After several years of low price competition and industry integration, the LED lighting industry has entered a mature stage. The cost performance of products has been greatly improved, the application market penetration has been improved, and the traditional application market has been gradually saturated. The competitive advantage of enterprises is gradually shifting from the scale of enterprises and the cost of products to the capabilities of products and technology. The added value of products is becoming increasingly prominent.
The rise of the Internet of things drives LED lighting to high-value digital lighting for small networking. Intelligent systems can collect users, environment and other information through various sensors, analyze data and adjust equipment. Integration of personalized, people-oriented intelligent lighting is becoming the focus of future industrial development.
In 2017, with the development of technology, the maturity of products, the positive promotion of the manufacturers and the popularization of the concept of intelligent lighting, the global intelligent lighting market has entered a high speed development stage, with a market scale of close to 4 billion 600 million US dollars and the annual growth rate of 95%. The market will continue to grow in the next few years. By the year 2020, the scale of global intelligent lighting will reach US $13 billion 400 million.
Smart lighting as smart city access port has congenital advantages, major manufacturers active layout
Smart lighting is not only a higher profit margin, but also an excellent access point for smart cities. With the continuous development of the city, more and more challenges are brought about by energy consumption and infrastructure construction. By 2030, the global urban population ratio is expected to reach 60%, and urban energy consumption accounts for about 75% of the total energy consumption in the world, and lighting will account for nearly 40% of the total energy consumption in the city. As an important part of the intelligent city, intelligent lighting has a congenital advantage in the number of access points in the Internet of things, and the governments of all countries are also actively advocating the construction and development of intelligent cities.
PHILPS, OSRAM and other lighting giants have also laid out the market, in 2015 PHILPS lighting participation in Losangeles's intelligent interconnection road lighting pilot project, the deployment of the PHILPS CityTouch intelligent interconnection road lighting management system in Losangeles, and in 2017, PHILPS illuminated the City Touch flex intelligent interconnection road. The Ming system is introduced into China and is combined with the new generation of Internet of things (NB-IoT) technology and cloud technology services of the China Telecom. It can access various intelligent urban applications, including urban emergency system, traffic signal management system, security monitoring system and so on, and jointly accelerate the construction of China's smart cities.
In January 2018, OSRAM released the new smart city central management platform SymphoCityTM (an open platform system that integrates software and hardware). In addition to managing lighting, the multifunctional integrated intelligent city central management platform can also realize comprehensive management of urban security, environment, energy and communication. This will help city managers improve efficiency, reduce costs and promote the development of smart cities.
In addition, Chinese manufacturers flyer sound, Chau Ming technology, etc. are also vigorously promoting intelligent street lamps. At present, the main undertaking of Chinese government related projects, flyer audio has signed the intelligent city strategic cooperation agreement with more than 20 cities, and the total investment scale of Cen Gong county of Guizhou province is about 4 billion RMB "intelligent Cen" "Project.
Communication technology continues to change, and now diversified development trend.
The Internet of things and intelligent lighting have developed to the present stage. The market has sprung up all kinds of communication technologies, such as DALI, ZigBee, Bluetooth, Wi-Fi, LoRa, NB-IoT, Sigfox, Z-wave, EnOcean, etc.
In the field of indoor lighting, although there are many wireless communication protocols that can be applied, the DALI cable technology that is specially designed for lamps and lanterns still occupies the highest market share. The system based on DALI protocol has a distributed intelligent module. Each module has digital control and digital communication capability, and the address and lighting scene information are stored in the memory of each DALI module. The DALI module performs digital element communication, transfer instructions and state information through the DALI bus, and realizes the functions of switch, dimming control and system setup.
More stable and more reliable system is the greatest advantage of cable control technology at present, but with the growing maturity of wireless technology, it will become the mainstream control technology in the future. The market share of DALI is expected to shrink in the future, while ZigBee and Bluetooth will occupy the main position, in which ZigBee is the most common wireless communication protocol for the network of lamps and lanterns. Because of the long development time and relatively mature technology, ZigBee's network architecture has its own advantages, and in addition, it saves electricity. Taking the Chinese market as an example, more and more Chinese manufacturers are beginning to join the Zigbee alliance, and products have gradually shifted from most of the past to the domestic market.
ZigBee is also widely used in outdoor lighting. However, because of the short application distance, there are many restrictions on the outdoor lamps and lanterns. It is expected that after 2017, the market share of outdoor intelligent lighting will be slow down after 2017.
With the rise of the Internet of things, the low power wide area network (LPWAN), designed for the applications of low bandwidth, low power, long distance and a large number of connections, emerges as the times require. NB-IoT, which uses the licensed spectrum, and LoRa (Long Range) and Sigfox, which use unauthorized spectrum, are the mainstream. LPWAN's long distance communication capability can support large-scale Internet of things deployment, and avoid frequent battery replacement and maintenance costs.
In several low-power wide area networks, LoRa is commercially available and relatively open. It was founded in 2015 and is currently the most widely used in LPWAN. The NB-IoT, which has been frozen in 2016, can avoid wireless interference by using the authorized spectrum and have the security and quality assurance of the operator level. Therefore, it has a more competitive advantage in the intelligent lighting scene with higher reliability, and the market share is quickest.
Generally speaking, the market of all kinds of low power Wan is scattered and the market share is still low. With the development of technology and perfect function, market concentration will be gradually improved. (details can refer to LEDinside silver class member global lighting market trend report)