In 2014, the LED industry gradually moved from maturity to maturity. The scale of the industry has been further expanded to accelerate penetration into home lighting. The market demand is segmented and the emerging application market is gradually emerging. Enterprise competition has intensified, and mergers and acquisitions have been frequent. In order to enhance the international competitiveness of China's LED enterprises and promote the rapid, orderly and healthy development of the industry, in 2015, we should focus on strengthening the benign interaction of the industry chain, promoting synergy between upstream and downstream; increasing the application market expansion and developing differentiated brand building; Improve standards and intellectual property systems, improve product testing capabilities; encourage enterprises to strengthen mergers and acquisitions, and guide industrial rational investment.

LED industry continues to grow <br> <br> new business models to accelerate the penetration by 2014, the global LED market is growing rapidly, up 35.17 percent, the growth rate hit a nearly five-year high. The market share of LED general lighting applications has continued to increase to 34%, becoming the new wave of high-speed growth in global LED applications. The overall scale of China's LED industry continues to expand, the upstream substrate chip is growing rapidly, the industrial concentration is increasing, the output value is 14.2 billion yuan; the mid-stream package output value is 48.4 billion yuan, the development is relatively stable, and the medium power device becomes the mainstream of market demand; emerging application fields The emergence of downstream applications has led to an explosion of downstream applications, with an output value of 249.3 billion yuan, and general lighting has accelerated penetration.

In 2014, the gap between the key technologies and international standards of China's LED industry has further narrowed, and it has become an important production and export base for global LED packaging and application products. In the LED epitaxial materials, chip manufacturing, device packaging, phosphors, etc., the unit technology with independent technology property rights has been developed, and a relatively complete R&D and industrial system from upstream materials, chip preparation, midstream device packaging and downstream applications has been formed. . Domestic chip companies already have large-scale production capacity, and the localization rate of LED chips is rising. In 2014, it reached 80%. Although it is mainly imported chips for high-power lighting applications such as street lamps, it has already been used in small and medium power applications. Strong competitive advantage.

LED technology innovations have emerged in an endless stream. In 2014, some new developments have taken place in the upper, middle and lower reaches of the industrial chain. Epitaxial chip link non-polar/semi-polar GaN homogeneous substrate and composite substrate development accelerated, nano-column patterned substrate technology (PSS) and 3D LED chip technology to improve luminous efficiency; package-on-board (COB) package And the power supply solution to enhance the cost and application advantages; the application of LED in the visible light communication, intelligent lighting, plant lighting, medical lighting and other aspects gradually promoted.

In 2014, traditional lighting companies accelerated their transformation to LED companies, and emerging business models such as e-commerce, O2O, and EMC were rapidly emerging. Promoting LED lighting products through e-commerce channels can significantly reduce sales costs and cater to younger consumers' needs. In 2014, the LED light source sold by Taobao was 400 million yuan, a year-on-year increase of 126%, accounting for 88.9% of the total light source products, and the penetration rate increased by 9 percentage points. The sales of lamps using LED light sources was about 3.2 billion yuan. It is about 45%, more than double the number in 2013. In 2014, the number of LED lighting products used in the commercial sector increased by about 70%. The centralized management of lighting functions in the commercial sector has led to the rapid emergence of the EMC model.

LED street light applications for business transformation <br> <br> companies active cross-border M <br> <br> since the "city of ten thousand" implementation of the project, 21 pilot cities has more than 1.6 million LED lamps to get the demonstration application, Saving more than 164 million kWh. In 2014, all over the country continued to respond to the call for national energy conservation and environmental protection, and the application of LED street lighting was promoted. The advantages of long life and high luminous efficiency of LED street lamps can enable the government to reduce operation and maintenance costs. With the promotion of LED street lighting, many traditional lighting companies have entered the field of semiconductor lighting. The industrial transformation and upgrading has been opened. Traditional lighting companies have strengthened technology research and development, and have achieved certain aspects in high-power road lighting and tunnel lighting. breakthrough.

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