Shigeru has only LED power supply of the listed company to realize power supply (SZ002660) announced its medium and small power LED power supply is developed, enter the authentication stage, in the second half is expected to market in an all-round way.
In fact, the domestic LED power supply industry appear "door" phenomenon, early in 2011 is given priority to with high-power outdoor power supply of the feit began promoting small and medium-sized power sources.And Taiwan Ming weft also has been committed to the outdoor and indoor power "legs".In the first half of this year, LED high-power power supply gross profit fell 10%, the medium and small power sources on average gross margin is running at only 15% to 15%.The weak global economy, China LED the present situation of the power industry supply exceeds demand, let the market competition day by day serious, the price war had begun.
, new technology is about to break through the weight of the performance pressure, under the condition of natural landscape of LED power supply is gradually being broken, the market will evolve?On this, we invited the power industry leading enterprises, power to recognize the chairman Gu Yongde, redford Zhou Honglin, wei, general manager of the power supply, managing Ye Jianbo, foshan igor electric utility Zhang Tie radium, but Eric Xiao Jin, general manager, general manager of the current problems existing in the LED power supply industry is presented their views.
Reporter: the current LED power supply and medium and small power sources are all faced with the harsh realities of price decline, the decline in gross margin, what are the major factors leading to this phenomenon?At present, high power, speed of falling prices in the medium and small power sources are reasonable?
There are many cases Gu Yongde: falling prices.Have a plenty of cost reduction, the price drop in nature;Have a plenty of competition in the market led to a price war;Still have a plenty of enterprises malicious price cut to crowd out competitors.
Decline in gross margin of the main factors are: the first is the low-quality low-priced products.At present the whole LED industry in the development stage, the terminal application products price confusion, is in disorder competition, as the form a complete set of power supply products, also implicated, a large number of low-quality low-priced products flooding the market, must lower the gross profit margin on the whole industry.The second is the intensified competition in the industry, high-end manufacturers for market share, reduced product gross margin.Third, the relative mass production of products, reduce cost, pricing is imperative.
LED is a sunrise industry, at present the whole industry chain investment overheating, the rapid development of standards and not come out to guide and standardize the industry at the same time, the prices of the nature of the reaction is the industry's competition.Prices fall too fast, of course it is not reasonable.
Ye Jianbo: don't put the LED drive power supply when high-tech product, also don't think of it products.Technical barriers to the industry is not high, from the point of the whole power supply technical background, LED drive power supply technology content is far below the communication power supply, power supply, it is one of the most commonly used in industrial power supply, so the threshold low also means that the competition is fierce.
Who will eventually tend to rationalize profits, market competition, to achieve the best cost performance products, who will be able to access to the market.From several mainstream power supply enterprise product prices, is still reasonable.Some short-term behavior of the company's price, that is I can't imagine, but the market demand, is to provide.
LED has its particularity, it needs to research and development, production, purchasing, quality control and a series of cooperation platform.These platforms is directly related to the quality of products, and form the platform, will take time.But at that time the price fell sharply obviously unreasonable.
Zhou Honglin: according to my position, LED products is civilian products, so as the maturity of the product and further promotion will increase demand, hot money after entering the industry in this technical threshold is not high, excess capacity.Many enterprise to survive is led to the vicious competition, caused a decline in gross margin.
Falling prices are normal, in the face of such situation enterprises consider oneself should do what choice: go with the flow or adhere to quality and innovation?The competitiveness of the products is to look at it the front end of the internal control ability of resource integration capability and enterprise itself.The high-power power and speed of falling prices in the medium and small power sources are looking at a little beyond my expectations, because of the demand of the market has not really started, this fellow also suggests that we face the survival pressure, also called for peers don't do some vicious competition, in order to guarantee the sustainable development of the industry.
Zhang Tie radium: business, increasingly fierce competition in the market, before leishi, op, SanXiong didn't involved, but now they are promoting.Lamps and lanterns first spell price, power supply price.Also because the price of lamps and lanterns, has been gradually open the market, but the supply is always greater than the demand, the price decline is inevitable trend.
