The LED lighting market continues to be hot, and the most commonly used lighting market is still low-power chips and modules (3020/3528), as well as high-power chips and modules (1 WEmitter). In terms of application segmentation, due to the advantages of COB polycrystalline packaging with point-like light sources and lm/Area, the Japanese bulb light market began to be dominated by COB polycrystalline packaging in 2010, and traditional high-power chips and modules are mostly used. In MR16 and Other directional LED light source, however, in the early stage of the bulb light, it was also used 1W high-power package to design the bulb lamp, PLCC low power package is mainly used in the lamp or grille lamp And other optically active products.
It is generally believed that LED general lighting will have an explosive growth in 2011, in particular, the demand and demand area of ​​LED bulbs will rapidly grow at double speed, and another application with explosive growth potential is T5/T8 office lighting. Li Cun, Associate of Lonta's Electronic Optics and Components Division, said that compared to the high unit cost of LEDT5/T8 lamps in 2010, the attitude of manufacturers and lighting users waiting to see and stand in the same place will start. This will be the second quarter of 2011. There will be a major reversal of 180 degrees.
In addition, it is worth noting that mainland China is the production center of the international lighting market. In 2011, the market for bulb lamps will surely shine. Moreover, the Chinese government has spared no effort in promoting policies to save energy and reduce carbon emissions. Under the blessing, the mainland LED lighting market will grow rapidly in 2011. Border=0>Lunda Electronic COB Packaged Light Source Products
LED supply and demand will be balanced this year
In 2010, due to the widespread adoption of LED backlight LCD TVs (LED TVs) and the aggressive expansion of LED TV market penetration by international TV manufacturers, the supply of chips needed in the lighting application market was crowded out, causing LED chips to be in short supply. Especially small and medium power chips shared with the backlight market are particularly noticeable. However, with the Chinese government's incentive subsidy policy, in 2010 China's LED chip manufacturers purchased a large number of MOCVD machines for LED production equipment. It is expected that the peak volume and installed capacity of China's LED chip manufacturing plant MOCVD will fall in 2011. Therefore, the supply and demand of LED chips are expected to return to normal quickly in 2011. However, some companies pointed out that if the TV penetration rate rapidly increases to more than 60%, or if the bulb lamp market grows rapidly, the shortage of LED chips may continue until 2011.
Focusing on LED lighting business opportunities, various LED chip makers have long been in the layout for a long time. Lunda Li Cunzhong pointed out that the lighting products offered by Lunda Electronics are readily available from large, medium and small power packages, chips, and optical modules. Demand, together with a complete LED industry chain structure, the above, the middle and the downstream one-stop approach to design and production, it is sufficient to meet the huge demand and rapid changes in the market, can quickly meet many different customer specifications, in terms of capacity planning In response to market changes, Londa's production capacity in 2011 will surely increase with customer demand. Li Cunzhong also emphasized that the current global LED backlight module factory and the world's lighting manufacturers are all extremely important customers of Lunda. In terms of lighting, including various LED bulb modules, LEDT5/T8 lamps, Lunda has been continuously supplying large quantities since 2010. “However, due to important confidentiality agreements with customers, the contract details Can't tell," he explained. Lunda Electronics is currently the top three LED manufacturing companies in Taiwan.
In addition, Cree has announced the introduction of the industry's first LED lighting array - XLampCXA20 LED array, can achieve the brightness of the 60WA type incandescent lamp with 11W power, this product is expected to accelerate LED lighting innovation. According to Cree, the CXA20 array is housed in a single, uniform optical system, a 22mm x 22mm compact package, and can be fixed with just two screws, helping customers who need a single device in a light source design to streamline their manufacturing processes and use it. In traditional downlight applications, the CXA20's lamps are 38% more bright than 26W compact fluorescent lamps (CFLs) or incandescent bulbs of 100W, and the input power is only 14W. At the same time, the CXA20LED array provides 1,050 lm and 2,000 lm of luminous flux at 11 W and 27 W input power, respectively, and a warm white temperature of 3000 K.
