Recently, the author was fortunate to have contact with a company specializing in smart chips and had a conversation with the person in charge of the company. According to the person in charge, the smart chip has realized the domestic R&D, domestic patent and domestic production capabilities, and the next step is marketing and sales.
At present, the company's smart chips have been used by many domestic intelligent module manufacturers, and are widely used in the products of major home appliances companies, the company has also received investment in the capital market. However, another piece of information revealed by the company is particularly important: the price of smart chips continues to fall!
For the lighting industry, "intelligence" is only a function attached to lighting products, enriching the application of lighting products, it is not as disruptive as the LED revolution in the era of fluorescent lamps. In fact, for the smart industry, the lighting industry is only one of its downstream applications, and it can also be widely used in many fields such as home appliances, electronics, and decoration.
However, the smart industry and the LED industry have the same place, that is, its industrial chain is highly similar to the LED industry chain: the smart industry is divided into three chains: “chipâ€, “module†and “applicationâ€. LED is divided into “chip†and “packageâ€. "Apps" three major chains. Therefore, from the trajectory of the LED industry development, we can also roughly speculate "the path of intelligent industry development."
In my opinion, the current stage of " smart lighting " is closer to the stage of the LED lighting industry around 2010. The reason for this conclusion is that the lighting industry in 2010 is still dominated by traditional lighting dominated by fluorescent lamps.
LED chip technology is basically mature, LED packaging manufacturers also occupy the mountain, LED lighting application has just emerged, the price is from the original "high on the top" to the beginning of "all the way down", the market acceptance degree has certain difficulties, but has broken through. This phenomenon is highly similar to current "smart lighting".
After a few years of hard work, "smart lighting" has already had some specialized enterprises and programs, but they have not formed a mainstream market position. With the maturity of smart chip technology, the popularity and acceptance of smart modules, as well as the decline in prices of various links, have brought new opportunities for the promotion of "smart lighting".
Because of this, intelligent lighting manufacturers such as Hongyan Lighting, Emotional Light Lighting, Shaokun Intelligent, Xingmeican Lighting, Starlight Lighting, etc., have gone all out to take the road of “intelligence†of lighting. This scene is similar to the LED lighting company represented by Qinshang Optoelectronics in 2010!
Of course, LED lighting ushered in a full-scale outbreak of the market after 2012, thus completely occupying the mainstream market position of the lighting industry. Will intelligent lighting repeat this history? No one can accurately predict at present.
Nowadays, it can only be said that with the popularization of more and more smart chips, intelligent modules and intelligent applications in the lighting industry, the “intelligence†of lighting has been more and more recognized by the industry, thus gaining a small “cake†in the lighting industry. ". As for "the intelligent lighting can occupy the mainstream position of the lighting industry", we need to wait and see!
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