Half of the LED enterprises are facing life and death exams

The existing enterprise profitability due to deterioration of emergency relocation

Reporters learned that the day before, Shenzhen last week, Lehman photoelectric (hereinafter referred to as "Lehman") because of an emergency decided to move to Huizhou base, some employees want to leave the resulting compensation dispute. Informed sources said that Lehman eager to move to expand the size of the factory is due to its continued deterioration in profitability. In fact, many LED companies are struggling to reduce orders and net profit dilemma. The industry is expected that the next two years will become the LED industry bubble broken.

Expansion of self-help cited labor conflicts

Yangcheng Evening News reporter learned that in 2011, Lehman's fund-raising 605 million yuan to build LED Industrial Park, of which 143 million yuan for investment in high brightness LED package expansion project, high-end LED display and LED energy-saving lighting products expansion project. Above Huizhou base is one of the raised investment projects. Informed sources said that the reason why they are eager to move due to the small scale and low gross margin pressure, the scale of the expansion must be caused by.

As one of the first landing gem LED companies, Lehman's scale is not prominent, nearly two years of performance showed gross margin continued to decline. In the first half of this year, the company's revenue of 148 million yuan, an increase of 21.50%, but the gross profit margin fell to trough, only about $13.67%. An industry analyst said, regardless of size and gross margin, Lehman is much lower than peers. In this year's market environment, the greater the pressure to survive.

LED industry will usher in the bubble break

In fact, the size of the abyss and the vast struggle far more than the Lehman family. Yangcheng Evening News reporter recently in the Canton Fair interview was informed that the first half of the number of orders fell sharply in many LED enterprises. Shenzhen, a LED lighting company's foreign trade manager, told reporters: the first three quarters of exports fell by nearly half. Bao Enzhong, Deputy Secretary General of Shenzhen semiconductor lighting promotion is more bluntly: this year is the worst year. "

The reduction of orders directly leads to the difficulty of survival

Bright lighting chairman Xu Zhensen to the Yangcheng Evening News reporter said: "at present, the domestic 50% LED enterprise survival problem. Bao Enzhong said that the most concentrated in the domestic LED companies in Shenzhen, every few days there will be a business failure, but the collapse of these small businesses are.

However, with the collapse of small enterprises in stark contrast, is the contrarian growth of some leading enterprises. According to Xu Zhensen introduction, reflecting the group's overall growth in the first three quarters of this year is still breaking the figure of two. In his view, from last year to this year, Shenzhen Jun Andy CEOs running, the vision of the collapse of optoelectronics, Ningbo bankruptcy and a series of corporate failures, are the performance of the industry reshuffle. Investment in the past few years, the formation of too much foam, the next two years is the focus of the bubble broken. Xu Zhensen said.