Linsheng related report: After several years of price c […]
Linsheng related report: After several years of price competition and industry integration, the LED lighting industry has entered a mature stage. The product cost performance has been greatly improved, the penetration rate of LED products in the application market has increased, and the traditional application market has gradually become saturated. The competitive advantage of enterprises is shifting from enterprise scale and product cost to product and technology capabilities; the added value of products will become more prominent.
The rise of the Internet of Things has made LED lighting a network of high-value digital lighting. The intelligent system collects information such as users and the environment, performs data analysis, and then adjusts the device. Personalized and people-oriented intelligent lighting has become the focus of future industrial development.
In 2017, the global intelligent lighting market entered a rapid development stage due to technological development, mature products, active promotion of manufacturers and the popularization of intelligent lighting concepts. The market size is close to $4.6 billion, with an annual growth rate of 95%. It is expected that the market will continue to grow in the next few years and will reach $13.4 billion by 2020.
Intelligent lighting has inherent advantages and becomes the starting point for smart cities; major manufacturers are actively deploying in the market
Smart lighting not only has a higher profit margin, but also a good starting point for smart cities. As cities continue to grow, cities will face more challenges in terms of energy consumption and infrastructure. By 2030, the population living in urban areas is expected to reach 60% of the global population, and urban energy consumption will account for about 75% of global energy consumption. The power consumption of lighting will account for nearly 40% of the city's total energy consumption. As an important part of smart cities, smart lighting has an advantage in the number of access points in the Internet of Things. The government is also actively promoting the construction and development of smart cities.
Lighting giants such as Philips and Osram have also laid the foundation for the smart lighting market. In 2015, Philips Lighting participated in the connected lighting pilot project in Los Angeles. Philips CityTouch is used as a smart connected lighting management platform. In 2017, City Touch flex was introduced to China. This smart-connected lighting system is combined with China Telecom's next-generation NB-IoT technology and Tianyi cloud services. It can be used to access various types of smart city applications, including urban emergency systems, traffic signal management systems, and security monitoring systems to accelerate the construction of smart cities in China.
In January 2018, OSRAM released SymphoCityTM, an open platform that integrates smart city management software and hardware. In addition to lighting, it also enables comprehensive multi-functional management of urban safety, environment, energy and communications. This will help to better manage the city, increase efficiency, reduce costs and promote the development of smart cities.
In addition, Chinese manufacturers such as Feilo Acoustics and Unilumin Group are actively promoting smart street lights. They are mainly engaged in projects initiated by the Chinese government. For example, Feilo Acoustics has signed a smart city strategic cooperation agreement with more than 20 Chinese cities, and cooperated with the Guizhou Gonggong government to launch a “smart public” project with an investment of about 4 billion yuan.
Communication technology continues to develop and presents diversified development
In terms of the current development of the Internet of Things and intelligent lighting, communication technologies such as DALI, ZigBee, Bluetooth, Wi-Fi, LoRa, NB-IoT, Sigfox, Z-wave, and EnOcean have appeared on the market.
In the field of indoor lighting, there are many wireless communication protocols available, but DALI cable technology designed specifically for lighting still occupies the highest market share. Systems based on the DALI protocol have distributed intelligence modules, each with digital control and digital communication capabilities. The information of the address and lighting scenes is stored in the memory of each DALI module. Through the DALI bus, the module can communicate digitally, issue commands and status information, turn lights on/off, adjust brightness, and complete system settings.
At present, the outstanding advantages of wired control technology are stability and reliability. But as wireless technology continues to mature, wireless technology will become the mainstream control technology of the future. Therefore, it is expected that DALI's market share will gradually shrink in the future, and ZigBee and Bluetooth will occupy a major share. ZigBee is the most commonly used wireless communication protocol in network lighting. After a long period of development, this technology is relatively mature. In addition to the advantages of the network architecture, ZigBee is also more energy efficient. For example, in the Chinese market, more and more manufacturers have joined the ZigBee camp. They also shifted their focus to developing more products for Chinese domestic consumers rather than positioning most of their products in overseas markets as they have in the past.
In outdoor lighting, ZigBee is also the most widely used technology at this stage. However, due to its short distance, ZigBee still faces many limitations in outdoor lighting applications. It is estimated that ZigBee's share of outdoor smart lighting applications will slowly decline after 2017. In terms of outdoor lighting, ZigBee is also the most widely used technology at this stage. However, due to its short distance, ZigBee still faces many limitations in outdoor lighting applications. It is estimated that ZigBee's share of outdoor smart lighting applications will slowly decline after 2017.
With the rise of the Internet of Things, low-power wide area networks (LPWANs) have emerged for IoT applications with low bandwidth, low power, long distance and large connections. Mainstream examples include NB-IoT with licensed spectrum, LoRa (long distance) and Sigfox with unlicensed spectrum. The remote communication function of LPWAN enables large-scale IoT deployment, avoiding frequent battery replacement and reducing maintenance costs.
In several low-power WANs, LoRa is more open and commercialized earlier. With the industry alliance established in 2015, LoRa is currently the most widely used in LPWAN. The NB-IoT standard was frozen in 2016 because it uses licensed spectrum so wireless interference can be avoided. In addition, it has the same high level of security and quality as service providers, and is therefore more competitive in smart lighting scenarios that require higher reliability. NB-IoT also has the fastest growing market share.
In summary, the current market for various low-power WANs is relatively fragmented and the market share is relatively low. As technology advances and functions improve, market concentration is expected to increase gradually.