In the first half of the so-called LED lighting explosive growth did not cause blowout performance LED drive power supply industry.According to the high LED industry research institute (GLII), according to the survey data in the first quarter of the LED power supply enterprise orders are generally better than that of last year, but in the second quarter began to appear a small decline in orders.As for the reason, someone come down to the inherent law of industry off-season, others due to lighting virtual growth results.
As light chip prices falling, the power supply in the whole cost of small and medium-sized power lamps and lanterns of gradually increase, the current in the common type lamps and lanterns of cost proportion has been raised to 10%, 20%, the general type lamps and lanterns cost proportion is as high as 20% - 30%.To some extent, this also reversed transmission drive power supply product price must go down.
"In the first half of our price and lost some."Shenzhen waterford hin energy-saving technology co., LTD. Vice President Mr Li deeply helpless.
In fact, the cost of the power industry more dependent on the components price, a lot of raw materials such as wire, PCB is the development of the industry for many years, it is difficult to have a decline in space.Only cut way in technological upgrading, and optimization of structure design to increase efficiency, improve integration, minimize the number of components, and to achieve the unity of the specification.But at present the power drop speed development speed has more than the pursuit of quality of power supply companies, making them somewhat unprepared.
Low margin areas
According to high LED research institute (GLII), LED driver power supply market scale is 10.1 billion RMB in 2012, up 37% from a year earlier.By the end of 2012, China has a certain scale of the LED drive power supply enterprises (note: refer to the mainly sales of LED drive power supply enterprise, does not contain only for their supporting and production application of drive power supply enterprises) is more than nearly 400.
From the point of data, the LED power demand has increased, but in front of the large base, 400 companies, obvious excess of supply and demand.At present, the industry generally defines the boundary between the medium and small power sources in 18 w, power sources in the generally applied to the tube lamp, lamp, floodlight, project-light lamp, low power supply is mainly used in the ball bubble lamp, lamp.
According to high Zhang Hongbiao LED industry research institute director introduces, at present the power of the hardest-hit areas mainly in the field of small power LED drive power supply, especially the application in low wattage bulb lamp, tube products on the power part, market competition is intense, the price war particularly brutal.
The current industry is generally reflect that a lot of small factory to do the price is low to the point of it is hard to imagine."Some of the manufacturers, they will receive orders directly to individuals at home, completely eliminate the factory rent and operating expenses, the cost than how can we?"The personage inside course of study says.
The reporter understands, at present the 3 w bulb lamp power supply, the minimum can sell for about $18, through relevant certification in the end of the product price is in commonly 48 yuan, the price of high-end products in 5 to 6 yuan, the highest of the seven or eight yuan a, too.
"Now polarized in the industry is very serious, the good is really good, the bad, there is no order."Shenzhen DE at photoelectric Wu Jie general manager told reporters that estimates the industry average profit margins at around 15% to 25%, high-end products to estimate can do this level, the lower part of the now 10% of the profits were single.
"Some companies now cry out price, was disrupted the market order."Redford, managing Zhou Honglin no bottom line of the low price for some companies now grab single very angry, low price competition, must give up profits, give up the profit is bound to affect the development and quality control."We are going to the ball bubble lamp power supply market basic give up, because these guys make market too messy."
Companies began to steering
As the saying goes, cheap goods is not good, moreover is very cheap.A Beijing production LED water cooled lamp enterprises, the company is not big, but insist on getting the product, so has a high requirement on the power supply."LED water light volume is small, so the power of space can't be too big."Company director told reporters that are not purchased power because outsourcing power supply can not meet the demands of life.
And the company, now many LED lamps factory has not believe that outsourcing the quality of power supply, investment form a complete set of production line produces its own power supply."If the order quantity is enough, LED lighting enterprise can make their own power, and more cost-effective, at least cost can be reduced by more than 20%."Levy, general manager of photoelectric Tan Jian said.
"Small and medium power LED drive power supply also several points, tube light, panel light a few watts to 10 watts of all have, only the high power have a heat problem, small power sources and no cooling problem, also don't have much technical threshold. For example, general sun lamp life in 6000 hours, probably now leds as long as more than this life can be accepted by the market. Now the sun light on their own, such as lamps and lanterns is essentially a consortium, fujian and gravels small power sources."Hangzhou sent wei, general manager of the power supply Ye Jianbo said the brand the opportunity to drive power supply manufacturer may still be in power.
Jing Chen, general manager of electronic Wang Xingang, said many brand power drive power supply, small and medium enterprises have largely given up the small power supply market, focus on the high-end power in the field of power, or transformation into high-power power market.
New technology impact
Since the market, the pursuit of lower cost, then the current IC factory has launched a cheaper lamps and lanterns of small power to power supply solution is just to cater to the market demand.This approach only need IC, rectifier bridge, and capacitance component got the minimize, cost can be equivalent to 3 w bulb lamp power supply, the cost of 1 yuan can replace on the function.It is said that there are lighting companies, such as wood Tomlinson began trying to use this new solution.When this scheme is mature and widespread application of small power LED drive power supply enterprises will be closed from now on.
But for the new technology, the power supply manufacturers have their own views.Wang Xingang believe that now everyone in small power, no power supply solutions, has small power supply enterprise has had an impact, they will face to the difficult situation of the transformation of.
"We don't believe in this technology, a few years ago we got the technical plan, but hasn't been on."The main shigeru high-power LED drive power supply, power supply to recognize Wu Chunxiao (SZ002660) vice President said.
More than they currently expressed doubts for this solution, because this solution on the safety, grain of difficult technical problems have not been perfect.Based on the export of lamps and lanterns must accept regular safety test, although this solution while on cost can be lower, but the present stage is not suitable for export and positioning high-end lighting of LED lamps and lanterns of enterprise application.
But a few days ago, Taiwan da xin electronics market marketing Zhang Xiuyuan product marketing project manager made it clear to the reporter, they aimed at high voltage linear IC drive scheme of small power has successfully solved the ripple and EMI problem, existing clients to success of our products are exported to the United States.
But from the point of whole IC factory development progress, the industry has to estimate, the technology next year will be completely mature and widely used.