Cree Company stated that Cree will continue to introduce the most comprehensive series of lighting-level LED products to the market, ensuring the best LED light source for lighting applications, meeting the expectations of lighting equipment manufacturers for achieving high levels of lighting-grade performance, while at the same time wanting to simplify indoor LED lighting Design and manufacturing requirements. Currently, the CXA20 LED array has begun sampling, and it is expected to be produced in Q1 at the end of 2011.
LED chips and module costs will quickly decline
Looking forward to 2011, it can be expected that the demand for mid-power chips and COB products will increase significantly. As for price changes, the industry generally believes that production officials and research institutes all over the world are fully committed to the development and large-scale expansion of the chip factory in 2010-2011. Under the production, the overall cost of LED chips and modules will rapidly decline in 2011. Moreover, the continuous breakthrough of LED chip key technologies will also drive down the overall price of LED lighting chips and modules, and the popularity of LED in the lighting market will be large. Increased in magnitude.
Exploring the global LED industry ecology, basically, the European, American and Japanese manufacturers entered the LED industry early and mastered patents, so most of them are adopting a high-price strategy in terms of pricing. However, at present, suppliers of LED chips and modules such as Europe and the United States, Japan, etc. are upgrading. The market share has been continuously adjusting the unit price of chips and modules, and there has been almost no big difference between the sales unit price of Taiwan and South Korea's chip factories, forcing Taiwan and South Korea's chip module factories to constantly accelerate the development of new process technologies, and improving the efficiency of their own products. LED chip factory to compete.
Everlight Electronics Chairman Yipiao Ye said on the LED industry's situation that, in light of the LED demand in 2010, the demand for TV backlighting continues to grow, and it is expected that the growth rate in 2011 will increase even more, and the much-anticipated LED lighting will be in 2010. The year can be said to be a small step forward, and 2011 is expected to take a big step. Ye Xifu also pointed out that the LED industry in Taiwan is quite complete in the middle and lower reaches of the LED industry, as well as materials and equipment. Follow-up development is quite promising.
In terms of capacity, Taiwan’s LED output is currently the world’s largest, but its output value is still below Japan. This is because key patents and technologies are still in control of chip factories in Europe, the United States and Japan, and Taiwan’s chip makers are only strategic Cross-licensing strategies such as patents can only survive under the attack of the chip makers of the United States and Japan. In addition, the Taiwanese chip factory has the best chip R&D personnel in the world, which is also lacking in chip makers in other countries. In mainland China, it has the largest market demand structure in the world, with the best manpower, materials, and many others. As a result of precious resources, many companies believe that Taiwan and mainland China will undoubtedly play a leading role in the global LED industry's ecological development.
LED lighting still need to overcome the problem
Although LED lighting is hot, it cannot be said that there are still several problems that must be overcome. First of all, the cost and total luminous flux of LED lighting modules are still the biggest problems on the market. According to industry experts, compared with the previous two years, the overall purchase cost of LED lighting modules will decline significantly in 2011, but the cost of initial LED lighting module purchase and construction is still much higher than that of traditional lighting by 5 to 10 times. .
Take Japanese manufacturers' LED bulbs as an example. The 8.2W LED bulb light system has a lumen system of 550lm-650lm, which is approximately 2,980 yen, equivalent to RMB 250. As for the conventional 23W lamp system, the luminous lumen is 1,200lm-1. The market price of 500lm is about RMB 30. It can be seen that if consumers switch to LED bulbs, they would need to pay 15 to 20 times more construction costs if they want to get the lumen luminous flux of traditional energy-saving bulbs. How to drastically reduce the cost of LED lighting modules and increase the production efficiency of LED chips is the primary issue for all LED chip factories.
