Along with the international market demand Ended in increase, the huge potential of Chinese lighting market more many multinational enterprise value. But Chinese enterprise, rapid increase in at the same time, it must be a global view and more open to exploring global industry the development of recent ideas and a new mode. Below, with all the day the chemical, philips, Cree, GE, d permitted to commute his loving you, strong, wafer photoelectric many international chaos, what end up being how to in and grasp the direction of the economic revolution and rhythm, and how to regulate in the Chinese market deployed strategy, and so on, these problems in semiconductor lighting the technology revolution and industrial revolution on communication and discussion.
In the future, we will increase our r&d investment, reduce the cost, improve the performance, we are now quite an involving business from Asia. Now the Chinese government particularly concerned about the energy, energy saving, I think provide you . a very good momentum, especially chinese people government has recently said will be eliminated incandescent lamp, this is the news, will accelerate the development for this market LED.
In the past ten years, we see equipment market huge progress, but within last few years, we find that the development of the industry by some influence, because now about LED back lighting, and lighting the particular demand of industry may not as we imagine so strong, challenges still enjoy life.
We think, 2015 global LED demand could be more than 22 billion us dollars, compound annual growth rate of 33%, according to our forecast, LED TV backlight exports boost 13% in 2011 and LED back lighting will reach the market penetration of 43%, to 78% in 2013.
The current crucial thing is that the photosynthetic efficiency improvement and cost reduction must match, in this respect, we begin lot about the best way to make the cost reduction of study and trying, also a breakthrough, but we'd like to know, in LED lighting, now it's only a start, LED lighting use on many occasions, as an outdoor, industrial lighting, lighting, indoor lighting such as commercial, industrial lighting share of about 15%, commercial lighting about 22%, indoor made up about 28%, other is outdoor lighting, this is 2015 years of improvement of the market forecast.
GE Lighting Solution technology vice President Gerald E Duffy
This year's a trend is progress of the chip market is not very optimistic that anyone in 20 years ago to expect, led chips can happen in fierce competition. This is why we did not choose enter into the field led chips a very important reason.
Lower economical . of big trends
Chip prices fall very fast, but this for GE is really a very good thing, GE global LED chips with merchants have a very good relationship, we can with essentially the most preferential price choose the best chips, so our products in fee of this program are very competitive.
And had been one very worth attention, in addition to the ball steep light, we must have to focus on is the whole lighting system will be how to seamless into our life, this will be the most important, in the near future, we will dsicover more in addition to intelligent control to glimpse. In addition, we predict the future commercial lighting field to high-end lighting products is actually great demand, GE in high-end lighting this you are going to continue boost R&d, indoor lighting is our key research and development support.
Currently affordable rate high photosynthetic efficiency is one of important development tendency, want to make LED for consumers as soon as widely accepted, the expense of is certainly a very key factors, if the particular is compared to 10 dollars, I think there always be an associated with consumers are prepared to compensate the LED products.
The decision to lessen cost of meaning
You know, philips lighting applications not necessarily in the field, typically the LED chips, LED lighting manufacturers package field features an involving investment, along with the focus of GE only put LED light source lamps use development, GE in China about strategic thinking, everybody knew that GE is often a diversified company, lighting is actually one a part of a business, but GE of China market very seriously, we all in Shanghai, in all has an investigation and development center, the other few years we continues to expand research and development personnel team, not only such, GE for China's market value is also present in the very top managers in China.
Philips Lumileds lighting company solid-state lighting consultant and former chief technical officer George Craford
Now we mainly is actually by use big chip, larger chip can perform higher efficiency, and in the event the future can solve of course of high current can certainly get smaller chips; Another question is concerning manufacturing, if can realize 6 inches substrate technology, can achieve higher efficiency, so the approach can reduce costs, but we now the whole manufacturing capacity is big, can form the problem of excess capacity, appears to could also make based upon of the is reduced, but actually is dependent being dragged down! LED flat lamp mocvd machine while is actually an no excess capacity problem, but has got to get through this a troublesome period.
China is a better market, is a relentless in the event of the market, starting point that China is the best market opportunity, although within market competition will exist, but competition everywhere are able to access actually, the United States, Japan, The philipines and China are around the competition, so foreseeable future I think we end up being brave to participate in in the competition.
First examine the LED lighting market, we estimated 2010 ~ 2015 in LED lighting compound annual growth rate will reach 70%. To this, should have two premises: one is efficiency; Is actually the cost. These two points are unquestionably having a relationship, especially LED the price reduction, in order to a key of critical. Cost must be faster to come down, we will be after 10 years to reduce cost 10 times. To read strength department data, you can see that in 2020 Resulted in the performance of the 200 lm/W, and uncover a bargain will reduce 10 things.
Sum up, our customer needs higher efficiency in the system, expect a high return on investment, minimizing the cost of lumen/dollars, and improve level of quality of the lighting.
Business model is biggest part winning
Cree LED components market with application senior director Mike Watson
At present all seemed very focused in the ascension of the performance and price reduction LED, but I want to say is, solid-state lighting industry and other industries, get technical breakthrough, but all is often the, the final victory doesn't belong for the open technology, we perhaps more need alter our business model, more concentration along at the difference in the business form.
In fact, I think our customers really want is not your new packaging device, and usually do not module, also don't board chip, they want a real value, is a lighting solution.
Pay more attention to in the business model, cannot do this because smooth effect, this is our critical. We want to tell our end users value, along with have software mode, with application will promote progress of technology, will drive our competition, competition brings lower cost, so all of us want to take this mode, or it may not happen 10 times the cost reduction.
Day and chemical industry corporate executive vice President and chief operating GuanTian proposal on the ring
The desolate man LED the market should be said may do increasingly more more, specially the LED illumination market. LED in 2011 of us $10 billion as product . of the market, by 2020 will realize the scale of 20 billion .
Intense competition in method to win
We can see, now everyone focused on China, day and now 90% of your income from Asia, overlook the importance attach great importance to china market, and i think that China has a lot of chances to us, a significant challenge is just how to seize the China market growth opportunities, I think we for a supplier you need to be ready for such rapid growing market ready, for example, day which can establish factory in China investment and r&d center, to provide more efficient service.
And within present such a not very healthy in difficult environment, enterprise to need to do? I think the crucial thing is spend for more care about management, without good management, and it's hard to say with earth. So how can we in such a complex environment to win, I a few suggest you consider: first, is to try and do well the management, work well at to adjust, courage, be patient; Second, we ought to focus on business LED; Third, gear and developing on continuing the investment; In addition, continue to provide higher quality and lower cost of the product, would also like to tune in to the associated with professional and technical members.
And examine the LED illumination market, to 2015 LED lighting market may account for 50% belonging to the market for the whole lighting, led person will become a little more and more big.