LED industry is affected by lighting subsidies

Since the beginning of this year, orders for LED companies have been in good condition, with an increase of 20% to 30% over the same period of last year. Foreign trade is better than domestic sales, and there are clear signs of industry recovery. According to customs statistics, China’s LED lighting exports amounted to approximately US$5.8 billion in 2012. The United States, Japan, and Western Europe are still the major markets for China’s LED lighting exports, of which the US accounts for about 24% of total exports, and is the largest LED lighting export. Targeted market.

According to data from the Semiconductor Light Source Industry Association of Guangdong Province, orders for LED companies have been in good condition this year, an increase of 20% to 30% over the same period of last year. Foreign trade is better than domestic sales, profits have fallen slightly, and signs of industry recovery are evident.

Boost industry confidence

The reporter learned from the Hangzhou Entry-Exit Inspection and Quarantine Bureau that last year the inspection and quarantine bureau conducted a total of 2838 batches of export LED lamps, valued at US$256 million, an increase of 0.3% and 48.1% year-on-year. During the same period, statistics from the Ningbo Municipal Inspection and Quarantine Bureau, another major export town, showed that a total of 56,000 batches of LED lighting fixtures were exported with a value of 1.45 billion U.S. dollars, an increase of 12% and 23% year-on-year. In addition, the number of LED lamps and lanterns exported from other cities and counties in the Yangtze River Delta region showed a different degree of growth. Among them, the export volume of Wujiang's products increased from US$405,000 in 2009 to US$75.124 million in 2012, an increase of 184 times over the four years, becoming the fastest growing export industry in the Wujiang region.

According to the data from the Semiconductor Light Source Industry Association of Guangdong Province, since the beginning of this year, the order status of LED companies has been good, which is 20%~30% higher than the same period of last year. Foreign trade is better than domestic sales, profits have fallen slightly, and the industry has shown signs of recovery.

From the current point of view, the growth of overseas demand for LED lighting products is very strong. According to the latest research report from China Merchants Securities (Marketing Bar Trading Point), the analysis of LED lighting product export data, overseas quarterly company’s revenue growth in one quarter, and domestic companies’ export orders in hand, etc., indicate that overseas LED lighting market demand It is becoming increasingly obvious that it is good for companies with greater export flexibility.

From the perspective of the international environment, the EU and Japan banned the use of incandescent lamps in 2012, and the United States and Canada phased out most incandescent lamps from 2012 to 2014. More and more countries have introduced policies and regulations to eliminate incandescent lamps has become an inevitable trend.

Bright foreign trade data and a good export environment are a great boost to LED exporters that were originally in a downturn. Huang Shaosong, general manager of Dongguan City Huameng Electric Lighting Co., Ltd., said that in the future LED is the trend and will gradually seize the energy-saving lamp market. "The proportion of lighting products operated by the company will grow steadily in the future."

Must follow the international situation

Although the recent export data of LED lighting products is more optimistic, people in the industry pointed out that since the major export markets such as the EU and the United States have implemented new standards and specifications for lighting fixtures since last year, domestic enterprises must keep abreast of new standards and requirements. Tightening the international situation.

It is understood that from the beginning of last year, the EU has disabled all wattage traditional bulbs, which means that a large number of traditional lighting will be replaced by energy-saving lamps and LEDs. For domestic LED companies, it means that these two lighting appliances will usher in. The broader market; the United States will also phase out most incandescent lamps from January 2012 to January 2014. It will be replaced by compact fluorescent lamps, light-emitting diodes and other energy-saving lamps. This is also good news for domestic companies. At the end of March of this year, South Korea raised the safety standards for LED lamps that can replace straight-tube, side-by-side, and ring fluorescent lamps. In terms of the safety and functional requirements of fluorescent lamp alternative LED lamps, very detailed provisions have been made. It is reported that the safety requirements relate to insulation resistance, insulation strength, creepage distance, clearance, heat resistance and flame resistance. The performance requirements include luminous flux, color temperature, and point/extinguish life, which is for domestic enterprises. It means increasing investment in materials, labor, and other costs. It is a challenge for domestic LED export products that have always had a competitive advantage in price.

Industry insiders pointed out that the implementation of new international standards is a double-edged sword for domestic LED companies. On the one hand, the elimination of traditional light sources is a general trend, and the sales prospects for export lamps that meet the principles of environmental protection and sustainability can be expected; but another On the other hand, for a large number of labor-intensive enterprises that mainly produce low-end lighting products in China, higher standards and requirements are rising thresholds, which is a challenge for enterprises.