In response to the key issues in the above-mentioned LED lighting market, Li Cunzhong, Associate of Lonta's Electronic Optics and Components Division, pointed out that Lunda has the advantages of backlight economies of scale and one-stop vertical integration, so that the basis for cutting into LED lighting can have a good play in the bulb lamp. On the other hand, Ronda entered the general bulb market with the cost-competitive advantage of 5630 mass production, and provided high-quality COB products by producing high-quality backlighting technology to further meet the high-end LED bulb market. In terms of lamps, due to the extremely high similarity with the backlight products, Ronda can replace the existing low-power packages with similar packaged products to establish a more competitive cost advantage.
Chip makers' direction
In general, if LED lighting is to quickly introduce and replace traditional energy-saving lamps and incandescent lamps in 2011, it is necessary to start from two aspects, one is to increase the brightness of the chip; the other is to standardize the light source module. In terms of improving the brightness of the chip, it is necessary to rely on the most upstream LED chip suppliers to continuously improve the LED chip process, in order to increase the LED light efficiency and production yield, and thus reduce production costs. For example, in 2010 OsramLED lighting luminous efficiency has reached 134 lumens / watt, in order to enhance the brightness of LED lighting, OSRAM is mainly to improve the efficiency of the blue light LED chip light conversion, although the blue light LED chip light conversion efficiency is difficult to reach 100%, etc. The issue will lead to white LEDs achieving an upper limit of luminous efficiency. However, according to the R&D level, Osram now uses blue LED chips with a light conversion efficiency of 60%, and cool white LEDs with a luminous efficiency of 155 lm/W have been obtained. (Driven at 350mA current).
Observing Osram's plans for LED lighting products, which have focused on building and situational lighting from 2007 to 2008, and focused on additional functional LED lighting applications from 2009 to 2010, gradually moving to 2010-2011 general lighting, office/shopping Lighting, therefore, OSRAM stated that the company will focus on improving lighting quality and emphasizing LED lighting design. With Osram continued to enrich solid-state lighting products based on LED, its solid-state lighting not only covers the 0.1-10W product line, but also a wide range of applications, and Osram minimized 1WLED components, in addition to thin, light and other design advantages, but also more conducive to Reduce costs and increase product reliability.
In terms of standardization of the light source module, it is necessary to rely on various regulations and provisions of various countries for LED lighting module lamps, to further promote the institutionalization, standardization, and simplification of LED lighting module systems worldwide. In particular, the current market is filled with irregular specifications and The uneven quality of LED lighting products will not be conducive to building consumer confidence. Therefore, it is necessary to clearly formulate basic regulations for LED modules, so that the LED lighting market can be used to eliminate the mechanism, in order to improve the LED lighting market and build consumer confidence, so that there is a way to replace the traditional energy-saving lamps and incandescent lamp market.
Warm white new technology, industry research and development
For the 'warm white' topic of LED lighting, Zhou Mingjun, general manager of Epistar, pointed out that warm white light gives people a warm feeling. In white light sources used for lighting, the proportion of warm white is as high as 60% or more. About 30% or so.
In order to achieve the warm white effect of LED lighting, blue LEDs are generally used together with red phosphor, but when warm white is adjusted, it will be about 35% less light efficiency than cold white. Epistar is a series of high-voltage blue LEDs using semiconductor processes. With the ultra-efficient red LED, a warm white light source that takes into account both ultra-high efficiency and high color rendering, in addition to breaking the bottleneck of luminous efficiency, can also more truly and naturally present colorful colors.
Zhou Mingjun further pointed out that Epistar's ultra-high efficiency warm white high voltage light emitting diode (HighVoltageLED, referred to as HV), not only can simplify the client AC / DC circuit design and reduce the efficiency loss of the voltage drop, but also allows the LED in a higher efficiency The low-current mode emits light, while the LED has the characteristics of energy saving and long life. The light bulbs and lamps developed using this light source can exhibit the highest light-emitting efficiency and high color rendering, and Zhou Mingjun believes that it can certainly create in the LED lighting market. Great business opportunities.
