From survival to the pursuit of excellence -- China's semiconductor lighting enterprises forge ahead

In China's vibrant LED industry, the re innovation, dynamic private enterprises accounted for 90%, becoming the main force in the development of semiconductor lighting in china. Despite the fierce competition in the industry, these companies generally small scale, in the development of the tide surging rapids, a mouthful of water, have fallen, but also a stick in the tide, which has some enterprises to open up, continuous innovation, has gradually become the industry, and began to modernize and standardization management. The world is amazed at the rapid development of China's semiconductor lighting industry, but also began to pay attention to these private brands with LED companies.

How are you doing business survival survey

Private enterprises are playing an increasingly important role in China's economy. However, the survival rate of Chinese private enterprises worrying, the average life expectancy of only two or three years, the majority of private enterprises sank in the entrepreneurial stage. Semiconductor lighting is a typical emerging industries, for enterprises, as long as the industry has entered a new venture.

The reporter on a 2004 national semiconductor lighting engineering research and industry alliance established the sponsor list shows that 46 sponsors members, except for the 8 research institutions, two local alliance, the remaining 36 are distributed in the middle and lower reaches of the industry chain enterprises. Among them, the upstream epitaxial chip and related materials / link 9 (electronic limited liability company Xinguang Dalian Luming technology group, Shenzhen Fang Department of Xiamen Sanan Electronics Co., Ltd., Shanghai Blaupunkt Photoelectric Technology Co., Ltd. and Shanghai photoelectric materials Co., Ltd. Hangzhou Blue Technology Co., Ltd., Shanghai Silan azure morning photoelectric bridge science and Technology Co. Ltd., Jiangxi LIAN photoelectric Polytron Technologies Inc, Changchun), packaging and related materials in 13, system integration and application of 13 home, 1 home equipment company.

From the 9 upstream enterprises, in addition to Changchun in new Shanghai Blaupunkt, the two companies closed down, the 7 companies are still in the business enterprise, the survival rate reached 77%, but there are still stick to now epitaxial chip business only, Shanghai 3-an electronic blue, LIAN, the 4 photoelectric Silan azure, other enterprises turning to the downstream. According to the 4 calculated survival rate was 11%. From our investigation of the case, Chinese claim to do LED upstream epitaxial chip of hundreds of enterprises, of which at least more than and 60 have actual investment, but from the previous year began upstream overcapacity since many enterprises operating difficulties or even bankruptcy, at present already in the integration of the tide in the upstream. Recently, Taiwan Jingyuan light Limited by Share Ltd chairman Li Bingjie is more radical that the entire LED industry in 2015 before the territory will be delineated, leaving only two estimates in Taiwan area, the remaining 3 chip factory, home. According to 60 base count, the upstream enterprise survival rate will be only 5%.

LED upstream link due to the high threshold of capital, technology shows a high investment, high risk, high return characteristics, relative to other industries (such as photovoltaic), LED enterprise vitality has been considered stubborn. We also found that hatched from a sponsor of scientific research institutions in some upstream enterprise development is also good, such as the Institute of semiconductors hatched in Yangzhou branch of Semiconductor Lighting Co. Ltd., North Shanghai hatched Blu ray Technology Co., east city semiconductor technology limited company, Nanchang University hatched latticepower Co. Ltd. Beijing, Beijing large hatch is too light when the core technology company, but the future who can win, it is hard to say.

Look at the package link, system integration and application areas, 13 in the League sponsors of packaging and related materials enterprises and 13 enterprise application integration, yet the closure of enterprises, of course, operating conditions vary widely. At present, the entire LED packaging enterprises turn to the application side or to the application end has become a trend in recent years, the above companies are no exception. And this link, the shadow of state-owned enterprises is very heavy, such as Hualian, nationstar, Khalid, grirem, Ningbo Sheng spectrum, Jiangxi LIAN. This phenomenon and the current domestic packaging enterprises to private enterprises to form a contrast, it also shows that the process of Chinese semiconductor lighting development and China economic system reform and the reform of system of science and technology of the course reform of the high degree of overlap, and also spawned a large number has been very active in various ownership enterprises (except for a few state-owned enterprises outside, the vast majority of private enterprises and Hong Kong, foreign investment ventures and wholly owned enterprises, including private enterprises accounted for more than 90%).

According to survey data, at present there are 1500 domestic packaging companies, with annual sales of more than 100 million yuan in the first camp has more than and 40 home sales in 10 million yuan to 100 million yuan between the second camp enterprises less than 400, accounting for about 30%, most of the enterprise sales of less than 10 million yuan. This is the Taiwan package of eight listed companies with an average sales of 1 billion yuan far. At present, in the downstream part of doing well enterprises such as Hualian, nationstar, Riyadh, think twice, as are the League sponsors. Although the increase in the number of entrants into the packaging, product prices, gross margin fell, the overall growth rate will slow down, but these companies have accumulated 10 years, competitive advantage.

China LED applications more than 5000 companies, of which the distribution of the Pearl River Delta in Guangdong, the Yangtze River Delta region accounted for more than 17.3% of the total number of. The future development of the application of the space is very large, and the threshold is not high, there will be more enterprises in the 2-3 period of influx, but is expected around 2015, LED applications will be a large range of