LED industry shuffle period will continue until 2014

The LED industry began to decline before it could rise. Recently, the suspension of Haobo Optoelectronics has pushed the development of China's LED industry to the forefront. Three years ago, there were as many as 3000 domestic LED enterprises, all of which were of small and medium-sized scale. As high-tech and patents have been mastered by developed countries such as the United States, Germany and Japan, the reshuffle and transformation of the domestic LED industry will be fully opened in the next few years. At the beginning of November, the 100 million yuan LED company Haobo optoelectronics in Shenzhen was reported to have stopped production. Subsequently, more than 190 employees applied for labor arbitration and employee representatives applied to the People's Court for property protection, further confirming the news. The reporter learned that Haobo Optoelectronics's incident was mainly due to the break of the company's capital chain. Since August this year, employees have been in arrears with their wages. Employees are still small, and suppliers are in arrears with tens of millions of yuan. The reason is transformation and change. In last April, the company spent 10 million yuan to enter the LED lighting market, but failed to bring returns to the company, eventually leading to financial difficulties. The reporter learned that Haobo Optoelectronics has temporarily solved this problem and production has resumed. However, the outbreak of this incident has caused investors to worry about the company. Some investors said that they hope to take back some of the investment through bankruptcy liquidation. Some experts analyzed that the occurrence of Haobo Optoelectronics incident not only affected the enterprise itself, but also caused people's worries about the LED industry. Some people in the industry have collected data from LED listed companies in the third quarter and found that among the more than 40 companies, 60% of the company's net profit has fallen or lost. Overcapacity leads to market disorder. With the implementation of the national plan to eliminate incandescent lamps and the trial of step electricity prices, the energy-saving effect of LED lamps can be said to bring huge market space to the LED lamp market. Chen Hongda, deputy director of the Institute of Semiconductors of the Chinese Academy of Sciences, has publicly stated that 50 incandescent lamps can be saved by 2. Five Three Gorges dams. In an interview with reporters, the relevant person in charge of Haobo Optoelectronics said that in the number of products sold, the company is actually growing, but the sales growth is at the expense of profits. Li Wenliang, assistant to the general manager of Tsinghua Tongfang, also believes that the current LED lamp civilian field, the entire market products are uneven. Take an LED lamp with a price exceeding 900 yuan as an example. A 5 w led lamp can replace a 40W incandescent lamp, which can save kWh of electricity for life. In the long run, it is to save money for consumers. It is precisely because of the high price of LED lights that small businesses and small workshops follow suit. Therefore, the prices of LED lamps with the same power in the market are 5 yuan, 10 yuan, 20 yuan, 100 yuan, etc. The whole market is chaotic. Li Wenliang said. He Huahua, a researcher at CIC, believes that due to the serious impact of the market's follow-up phenomenon, the products are piled up in the middle and low end, and the long-term melee has lowered the price. Coupled with the weak economy, the profits of domestic LED enterprises are mostly obtained by exports, which leads to overcapacity. The shuffle of the industry will last for several years and the shuffle of the LED industry will last until the middle of 2014. Guo Xiuze, secretary general of Guangdong Lighting Electrical Appliances Association, predicted. NVC Lighting spokesperson also said that the current small and medium-sized enterprises in the lighting industry generally have problems such as quick success, lack of control of product quality, export of low-end products, and weak market competitiveness, which will make small and medium-sized enterprises face difficulties, the industry reshuffle is the general trend. In the field of LED display, enterprises must maintain a gross profit of more than 20 if they want to make profits. In 2011, the net profit of the industry averaged about 5, but this year's gross profit was only about 15, and the profit has shown negative growth. For the future of the LED industry, he Huabei believes that the current LED market is seriously disordered, and the characteristics of products concentrated in the middle and low end are exactly the same as the photovoltaic industry. If LED enterprises do not see the market environment in time, very may be in and photovoltaic industry. Deadlock. However, some experts have expressed different views on this. They believe that through the reshuffle of the industry and the strengthening of market supervision by the regulatory authorities, the LED industry is expected to return to the original growth track. Through reshuffle and integration, large enterprises will be born, which is conducive to making up for the product field. In addition, China has a broad market space, which is also a major advantage in the development of the industry.