2009-2010 investment statistics and analysis of LED listed companies in China

2010 is the year of the outbreak of the LED industry, LED industry, with the outbreak of the demand, the LED industry investment is raging like a storm. The first is the expansion of industrial capital. Its main performance for the expansion of the industrial chain:

First, the industry to the industrial chain vertical expansion.

If the downstream manufacturing enterprises, upstream chip packaging industry chain extension in the middle reaches of the bottleneck, and the upstream and downstream enterprises to the middle reaches of the package specific application market expansion, some enterprises are active in the starting performance chip package, the main push LED light source. The purpose of this expansion is mainly to occupy a favorable competitive position in the industry, such as Silan, occupy a certain market position in the chip field, it has entered the field of packaging and outdoor screen plan. In contrast, downstream to upstream the difficulty of capital and technical threshold requirements are relatively high, but the enterprise to win greater profits in order to ensure the supply of raw materials, and may choose such mergers and acquisitions; while the upstream downstream will be easier, but the upstream enterprises, the channel from the original for the downstream manufacturers to directly face the fundamental changes have taken place in the terminal market, some enterprises will adopt the acquisition of the downstream channel sound traditional lighting companies, in order to achieve the scale of expansion.

Two, the leading enterprises in the industry to reduce costs or consolidate the leading position of the implementation of the horizontal expansion.

Such as Xiamen Sanan optoelectronics since 2009 has established Tianjin base and Anhui base in Wuhu, a massive expansion of production capacity. Through the expansion strategy, advantageous position within the industry leading enterprises will occupy the competition in the industry, and effectively reduce production costs, industry competition intensifies as LED, after these enterprises will be gradually formed in the industry monopoly.

Secondly, due to the development of optimistic about the LED industry, LED industry has also attracted a lot of investment from outside the industry, which has industrial capital investment, there are such as venture capital, PE and other financial capital intervention.

2009-2010 domestic LED listed companies investment statistics:

With various types of capital heavily involved, nearly two years will enter the peak of the release of production capacity, the domestic LED industry competition will become increasingly fierce. According to incomplete statistics, by the end of February 2010, only to foreign investment intentions in China this year has reached 60 billion yuan, while the actual amount of investment in 2009 was 10 billion. The industry believes that by 2010 China's LED industry output value will be more than 150 billion yuan. Those who do not have the core technology, capital advantage of the enterprise will be eliminated.