LED is difficult to open 1-yearFebruary or welcome the industry 'sad' time

Although there are still news of LED business owners running away from time to time, the total output value of the LED industry has achieved more than 30% growth this year. Yesterday, the reporter learned from the 2012 high-tech LED conference that by the end of this year, the total output value of the LED industry is expected to reach 205. 9 billion yuan (The total output value in 2011 is 154 billion yuan) Zhang Xiaofei, CEO of Gaogong LED, revealed that the number of enterprises with hundreds of millions of yuan in the upstream, middle and downstream industrial chains in China has increased from 220 last year to 300, but the whole industry is highly polarized, with some enterprises achieving 200 growth, some companies are facing the edge of elimination. Industry cold winter is coming. Has the LED industry come out of the trough? Zhang Xiaofei judged that next year 1 ~ February is a cold and sad time for the industry. He expects that there will be less than 30 epitaxial chip companies left next year, and three domestic MOCVD equipment manufacturers will appear, but there will be no product sales, the packaging factory will close down 20, the downstream display screen enterprises will close down faster, the penetration rate of LED downlights and spotlights in the domestic market will exceed 30, and the sales volume of LED lighting industry may reach 1 billion yuan. Moreover, the situation of oversupply in the industry is still intensifying. Zheng Tiemin, general manager of Shandong Inspur Huaguang Co. , Ltd. pointed out that the LED industry was oversupplied in 2011, and in 2012 it was seriously oversupplied and there were a large number of enterprises restricting production, shutting down, closing down, and even the boss ran away. it is foreseeable that in the next few years there will be a phenomenon of closure, asset restructuring, mergers and acquisitions, and new projects. Zheng Tiemin said that some entrepreneurs only pay attention to immediate interests. Some enterprises do not receive policy subsidies and preferential policies, and they go to the field to expand production because they see the urgency of foreign governments to attract investment. These factors have exacerbated the oversupply of the industry. The huge amount of investment that flocked to it directly triggered a price war. Wang Lianghai, vice president of Tongfang shares, pointed out that over the past few years, the investment in the upstream chip field of LED has been huge, the price has dropped to 30 in 2010, and the performance index has doubled compared with 2010. and package field Average price with 2010 Compared decreased the 40 performance also in improve but relative slow a little terminal application products price also in decreased the original 300 yuan product is consistent with the basic performance of the current 200 yuan LED product. In order to break through the current market, Zheng Tiemin believes that the implementation of product differentiation strategy can alleviate the pressure brought by price wars, and we must pay attention to research and development and production of products and improve product quality. He also said that mergers and acquisitions between LED companies are also an important direction. E-commerce channels have gradually attracted the attention of the industry. In terms of scale expansion, LED industry has also begun to pay attention to emerging channels. Zhang Ming, director of Xinli light source, said that the traditional channel is too expensive, and it is not sure whether it can succeed. He now especially praises e-commerce, which is a very good channel for the LED industry. For example, Zhang Ming pointed out that in traditional channels, the cost of 20 yuan to the chain sales terminal is almost 60 yuan, which is three times the cost price, even if the company opens its own store, the price is at least twice the cost. If e-commerce is well controlled, it is an opportunity for LED enterprises to use online and offline cooperation. Zhang Ming said.