As for the current environment in which LED lighting is located, the entire industry is transforming while sticking to it, which is the only way to go. In 2016, lighting companies were looking for their respective high-gross profit segmented "blue ocean" markets and special application fields, such as plant lighting, smart lighting, automotive LEDs, UV LEDs and IR LEDs, etc., and took a differentiated route to avoid the competition in the red ocean of blue LEDs. The breakthrough of concepts, technology updates and transformation has accelerated, and the industry has begun to move from a local breakthrough to an overall breakthrough.
Plant lighting
Because plant factories integrate new technologies such as modern biotechnology, intelligent equipment and information technology, and realize that they can plant without soil or sunlight, it is one of the basic technologies that can comprehensively solve environmental protection problems, food problems, energy and resource problems, aging and the gap between the rich and the poor. Therefore, it has become a hot topic in global agricultural high-tech research and a special application field that is optimistic about in lighting companies.
has been unveiled in the National "12th Five-Year Plant Factory" achievements, and has been developed by my country to the intelligent control system of plant factories and the export of plant LED products to the United States and Singapore.
has grown lights to large plant factories;
has been led by the government and research institutes to enterprises to vigorously promote the industrialization of plant factories and actively explore business models;
has started late and has little experience to my country to achieve major breakthroughs in key technologies of smart LED plant factories;
has been used in laboratories to be used in agricultural parks, families, supermarkets, schools, urban communities, urban buildings, abandoned factories, and then to deserts, saline, Gobi, and seabeds, and can already be used as a navigation system. Sky Engineering, the moon and other planets explore to provide food self-sufficiency;
From the lack of talents in system to the organization of agricultural lighting training and Japanese plant plant study tours;
From the lack of people in the system to the organization of many agricultural lighting training and Japanese plant plant study tours;
From the lack of interest in plant lighting to the existence of about 100 artificial light plant plants in 2016;
From the cultivation of leafy vegetables, fruits, flowers to high-value-added crops such as cannabis herbs, spices, etc.;
From Philips , Osram, Kerui and other major companies continuously launch plant lighting LEDs to San'an Group, Guangmingyuan, Hongli Optoelectronics, Zhongshichuang and other layout plant factories and related products...
2016 can be said to be a year of great breakthrough in the development of plant lighting.
Currently, plant factories have invested a lot in the early stage, and they need technical accumulation in plant cultivation and many fields. This has a great cost challenge for many new entrants and is also facing some "bottlenecks" in the actual development process. But its market prospects are unquestionable. If you want to enter, please take the place early.
Smart Lighting
The sound in the field of smart lighting seems to have disappeared in 2016, but the secret competition between various Internet of Things giants and lighting companies has never stopped:
Philips Lighting has independently issued an IPO to clarify the future direction of smart Internet, and then released a number of products and solutions at the media conference, and formed a new joint venture with Xiaomi, aiming to open up the development direction of smart homes in the future;
Osram sells traditional businesses and merges smart lighting And digital lighting business;
GE terminated its Asian business and focused more on developing smart lighting business;
Oup Lighting went public, and launched strategic cross-border cooperation with Huawei , and released the first batch of smart products after cooperation between the two parties at Huawei's 2016 Full Connection Conference in August;
Leishi Lighting also officially signed a contract with the Cloud Computing Center of the Chinese Academy of Sciences to promote smart lighting cooperation;
ZTE Communications announced to the public "BluePillar" smart street light solution;
Haier launched its professional lighting brand Haier Little Butler
...
This year's smart lighting keywords are "cross-border" and "Internet of Things +". Smart lighting is an indispensable part of smart homes and smart cities. With the advent of the Internet of Things era, smart lighting cannot exist alone and must communicate and influence with other IoT furniture. Therefore, building a "smart ecosystem" is the general trend. Only through cross-border interactive cooperation can truly realize intelligent lighting be truly humanized.
