China LED shame: lack of core.

LED can be converted to electrical energy of the semiconductor, as currently the world's most popular new generation light source, LED because of its high brightness, low heat, long life, non-toxic, can be recycled and reused, known as the green lighting in twenty-first Century the most promising. Industry contains the opportunity to attract the brightest capital flocked, since the first half of this year, there are 8 LED lighting companies successfully listed. Surprisingly, however, in the past year, the industry did not imagine so beautiful.

Guangdong Asia Lighting Technology Co. Ltd. President Wu Wenfeng told us that the Guangzhou has just finished a lighting exhibition, all Chinese enterprises do LED industry basically have participated in the exhibition, at the end of the exhibition, the organizers invited the top 100 China LED businesses attended a dinner. Host a joke, said LED bosses are so thin, you can set the whole room roaring with laughter. It does reflect, LED companies, the voice of this industry, we are in this industry, is now eating well, sleep well, make money, investment is still so big, so the bosses are thin. Although this is a joke, but it does reflect the status of the industry.

Wu Wenfeng, from the beginning of last year, the domestic small and medium-sized enterprises LED failures in Shenzhen, LED lighting business failures of more than 80, Guangdong, Foshan, in 2011 LED lighting enterprises nearly 10% of the failures, LED lighting enterprises in Dongguan, Zhongshan is in the collapse of the cold wave.

President China Electronic Enterprise Association Dong Yunting said, in the middle of the more than and 100 enterprises closed down, the downstream enterprises have more than and 300 business failures, so why from the industrial chain, from the perspective of value chain, the profit is mainly concentrated in the upstream, upstream accounted for about 70%, in the middle also package is 10% to 20%, the application is 10% to 20% collapse.

According to statistics Guangdong Lighting Research Institute released the first quarter of this year, 12 listed companies from last year's 2011 annual performance report shows that only two companies maintained a growth rate increased slightly, the other 10 companies have different degrees of decline in growth rate. But with the downturn in the industry to form a strong contrast is that this year the domestic LED companies IPO enthusiasm is still high. According to statistics Guangdong Lighting Research Institute, the first quarter of this year, has been listed and will go LED companies have 8, than last year the total number of listed companies are more LED enterprises; among them, listed in March and will have 6. And at the end of last year, there have been 5 days after the declaration of the 4 led companies will be a grand occasion".

Guangdong Guangya Lighting Research Institute president Pan Wenbo told reporters, is based on the photovoltaic industry in the past two years, LED industry, the proportion of listed companies than any other industry companies have to be faster.

Wu Wenfeng told reporters that the investment LED people can be described as varied, there are logistics, do tires, and even operating the canteen are holding funds to do LED. Many of the original hardware business, LED lamp back from the upstream procurement, after a simple assembly, has also become LED enterprises.

Wu Wenfeng also said that you can use 8 words to describe, is a mess, a mess". With the general manager of Semiconductor Co. Ltd. Zhan Runzi said that at present can be said to be or is very chaotic, feudal lords vying for the throne, no order, large-scale investment.

Obviously, the LED industry is facing a dilemma. One side is the enthusiasm of investors, companies rushed to the market, while the industry is declining profits. From last year to now, there are more than and 500 led companies have closed down. In the same industry, why do we have a double rainbow?

Insiders told reporters that the first batch of led companies closed down, mostly in the past two years to enter the industry novice. From 2007 to 2011, just four years, China's LED production for MOCVD equipment from the growth of about 50 to about 720 units, this year has increased to nearly 1000 units. According to the Institute of Engineering LED industry data show that in 2010 the country's total investment in LED lighting applications in the downstream area of 23 billion, while the investment in the field of application in 2011 up to 40 billion.

With the general manager of semiconductor limited Zhan Runzi said that in the end application, especially in lighting, lighting terminal market, home lighting, lighting is not much above empirical, pull to the industry is still encountered a bottleneck in the development of.

Zhan Runzi told us that the rapid increase in LED chip companies, resulting in a serious shortage of talent and overcapacity in the industry, from last year, LED chip prices fell sharply.

Zhan Runzi also said that in 2010, according to the original film, according to this to sell, the price of 100 dollars, and now his market price of only $30, but his early investment, his equipment and his staff are the same, or even higher than the original. Because when the industry is disordered, it can cause the talent can be said to be vicious, resulting in increased cost of personnel.

Duan Xianchun said that although a lot of LED companies wearing high-tech coat, but in many small factories, a few electric iron, a pile of LED lighting parts, you can produce LED lamps. This is the workshop of LED companies, the production of very cheap but poor quality products flooded the market.

United States lighting company commercial lighting project minister Duan Xianchun said that the same product, some 5 dollars, $10, and some may sell