Since the Japanese manufacturer Panasonic (Panasonic) i […]
Since the Japanese manufacturer Panasonic (Panasonic) introduced a full-circumference LED bulb with a glass bulb, LED lamps with two sides on the transparent substrate have gradually attracted attention. After the introduction of the filament lamp design by Epistar, the LED manufacturer, it can achieve full-circumference effect, and the traditional tungsten lamp with similar appearance is quite antique style, which is widely accepted by European and American consumers on the market. Favored, the channel dealers are also very concerned. As a result, many mainland LED manufacturers have followed suit to follow suit, so in many LED exhibitions and related lighting exhibitions at home and abroad, almost every booth will see LED filament lights.
Market status and predicament of LED filament lamps
According to the LEDinside survey, LED filament lamps are still the main market for decorative applications. The main alternative categories include the A19/A60/A55 450lm LED bulb and the B35/F35 250lm candle light. LEDinside estimates that the total number of LED filament lamps shipped in 2014 will be approximately 43 million, and the estimated number in 2015 will grow to around 60 to 70 million. Although the number continues to grow, it is compared with the number of conventional tungsten lamps shipped. There is still a considerable gap. As for why the LED filament lamp market in the past two years has been in a state of thunder and heavy rain, mainly because the price of LED filament lamps is high, and the technical problems of heat dissipation still have to be overcome, making the price and performance away from the market. Looking forward to still have a gap.
LED chip and package transparent substrate fall in price to drive LED filament lamp market demand
However, this situation turned around in 2015. The main opportunity is still the improvement of the performance of LED chips and the decline in prices. From the cost structure of the LED filament lamp, the LED chip and the transparent package substrate account for 50% of the cost. With the significant decline in the price of LED chips and transparent package substrates in the first half of 2015, the overall cost has declined. For example, the A19 LED filament lamp with a luminous flux output of 450 LM has an ex-factory price (FOB Price) of about $3 in 2014. However, it has fallen to $2 in the first half of 2015. The retail price of LED filament lamps in the terminal market has already had the opportunity to press the price of the shelves for sale at a sweet spot of less than US$5, which will drive the growth of market demand.
LED lighting market is out of order, LED manufacturers began to consolidate supply chain through patents
However, because the LED market was oversupplied in 2015, the lighting manufacturers competed fiercely for price competition, resulting in LED filament lamps of various specifications and quotations in the market. Some patented LED manufacturers also hope to ensure the smooth supply chain through patent licensing. According to LEDinside's investigation and understanding, the relevant patent manufacturers with LED filament lamps on the table at this stage include Japan's oxtail (USHIO), Nichia, Taiwan's Jingyuan Optoelectronics, mainland's Ledison, and Traditional lighting international manufacturers also have some patents related through various mergers and acquisitions.
Taking Jingyuan Optoelectronics as an example, since 2006, it has obtained patents for LED filaments in the United States, Europe, China, and Taiwan. For example, several LED chips commonly used in the market are set on a transparent substrate with a bonding layer (as above). Figure), are regarded as the key patents for crystal power. Jingdian is also licensed to its joint venture, Cosmoled, and Leedarson, the mainland's largest LED bulb manufacturer, to support its strategic partners through patent licensing. We have also observed that as the demand for LED filament lamps grows, more and more lighting distributors and stores are beginning to receive patent claims from some LED manufacturers. The second half of the LED filament lamp patent and supply chain war is about to start.