfactory, there are varying degrees of decline, mainly due to high-power power products gross margin year after year Due to decline.
Relative to the LED industry, driven by the strong policy, the new energy vehicles become the current outlet, the next five years, China's provincial and municipal charging pile construction will enter the concentrated outbreak stage.
In accordance with the new energy vehicles and charging facilities standard 1: 1 ratio, by 2020, China will charge up to 12,000 power stations, charging pile will reach 4.5 million. If the average price of charging pile 20,000 yuan / month, charging station 3 million yuan / seat calculation, charging electricity equipment market is expected to reach 124 billion yuan.
Obviously, the new energy vehicle charging module to become the next high-power LED lighting after another big gold mine.
For LED-driven enterprises, cross-border new energy car charging business, there is little fancy to the future based on LED lights charging mode.
With the development of energy-saving emission reduction policies in depth, LED high-power power companies will usher in a huge market opportunities. As the market changes, power companies on the one hand need to comply with market trends, research and development of new products, improve product quality, and actively expand the market; the other hand, the need for new energy areas, the station to achieve leap-style development.