After several years of low-price competition and industry integration, the LED lighting industry has entered a mature stage. Product cost performance has been greatly improved, the application market penetration rate has increased, and the traditional application market is gradually saturated. The competitive advantage of enterprises is gradually shifting from enterprise scale and product cost to products and technological capabilities, and the value-added role of products is becoming increasingly prominent.
The rise of the Internet of Things has driven LED lighting to small-scale networked high-value digital lighting. The intelligent system can collect user, environment and other information through various sensors, perform data analysis, and then adjust the equipment. Intelligent lighting that integrates personalization and people-oriented is becoming the focus of future industrial development.
In 2017, with the development of technology, product maturity, manufacturers' active promotion, and the popularization of smart lighting related concepts, the global smart lighting market has entered a stage of rapid development. The market size is close to 4.6 billion U.S. dollars, and the annual growth rate reached 95%. The market is expected to continue to grow in the next few years. By 2020, the global smart lighting scale will reach USD 13.4 billion.
Smart lighting has inherent advantages as a smart city access point, and major manufacturers are actively deploying
Smart lighting can not only achieve higher profit margins, but also an excellent access point for smart cities. With the continuous development of cities, more and more challenges are brought about by energy consumption and infrastructure construction. By 2030, it is estimated that the proportion of the global urban population will reach 60%, and the energy consumption of cities will account for about 75% of the total global energy consumption. %, and lighting will account for nearly 40% of the city's total energy consumption. As an important part of smart cities, smart lighting has inherent advantages in the number of Internet of Things access points, and governments of various countries are also actively advocating the construction and development of smart cities.
Lighting giants, including Philips, Osram, etc., have also deployed this market. In 2015, Philips Lighting participated in the smart connected road lighting pilot project in Los Angeles and deployed the Philips CityTouch smart connected road lighting management system in Los Angeles. In 2017, Philips Lighting will City Touch flex intelligent interconnected road lighting system was introduced into China, and combined with China Telecom's new generation Internet of Things (NB-IoT) technology and Tianyi Cloud technical services, it can be accessed including urban emergency systems, traffic signal management systems, security monitoring systems, etc. The various smart city applications in China will jointly accelerate the construction of smart cities in China.
In January 2018, OSRAM released a new smart city central management platform SymphoCityTM (an open platform system integrating software and hardware). In addition to managing lighting, it can also realize a multi-functional integrated smart city central management platform for comprehensive management of urban security, environment, energy and communications. This will help city managers improve efficiency, reduce costs, and promote the development of smart cities.
In addition, Chinese manufacturers Feilo Acoustics, Unilumin Technology, etc. are also vigorously promoting smart street lights. At present, they mainly undertake related projects of the Chinese government. Feilo Acoustics has signed smart city strategic cooperation agreements with more than 20 cities. The Cengong County Government of Guizhou Province plans to build a "Smart Cengong" project with a total investment of approximately RMB 4 billion.
Communication technology continues to change, and there is a diversified development trend
The Internet of Things and smart lighting have developed to the current stage, and various communication technologies such as DALI, ZigBee, Bluetooth, Wi-Fi, LoRa, NB-IoT, Sigfox, Z-wave, EnOcean, etc. have emerged on the market.
In the field of indoor lighting, although there are many wireless communication protocols available, the DALI wired technology specifically designed for lamps still occupies the highest market share. The system based on the DALI protocol has distributed intelligent modules, each module has digital control and digital communication capabilities, and the address and lighting scene information are stored in the memory of each DALI module. The DALI module uses the DALI bus for digital element communication, transfers instructions and status information, and realizes functions such as lamp switching, dimming control, and system settings.
The most stable and reliable system is currently the biggest advantage of wired control technology, but as wireless technology matures, it will become the mainstream control technology in the future. It is expected that the market share of DALI will gradually shrink in the future, while ZigBee and Bluetooth will occupy the main position, among which ZigBee is the most common wireless communication protocol for lamp networking. Due to the long development time and relatively mature technology, ZigBee's network architecture has its own advantages and is more power-saving. Taking the Chinese market as an example, more and more Chinese manufacturers have begun to join the Zigbee alliance, and their products have gradually shifted from most of the past for overseas export markets to the domestic market.
For outdoor lighting, ZigBee is also the most widely used at this stage. However, due to the short application distance, there are many restrictions on outdoor lighting applications. It is expected that after 2017, the market application share of ZigBee in outdoor smart lighting will slowly decline.
With the rise of the Internet of Things, many low-power wide area networks (LPWAN) designed for low-bandwidth, low-power, long-distance, and massively connected IoT applications have emerged. NB-IoT using licensed spectrum, LoRa (Long Range) and Sigfox using unlicensed spectrum are the mainstream among them. The long-distance communication capability of LPWAN can support large-scale IoT deployment, avoid frequent battery replacement, and reduce maintenance costs.
In several low-power wide-area networks, LoRa was commercialized earlier and more open. The industry alliance was established in 2015 and is currently the most widely used in LPWAN. The NB-IoT, which achieved the standard freeze in 2016, can avoid wireless interference due to the use of authorized spectrum, and has carrier-level safety and quality assurance, so it has a competitive advantage in smart lighting scenarios that require high reliability. , The market share has grown the fastest.
Generally speaking, the market for various low-power wide-area networks is relatively fragmented and the market share is still low. It is expected that with the development of technology and the improvement of functions, the market concentration will gradually increase.
