The core technology of inverter air conditioner needs to be broken

As of the end of the cold year in 2010, "frequency conversion" has become the development trend of the air-conditioning market. Ovid Consulting (AVC) estimated that retail sales of inverter air conditioners will reach nearly 4 million units in the first half of 2010, an increase of 83.9% year-on-year, far exceeding the industry's overall growth.

With the development of more domestic brands, the competition in the inverter air conditioner market is becoming increasingly fierce. In the first half of 2010, Haier's retail sales in the variable frequency air conditioner market accounted for 17.7%, which was 6.6 percentage points higher than that of the second half of 2009. It has become the fastest growing brand in the inverter air conditioner market, and its market share continues to catch up with the US and Gree.

In June of this year, the introduction of new standards for air-conditioning energy efficiency has affected the development direction of the entire air-conditioning industry. In order to meet energy efficiency, enterprises have started to clean up energy-efficient air-conditioning inventory, which has brought developmental momentum to the growth of inverter air conditioners.

In the country's implementation of new energy efficiency standards and subsidy policies, home appliances replacement, home appliances to the countryside and other policies under the joint force, inverter air conditioner has a more price advantage, greatly enhancing the market competitiveness of inverter air conditioner. It is understood that the proportion of sales in the first-tier cities has increased to 30.38%. It is expected that the annual market share will reach 40%, and the popularity of inverter air-conditioners will be further accelerated. In 2010, many domestic air conditioner companies were defined as China's inverter air conditioners. Popularize the first year.

According to the data monitored by the National Information Center, inverter air conditioners accounted for 13.7% of the total for the cold year in 2009, while the 2010 cold year accounted for nearly 24%. At the same time, inverter sales volume increased by 101.57% this year, and sales increased by 86%. It is worth noting that domestic brands accounted for more than 76% of the frequency conversion market. They changed the situation that the inverter air conditioner market was monopolized by foreign funds such as Daikin and Matsushita in the past.

Ovid Consulting (AVC) believes that with the follow-up of more domestic brands, as well as the expected increase in the range of energy-saving subsidies for inverter air conditioners (or fixed-speed air-conditioning energy-saving allowances continue to shrink), the comparative advantage of fixed-speed air conditioners Will be further weakened, the market share of frequency conversion products still has room to rise.

Although from the perspective of market share, domestic brands have achieved absolute advantages in the inverter air conditioner market, and the overall production capacity continues to expand. If Midea invests 500 million yuan to build a northern air-conditioning base, Haier invests 300 million yuan in Jiaozhou to build fluorine-free. Frequency conversion energy-efficient air-conditioning plants, etc., but it must be pointed out that most of the domestic manufacturers in the frequency conversion core technology, especially the compressor and the main chip, are still excessively dependent on foreign suppliers, in addition to the rivals in addition to the scale of cost and sales Outside the channels, the lack of core competitive advantages also puts the industry's already low level of profitability at greater risk.