With the development of artificial intelligence, truly humanized intelligent lighting, in addition to being able to operate with mobile apps, should also include the following aspects: 1. It must be good lighting; 2. It must conform to the physiological reactions such as human work and rest; 3. It has intelligent analysis and event-driven functions to sense and analyze the owner's emotions, thoughts, and habits in real time; 4. It must be intelligent lighting that is a system.
The implementation of smart lighting is not as smooth as imagined, such as inconsistent standards, inaccurate grasp of user needs, and expensive prices. We look forward to solving the problem in 2017 and giving smart lighting a better future.
Automotive Lighting
Automotive Lighting market size continues to grow, and the current average gross profit margin is generally above 20%, or even higher (the gross profit margin of the front-mounted market is reported to be as high as more than 50%). The broad profit space and market development potential have enabled LED manufacturers to spare no effort and actively invest in this field.
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The newly listed Taiwanese LED headlight factory Liqing has deeply cultivated automotive lighting, and more than 90% of its revenue comes from vehicle lights;
Not long ago, Foshan Lighting brought motor vehicle light products, Shellett with automotive HID, LED headlights and other celebrity car lights at the Shanghai Frankfurt Auto Parts Exhibition...
In addition to the current domestic major domestic automotive LED suppliers, Hongli Optoelectronics, Sanan Optoelectronics, New Century Optoelectronics, etc., the rise of the automotive lighting market also provides new market opportunities for LED manufacturers.
In the past few years, automotive LED lighting has been stuck in taillights, brake lights, interior lighting, instrument panels and other applications, and LED headlights have more of them in topics and controversies; and now, many models equipped with LED headlights that are standard in the entire series have been mass-produced and launched. This also means that the LED automotive lighting market is entering a new development cycle.
However, the LED manufacturers currently recognized and used by car manufacturers are still mainly international manufacturers such as Japan Japan Asia, Germany Osram, and Philips. Among them, OSRAM is the dominant one. It has the richest product line and cooperates with the world's top car manufacturers. Chinese manufacturers are still unable to compete with it. Taiwanese manufacturers are gaining a foothold from applications such as taillights and gradually penetrating, while mainland manufacturers are working hard to enter the market from rear-mounted installation.
With the continuous breakthrough of LED technology and the continuous decline in costs, the market potential of LED automotive lighting will be quickly released.
Laser Illumination
Recently, the "Shenzhen Zhongguang Industrial Technology Research Institute and Nakamura Xiuer Laser Illumination Laboratory" officially unveiled to push the popularity of laser lighting to a climax. Laser lighting has been mentioned many times by the "father of blue light" Shuji Nakamura, and even boldly made predictions, claiming that LED lighting in the next ten years will be replaced by laser lighting, and laser technology will become an important development trend in the future display industry. Therefore, it is also regarded as a major enemy in the development of LED lighting.
laser illumination is divided into visible laser illumination and infrared laser illumination. Visible laser illumination is divided into the following two principles: blue light excitation phosphor to achieve white light illumination (such as the laser car headlights launched by a BMW model in 2014); red, green and blue laser synthesis white laser or true color light illumination (such as the laser illumination lamp of Qingdao Zhongke Spectrum). Infrared laser lighting is mostly used in night vision and night camera surveillance lighting.
Shuji Nakamura once compared the advantages and disadvantages of laser lighting with LED lighting. He believes that laser lighting has a smaller luminous area, higher luminous efficiency, easier to focus on the sensory body, and a longer illumination distance, and can be widely used in automotive headlights and other fields. In automotive lighting applications, world-renowned car brands such as BMW (BMW) and Audi (Audi) are all making efforts to apply this technology to new products.In addition to the automotive field, laser display will have broader applications in many fields such as projectors, digital theaters, TVs, stage lights, and large-screen splicing.
0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000 Some industry insiders believe that LED lighting may indeed be replaced in certain fields, such as the field of headlights and display technology. In the field of ordinary lighting, some people have doubts about replacing LED lighting within ten years. However, the development trend of any innovative technology is worth paying attention to.
Small-pitch LED
Benefits from LED technology innovation, cost reduction, benchmark case effect, and consumers' demand for high picture quality, small-pitch LED ushers in a high prosperity this year.