Reasonable prices fall, not unreasonable, to cater to the market demand is the most important thing.But now the power demand is hierarchical, we locate in the high-end, we gave up some gross margin is too low.
Reporter: at present, the power plant widely exist many varieties, not large mass problem.What do you think the main reason is that?In the future, is to lighting led power supply, or the power led lighting development?
Gu Yongde: mainly is the product application terminal not standardized.Application each to develop products that manufacturing enterprises, as a product of form a complete set of lamps and lanterns of the power of natural is according to the customer's technical requirements in the development of power sources and power caused by variety, but various products can't large mass.This caused a lot of waste, including development cost, manpower cost, the cost of raw materials, etc.The power cost is not down, application of purchasing cost also come down, the final cost or fallen upon the final user.As for the latter problem, I don't think who guide whose problems, but rather complementary to each other for development.
Ye Jianbo: mainly because there is no standard, each application back-end enterprise research and development department, according to their own understanding of light source and lamps and lanterns, requirements and selection of power supply, thus causes the power production enterprise, unceasingly to the customer to do custom requirements.In the second half, we introduce a fully digital power supply, can realize power, the power and voltage is adjustable.
Xiao Jin: at present, the domestic has been basically formed a complete LED semiconductor lighting industrial chain.But from an industry perspective, is still in the early stages of the development of emerging industry, so the LED lighting industry also shows the characteristics of this stage of development.The industry is more dispersed, the market is in disorder competition, enterprises with low barriers to entry, thus many enter the micro, small and medium enterprises in the industry.The lack of a uniform product specifications and standards, each of the downstream enterprises of lamps and lanterns is proposed according to the design requirements of the whole lamp power demand, so lead to form a complete set of LED power supply specifications and variety.Is common and is in the early stage of the market development, small and of the problem of batch, this feature will continue for a period of time.
But in the next three to five years, the market will be broken, industry concentration will be greatly increased, the formation of large-scale production.Those who have the power, pay attention to build product platform of technology, quality and cost control of the enterprise will win.This is because as the industry further standardize and perfect product standards and lumens per watt price cut continuously, the market becomes more and more accept LED lighting products, into the high speed development, the companies to gain market competitive advantage will continue to optimize the integration of its products, both at the same time in the product differentiation of standardization, standardization, scale manufacturing to reduce costs, ensure the consistency of quality, this is also the process of evolution and the industry reshuffle.
LED power supply for LED lighting products, one of the key components in the future, the development of LED lighting and LED drive power supply technology will complement and promote each other.In terms of lighting, people in the pursuit of beautiful world of light and the light of the efforts to create a comfortable environment at the same time, the purpose of energy conservation and emissions reduction.This requires more efficient power and can realize the free control of the light source, led digital power technology, low loss, long life, high efficiency circuit topology of key components and materials research and development direction.At the same time, the development of new high efficient power solutions and dimming technology, even the development and application of information technology will be compared with the existing lighting the biggest advantage of LED lights.
Zhou Honglin: I think the main reason is due to the LED lamps and lanterns does not have a unified standard in the world, such a light source, power supply, lamps and lanterns is not qualified.Continuous casting manufacturers can only according to the customer's demand, or according to the most cheap and simple design.I think that will eventually to guide the development of lighting power supply, power, after all, is to determine the main aspects of safety!
Zhang Tie radium: everyone is facing this problem, or related and standardization work, LED development soon, standard lag, made no one, I think the first thing should be standard light source.There is no standardized, test is everyone's rapid response ability, but the standard, once set, it is easier to do it, thoroughly become processing enterprises.Should be lighting led power supply.
Reporter: how do you think a low price, low quality of power supply can also join the market competition, and occupy a market share?
Gu Yongde: along with the industry and market maturity, especially LED reshuffle process is accelerated, there must be a batch of no technical content, no money, no quality assurance of enterprise of "3 without" collapse, the future market or those who have the core competitiveness of enterprises for the mainstream market.
