The next two years is the golden period of the LED investment analysis from various angles, is an extraordinary opportunity.
Here is my analysis of market size, prices and costs, business and competitive landscape, light efficiency, packaging technology:

  First, the size of the LED lighting market: in 2009 the global lighting market, LED lighting output value of about $ 2.4 billion, the penetration rate of only 3.3%. LED lighting is expected in the proportion of the global lighting market in 2015 rose to 50%, 80% in 2020.

  Second, the price of LED lighting products and lighting products rapid decline, the LED lamps penetration rising rapidly, we believe that the large-scale replacement of the LED lamps will be the end of 2011, was launched in early 2012 ,2011-2012 will be LED lighting industry is an important investment timing.

  Three commercial / industrial enterprises are more sensitive to the cost of electricity, the government of enterprise energy saving and emission reduction requirements become more stringent and other reasons, the field of commercial / industrial use of energy-efficient lighting products performance will be more active. LED lighting products, an alternative will be the first in the field of commercial / industrial, get a good role model, and then gradually spread to the field of home lighting.

The four LED lighting industry chain to the LED lighting module (light) and LED lighting production extension has brought changes in the competitive landscape, upstream firm down the walk up the walk upstream and downstream businesses, the accelerated pace of vertical integration.

  Five from the luminous efficiency, LED lighting has reached the standard to replace the traditional lighting. The main direction of development of the LED lamps should not be lm / w for the technological upgrading, but reduce the cost of the lm as the representative.
LED packaging is the throat of the LED lighting industry chain, will usher in a development opportunity. The modular trend in the package part of the LED lamps. LED lighting applications, cut into the traditional lighting of the LED industry chain enterprises, with the accumulation of the optical design, LED lighting fixtures links have an edge, the channel for the king's law applies equally to the field of LED lighting applications. z us optimistic about the long-term development of LED industry in the next five years is the golden period of development of the industry, maintaining the industry's "recommended" rating, promising high-end packaging and downstream applications. In the field of LED packaging, we are optimistic that engaged in high-end package, has accumulated a certain technology enterprise in high-brightness high-power package, digging a good investment targets; LED downstream applications, we are optimistic to a certain size, their own brand of LED lamps lighting manufacturers, size and channels in the lower reaches of the fierce competition to win the advantage.