From the recent market trends, intelligent lighting has become Philips and other manufacturers compete to promote new products. Smart lighting was also the subject of heated discussion at the Frankfurt Fair earlier this year and the recently concluded Guangzhou Lighting Fair. We believe that the market is in the embryonic stage, and the manufacturers will increase their promotion efforts, and the market is expected to enter a period of rapid development in the next 1 to 2 years.
The essence of intelligent lighting is electronic and networked, which not only can realize the intelligent control of lighting system, realize the basic functions of automatic adjustment and scene lighting, but also is an entrance to the Internet, so as to derive more high value-added services, such as health management, map positioning, commodity shopping guide and advertising.
At present, domestic enterprises have also entered the field of intelligent lighting, the launch of adjustable light color LED lamps. According to CSAResearch's preliminary calculation, the annual demand for smart lighting products in China exceeds 10 million; In addition, China now has 193 "smart city" pilot, combined with the construction of smart city and smart home concept popular in the future, intelligent lighting prospects.
It can be predicted that the lighting industry ecology will change significantly. Intelligent lighting belongs to the category of intelligent home, and its development needs the cooperation of the whole industrial chain, which will lead to great changes in the industry ecology in the future. We believe that industrial integration based on specialized production will be the future development direction of intelligent lighting. Specialized production is the survival basis of lamp manufacturers and controller manufacturers, and system integrators and platform operators have a greater say in the industry. At the same time, lighting manufacturers and Internet enterprises to increase cooperation is a large probability event.
Securities institutions also believe that the establishment of the trend of intelligent lighting will open wider space for the growth of the LED industry. It is suggested that investors pay attention to the following main lines: 1) In the era of intelligent lighting, solution providers have the biggest say, Philips and other obvious advantages, and manufacturers close to its cooperation will benefit, such as sunshine, Buddha light and so on; 2) Among local lighting manufacturers, enterprises with greater brand influence have the greatest potential to transform into solution providers, focusing on Lux, BDO, Sunshine, Op, Fozhao, SAN 'an, etc.; 3) The intelligent lighting market is more professional and needs strong technical and service team support. The value of engineering channels will be highlighted, focusing on Lux, BDO, etc.; 4) Controller companies such as Topang Stock, Heertai and Maoshuo Power also have greater flexibility. The agency highlights Sunlighting, SAN 'an Optoelectronics and De Hau Renda, which have benefited significantly from the smart lighting trend.
With the increasing popularity of intelligent lighting, Philips, Samsung and other international manufacturers took the lead in launching LED intelligent lighting products. LED intelligent products have become the focus of many enterprises in the light Asia Exhibition, home smart bulbs and commercial wireless control has become a hot topic. However, the smart LED lights seen on the market now mainly achieve simple control such as dimming intensity, color temperature, color adjustment, etc., and there is still a considerable distance from real intelligent lighting.
CSAResearch points out that currently LED lighting is still in the replacement stage, and intelligence will open up greater growth space for LED lighting market, and become the new growth point and long-term growth driver of the LED industry in the post-replacement era. It is expected that the market growth of LED intelligent lighting will be more than 30% in the next two years.