Will LED industry become the next photovoltaic?

Dehao Runda believes that the photoelectric industry will not fall into the same dilemma as photovoltaic. Chairman Wang Donglei is worried about overseas anti-dumping, but at the same time, he thinks that the use of photovoltaic is too dependent on government subsidies, and the LED photoelectric industry will be market-driven in consumption, for example, LED lighting will be for business, for business and for home. In Wang Donglei's view, the main difficulty of the LED industry is that the production capacity is too fast, and the big start of market demand will wait another 24 months. Wang Donglei believes that Dehao Runda has the advantage of backwardness: When we intervened in the LED industry, the 2 inch production line was very mature, but I decided to go to the 4 inch production line. It took a lot of energy to debug the furnace, but the production cost was 15 ~ Natural 20. Sanan Optoelectronics also believes that the photoelectric industry will not fall into the same dilemma as photovoltaic. Director Kan Hongzhu said that the bidding for the National LED market has been started, which has billions of markets every year. It is expected that the economy will also pick up in 2014 and the market demand will be released, research institutions judge that lighting alone has 500 billion of the market, and now the market size is only 100 billion. After photovoltaic is mainly anti-dumping, the domestic market cannot digest it, and the industry quickly enters a low ebb. First, LED industry organizations should do more communication between upstream and downstream enterprises to spend the winter together. Second, they should actively help enterprises, especially downstream application enterprises, to deal with overseas lawsuits and actively respond to lawsuits in case of anti-dumping. Kan Hongzhu said that the reshuffle of the industry will take place in the first half of 2014. Next year may be a cold winter for the industry, but it is an opportunity year for San 'an Optoelectronics, only by adjusting the product structure and speeding up the gathering of talents can the industry attract top-notch talents. Sanan Optoelectronics is now mainly competing with international manufacturers, and the product indicators are not lost to Taiwan Jingdian (Large LED enterprises in Taiwan). As a matter of fact, the layout of San 'an Optoelectronics is under way. In November 3, an optoelectronics became a major shareholder by taking a cash stake in the top three LED industries in Taiwan.