[High-tech LED reporter Long Zonghui] The so-called LED lighting explosion growth in the first half of the year did not bring blowout performance to the LED drive power industry. According to the research data of the High-tech LED Industry Research Institute (GLII), corporate orders were common in the first quarter. Better than last year, but orders in the second quarter began to decline slightly. Some people boil down to the inherent laws of the industry, and others boil down to the result of virtual growth of lighting.
At present, the industry generally defines the dividing line for medium and small power sources at 18W. The part of the medium power source is mainly used in the field of downlights, spotlights, floodlights, and floodlights. The small power source is mainly used in bulbs and lamps.
Indoor lighting blowouts, small and medium power LED drive power should have benefited the most from this market blowout, but it is counterproductive. As the price of light source chips continues to decrease, the cost of power supplies in the entire small and medium power lamps has gradually increased. At present, the cost of power supply for general-purpose lamps has increased to 10%-20%, and the cost of non-universal lamps accounts for about 20%. - about 30%.
This is also a certain degree of pressure to reduce the price of the drive power products.
According to industry insiders, in recent years, low-power LED driver power has gradually become the hardest hit area, especially in low-wattage bulbs and lamps. In the first half of this year, the gross profit margin of small and medium-sized power LED power supply continued to decline. This segment of the market is highly polarized, and the phenomenon of low-price grabbing is not uncommon.
It is widely reported that because of the low technical barriers, many small factories are involved in low-priced grabs, and even a considerable number of companies are on the business, and the orders are distributed to the retired aunts at home, completely eliminating factory rents and operating expenses. The reporter learned that the current 3W bulb lamp power supply can be sold for a minimum of 1.8 yuan. The price of the mid-end products that have passed the certification is 4.8 yuan, and the price of high-end products is about 5-6 yuan.
"Now the two levels of industry differentiation is very serious, good is really good, there is really no order for the poor." Wu Jie, general manager of Shenzhen Delipu Optoelectronics told reporters that he estimated the average gross profit margin of the industry is 15%. - 25% or so, high-end products are estimated to be able to achieve this level, and the low-end 10% of the current profits are all grabbed.
"Some companies are screaming for the price, which is simply disrupting the entire market order." Zhou Honglin, general manager of Leyford, is very angry about the low-price grabs of some companies that have no bottom line. Low-price competition must abandon profits, and it is bound to give up profits. Will affect R & D and quality control. "We basically gave up the bulb power supply market because the people helped the market to be too messy."
"Small and medium power LED drive power is also divided into several types. The downlights and panel lights are several watts to ten watts. Only when the power is high, there is a heat dissipation problem. The low power power supply does not have heat dissipation problems, and there is not much technical threshold. The opportunity for brand-driven power supply manufacturers may still be in terms of medium power.†Hangzhou Jianwei Power Supply General Manager Ye Jianbo said that large-scale lighting manufacturers, including Solar lighting, basically produce their own low-power power supplies.
"If the order quantity is sufficient, the lighting company can completely do its own power supply, and it is more cost-effective, at least the cost can be reduced by more than 20%." Tan Jian, general manager of Laiwei Optoelectronics said.
In addition, the development of low-power light source de-energization solutions has become a driving force for market transformation. The reporter learned that this high-voltage linear driving method integrates the light source and the IC together, and the lowest price can achieve a cost of 3 yuan for the 3W bulb power supply.
"The de-energization technology solution for integrating IC, rectifier bridge and capacitor is gradually maturing, which will have a great impact on the small power drive power market." Wang Xingang, general manager of Jingchen Electronics, said that many brands of small and medium power drive power companies have basically Abandoned the small power supply market, focusing on medium and high-end power supply in the middle power, or transforming into the high-power power market.
"We are not optimistic about this technology. We got the technical solution a few years ago, but it has not been pushed." Wu Chunxiao, vice president of Maoshuo Power Supply (002660.SZ), which is the main power LED power supply, said that it is not their family. Concerned about this kind of scheme, because the technical problems of safety and ripple in this scheme have not been completely solved, and it is not ruled out that future technological innovation can be achieved, but the current situation is that the export lighting factory and high-end lighting manufacturers still Watching this technical solution.
The traditional high-power drive power companies to switch to the small and medium power market has also added uncertain factors to this restructuring.
