Will LED bulbs become an assembly industry?


On September 10, Panasonic released LED bulbs. Hitachi Lighting also released LED bulbs that support dimmers not long ago (September 16). So far, Toshiba Lighting & Technology, NEC Lighting, Mitsubishi Electric Osram and other five major lighting manufacturers have introduced LED bulbs. The price of each manufacturer's products is similar: about 4,000 yen that does not support dimmers, and about 5,000 yen that supports dimmers. About half of the price this spring. Ignite the low-cost fuse is Sharp, which just got involved in the LED Lighting business last year. Toshiba lighting technology followed suit and launched the same price. The other four companies also released one by one between August and September. New product. It may be affected by this, the frequency of "Led Lighting" and "LED Bulb" appearing in newspapers and networks is getting higher and higher.

In the interview, the author also heard the sound of “now LED lighting is overheated”, but with the advent of LED as a new light source, the lighting appliance and lighting industry is undoubtedly ushering in a turning point. "Nikkei Electronics" September 21, 2009 special edition "LED lighting Warring States era" specifically introduced the dynamics of the lighting industry during the transition period.

This change is slightly different from when the main illumination changes from an incandescent bulb to a fluorescent lamp. Previous lighting consisted of a light source such as a light bulb, a fluorescent lamp, and an instrument (lamp) that mounts the light source. This is true for incandescent bulbs and fluorescent lamps. Therefore, manufacturers have a certain degree of division of labor. But LED is shaking this foundation. Sharp's LED bulb with dimming function is a good example (there is a delay in time to market). Although it has the shape of a light bulb, it functions as a lighting fixture. Because it is free from the structural constraints of the light bulb and the luminaire, it is possible to achieve a more free product design.

Moreover, the manufacturing of light bulbs originally belonging to the equipment industry is gradually shifting to the "assembly industry" produced by purchasing LED packages and power supplies. Examples of its products include LED bulbs from NEC Lighting and IRISOHYAMA. At first glance, the two products are exactly the same. I originally thought that this is the OEM supply from NEC Lighting to Alice Oyema. When asked, these two products are all designed independently. Just because the external heat sink uses a standard product purchased externally (may have a certain degree of customization), the appearance is similar.

With the bulk of the components, it is blunt to say that even without the knowledge of electrical design and thermal design, LED bulbs can be manufactured completely, and it may be difficult to form large performance differences. Just like the development of personal computers into a horizontal division of the assembly industry, it is difficult to rely on processing performance differences to win. If the performance of the basic components? LED package is improved, the situation will be more serious. Because basic performance such as power consumption, brightness, and color rendering performance is highly dependent on package performance. If this is the case, the battle for LED bulbs will evolve into a pure price war.

Perhaps because of the above concerns, lighting manufacturers are more eager to get rid of the limitations of existing incandescent bulbs and fluorescent lamps and the limitations of the lamp sockets, and to develop new system lighting that can take advantage of LED characteristics. However, only Japan's domestic lamp production is 200 million E26 and 100 million E17, which cannot be stopped immediately. Therefore, there is still a large demand for LED lighting installed on existing lamps. Moreover, the life of the LED bulb is long, and the replacement demand is not high. In order to win, it is necessary to seize the opportunity. In the future, at what speed will low price increase? To what extent will the industry increase? I will wait and see.

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enghua Jade Motor Co., Ltd. , http://www.nsledbulb.com