LED China dream behind the "price and market" injury

For the LED industry in the development period, how to get rid of the bottleneck of the current industry, the industry has been thinking about the problem. As the leading industry innovation and development, the pursuit of industrial breakthroughs, which should have a new change, what historical mission and responsibilities. Need to think and answer these questions for the future development of the industry, in which every domestic and international enterprises, should consider, at a critical period of industrial transition, enterprises how to face the existing problems, to avoid short board, avoid entering the industry before the golden period, enterprises have weak growth trap.

LED China dream embarrassment: the core equipment imported

The industry has been basically formed a complete industrial chain, a number of original technology and advanced equipment and excellent enterprise came into being, got on the train carrying the LED "Chinese dream" of high-speed train, arrived at LED lighting products production and export country this site quickly.

However, the LED industry from the ultimate goal of LED lighting products consumer power, there is a distance. Moreover, the development of China's LED industry is still a huge obstacle, the upstream chip and packaging of many core technology patents have been developed by a large number of large companies.

LED Chinese dream, the first is the domestic dream. An embarrassing fact is the core equipment of China LED industry's long-term dependence on imports, two from Germany, the United States MOCVD equipment supplier Ace strong (AIXTRON) and dimensional ekey (VEECO) dominated the industry for more than 90% of the share of MOCVD. Because the MOCVD equipment is expensive, an imported MOCVD equipment price is about 15 million yuan, accounting for LED epitaxial chip production cost 40%~50%, 2009 high subsidies of local government began to implement MOCVD equipment procurement, and thus become strong and help push Ace to a dimension of income rose.

The past two years, China's MOCVD growth rate in the world has been ranked first in the world, but also become the world's two largest MOCVD equipment company Ace strong and the largest source of income.

In the industry view, mass production MOCVD rely on imports, a serious constraint on the development of the domestic LED industry autonomy. To break the domestic LED industry heteronomy situation, the Ministry of science and technology of semiconductor lighting technology development "released" 12th Five-Year "special plan" put forward clearly, "12th Five-Year" during the "implementation of large MOCVD equipment and key supporting materials localization".

More and more enterprises and research institutions began to enter the field of equipment development, seeking to achieve the domestic dream of LED devices. In June 2013, Tianlong photoelectric holding company Jiangsu Sun Sheng's first large-scale production of LEDMOCVD equipment in Jiangsu Humphry science and technology limited company passed the production evaluation and acceptance. September 11th, Tianlong photoelectric interactive platform on investors said that the company has sold two MOCVD devices, but it is not possible to determine whether the sales in the first quarter of this year to confirm the above third.

The development of equipment usually takes a long time to accumulate, domestic equipment to achieve mass production, there is a long way to go. Leaving aside the possibility of imitation of intellectual property issues, the stability of the equipment and the two key issues of the market is very difficult to solve. As for a large chip factory, equipment purchase price is only one of factors to consider, to ensure consistency of the stability of production and products are often more important, started after product yield, the input of the raw materials, the cost of human resources is also a key problem. A new company suddenly launched a new product, not enough time to test, it is difficult to be accepted by the market.

The road to growth has never been plain sailing, and the development of the industry needs to overcome obstacles. In 10 years, LED industry has experienced too many groundless talk, has now reached a turning point, there China LED industry needs to have the strength of their own, MOCVD, more needs to continuously improve the technology and innovation ability of the whole LED industry. Otherwise, even if the government invested more money in the demonstration project, LED this emerging industry will eventually be able to repeat the mistakes of many Chinese manufacturing industry, in the low end of the industry, earn some meager hard".

Industry faces the price of injury

According to the Global Market Research Institute, the latest survey shows that the retail price of LED bulbs, in September of this year, the global replacement of 40W LED light bulb retail price rose about 2.8% to $16.2. Replace 60W LED bulb global average fell 2.5% to $21.4. The United States prices fell the most obvious, especially North America line lighting manufacturers and retail brands have launched ultra low price products, significantly stimulate the market demand.

It is understood that in September the regional market prices are still showing fluctuations in the situation, but the market competition continues to intensify, the trend is obvious to kill the price. Manufacturers have introduced low-cost new products in the regional market. Such as Chinese area, LED lighting electricity supplier brand Hanyuan Chau Ming technology shares online sales leader, Chau Ming Hanyuan established brand, through the pipeline to help Chau Ming products and the cost advantage and the advantage of Hanyuan, launched LED bulb products with competitive price. In the U.S. market, WAL-MART launched its own brand GreatValue LED bulb product line, the price is to break the U.S. market price.

Nuggets differentiation market is king

Facing the present situation of LED industry overcapacity, rampant price competition, the industry pointed out that the current focus of attention is not limited to lighting, LED lighting industry added value competition has started, LED days after the industrial development direction, will inevitably lock model