Ye Jianbo: first, from the point of view of market demand, hierarchical.Provide each have a share, especially for an emerging industry, in the end did not form a real brand and pattern before, there are all kinds of demand, and even lower prices there will be a certain proportion, the terminal use because interest drive.However, if truly value and respect your customers, you do not have to worry about the final formation of the market.
Zhou Honglin: there are caused by demand, as some of my clients can't always tell me to use redford power supply, and said: "I don't want your 3 years quality guarantee for 24 hours, 1 year is enough, I don't want your uplines ZhiTongLv 3 ‰, as long as no more than 5%."I can only smile, because it is not our target customers, and also is not the mainstream of the market.
From 2008 to 2013, LED power supply industry blustery, a lot of power supplier done are flawed, but in the end is just a flash in the pan.This kind of power supply must be some and will continue, but it does not exceed 20% of the market share.It is also contribute to the market, that is, to accelerate the reasonable competition in the industry.
Zhang Tie radium: in a period of rapid development, all levels of demand is very normal, after the mature markets such as the low demand will be eliminated.
Reporter: high-power power supply of power supply enterprise before into the medium and small power sources areas were refers to the category is not complete, and the power supply, small and medium enterprises into the high-power power supply domain is refers to the technology difficult to admit defeat, how do you think about these questions?In a short period of time of high-power power supply, small power supply or distinct landscape?Will be in the future will be how?
Gu Yongde: we should be at the level of industry comprehensive look at this problem, this is a good thing to each other areas, suggests that the power supply enterprise in order to more comprehensive power markets, or in order to achieve greater market share, both from product planning, product technology promotion and the marketing aspects are in all-round development, which is a precursor to industry comprehensive development of prosperity.But from the enterprise level, will make the enterprises feel more competitive, no matter where a market segmentation, there are many rivals in competition with you.This short-term hard to decided, but line is not so clear now.If points out, in the absence of a large market shocks, the enterprise will not risk to crossover.
Ye Jianbo: the size of the power of power supply products, its technical requirements, use completely different, such as the environment, one on the basis of safe and reliable driving time. Just a simple light, the big deal is broken, change a.So from the technical point of view, the two are completely different grades of products.Look from the production, the product of small power is simpler, the production process is the same as the high-power products, but on the detection means complete.
Zhou Honglin: high-power power supply manufacturers into the small and medium-sized power section of the category of the market situation is true, but of power, small and medium enterprises into the high-power power supply domain is refers to the technology difficult to admit defeat, I think this problem is to examine.A short time power source and small and medium-sized territory or distinct power supply, and because they are in the market, after all, the precipitation had so long, but the future market, buyers will naturally to make a choice.
Zhang Tie radium: we have done three or four years, high-power power and small power sources or distinguishing.High-power power supply cost of energy is not enough, so that we in this there has been no big breakthrough.Outdoor power has its particularity, but also is not unattainable, no outdoor lamps and lanterns of practice it is hard to get customers first.But some such as street lamps tender, there is a local characteristics, we also have a chance.
Reporter: at present the LED power supply companies listed there is only one, but a lot of power supply enterprises in the IPO queue, once these companies have successfully listed, the pattern of power market will be how?
Ye Jianbo: how the power market in the future?I don't think the listed with listed doesn't necessarily mean that a strong and share.Who can really fit the needs of customers, who can truly to achieve the optimal ratio of the products, who can be the last laugh.I never think the market is fixed, from "the boss" do bankruptcy, never known, and also the prosperity of strong story do over a long period of time.So, I think don't talk about landscape, only talk about yourself, what you have, can do, the customer need what, did, you must be, must be strong.
Zhou Honglin: market pattern will not change is too big, any enterprise must ensure that its reasonable profits, to have the opportunity to ensure the benign development of the company.
Zhang Tie radium: no change.Enterprises need to precipitate, these are not listed can solve a problem, the pattern of big in a short period of time will not change.
The text reference address:http://www.topenergy.org/news_83544.html
