Hook: today and LED the transformation to lighting area will be more close to bankruptcy

In the face of the LED looks very beautiful feast, many enterprises 'transformation', rush blindly, be 'transformation' the road 'martyrs'. Is the industry authority boldly predicted that LED industry more storms are likely to explode in the next year, when there will be more LED enterprise facing bankruptcy.

small businesses or been shuffling

'is not surprising,' on November 8, foshan lighting association wu yulin told reporters when it comes to ShuaiLiang collapse. 'The company was doing manufacturing is a traditional lighting lamps and lanterns, don't have the requirement of production of LED products. Heard of this industry well, trade immediately rushed into '. Wu yulin think ShuaiLiang collapse not only the beginning, 'in the first half of next year or in the second half of next year, you can see more sight of business failures'.

according to wu yulin, foshan currently engaged in LED production of more than 300 enterprises, but from the traditional lighting industry smell like ShuaiLiang LED industry business opportunities, 'transformation' of about more than 100. Transformation of these small businesses are mostly happened in this year or two, 'and some companies even just from the traditional lighting industry transformation', and some have no transformation of the traditional lighting companies are also going to LED to the battlefield.

'LED industry of twelfth five-year plan of guangdong' shows that owns 60% of the nation's traditional lighting companies in guangdong. Hu cultivation, foshan alone gathered around thirty percent of the nation's traditional lighting enterprise. For a large number of traditional lighting enterprises, be the first choice of the transformation of the way the answer LED industry. 'Rush, but not too much experience of enterprise that is like a road could have been very good, but too traffic jam, someone will eventually be pushed down fell dead'. Wu metaphor.

in wu yulin's view, the biggest risk point would probably be exposed to as big as ShuaiLiang 'transformation'.

next year there will be a lot of enterprises die

is located in shenzhen longgang shenzhen hao jiing lighting technology co. , LTD. Is a faint smell the taste of the storm. 'Next year, and may even end early next year, may have many LED enterprises to die', Mr Shaw forecast. Contract LED foreign orders, since this year, he thought, on the one hand, because of foreign economic situation is not good, but on the other hand, it is because of the extensive aggressive type 'transformation' buried under the bitter already began to emerge.

'some 07, 08 to produce and export abroad LED products have begun to expose this or that kind of quality problem, foreign trader wants to find the original supplier, only to find that the factory is closed. This has LED some foreign manufacturers trust crisis on LED products in China, it also LED to a great extent, caused the order reduction. ' Mr. Shaw said, they found that the service life of LED lights on the market, even only three months, six months. 'Regardless of so many small firms, a one-time deal, money will leave. Great switch is closed, 'change the name again.

shelter-forest also save risk in guangdong lighting electric appliance association secretary-general Guo Xiu view, risk is also not just focused on small enterprises blindly into the LED industry, whether it is gathered the middle link of encapsulation of medium-sized investors, or attract upstream of big business, big capital investment epitaxy chip production are hidden risks.

'someone take 23000 ten thousand yuan, can consult me do LED encapsulation; Some thick LED business plan, want to kill into the industry, 'said Guo Xiu, most people see is the market good investment prospect, but lack of correct evaluation of risk. Because of this, Guo Xiu think LED a hierarchical link latent risk is bigger. 'Small business ship small good turn, economic scale co. , LTD. ; Shelter-forest frequently to invest ten million yuan to hundreds of millions of yuan, once they appear risk, how to turn around '?

hao jiing lighting technology of Mr Shaw agreed for this view. The present, he thought, LED the market is full of 'speculators', there is no lack of some bread with title 'LED' painting circle money of speculators. 'Some companies give price we were all surprised, these companies either in vain, or provide more', says Mr Shaw, the purpose of these enterprises is to grab market share, is bigger, the plates and the motivation of its try very hard to do big market intriguing.

in addition to jun state, the crystal source is large and medium-sized enterprise risk exposure LED scene in microcosm. In may this year in shenzhen century crystal source for delinquent loans are bank charges, and its vendor payment in arrears, project, amount ranging from hundreds of thousands of yuan to tens of thousands of yuan. Central China securities research found that the company in 2005 to enter the LED epitaxial wafer and chip area, the first 3 billion yuan investment, planning for 3 years to 5 years reached 20 billion yuan investment scale, planning the output value of more than 100 billion yuan, the planning scale and 2010 many into LED upstream of the enterprise. However, the reality is that the crystal source of LED chips until 2008 formally put into production, run down for many years, products are rarely seen in the market, at present, the company is close to the edge of bankruptcy.

'for no technical reserves and distribution channels of the new company, to enter the upstream LED epitaxial wafer and chip part of the risk of larger capacity planning can be transformed into effective capacity uncertainty', zhongyuan securities related personage points out.

in gathering many LED 'bosses' of the listed company, the situation is not optimistic. LED industry listed companies released three quarterly reports in 2011, according to the third quarter, LED the revenue and profit growth of listed companies is almost down across. This shows that the LED is currently in industry performance, 'bosses' are struggling.