Energy-saving lamps refer to the use of high-efficiency phosphors orLEDLighting products with equal light sources have the characteristics of saving electricity, reducing carbon emissions, and extending service life. It is an environmentally friendly lighting product. With the increasingly prominent global environmental problems, the energy-saving lamp industry has been favored by governments and consumers, and the market demand is growing. This article will2023The current situation and development prospects of the energy-saving lamp industry are analyzed in depth.

1. Global Market Size

According to data from the Champ Consulting Group,2023The global energy-saving lamp industry market size is expected to reach1780Billion US dollars, year-on-year growth16%. among them,LEDThe proportion of lighting products reached75%It is the main driving force of the global energy-saving lamp industry.

From the perspective of market regional distribution, as Asia Pacific, Europe and North America are the world's major economies, with strong consumption capacity and strong market demand, they occupy most of the global energy-saving lamp industry market. The Asia-Pacific region is the world's largest consumer market for energy-saving lamps, accounting for up49%, followed by Europe and North America, which accounted25%and21%。

2. China Market Size

China is the world's largest manufacturer and exporter of energy-saving lamps, and its industrial scale has developed rapidly in recent years. Benefiting from the support of national policies, technological progress, cost reduction, consumer recognition and other factors, the market scale of China's energy-saving lamp industry continues to expand. According to data from the Champ Consulting Group,2023The market size of China's energy-saving lamp industry is expected to reach1200RMB billion, year-on-year growth12%. among them,LEDLighting products accounted for up85%It is the core strength of China's energy-saving lamp industry.

In terms of industrial scale and structure,2023In the scale of China's energy-saving lamp industry, downstream applications accounted for up86%, midstream encapsulation accounted11%, the proportion of upstream epitaxial chips is3%。

3. Demand and Penetration

In terms of demand, the demand for energy-saving lamps in China has been on the rise in recent years. Benefiting from the continuous release of incandescent lamp replacement demand, the popularization and promotion of intelligent lighting, the expansion of overseas markets and other factors, the demand for energy-saving lamp products in China is growing. According to data from the Champ Consulting Group,2023The demand for energy-saving lamps in China is expected to reach200Billion only/sets, year-on-year growth29%, production and sales are48%。

From the perspective of penetration rate, with the rapid development of China's energy-saving lamp industry, driven by the growth of downstream demand, the industry penetration rate is also increasing. According to data from the Champ Consulting Group,2023The penetration rate of energy-saving lamp products in China is expected to reach85%Increase over the previous year.5%。

4. Industry Chain Analysis

1Upstream link

Upstream links mainly include single crystal synthesis, substrate production, chip production and production equipment supply four links, is the core link of the energy-saving lamp industry, the industry's technical level and cost control has an important impact. At present, there is still a certain technical gap and dependence in single crystal synthesis and substrate production in China, mainly relying on imports. In terms of chip production, my country already has a certain degree of independent research and development and production capacity, but there is still a certain gap with the international advanced level. In terms of production equipment supply, my country has formed a group of equipment manufacturers with independent intellectual property rights and international competitiveness, such as the Institute of Semiconductors of the Chinese Academy of Sciences, the Institute of Microelectronics of the Chinese Academy of Sciences, and the Institute of Photonics of the Chinese Academy of Sciences, which provide a strong force for the development of the energy-saving lamp industry. Support.

2, midstream link

The midstream link mainly includes three links: packaging, module and driving power supply, which is an important link in the energy-saving lamp industry and has a direct impact on the quality and performance of the industry. At present, China already has strong technical and scale advantages in packaging and modules, and has a number of well-known enterprises at home and abroad, such as Sanan Optoelectronics, Huacan Optoelectronics, Rexroth Lighting, Opal Lighting and so on, occupying a large share of the global market. In terms of driving power supply, China still has certain technical shortcomings and quality problems, mainly relying on imported or joint venture brands, such as Philips, Osram, Japan Asia chemical, etc., which need to strengthen independent innovation and brand building.

3Downstream links

The downstream links mainly include lighting engineering, commercial lighting, home lighting, public lighting and special lighting. It is the terminal link of the energy-saving lamp industry and has a decisive effect on the demand and consumption of the industry. At present, China has formed a large market scale and demand in lighting engineering and commercial lighting, benefiting from the development of urban construction, infrastructure, commercial retail and other fields. In terms of home lighting, there is still a certain market potential and space in China, which is subject to consumers' cognition, habits and preferences. In terms of public lighting, China has achieved a complete phase-out of incandescent lamps and promotedLEDStreet lights, tunnel lights and other products. In terms of special lighting, China is still in its infancy, mainly used in medical, agricultural, industrial and other fields.

