LED packaging companies are desperate to support the industry1

At present, the elimination of incandescent lamps is still less than LED, because the current cost of LED is still relatively high. Xu Huai, secretary general of China lighting Society, said that after the release of 'China's roadmap for phasing out incandescent lamps', LED stocks rose immediately. I don't think it is very rational. Xu Huai was held in Beijing on February 8- The above statement was made at the press conference of the elimination of incandescent lamps. , China efficient lighting products of penetration rate has reached 80 energy-saving lamps of penetration rate than 2009 improve the 4 a percentage points. In contrast, the popularization work in cities is better. At present, there are about 1. 3 billion incandescent lamps in the Chinese market, of which about 1 billion are in rural areas. Because incandescent lamps are used in addition to a few hotels, most of them are rural families. It is impossible for them to replace incandescent lamps with tens of dollars of LED. Xu Huai believes. According to Philips (China) Ye Ming, director of the External Liaison Department of Investment Co. , Ltd. , said that China is undeniably at the forefront of the world in the application of LED market and is a fast-growing country. Based on this, he believes that as an explosive industry, LED will eventually replace other light sources. However, some analysts pointed out that China's achievements in the application market are mainly due to the ten-city plan. According to the survey and statistics of ten cities and 2000 pilot cities, more than 4. 2 million demonstration projects have been implemented in 37 pilot cities and more than LED lamps have been used. In this regard, Liu Shiping, deputy secretary-general of the China lighting Society, said: at present, 80 street lamps in mainland China are high-pressure sodium lamps with a luminous efficiency of 120 lumens/watt, high luminous efficiency and relatively mature development. The LED tries to replace the high-pressure sodium lamp, which is more demanding. LED experimental life is 20 thousand-30 thousand hours, single sodium lamp is 1. The life span of 20 thousand hours is definitely guaranteed. According to Liu Shiping, a set of 400W high-pressure sodium lamps does not cost more than 1000 yuan, but a set of LEDs that can replace 400W high-pressure sodium lamps costs 5000-8000 yuan, even close to 10,000 yuan. The cost of this money, whether it is paid by the government or the company, is too high. The cost of digesting in developed areas is good, but if street lamps are first applied in underdeveloped areas, it will affect its future market promotion. Xu Huai also believes that China should focus on promoting LED for indoor lighting in the next stage. The cost performance of some indoor lighting varieties has gradually balanced their input and output in their life cycle. Lighting products cannot be tested for government projects. The key is to rely on market competitiveness. Only in this way can more application providers be willing to use it. However, these positive expectations about the LED market have not slowed down the pace of listing of related companies. The listing speed-up packaging enterprise will be eliminated at the bottom. Jufei Optoelectronics has just passed the IPO application review of the GEM development and examination committee of the CSRC. On December 14, Wanrun technology followed closely and sounded the door of the CSRC development and examination committee. The GEM Development Committee passed the application of Liad and Changfang semiconductor. Since then, the IPO application for Yuanfang optoelectronics and maoshuo power has also been approved. It is understood that among these enterprises that are about to land in the capital market, jufei Optoelectronics, Wanrun technology and Changfang Semiconductor are all packaged. The number of LED packaging enterprises that have already landed and are about to land in the capital market has reached 7, but the market environment is not as good as before. In 2011, the output value of China's LED packaging was 32 billion yuan, an increase of only 18 compared with last year, far lower than the market's expected increase of more than 30 yuan. In 2010, the growth rate of mainland packaging output reached 35. 5%. At present, there are 1500 packaging enterprises in the mainland, with more than 40 camps with annual sales of more than 0. 1 billion yuan, and less than 10 million second-camp enterprises with sales of between 0. 1 billion yuan and 400 yuan. accounting for about 30, the sales volume of most enterprises is less than 10 million yuan. This is far from the average sales of the eight major packaging listed companies in Taiwan of 1 billion yuan. It is no wonder that listed companies will use the fundraising projects for the expansion of their main business. Xu Huai said. However, with the rush of mainland enterprises, the problems of excess supply in the LED industry, falling product prices, falling gross profit margins, and slowing overall growth have become increasingly prominent.