Canton Fair Exports of Energy-Saving Lamps Price Increases or LED Lighting Market Opportunities

China's energy-saving lamps, which account for more than 80% of global sales, may become the largest price increase product in the Canton Fair.

“It is expected that the overseas orders for energy-saving lamps of the Canton Fair will be two to three percent less than the previous year.” Liang Yueyi, deputy manager of Foshan Lighting Import and Export Department, said yesterday that as the price of phosphors rose to 3,000 yuan/kg in August, compared to the beginning of this year. The increase of 10 times led to an increase of about 30% in the overall cost of energy-saving lamps, and the cost increase was eventually passed on to the price of energy-saving lamps. "The current energy-saving lamp prices for the Canton Fair have generally risen by nearly 20%."

Not only is the export market blocked, but the domestic market is also not optimistic.

In mid-July, Wuxi Changjiang, chairman of NVC Lighting, once disclosed to this newspaper that due to the sharp rise in rare earth prices, NVC energy-saving lamp products have increased prices by more than 10%. Energy-saving lamp prices, so that the national energy-saving lamps to promote the project into a hot potato, some successful manufacturers have sprouted back.

“The price of energy-saving lamps has increased by almost 30% compared with the same period last year, due to soaring phosphor prices and rising labor costs.” Shi Guoguang, general manager of Shanmu Display Technologies, stated that due to the margin of energy-saving lamps approaching the critical point, the ancient town of Zhongshan was originally robbed by low prices. Many lighting manufacturers in the market have to withdraw from the market.

According to Wang Donglei, chairman of LED chip manufacturer BDO Runda, the rising price of energy-saving lamps has also become a market opportunity for the expansion of LED lighting. The era of LED lighting has come.

Perhaps based on this shift in market logic, yesterday BDO Runda and Electrolux signed a brand licensing agreement, which includes LED lamps, LED spotlights and other LED general products will use Electrolux's registered trademark "AEG", sales To the European and American markets, and gradually penetrate the global market.

At the same time, BDO Runda also released two new LED products, a high-power LED chip with independent intellectual property rights and a new LED lighting product that relies on patented duct heat dissipation system. BDO Runda said that this is also the iconic product that the company has successfully tapped into the upstream epitaxial wafers and chip industries of LED.

According to BDO Runda's announcement, the use fee of Electrolux brand is calculated based on a certain percentage of sales revenue, while the agreement has agreed on the lowest brand usage fee standard. However, the announcement did not disclose specific figures for the lowest brand royalty fees.

“In addition to the reasons for BDO Runda’s development of overseas markets, it is most important to regain investor confidence.” An LED industry analyst pointed out that BDO Runda had ordered 100 MOCVD equipment in August last year, 3 The arrival of 20 units on the month, as of the end of June, a total of 36 units arrived, but it has been in the process of installation and commissioning and has not been produced in time. From this point of view, BDO Runda's engineering and technical team must have had a problem. Otherwise, within five months, no one MOCVD equipment was put into operation.

In April of this year, BDO Runda had announced that 20 MOCVD equipments were in the process of installation and commissioning and were expected to be put into production during the second quarter of this year. In the first half of the financial report, they also said that 36 MOCVD systems are expected to start in the third quarter of this year. Mass production. But so far there has been no news about mass production of MOCVD.

In the first half of this year, BDO Runda had a revenue of 1.237 billion yuan, operating profit of 580,000 yuan, and a net profit of 102 million yuan. The profit was mainly due to Wuhu’s wholly-owned LED subsidiary receiving local financial subsidies of 130 million yuan. On October 14, BDO Runda announced that the company’s plan to non-publicly issue no more than 150 million new shares has passed the audit of the China Securities Regulatory Commission.

At present, the status of the LED lighting market in Europe and the United States is not optimistic. The reporter learned from the lighting manufacturers participating in the Canton Fair yesterday that the European and American LED lighting market has just begun. European and American buyers are still preparing for it. Really purchasing has not yet begun.

"Now LED lights are still too expensive. European and American consumers are still reluctant to buy LED lights when they have traditional lights to buy." Liang Yueyi said that from the perspective of the Canton Fair, many European and American buyers went to the Canton Fair not to Single, but in order to find a manufacturer in China, "more European and American buyers just to compare and see."