Analysis of 5. Technology Development

1, chip technology

Chip technology is one of the core technologies of energy-saving lamp industry, mainly related to chip materials, structure, packaging and so on. At present, the global chip technology is mainly divided into three generations: the first generation is silicon-based chips, and the second generation is gallium nitride (GaN) based chip, the third generation is silicon carbide (SiC) base chip. Among them, the first-generation chip has been gradually eliminated, the second-generation chip occupies the mainstream position, and the third-generation chip is still in the research and development stage. According to data from the Champ Consulting Group,2023Year-round globalLEDThe chip market size is expected to reach120Billion US dollars, year-on-year growth10%. Among them, the proportion of second-generation chips reached90%, the third generation of chips accounted10%。

From the perspective of technology development trends, the future energy-saving lamp industry will develop in the direction of high efficiency, high brightness, high reliability, high color temperature, high color, high color saturation, and high color reduction to improve the light efficiency and light quality of energy-saving lamps. Meet the needs of different scenes and users. At the same time, the energy-saving lamp industry will also strengthen the development and application of third-generation chips to enhance the performance and competitiveness of energy-saving lamps.

2Packaging Technology

Packaging technology is one of the important technologies in the energy-saving lamp industry, mainly related to packaging structure, packaging materials, packaging technology and so on. At present, the global packaging technology is mainly divided into three categories: traditional packaging,COBEncapsulation andCSPEncapsulation. Among them, the traditional package has been gradually eliminated,COBPackaging occupies a larger market share,CSPPackaging is still in the development stage. According to data from the Champ Consulting Group,2023Year-round globalLEDPackaging market size is expected to reach300Billion US dollars, year-on-year growth15%. among them,COBEncapsulation ratio reaches60%，CSPThe encapsulation ratio is20%。

From the perspective of technology development trends, the future energy-saving lamp industry will develop in the direction of miniaturization, integration, intelligence, and multi-function, improving the density and efficiency of energy-saving lamps, reducing the cost and power consumption of energy-saving lamps, and increasing energy-saving lamps. Function and application. At the same time, the energy-saving lamp industry will also strengthenCSPThe development and application of the package improves the reliability and compatibility of energy-saving lamps.

3Drive power technology

Driving power technology is one of the key technologies in the energy-saving lamp industry, mainly related to driving circuits, driving chips, driving modules and so on. At present, the global drive power technology is mainly divided into two categories: constant current drive and constant voltage drive. Among them, the constant current drive is the most commonly used drive method, which has the advantages of high stability, high efficiency and long life. The constant voltage drive is a new type of drive, which has the advantages of low cost, small size and strong compatibility. According to data from the Champ Consulting Group,2023Year-round globalLEDDrive power market size is expected to reach100Billion US dollars, year-on-year growth20%. Among them, the proportion of constant current drive reaches80%, the constant voltage drive ratio is20%。

From the perspective of technology development trends, the future energy-saving lamp industry will develop in the direction of digitalization, networking, intelligence, and wireless, improve the control and management of energy-saving lamps, realize remote adjustment and monitoring of energy-saving lamps, and increase energy-saving lamps. Safety and convenience. At the same time, the energy-saving lamp industry will also strengthen the development and application of constant voltage drive to enhance the adaptability and flexibility of energy-saving lamps.

6. Competitive Landscape Analysis

1Global competitive landscape

The competitive landscape of the global energy-saving lamp industry is mainly composed of companies on three continents: Asia, Europe and North America. Among them, Asian companies occupy the absolute advantage of the global energy-saving lamp industry, with the largest market share and the strongest competitiveness. European companies rank second, with high brand awareness and technical level. North American companies are in third place, with a large local market and innovation capabilities.

From the perspective of the changing trend of the competitive landscape, the future global energy-saving lamp industry will present the following characteristics:

Asian companies will continue to maintain their leading edge and increase their market share and competitiveness through technological innovation, scale expansion, and brand enhancement.

European companies will face greater challenges. Due to cost pressures, market saturation, environmental regulations and other factors, market share and competitiveness will decline.

North American companies will seek new breakthroughs to increase market share and competitiveness through product differentiation, market expansion, and cooperative alliances.

2China's competitive landscape

The competition pattern of China's energy-saving lamp industry is mainly composed of domestic enterprises and foreign-funded enterprises. Among them, domestic enterprises occupy the dominant position in China's energy-saving lamp industry, with the largest market share and the strongest competitiveness. Foreign-funded enterprises are in a secondary position and have high brand awareness and technical level. According to data from the Champ Consulting Group,2023Before the energy-saving lamp industry in China

From the perspective of the changing trend of the competitive landscape, the future of China's energy-saving lamp industry will present the following characteristics:

Domestic enterprises will continue to maintain their leading edge and increase their market share and competitiveness through technological innovation, scale expansion and brand promotion.

