LED industry boom rises downstream application becomes focus

Entering 2014, the prosperity of China's LED lighting industry has been continuously improved, and the market scale and space have been further expanded. Furthermore, various enterprises and investment institutions are also constantly adding LED related projects, among which LED downstream applications have become investment hotspots. According to the Information Statistics of LED related projects published by environmental protection bureaus in various places in the EIA stage, 2014- In June, a total of 88 LED-related projects across the country entered the environmental evaluation stage of construction projects, and the total investment announced by all projects exceeded 15 billion yuan. According to relevant regulations, these projects will start construction within 6 months after approval. At present, 88 LED projects in the EIA stage are distributed in 19 provinces, municipalities and autonomous regions across the country, of which Zhejiang and Jiangsu have become major provinces with 48 projects, more than 50 of the total number of projects, the number of projects in Anhui, Guangdong and Sichuan is closely followed. Judging from the industrial chain links of the products produced after the project construction and production, the above projects include the upper, middle and lower reaches of the LED industrial chain, materials, accessories and other links. Among them, LED lighting application has become a hot spot of investment, with 56 construction projects reaching 63 of the total number of projects, followed by materials and supporting industries, reaching 19 of the total number of projects, however, there are relatively few epitaxial chips and packaging items. Among the industrial supporting projects, Sapphire and substrate processing projects and phosphor materials have become the focus of investment, accounting for 6 and 5 of the total projects respectively. In terms of the number of projects, LED lighting application projects are being built or renovated and expanded in many places, making them a hot spot for investment. However, in terms of the amount of investment, LED epitaxial chips are still the focus of capital investment, reaching 91. 0. 7 billion, more than 1 billion of the total investment of all projects, with an average capital of more than for each project.