LED profits decline: domestic LED still stays in the middle and lower reaches of the industrial chain

The media reported that in the first seven months of this year Quanzhou LED new light source lamp export unit price is about 6.4 US dollars. This price is less than half the current price of LED lighting in the United States and Japan.

It is understood that in the past year due to the decline in the price of LED chips, which led to the general drop of 30% of LED lights, the current average price of 30-100 yuan. In the first 7 months of this year, Quanzhou LED new light source lamps exported 9.153 million units (sets), with a value of 59.439 million US dollars. According to a rough estimate, the price per unit (set) is about 6.4 US dollars, or about 40 yuan, which is only slightly higher than the industry. Lowest price.

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.

Comments:

The core part of determining the price of LED lighting is the chip, accounting for at least 1/3 of the cost of LED lighting. Different chips, the price is very different. The most expensive on the market today is the U.S. chip, followed by the Japanese chip and the German chip, while the domestic chip price is relatively low, and its heat dissipation is also poor.

Due to the late start, compared to developed countries in Europe and the United States, there is a considerable gap between domestic LED industry in terms of market size and technology. The reason is mainly the lack of core patents, especially the most critical issue of thermal balance of white light and high-power LED lamps, which has been monopolized by the United States and Japan.

In fact, this is also a problem that cannot be bypassed by the domestic LED industry. In the LED industry chain, many domestic enterprises are still mainly distributed in the middle and lower reaches of the packaging, applications, etc. The upstream epitaxial wafers and chips are rarely involved. The latter accounted for about 70% of the industry's profit, while the former accounted for only 30%. From this point of view, it is undoubtedly the only way to solve the problem of low LED product prices, enhance independent innovation, and strive to expand upstream.