Zhou Mingjun further analyzed the glory of the LED lighting industry from the perspective of technological development. He pointed out that incandescent light bulbs will soon be banned, so LED's main competitor is energy-saving lamps, and LED is bound to fight with them in price. Therefore, the technological development focus of LED chips has shifted from the past lm/W to emphasize lm/ $; Moreover, in indoor lighting applications, it is the situation where HV/ACLED and DC LED compete with each other.
It is generally believed that LED general lighting will have an explosive growth in 2011, in particular, the demand and demand area of ​​LED bulbs will rapidly grow at double speed, and another application with explosive growth potential is T5/T8 office lighting. Li Cun, Associate of Lonta's Electronic Optics and Components Division, said that compared to the high unit cost of LEDT5/T8 lamps in 2010, the attitude of manufacturers and lighting users waiting to see and stand in the same place will start. This will be the second quarter of 2011. There will be a major reversal of 180 degrees.
In addition, it is worth noting that mainland China is the production center of the international lighting market. In 2011, the market for bulb lamps will surely shine. Moreover, the Chinese government has spared no effort in promoting policies to save energy and reduce carbon emissions. Under the blessing, the mainland LED lighting market will grow rapidly in 2011. Border=0>Lunda Electronic COB Packaged Light Source Products
LED supply and demand will be balanced this year
In 2010, due to the widespread adoption of LED backlight LCD TVs (LED TVs) and the aggressive expansion of LED TV market penetration by international TV manufacturers, the supply of chips needed in the lighting application market was crowded out, causing LED chips to be in short supply. Especially small and medium power chips shared with the backlight market are particularly noticeable. However, with the Chinese government's incentive subsidy policy, in 2010 China's LED chip manufacturers purchased a large number of MOCVD machines for LED production equipment. It is expected that the peak volume and installed capacity of China's LED chip manufacturing plant MOCVD will fall in 2011. Therefore, the supply and demand of LED chips are expected to return to normal quickly in 2011. However, some companies pointed out that if the TV penetration rate rapidly increases to more than 60%, or if the bulb lamp market grows rapidly, the shortage of LED chips may continue until 2011.
Focusing on LED lighting business opportunities, various LED chip makers have long been in the layout for a long time. Lunda Li Cunzhong pointed out that the lighting products offered by Lunda Electronics are readily available from large, medium and small power packages, chips, and optical modules. Demand, together with a complete LED industry chain structure, the above, the middle and the downstream one-stop approach to design and production, it is sufficient to meet the huge demand and rapid changes in the market, can quickly meet many different customer specifications, in terms of capacity planning In response to market changes, Londa's production capacity in 2011 will surely increase with customer demand. Li Cunzhong also emphasized that the current global LED backlight module factory and the world's lighting manufacturers are all extremely important customers of Lunda. In terms of lighting, including various LED bulb modules, LEDT5/T8 lamps, Lunda has been continuously supplying large quantities since 2010. “However, due to important confidentiality agreements with customers, the contract details Can't tell," he explained. Lunda Electronics is currently the top three LED manufacturing companies in Taiwan.
In addition, Cree has announced the introduction of the industry's first LED lighting array - XLampCXA20 LED array, can achieve the brightness of the 60WA type incandescent lamp with 11W power, this product is expected to accelerate LED lighting innovation. According to Cree, the CXA20 array is housed in a single, uniform optical system, a 22mm x 22mm compact package, and can be fixed with just two screws, helping customers who need a single device in a light source design to streamline their manufacturing processes and use it. In traditional downlight applications, the CXA20's lamps are 38% more bright than 26W compact fluorescent lamps (CFLs) or incandescent bulbs of 100W, and the input power is only 14W. At the same time, the CXA20LED array provides 1,050 lm and 2,000 lm of luminous flux at 11 W and 27 W input power, respectively, and a warm white temperature of 3000 K.
Cree Company stated that Cree will continue to introduce the most comprehensive series of lighting-level LED products to the market, ensuring the best LED light source for lighting applications, meeting the expectations of lighting equipment manufacturers for achieving high levels of lighting-grade performance, while at the same time wanting to simplify indoor LED lighting Design and manufacturing requirements. Currently, the CXA20 LED array has begun sampling, and it is expected to be produced in Q1 at the end of 2011.
