How long can the government enterprise cooperation LED fire

Since 2009, China's LED industry set off a wave of investment, continued until the end of 2011. Statistics show that the project time between 2009-2010 years, China's LED chip project totaling 46, has not been put into operation as many as 16 projects, accounting for the proportion of the total number of projects up to 35%. Production is a handful, not more than 5%. 46 projects, has been put into operation LED chip project is only 20, accounting for the total number of items of 43%. At the beginning of the introduction of the 46 projects total of 1220 MOCVD, currently only in place of, while the actual use of the 436 MOCVD equipment is less than half of the MOCVD. The reason why this happens, mainly local governments in order to attract investment, provide high subsidies for MOCVD equipment, while the local government also arranged for local banks to give businesses enough loans, each MOCVD subsidy of about 10 million yuan, the enterprise basically do not spend a penny to build LED plant, these local governments including Wuhu, Foshan, Jiangmen, Yangzhou etc.. 46 LED chip project planning, the project has not yet put into operation there are 16, accounting for the number of items of 35%. The number of LED chips has been withdrawn or no progress is 10, accounting for the proportion of the total number of projects up to 22%, over time, there will be more manufacturers to get subsidies to exit.

The most typical is the Shenyang side, September 2007, large and Hunnan New District in Shenyang, the state-owned assets management company jointly set up the Shenyang Fangda Semiconductor Lighting Co., Ltd., a subsidiary of Shenyang voke semiconductor lighting design and engineering company, Shenzhen Fangda Guoke Photoelectric Technology Co., Ltd., Shenzhen Voke Semiconductor Lighting Co. company, and Shenzhen semiconductor lighting engineering research and development center, and as a core enterprise system integration construction in Shenyang semiconductor lighting industrial park. Industrial Park plans a total investment of 2 billion yuan, planning covers an area of 300 thousand square meters. The first phase of the proposed investment of 500 million yuan RMB, covers an area of 85 thousand square meters, construction area of 85 thousand square meters, plans within 5 years after the completion of all of the core enterprise of Shenyang Fangda Semiconductor Lighting Co. Ltd will achieve output of 2 billion yuan, driven by the semiconductor lighting industry in the implementation of the annual output value of 10 billion yuan rmb.

In July 08 years in Chinese as a wave of speculation LED concept of leading shares 5 consecutive trading, by June 18, 2012, Fangda group announced Fangda group holds a 64.58% stake in a subsidiary of Shenyang Semiconductor Lighting Co., Ltd. since its inception, semiconductor lighting (LED) products prices continue to fall, but due to lack of funding. Shenyang Fangda industrial scale is too small, business has not improved, so the company decided to stop the Shenyang business. Shenyang Fangda 2011 operating income and net profit of 23 million 530 thousand yuan and -1729 million, respectively, the impact of large group last year net profit of -1124 million, accounting for the proportion of the company's profits -17%.

Coincidentally, similar to the big side is Foshan Asahi optoelectronics. Two years ago, with a total investment of more than 350 million U.S. dollars, Foshan's largest LED upstream investment projects - Asahi photoelectric groundbreaking. Its executive team vowed that the company was founded three years after the listing, and strive to become the world's top three semiconductor lighting enterprises in 2015. A year ago, Xu Rui photoelectric officially opened, the original oath was repeated once again. The world's top three, to know the operation time of more than 10 years, the largest manufacturer of LED China Sanan optoelectronics chips from LED, 2011 revenues of just $180 million, ranking nineteenth in the world, for 15 consecutive years to occupy the first position in the global Nichia in 2011 revenues of more than $2 billion 600 million.

February 27, 2010, with a total investment of 350 million U.S. dollars Asahi L optoelectronic E D epitaxial chip project launched in the South China Sea in Foshan. At the time agreed, nationstar, Shenzhen, Zhejiang, with the emperor light Beijing lampearl, Beijing Aier Di Yi Investment Company and high technology industry of Nanhai District Investment Company and other 6 Chinese shareholders holding XURUI photoelectric 51% stake, SemiLEDs shareholders 49%.

Did not expect that only two months later, Shenzhen emperor light give up for a photo of 3% of the shares, the share of 3% to nationstar, thus nationstar invested a total of 64 million 830 thousand yuan to hold 15% of the shares, the second largest shareholder of a photoelectric.

As of the end of 2011, Xu Rui photoelectric total assets of 584 million yuan, net assets of $237 million in 2011 revenue of only $3 million 940 thousand, a loss of $65 million 220 thousand. If you want to become the world's top 3, then the annual income of at least $1 billion, that is, in 2015 the income must be 1639 times in 2011.

Into April 2012, Xu Rui, general manager of optical Marco Mora (Ma Ke) was suddenly dismissed, the company's core technical team of 11 people due to dissatisfaction with the company's arrangements, but also made the resignation, resulting in Asahi photoelectric in April 10th discontinued. According to the plan in February 2010, the total investment of $350 million will be completed before the end of 2013, when the number of MOCVD optoelectronic devices will reach 100 units, but in fact, by the year April 2012, the company has only 4 MOCVD.

Enterprises such as Asahi is still pretty good, but also put into operation, most companies do not even pilot production.

Global LED industry can be divided into four regions, one in Europe and the United States, with the main direction of general lighting, emphasizing the high reliability and high brightness products. The main manufacturers are only three, respectively, Cree, PHILPS's Lumileds and OSRAM's OSRAM Opto ELectronics Semiconductor. Cree with excellent performance of SiC substrate technology in LED general lighting (General Lighting) occupy a leading position in the field.

Two is the Japanese region, the most comprehensive technology, whether it is general lighting or backlight display has the strongest strength. Development direction of general lighting, automotive, mobile phones and television. main