Experts worry: domestic LED industry overcapacity risk

China currently has more than 3 thousand semiconductor lighting (LED) enterprises, the majority is in the downstream industry chain; on the other hand, the semiconductor lighting industry base in the country has as many as 13, the homogenization of the industry structure, the core technology kongxinhua gradually...... In the recently held 2011 China (Shanghai) International LED Industrial Technology Exhibition and forum, many experts believe that the new energy industry and other similar, China's LED industry in dagankuaishang, high-speed development at the same time, to a certain extent, there is a risk of overcapacity.

Shanghai semiconductor lighting engineering research center at the meeting released the industry report shows that in 2010 the scale of China's semiconductor lighting industry reached 120 billion yuan. According to the statistics of the Institute of Engineering LED industry, in 2010 China's LED industry contracted total investment of 217 billion 885 million yuan, as of the end of 2010, the new project has been completed the actual investment amount of $34 billion 320 million.

Rapid growth in the number of investment is gratifying, but there are many drawbacks of China's semiconductor lighting industry is also worrying. The more than 3 thousand LED companies, mostly in the packaging and downstream sectors, in the industry the most critical substrate material technology, wafer production equipment core technology patents, has long been the monopoly of foreign companies in technology, better than foreign slow, can only rely on imports in equipment and technology, resulting in the price of no obvious advantage.

What is more serious is that in the face of aggressive situation of foreign enterprises, domestic enterprises are playing alone. In addition to all emerge in an endless stream "industrial base", some local governments to promote local business restructuring, the introduction of a number of LED enterprises for preferential policies, such as equipment subsidies, tax incentives, local demonstration projects to give priority to local enterprises. These policies to the other regional enterprises across the region to integrate mergers and acquisitions, open up the market to increase resistance, so that the real strong can not do strong. For a healthy mature industry, essential industry integration across downstream and cross region, a scattered, lack of coordination of the enterprise, harm the development of the domestic LED lighting industry and no benefit.