LED small pitch has the characteristics of no visual gap, superior color consistency, and longer life. The industrial evolution process is to replace DLP splicing first, and then penetrate into high-end commercial and civil markets. As the price of small-pitch LED display screen further declined in 2016, the advantages of small-pitch LEDs have become increasingly obvious, and the application field has further expanded, and will fully enter commercial applications such as media, advertising, and theaters in the future. The latest data shows that in 2015, the market size of small-pitch LED displays in my country was 1.55 billion yuan, with a market penetration rate of 21.7%. It is expected that by 2018, the market size of small-pitch LED will be close to 10 billion yuan, and will maintain rapid growth in the next three years.
In recent years, LED display companies represented by Liard, Zhouming Technology, Abisen , Alto Electronics, Lianjian Optoelectronics, Jufei Optoelectronics, etc. have vigorously deployed in the small-pitch field. International brands such as Sony, Samsung, Mitsubishi, NECh, Christie, and Dako are also continuing to expand the market for large-pitch LED screens. Ruzhouming Technology combines small-pitch LED display technology with emerging technologies such as VR, AR, somatosensory, and interactive touch to enhance the interactive application of LED display screens and the user's participation experience. Under the huge pressure of competitive capacity, LED operators tend to move to markets with spacing of P1.5 mm below, and use higher precision specifications to avoid price competition.
This year, small-pitch technology has also made great breakthroughs in reliability, display uniformity, chip technology, etc.
In addition, on the one hand, the small-pitch market continues to explode, resulting in an increase in demand for small-pitch LED packaging; on the other hand, as the small-pitch LED spacing gradually shrinks, the number of light beads required per square meter of screen increases rapidly. With the superposition of two factors, it is expected that the demand for small-pitch LED lamp beads will maintain a compound growth rate of 70% from 2016 to 2018. With the rise of demand for small-pitch LED displays, the tight supply of upstream LED chips has led to the first price increase in some LED chips and packaging devices in the past five years.
UV LED
UV LED is the next blue ocean market that lighting manufacturers pay attention to. UV LED product specifications can be divided into three categories according to wavelength: UV-A, UV-B and UV-C. In the UV LED market application, UV-A accounts for the largest market share, up to 90%. Its main application market is curing, involving nail art, teeth, ink printing and other fields. In addition, UV-A also introduces commercial lighting, which can make white clothes look whiter. As for UV-B and UV-C, it is mainly used for sterilization, disinfection, medical light therapy, etc. Among them, UV-B is mainly medical, while UV-C is sterilization and disinfection.
In 2016, UV-C LEDs were considered to have the greatest potential, and they have high demand in application areas such as home appliances, water treatment, and air purification. However, the external quantum efficiency of UV-C LED chips is still low. They face many challenges in epitaxial, chip technology, packaging and market acceptance, and are expensive. In the past, most research institutions in Japan, Europe and the United States were conducting technology development, and they did not have economic benefits. However, as more and more LED manufacturers began to pay attention to UV-C LEDs and invest R&D resources, it will help accelerate the development of UV-C LEDs.
Looking at the global market, it has taken the lead in the UV LED field such as Japanese machine installation, Asahi Kasei and Tokuyama. In addition, South Korean manufacturers Seoul Semiconductor and LGInnotek are also developing ultraviolet LED . The Japan Information and Communications Research Institute (NICT) has also announced that the newly developed deep ultraviolet LED with a wavelength of 265nm achieves continuous emission with an output power of up to 90mW/cm2, which is enough to meet practical needs.
Among domestic LED companies, midstream packaging companies represented by Hongli Zhihui and Guoxing Optoelectronics have planned to launch their respective deep ultraviolet LED products one after another. As early as 2014, Guoxing Optoelectronics had launched its own ultraviolet LED devices, and in early 2015, ceramic substrate 3535, COB-packaged 1215, deep ultraviolet 6363 inorganic packaging and other series of LED devices. On August 3 this year, Hongli Zhihui also stated on the investor relations interactive platform that deep ultraviolet LED products will also be one of the company's layout in the LED industry.
