Blind support tingling LED industry nerve small and medium enterprises LED difficult

Now the development of new industries, the government has a problem: the country is only concerned about the country, the local government is concerned about the industry in the local. Government officials will not go to the market to understand the situation, as long as the whole industry chain, the data is very beautiful, the enterprise is not how the tube. This is Foshan should avoid falling into the wrong, or led in Foshan can only deformity development.

One is the LED industry in the overall market downturn, Foshan small and medium-sized enterprises, most of the LED orders fell difficult; on the other hand, Luocun dished out 10 years to invest 30 billion yuan around the LED industry base to create a new plan of Guangming New Town ". Insiders pointed out that the local government's blind support for the LED industry is one of the reasons leading to structural overcapacity in the industry. However, some people pointed out that the plight of the current LED industry stems from the malaise of overseas markets, but also the inevitable growth of emerging industries.

When the financial crisis came in 2008, the domestic LED industry is still able to go up against the tide, why this year, the decline?

"The volume of exports has declined, but the domestic commercial and domestic markets have not been opened, which is not in harmony with the investment environment. "

President of FSL Lighting Association Wu Yulin: simply said, this year the domestic LED predicament stems from the "front wall", while the rear "awesome too". "The front block" is to say that this year the foreign market downturn, orders fell sharply. This will have to force the product to the domestic market, but the vast majority of domestic LED products rely on exports, the domestic market is still in the stage of municipal engineering needs, commercial and household lighting market has not opened. This means that LED products are not sold.

Behind the "awesome excessive" refers to the overheated investment in the domestic LED market, products are excessive and uneven. In Foshan, for example, 5 years ago, do L E D companies also remain in the figure of the last year, there have been involved in the last year, and now has more than 300, 80% of Foshan's traditional lighting companies into the LED industry into the transformation of the. This gives people a product backlog, excess capacity illusion.

In fact, LED in China has just started, the current overcapacity is a temporary structural overcapacity, is the embodiment of the immature industry market.

New capacity will be released at the end of this year or early next year, it will be the peak of overcapacity. "

Arrow Electronics LED business manager Luo Jijun: by the end of last year the LED market is still relatively benign, overcapacity is not very serious. But overheated investment accelerated the emergence of overcapacity. Statistics show that in 2011 the global M OCVD device shipments will be between 850 to 1100 units, while the Chinese market will occupy the shipments of 60%. However, according to the next 3 years, MOCVD machine expansion program, the mainland LED chip production capacity in 2009 will be the year after the year of 10 ~ 15 times.

This is actually the consequences of the blind support of local governments, we have the LED industry as a new strategic industries to support for the LED lighting business subsidies plus. Especially for MOCVD procurement subsidy policy, no matter who is to millions of companies to fill, like weeds and crops with fertilizer. From last year to now, Foshan do LED chip companies suddenly came out four.

At present, the domestic LED lighting market growth rate between 20%-30%, and last year launched the production capacity has increased by three times. According to a year and a half to two years of production cycle, the new capacity will be released at the end of this year or early next year, when it will be the peak of overcapacity.

Local governments have launched LED project, there may be repeated construction, but not blind. "

Zhao, deputy general manager, deputy general manager of the group: now the local government has launched a LED project, there may be repeated construction, but not blind. I agree with the current development strategy of the city of Foshan in the past two years, there are a number of big writing, such as Xu Rui optoelectronics and National Star semiconductor as well as the production of CMO subsidiary. Because in the field of LED industry, who is still in the upper reaches, who will grasp the core of the LED industry, or even the packaging is also very passive. In the long run, the light efficiency of LED lighting is still rising, the space for technology development is still very large, and the vast majority of the indoor lighting market is not even the primary stage. So said LED overcapacity may be short-term.

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