Competition urgent LED oligopoly pattern looming

The ancients said, "long hours," "cycle, the book of changes". LED industry "four establishments", "golden nine silver ten" sales season ended, LED lighting industry is fragmented by the previous development to focus on. In the quagmire of prices, income is not increasing profits embarrassing situation, LED lighting industry finally ushered in the first half of this year to pick up the stage, and even the outbreak of momentum.

Back in 2013 the LED industry, people could not help feeling the past eventful years, Wang Ming Dynasty prosperous world ", but some enterprises to reshuffle fracture of funds collapsed, some earn pours.

As the government continued with various policies launched to support the development of LED industry, the market recovery effect gradually clear, preferential policies, strong market demand for small and medium-sized enterprises "attracted numerous underlings like herd. The subject of many new LED companies to join the battlefield, only to let the market survival of the fittest choice, an industry to the healthy development, must conform to the rules of market economy, not from the market needs to build castles in the air".

Many industry experts predict that the current LED industry needs a big reshuffle to think with vigour and vitality, during this period the survival of LED enterprises, a reign of terror is difficult to avoid. Survival of the fittest market reshuffle, there will be nearly 70% of the enterprises were eliminated, leaving a number of funds, scientific research ability of the LED enterprise, eventually evolved into the "winner takes all" championship game "".

The market restructuring, the competition of "urgent"

Since this year, local government has introduced energy-saving emission reduction efforts, for the emerging LED enterprises to inject a shot in the arm, LED as a national energy-saving environmental protection industry to attract a large number of samples, the intervention of the capital. Especially in 2010 ~2012 years, the domestic investment in the field of LED industry has emerged. Pre investment overheating capacity, in the second half of 2011 to the first half of 2013 focused on the release, so that LED prices continue to fall.

These policies, the most exciting is the national development and Reform Commission issued on the work to increase efforts to ensure the realization of energy-saving emission reduction targets in 2013 notice. According to the "Circular" spirit, development and Reform Commission, Ministry of Finance and the Ministry of housing jointly responsible for promoting the implementation of green lighting project, planning the implementation of energy-saving lighting semiconductor industry, energy-saving products Huimin project implementation, promotion of efficient lighting products 130 million.

With the development of the industry, the government introduced the relevant policies for the LED industry is absolutely good, but sometimes it is difficult to implement. "One of his executives, who declined to be named, also expressed concern. He said that if the local government study LED enterprise really grasp the core technology, or the existence of land, capital, equipment idle, too many enterprises to enter the LED industry may cause negative effect, destroy the market rules.

So far, LED in the downstream industry chain is experiencing the integration of new game and mighty wave crashing on a sandy shore, LED scale enterprises and traditional lighting companies has kicked off. A insiders complain, LED terminal application market is also uneven: outdoor media market downturn, LED display market is nearing saturation; LED backlit LCD display products until last year to open the market, but after a year of explosive development, the product market penetration rate of nearly 70%, but also facing the new display technology OLED the impact on street lighting market; update, subway lighting and other government projects. For example, chip manufacturers, midstream packaging manufacturers face more intense competition.

Some industry insiders bluntly in an interview with reporters, the current nationwide, the downstream industry chain enterprises pure products business LED about 4000, in approximately 1200 enterprises, plus materials, equipment and other upstream enterprises, the country is also a total of not more than 6000 enterprises. In addition, there are a number of traditional enterprises to transition to LED or shun do LED products business, the country has about 2000. Coupled with pure enterprise, a total of not more than 8000 companies operating LED products. Among them, Shenzhen enterprises accounted for about 40% of the country, which is about 3200.

At the same time, as in the middle part of the industrial chain, most packaging manufacturers in the "serial bonds" dilemma, namely the downstream terminal manufacturers using default packaging manufacturers money, packaging manufacturers can only go in the upstream chip manufacturers money and luminescent materials. In addition, such as PHILPS, sunshine lighting, OPPLE lighting and FSL and other traditional lighting manufacturers are slow off the bow, in the twists and turns in the transformation of the change, trying to regain the overlord scepter. Needless to say, the emerging LED oligarchs and traditional lighting manufacturers will be about the future of the game industry as a whole pattern, while mergers and acquisitions in the upstream and downstream industry chain is gradually becoming the main theme of the LED industry forward.

Deep shuffle constantly, LED industry will be reconstructed

Shuffle, triangular debt...... These dazzling words, frequently appear in the LED industry. Some of the LED companies in the collapse of the wave, the reason is that the blind expansion led to serious excess capacity, capital once the problem is A rout is like a landslide.

CREE, Everlight, Sanan optoelectronics, Elec-Tech and EPISTAR as the representative of both new and old oligarchs began to accelerate mergers and integration between the upstream and downstream industry chain, the big moves frequently, like a tiger down the mountain, continue to impact the structure of LED industry.

In the new star enterprises is two level of differentiation, enter the field of LED is not a long time, such as FSL in the market kaijiangtuotu speed unmatched, is called the media industry"