IR LED
IR LED ( infrared LED) is also a "hot commodity" that lighting manufacturers compete for in the transformation. It is estimated that by 2020, the output value of IR LED (excluding sensors) will reach US$710 million (approximately RMB 4.711 billion), with an annual compound growth rate of 24%. The technical application of
infrared LED has been developed for a period of time, and its wavelength is approximately 700-1200nm. At present, the technology is relatively mature. Today, the application fields of IR LED have expanded from the security monitoring field to consumer electronics fields such as mobile phones and wearables, and are becoming increasingly diversified, including security monitoring, iris recognition, and somatosensory detection for VR applications, and there are business opportunities for infrared LED.
The iconic event is that on August 2, Samsung's flagship smartphone Galaxy Note7 imported iris recognition uses a high-power IR LED with a wavelength of about 810nm. Users can quickly unlock the phone by looking at the screen of the mobile phone; OSRAM is an early manufacturer to develop IR LED specifications for mobile phone iris recognition, and IR LEDs are used in night vision systems in automotive headlights. OSRAM has always been in the industry's leading position. However, at this stage, iris recognition technology and virtual reality devices are still in the initial stage of development, and there is huge room for subsequent growth, which will affect the market demand of infrared LEDs.
As a new niche market, infrared LED not only has a large market growth space, but also has a high gross profit at this stage. However, since infrared LED manufacturing requires the use of quad-cell crystal grain machine equipment, there are currently few competitors in the industry. Taiwan LED factory mainly uses crystal, optical power, and Yiguang, and the mainland market is Sanan Optoelectronics, Hongli Zhihui and other companies with production capacity.
Industry insiders said that in recent years, infrared lasers have gradually received attention from the market, including handheld devices and vehicle networking, and have also been imported. However, the key to the growth of infrared LED applications is still the willingness of terminal system operators to adopt and how to apply infrared components to create new added value. In addition, the rapid development of the infrared LED market also requires the cooperation of major manufacturers in the industrial chain to strengthen packaging technology and optical design capabilities, continuously improve the accuracy of infrared sensing modules, and create more new applications.
Micro LED
Micro LED technology has a better life, contrast, reaction time, energy consumption, viewing angle, resolution and other indicators than LCD and OLED, and has been regarded as the next generation of display technology by many manufacturers.
Many giants in the industry, such as Apple and Sony, have begun to actively make arrangements. Apple specializes in small-size applications of Micro LED, while Sony focuses on the large screen of Micro LED, and strives to participate in the development of Micro LED, trying to commercialize Micro LED and continue to explore cutting-edge.
Currently, the investment in R&D of Micro LED is increasing year by year. Some manufacturers have planned to launch Micro LED display applications with market positioning different from LCD or OLED panels, and accelerate mass production through lower PPI or relatively small number of pixels. Many major manufacturers in Taiwan have also invested in technological research and development, including semiconductor startups PlayNitride, Taiwan Industrial Research Institute, AUO, Qunchuang, Crystal, etc. Taiwan Institute of Technology promotes the establishment of the alliance with the Julien Micro Assembly Industry and strives to develop the Micro LED industry, which shows the confidence of Taiwanese manufacturers in the development of Micro LED.
The general prototype of future Micro LED application development, such as smart wearable devices, smart phones, virtual reality devices and display screens. However, there are still many difficulties and resistances to be truly applied and popularized in commercial use: First, the number of manufacturers promoting this technology is limited, and it is difficult to form strong driving force and industrial transformation capabilities; Second, core technologies such as huge transfers still need to be broken through; Third, Micro LED cannot be made into flexible displays, and with the further maturity of OLED, it may lose its advantages in cost and performance indicators.
However, with the conquering of technical difficulties and the promotion of multi-industry alliances, the mass production and commercialization of Micro LED are only a matter of time. It is expected that Micro LED-related products will be released one after another in 2017.
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