Foreign-funded enterprises will face greater challenges. Due to cost pressure, market saturation, environmental regulation and other factors, market share and competitiveness will decline.

Industry concentration will be further improved, and advantageous enterprises will form economies of scale and differentiation advantages through mergers and acquisitions, cooperation and integration.

7. advantage and challenge analysis

1advantage analysis

Energy-saving lamp industry has the following advantages:

Policy support: in order to cope with global climate change and energy crisis, governments have issued a series of policies and measures to encourage and promote the use of energy-saving lamps, such as banning the production and sale of incandescent lamps, providing subsidies and preferential treatment for energy-saving lamps, and formulating standards and norms for energy-saving lamps, which provide a favorable policy environment for the development of energy-saving lamp industry.

Market demand: with the global population growth and economic development, the demand for lighting is increasing, at the same time, the quality and performance of lighting products are getting higher and higher, and the recognition and acceptance of energy-saving lamps is also getting higher and higher, which provides a huge market space for the development of energy-saving lamp industry.

Technological progress: With the development and innovation of science and technology, the technical level of energy-saving lamp industry has been continuously improved, and the luminous efficiency, light quality, life, reliability and other aspects of energy-saving lamps have been significantly improved. At the same time, the cost of energy-saving lamps has also been continuously reduced, providing strong technical support for the development of energy-saving lamp industry.

Environmental benefits: Compared with traditional lighting products, energy-saving lamps have higher energy utilization and lower carbon emissions, which can effectively save electricity, reduce greenhouse gas emissions, protect environmental resources, and improve the ecological environment. The development of the industry provides good social benefits.

2Challenge analysis

Energy-saving lamp industry is also facing the following challenges:

Market competition: With the rapid development of the energy-saving lamp industry, market competition is becoming increasingly fierce. There are varying degrees of excess capacity and homogenization competition in each link, which leads to problems such as product price decline, profit compression, and market share dispersion. At the same time, emerging technologies and products continue to emerge, suchOLEDLighting, quantum dot lighting, etc., have formed a certain threat and challenge to the energy-saving lamp industry.

Technical barriers: Although the technical level of the energy-saving lamp industry continues to improve, there are still some technical problems and bottlenecks, such as the stability and reliability of chip materials, the miniaturization and integration of packaging structures, the digitization and intelligence of driving power supplies, etc. It is necessary to continuously carry out research and development and innovation, break through technical barriers, and improve the technical level.

Consumption habits: Although consumers' recognition and acceptance of energy-saving lamps are getting higher and higher, there are still some obstacles to consumption habits and preferences, such as emotional dependence on incandescent lamps, price sensitivity to energy-saving lamps, and lack of brand awareness of energy-saving lamps. It is necessary to constantly carry out market publicity and education to improve consumers' awareness and trust and cultivate consumers' consumption habits.

Environmental regulation: Although energy-saving lamps have higher environmental benefits than traditional lighting products, there are still some environmental problems and risks, such as mercury and other harmful substances in energy-saving lamps, and non-standard recycling and treatment of energy-saving lamps. Comply with the environmental regulations and standards of various countries, strengthen the environmental protection design and management of energy-saving lamps, and reduce the impact of energy-saving lamps on the environment.

Suggestions for 8. development

In view of the current situation and development prospects of energy-saving lamp industry, this paper puts forward the following development suggestions:

Strengthen technological innovation and R & D investment, break through technical problems and bottlenecks, improve the performance of energy-saving lamps in terms of light efficiency, light quality, life, and reliability, reduce the cost and power consumption of energy-saving lamps, and increase the functions and applications of energy-saving lamps.

Strengthen brand building and market expansion, improve brand awareness and reputation, expand market share and competitiveness, open up domestic and foreign markets, especially emerging markets and potential markets, to meet the needs of different scenarios and users.

Strengthen market publicity and education, improve consumers' awareness and trust in energy-saving lamps, cultivate consumers' consumption habits and preferences for energy-saving lamps, and increase consumers' demand and penetration of energy-saving lamps.

Strengthen environmental protection design and management, comply with the environmental regulations and standards of various countries, reduce the harmful substances contained in energy-saving lamps, strengthen the recycling and treatment of energy-saving lamps, and reduce the impact of energy-saving lamps on the environment.

9. epilogue

Anyway,2023Energy-saving lamp industry is an industry full of opportunities and challenges. Driven by policy support, market demand, technological progress, environmental benefits and other factors, the energy-saving lamp industry will maintain a rapid development trend. At the same time, under the constraints of market competition, technical barriers, consumption habits, environmental regulation and other factors, the energy-saving lamp industry will also face many difficulties and problems. Therefore, the energy-saving lamp industry needs to continue to carry out technological innovation, brand building, market development, environmental management and other aspects of the work, in order to cope with the changes in the external environment, to achieve sustainable development.