LED chips and module costs will quickly decline
Looking forward to 2011, it can be expected that the demand for mid-power chips and COB products will increase significantly. As for price changes, the industry generally believes that production officials and research institutes all over the world are fully committed to the development and large-scale expansion of the chip factory in 2010-2011. Under the production, the overall cost of LED chips and modules will rapidly decline in 2011. Moreover, the continuous breakthrough of LED chip key technologies will also drive down the overall price of LED lighting chips and modules, and the popularity of LED in the lighting market will be large. Increased in magnitude.
Exploring the global LED industry ecology, basically, the European, American and Japanese manufacturers entered the LED industry early and mastered patents, so most of them are adopting a high-price strategy in terms of pricing. However, at present, suppliers of LED chips and modules such as Europe and the United States, Japan, etc. are upgrading. The market share has been continuously adjusting the unit price of chips and modules, and there has been almost no big difference between the sales unit price of Taiwan and South Korea's chip factories, forcing Taiwan and South Korea's chip module factories to constantly accelerate the development of new process technologies, and improving the efficiency of their own products. LED chip factory to compete.
Everlight Electronics Chairman Yipiao Ye said on the LED industry's situation that, in light of the LED demand in 2010, the demand for TV backlighting continues to grow, and it is expected that the growth rate in 2011 will increase even more, and the much-anticipated LED lighting will be in 2010. The year can be said to be a small step forward, and 2011 is expected to take a big step. Ye Xifu also pointed out that the LED industry in Taiwan is quite complete in the middle and lower reaches of the LED industry, as well as materials and equipment. Follow-up development is quite promising.
In terms of capacity, Taiwan’s LED output is currently the world’s largest, but its output value is still below Japan. This is because key patents and technologies are still in control of chip factories in Europe, the United States and Japan, and Taiwan’s chip makers are only strategic Cross-licensing strategies such as patents can only survive under the attack of the chip makers of the United States and Japan. In addition, the Taiwanese chip factory has the best chip R&D personnel in the world, which is also lacking in chip makers in other countries. In mainland China, it has the largest market demand structure in the world, with the best manpower, materials, and many others. As a result of precious resources, many companies believe that Taiwan and mainland China will undoubtedly play a leading role in the global LED industry's ecological development.
LED lighting still need to overcome the problem
Although LED lighting is hot, it cannot be said that there are still several problems that must be overcome. First of all, the cost and total luminous flux of LED lighting modules are still the biggest problems on the market. According to industry experts, compared with the previous two years, the overall purchase cost of LED lighting modules will decline significantly in 2011, but the cost of initial LED lighting module purchase and construction is still much higher than that of traditional lighting by 5 to 10 times. .
Take Japanese manufacturers' LED bulbs as an example. The 8.2W LED bulb light system has a lumen system of 550lm-650lm, which is approximately 2,980 yen, equivalent to RMB 250. As for the conventional 23W lamp system, the luminous lumen is 1,200lm-1. The market price of 500lm is about RMB 30. It can be seen that if consumers switch to LED bulbs, they would need to pay 15 to 20 times more construction costs if they want to get the lumen luminous flux of traditional energy-saving bulbs. How to drastically reduce the cost of LED lighting modules and increase the production efficiency of LED chips is the primary issue for all LED chip factories.
In response to the key issues in the above-mentioned LED lighting market, Li Cunzhong, Associate of Lonta's Electronic Optics and Components Division, pointed out that Lunda has the advantages of backlight economies of scale and one-stop vertical integration, so that the basis for cutting into LED lighting can have a good play in the bulb lamp. On the other hand, Ronda entered the general bulb market with the cost-competitive advantage of 5630 mass production, and provided high-quality COB products by producing high-quality backlighting technology to further meet the high-end LED bulb market. In terms of lamps, due to the extremely high similarity with the backlight products, Ronda can replace the existing low-power packages with similar packaged products to establish a more competitive cost advantage.
