LED plant enters the mainland lighting market - financial subsidies

ITRI’s LED industry analyst Guo Ziling stated that with the urbanization of cities in emerging countries, future LED lighting demand is strong. Among them, the demand in China’s market is the largest, but there are more than 10,000 domestic registered companies. , And various local feudalism is strong, it is difficult for foreign manufacturers to eat big cakes. Even the opportunity for Taiwanese factories to cut into smaller and smaller, so Taiwan LED industry should hurry to seek new areas in other emerging countries such as Russia, India, Brazil, South Africa and other regions As a way out, as long as we have mastered the key manufacturers of the local roads, we have already obtained this market leading advantage.

Guo Ziling said that in 2012, the global general lighting market will have a size of about 80 billion U.S. dollars, mainly in Europe and the United States, accounting for 49%, followed by 39% in Asia, 7% in the Middle East/Africa, and 5% in Latin America. The development of domestic demand has a huge market. Only a single country accounts for about 18% of the global lighting market. Because the Chinese government is actively promoting the solid-state lighting industry, LED lighting has led the development of the local lighting industry.

Although the market has focused on the development of LED lighting in China, Guo Ziling pointed out that at this stage, China's market is dominated by the standard, and there are more than 10,000 LED manufacturers registered and operated in China, and local princes are strong, regardless of central or local. The government has adopted protection strategies more or less, and it is difficult for foreign manufacturers to eat big pies. Even Taiwanese factories are getting smaller and smaller.

Guo Ziling said that from the results of the “2012/2013 Financial Subsidy Promotion Project for Semiconductor Lighting Products” released by China this year, the protection actions of the Chinese government can be seen. There are hundreds of companies participating in bidding, among which are not large international manufacturers. Taiwanese plants competed with each other, but in the end, only Philips won the election. The rest were all local Chinese manufacturers. It was evident that foreign players were struggling to eat Chinese LED lighting.

In addition to China, Guo Ziling said that the demand for LED lighting in other emerging countries is also very strong, and compared to the Chinese market with tens of thousands of manufacturers and the mature markets in Europe, America, Japan and South Korea, local manufacturers in these emerging countries have not really operated LED components. , Mostly in the form of agents, its business strategy is to import from overseas and sell to downstream applications, so for LED factory, this will be the best chance to enter this market. Get this market leading edge.

However, Guo Ziling reminded that the current global LED lighting specifications have not yet been unified. For LED plants that are rushing into overseas markets, due to the different lighting specifications in different regions, the inventory stock of LED factories will also be relatively increased, so this is for Taiwan's factories. Inventory and cost management will also be a big challenge.