Yesterday, the reporter learned from Quanzhou Entry-Exit Inspection and Quarantine Bureau that in the first 7 months of this year, the export price of new LED light source lamps in our city was around US$6.4. This price is less than half of the current price of LED lighting in the United States and Japan.
The price does not go into low-end dilemma
It is understood that in the past year due to the decline in the price of LED chips, which led to the general decline of 30% of LED lights, the current average price of 30-100 yuan. In the first 7 months of this year, the city exported 915.32 million new light source lamps (sets) with a value of 59.439 million US dollars. According to a rough estimate, the price of each set is about 6.4 US dollars, which is about 40 yuan, only slightly. Higher than the lowest price in the industry.
This is a far cry from the price of LED products produced by companies such as Japan and the United States. Insiders pointed out that the market price of LED lighting in the United States in 2010 is about 40 US dollars, and in 2011 it is expected to drop to around 15 US dollars. The prices of LED lighting products introduced by Japan's five major traditional lighting manufacturers, Sharp and Toshiba, reached a minimum retail price of US$18 in June 2011. This price level is approximately three times the price of LED lighting in our city.
Competitive homogeneity
"The decision to determine the price of LED lighting is the core part of the chip, accounting for at least 1/3 of the cost of LED lighting. Different chips, the price difference is very large." Insiders pointed out that the most expensive is the United States chip, followed by the Japanese chip and the German chip , And the domestic chip prices are lower, and its heat dissipation is also poor.
Analysts pointed out that due to the late start, compared to developed countries in Europe and the United States, there is a considerable gap between domestic LED industry market size and technology. The reason is mainly the lack of core patents, especially the most critical issue of the thermal balance of white light and high-power LED lamps. It has been monopolized by the United States and Japan and suppressed the development of China's industries.
In fact, this is the difficult problem that Quanzhou LED industry can't get around. In the LED industry chain, Quanzhou enterprises are still mainly distributed in the middle and lower reaches of the packaging, applications, etc., the upstream substrate, epitaxial wafers, chips rarely involved. The latter accounted for about 70% of the industry's profit, while the former accounted for only 30%.
Huang Shuiqiao, director of the Quanzhou LED Industry Technology Innovation Strategic Alliance, pointed out that currently there are two or three hundred LED companies in Quanzhou, and only one company in Jinjiang is engaged in chip R&D and production. In fact, there is no innovation and R&D, just like people are doing. Like processing, the added value of the product is very low. Due to the imperfect industrial chain, the company's models and products are similar, and vicious competition among enterprises is mainly reflected in low-price competition.
Upstream and downstream cooperation to break the patent barrier
Quanzhou Exit-Entry Inspection and Quarantine Bureau lighting inspection experts pointed out that Japan and the United States hold the most core technology in the industry. Due to the technical blockade, local companies will always receive secondary and tertiary technologies and products, and the products produced using these technologies will always be produced. To face the risk of patent infringement claims by others.
“However, in two or three years, a group of key white LED field core patents will continue to enjoy a 20-year patent protection period. This is exactly the time when some of the more powerful Quanzhou enterprises are involved in the upstream of the industrial chain to carry out core technology investment and R&D. "Yellowwater Bridge said.
In addition, for some companies that are unable to carry out core technology research and development, experts suggest that upstream and downstream cooperation can be considered. For example, Xiamen LED leading enterprises occupy a leading position in the chip technology research and development in the upstream of the industrial chain, but the production power in downstream product applications and packaging is weak, and Quanqiu has advantages in this respect. This brings about the cooperation space, LED industry division of the industrial chain, industry leading companies to carry out upstream technology research and development, SMEs can expand their own through application, packaging links.
The price does not go into low-end dilemma
It is understood that in the past year due to the decline in the price of LED chips, which led to the general decline of 30% of LED lights, the current average price of 30-100 yuan. In the first 7 months of this year, the city exported 915.32 million new light source lamps (sets) with a value of 59.439 million US dollars. According to a rough estimate, the price of each set is about 6.4 US dollars, which is about 40 yuan, only slightly. Higher than the lowest price in the industry.
This is a far cry from the price of LED products produced by companies such as Japan and the United States. Insiders pointed out that the market price of LED lighting in the United States in 2010 is about 40 US dollars, and in 2011 it is expected to drop to around 15 US dollars. The prices of LED lighting products introduced by Japan's five major traditional lighting manufacturers, Sharp and Toshiba, reached a minimum retail price of US$18 in June 2011. This price level is approximately three times the price of LED lighting in our city.
Competitive homogeneity
"The decision to determine the price of LED lighting is the core part of the chip, accounting for at least 1/3 of the cost of LED lighting. Different chips, the price difference is very large." Insiders pointed out that the most expensive is the United States chip, followed by the Japanese chip and the German chip , And the domestic chip prices are lower, and its heat dissipation is also poor.
Analysts pointed out that due to the late start, compared to developed countries in Europe and the United States, there is a considerable gap between domestic LED industry market size and technology. The reason is mainly the lack of core patents, especially the most critical issue of the thermal balance of white light and high-power LED lamps. It has been monopolized by the United States and Japan and suppressed the development of China's industries.
In fact, this is the difficult problem that Quanzhou LED industry can't get around. In the LED industry chain, Quanzhou enterprises are still mainly distributed in the middle and lower reaches of the packaging, applications, etc., the upstream substrate, epitaxial wafers, chips rarely involved. The latter accounted for about 70% of the industry's profit, while the former accounted for only 30%.
Huang Shuiqiao, director of the Quanzhou LED Industry Technology Innovation Strategic Alliance, pointed out that currently there are two or three hundred LED companies in Quanzhou, and only one company in Jinjiang is engaged in chip R&D and production. In fact, there is no innovation and R&D, just like people are doing. Like processing, the added value of the product is very low. Due to the imperfect industrial chain, the company's models and products are similar, and vicious competition among enterprises is mainly reflected in low-price competition.
Upstream and downstream cooperation to break the patent barrier
Quanzhou Exit-Entry Inspection and Quarantine Bureau lighting inspection experts pointed out that Japan and the United States hold the most core technology in the industry. Due to the technical blockade, local companies will always receive secondary and tertiary technologies and products, and the products produced using these technologies will always be produced. To face the risk of patent infringement claims by others.
“However, in two or three years, a group of key white LED field core patents will continue to enjoy a 20-year patent protection period. This is exactly the time when some of the more powerful Quanzhou enterprises are involved in the upstream of the industrial chain to carry out core technology investment and R&D. "Yellowwater Bridge said.
In addition, for some companies that are unable to carry out core technology research and development, experts suggest that upstream and downstream cooperation can be considered. For example, Xiamen LED leading enterprises occupy a leading position in the chip technology research and development in the upstream of the industrial chain, but the production power in downstream product applications and packaging is weak, and Quanqiu has advantages in this respect. This brings about the cooperation space, LED industry division of the industrial chain, industry leading companies to carry out upstream technology research and development, SMEs can expand their own through application, packaging links.
Fenghua Jade Motor Co., Ltd. , http://www.nscircuitbreaker.com