Chip makers' direction
In general, if LED lighting is to quickly introduce and replace traditional energy-saving lamps and incandescent lamps in 2011, it is necessary to start from two aspects, one is to increase the brightness of the chip; the other is to standardize the light source module. In terms of improving the brightness of the chip, it is necessary to rely on the most upstream LED chip suppliers to continuously improve the LED chip process, in order to increase the LED light efficiency and production yield, and thus reduce production costs. For example, in 2010 OsramLED lighting luminous efficiency has reached 134 lumens / watt, in order to enhance the brightness of LED lighting, OSRAM is mainly to improve the efficiency of the blue light LED chip light conversion, although the blue light LED chip light conversion efficiency is difficult to reach 100%, etc. The issue will lead to white LEDs achieving an upper limit of luminous efficiency. However, according to the R&D level, Osram now uses blue LED chips with a light conversion efficiency of 60%, and cool white LEDs with a luminous efficiency of 155 lm/W have been obtained. (Driven at 350mA current).
Observing Osram's plans for LED lighting products, which have focused on building and situational lighting from 2007 to 2008, and focused on additional functional LED lighting applications from 2009 to 2010, gradually moving to 2010-2011 general lighting, office/shopping Lighting, therefore, OSRAM stated that the company will focus on improving lighting quality and emphasizing LED lighting design. With Osram continued to enrich solid-state lighting products based on LED, its solid-state lighting not only covers the 0.1-10W product line, but also a wide range of applications, and Osram minimized 1WLED components, in addition to thin, light and other design advantages, but also more conducive to Reduce costs and increase product reliability.
In terms of standardization of the light source module, it is necessary to rely on various regulations and provisions of various countries for LED lighting module lamps, to further promote the institutionalization, standardization, and simplification of LED lighting module systems worldwide. In particular, the current market is filled with irregular specifications and The uneven quality of LED lighting products will not be conducive to building consumer confidence. Therefore, it is necessary to clearly formulate basic regulations for LED modules, so that the LED lighting market can be used to eliminate the mechanism, in order to improve the LED lighting market and build consumer confidence, so that there is a way to replace the traditional energy-saving lamps and incandescent lamp market.
Warm white new technology, industry research and development
For the 'warm white' topic of LED lighting, Zhou Mingjun, general manager of Epistar, pointed out that warm white light gives people a warm feeling. In white light sources used for lighting, the proportion of warm white is as high as 60% or more. About 30% or so.
In order to achieve the warm white effect of LED lighting, blue LEDs are generally used together with red phosphor, but when warm white is adjusted, it will be about 35% less light efficiency than cold white. Epistar is a series of high-voltage blue LEDs using semiconductor processes. With the ultra-efficient red LED, a warm white light source that takes into account both ultra-high efficiency and high color rendering, in addition to breaking the bottleneck of luminous efficiency, can also more truly and naturally present colorful colors.
Zhou Mingjun further pointed out that Epistar's ultra-high efficiency warm white high voltage light emitting diode (HighVoltageLED, referred to as HV), not only can simplify the client AC / DC circuit design and reduce the efficiency loss of the voltage drop, but also allows the LED in a higher efficiency The low-current mode emits light, while the LED has the characteristics of energy saving and long life. The light bulbs and lamps developed using this light source can exhibit the highest light-emitting efficiency and high color rendering, and Zhou Mingjun believes that it can certainly create in the LED lighting market. Great business opportunities.
Zhou Mingjun further analyzed the glory of the LED lighting industry from the perspective of technological development. He pointed out that incandescent light bulbs will soon be banned, so LED's main competitor is energy-saving lamps, and LED is bound to fight with them in price. Therefore, the technological development focus of LED chips has shifted from the past lm/W to emphasize lm/ $; Moreover, in indoor lighting applications, it is the situation where HV/ACLED and DC LED compete with each other.
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