LED: industrial winter is difficult to stop investment
LED: industrial winter is difficult to stop investment
It is hard for the industry to resist the investment boom in winter. LED is a semiconductor that can convert electric energy into light energy. As a new generation of light source that has attracted much attention at present, it is listed as one of the seven strategic emerging industries in the country, the huge business opportunities it contains attract capital from all walks of life.
According to public data, there are currently more than 8000 LED manufacturers in China, and the number continues to increase at the rate of hundreds or even thousands every year.
The reporter was informed that in the past six months, there have been 8 LED lighting companies successfully listed in China, 6 of which have landed on the GEM. The listing speed is amazing. Last year, there were only 7 LED listed companies.
On the other hand, in the past year, domestic small and medium-sized LED enterprises have frequently closed down.
In Shenzhen, more than 80 LED lighting enterprises have closed down. In Foshan, Guangdong, nearly of LED lighting enterprises have closed down in 2011, and LED lighting enterprises in Dongguan and Zhongshan are also deeply mired in the cold wave of bankruptcy.
According to new news, Shenzhen billion Yuan LED corporate vision Optoelectronics is currently in a collapse vortex.
At the same time, foreign capital is in the Chinese market.
A few days ago, Taiwan Dongbei Optoelectronics group invested 25 million US dollars in the production of LED optoelectronic devices, officially started construction in Beijing Digital TV industrial park, and will supply LED lighting in North China in the future.
In addition, in May this year, Osram signed a contract with Wuxi to build a new LED assembly plant in the local area. It is expected to be completed and put into production by the end of 2013, mainly for the packaging of LED chips.
Following the official operation of Chengdu innovation center, GE Lighting Xi 'an innovation center was also established.
The pain of lack of industrial labeling. At present, there is no unified standard for LED industry in our country. Due to the lack of unified standards and norms, there are many kinds of LED lighting application products in the market, with different performances and poor interchangeability, the frequent emergence of inferior products has brought severe challenges to the reputation of the entire industry. International Semiconductor Lighting Alliance (ISA)
Secretary-General Yue Ruisheng told reporters that the international lighting Committee, the international electronic and electrical Committee, the European optical engine Committee, the US Energy Star, ISA and other institutions are all formulating LED lighting standards, competing for the right to speak in the industry.
However, although all parts of our country are already formulating and testing their own local standards, the standards are chaotic. Enterprises are qualified according to the standards and become unqualified there.
On the other hand, the product quality problem caused by the lack of uniform standards is also worrying. The sampling results show that among the 23 batches of Self-ballasted LED, 17 batches were unqualified, up to 73. 9.
An industry insider said that inferior LED products disrupted the market price and greatly reduced consumers' trust in LED products, leading to a vicious circle.
It is reported that the sluggish export market in 2011 has hit the LED industry hard again. Almost all LED products in overseas markets, such as Christmas tree lighting appliances, are exported from China. In the European economic crisis, affected by factors such as the inability of the US economic recovery, the orders of enterprises have been greatly reduced since the second half of 2011, and the decline of orders in Europe and the United States by 30% to 50% is quite common in the industry.
Domestic enterprises lack soft power. Reporters learned that although China is a major lighting producer, China is not a major brand Country. A large number of lighting products in China are OEM for others.
According to data, there are currently more than 8000 LED manufacturers in China, and more than 5000 are located in the middle and lower reaches of the industry, of which 1200 are packaging enterprises ~ There are 1500 companies with annual sales of more than 0. 1 billion yuan. There are less than 10 million companies with sales of between 0. 1 billion yuan and 400 yuan. The sales of most companies are less than 10 million yuan.
It can be seen that although the number of LED enterprises in China is large, the scale is generally small.
It is worth noting that with the vigorous development of the domestic LED market, more and more foreign enterprises have turned their attention to China. Especially in recent years, the number of patent applications in the LED field accepted by China has increased significantly year by year.
In addition, judging from the distribution of the industrial chain, foreign companies mainly have more patents in the fields of chips and packaging, and half of LED core inventions have filed patent applications in China.
Compared with foreign companies, China's LED patent application is obviously at a disadvantage.
According to a survey by the Institute of High-tech LED industry, by the end of 2008, China had applied for a total of 2. 5% of LED-related patents.
There are 60. 71 million pieces, of which nearly Are patents in packaging and application in the middle and lower reaches of the industry.
From the perspective of profit structure, the profits of middle and lower reaches enterprises only account for about 25 of the whole industrial chain.
Chip and package manufacturing enterprises in the upstream account for about of the profits in the industrial chain.
Lu Weiqiang, chairman of Guangzhou shuaiyang Lighting Technology Co. , Ltd. , said in an interview with the media that not all LED industries do not make money. In the LED industry chain, expensive upstream epitaxial wafers and chips are manufactured, it is a part of the high profit. The downturn of the domestic LED industry is ultimately due to the lack of core in the industry.
In the same industry, foreign companies mainly have more patents in the upstream and midstream chip and packaging fields, while in the entire domestic LED industry chain, A large number of LED enterprises are middle and downstream enterprises lacking core technologies.
Wang Lianghai, vice president of Tsinghua Tongfang, also believes that because the core technology is still in the hands of developed countries, talents and technology are still the shortcomings of the development of the domestic upstream LED industry, and the downstream LED products, it is also because of the high price and vicious competition in the market that the application and promotion of products are seriously hindered.
It can be seen that how to change the lack of core in the industry, get rid of low-level redundant construction, and have their own core technology in the industry are the crux of China's LED industry.
Industry experts told reporters that domestic enterprises should refer to foreign advanced enterprises to develop a number of high value-added products through sound technological innovation investment, research and development, transformation and application mechanisms, establish a technological innovation system with enterprises as the main body, market-oriented, and combination of production, education and research to improve the soft power of the industry.