"At present, our full range of small and medium power power supplies have been developed and are applying for safety regulations. It is estimated that the second half of the year will be fully put into the market. We are positioning the high-end market, and the main products are mainly medium-power products." Wu Chunxiao said.
At present, the industry generally defines the dividing line for medium and small power sources at 18W. The part of the medium power source is mainly used in the field of downlights, spotlights, floodlights, and floodlights. The small power source is mainly used in bulbs and lamps.
Indoor lighting blowouts, small and medium power LED drive power should have benefited the most from this market blowout, but it is counterproductive. As the price of light source chips continues to decrease, the cost of power supplies in the entire small and medium power lamps has gradually increased. At present, the cost of power supply for general-purpose lamps has increased to 10%-20%, and the cost of non-universal lamps accounts for about 20%. - about 30%.
This is also a certain degree of pressure to reduce the price of the drive power products.
According to industry insiders, in recent years, low-power LED driver power has gradually become the hardest hit area, especially in low-wattage bulbs and lamps. In the first half of this year, the gross profit margin of small and medium-sized power LED power supply continued to decline. This segment of the market is highly polarized, and the phenomenon of low-price grabbing is not uncommon.
It is widely reported that because of the low technical barriers, many small factories are involved in low-priced grabs, and even a considerable number of companies are on the business, and the orders are distributed to the retired aunts at home, completely eliminating factory rents and operating expenses. The reporter learned that the current 3W bulb lamp power supply can be sold for a minimum of 1.8 yuan. The price of the mid-end products that have passed the certification is 4.8 yuan, and the price of high-end products is about 5-6 yuan.
"Now the two levels of industry differentiation is very serious, good is really good, there is really no order for the poor." Wu Jie, general manager of Shenzhen Delipu Optoelectronics told reporters that he estimated the average gross profit margin of the industry is 15%. - 25% or so, high-end products are estimated to be able to achieve this level, and the low-end 10% of the current profits are all grabbed.
"Some companies are screaming for the price, which is simply disrupting the entire market order." Zhou Honglin, general manager of Leyford, is very angry about the low-price grabs of some companies that have no bottom line. Low-price competition must abandon profits, and it is bound to give up profits. Will affect R & D and quality control. "We basically gave up the bulb power supply market because the people helped the market to be too messy."
"Small and medium power LED drive power is also divided into several types. The downlights and panel lights are several watts to ten watts. Only when the power is high, there is a heat dissipation problem. The low power power supply does not have heat dissipation problems, and there is not much technical threshold. The opportunity for brand-driven power supply manufacturers may still be in terms of medium power.†Hangzhou Jianwei Power Supply General Manager Ye Jianbo said that large-scale lighting manufacturers, including Solar lighting, basically produce their own low-power power supplies.
"If the order quantity is sufficient, the lighting company can completely do its own power supply, and it is more cost-effective, at least the cost can be reduced by more than 20%." Tan Jian, general manager of Laiwei Optoelectronics said.
In addition, the development of low-power light source de-energization solutions has become a driving force for market transformation. The reporter learned that this high-voltage linear driving method integrates the light source and the IC together, and the lowest price can achieve a cost of 3 yuan for the 3W bulb power supply.
"The de-energization technology solution for integrating IC, rectifier bridge and capacitor is gradually maturing, which will have a great impact on the small power drive power market." Wang Xingang, general manager of Jingchen Electronics, said that many brands of small and medium power drive power companies have basically Abandoned the small power supply market, focusing on medium and high-end power supply in the middle power, or transforming into the high-power power market.
"We are not optimistic about this technology. We got the technical solution a few years ago, but it has not been pushed." Wu Chunxiao, vice president of Maoshuo Power Supply (002660.SZ), which is the main power LED power supply, said that it is not their family. Concerned about this kind of scheme, because the technical problems of safety and ripple in this scheme have not been completely solved, and it is not ruled out that future technological innovation can be achieved, but the current situation is that the export lighting factory and high-end lighting manufacturers still Watching this technical solution.
The traditional high-power drive power companies to switch to the small and medium power market has also added uncertain factors to this restructuring.
"At present, our full range of small and medium power power supplies have been developed and are applying for safety regulations. It is estimated that the second half of the year will be fully put into the market. We are positioning the high-end market, and the main products are mainly medium-power products." Wu Chunxiao said.
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