National Day just before long, Shenzhen China photoelectron LED (light emitting diode) industry one of the top 10 enterprises of Shenzhen junduoli Industrial Co. Ltd is out of the situation. Employees found the company chairman Mao Guojun fled. Mao Guojun's escape is not just a personal behavior, which may reflect some of the problems of the entire LED industry.
By the macroeconomic impact, the second half of the domestic LED market is not optimistic. In the case of insufficient demand, the market price of LED products fell sharply. Experts believe that from the current construction and construction projects planned to see, LED production capacity can be at least overdraft market demand for the next 3~5 years.
National Day just before long, Shenzhen China photoelectron LED (light emitting diode) industry one of the top 10 enterprises of Shenzhen junduoli Industrial Co. Ltd is out of the situation. Employees found the company chairman Mao Guojun fled.
At present, the company owed 237 employees in August this year, a total of RMB wages of about $610 thousand. Due to the disappearance of Mao Guojun National Day eve play, employees nowhere to get paid. According to junduoli staff said, chairman Mao Guojun was last seen in September 30th, mobile phone has been turned off. Mao Guojun's escape is not just a personal behavior, which may reflect some of the problems of the entire LED industry.
90%LED lighting business losses
By the macroeconomic impact, the second half of the domestic LED industry is not optimistic about the market. In the case of insufficient demand, the market price of LED products fell sharply. From the current investment plans of various manufacturers, from last year, LED lighting industry from upstream to downstream rapid development of the situation. In the first half of this year reached a blowout.
Beijing Shen An Investment Group Chairman Zhuang Shenan said: in the market, many companies want to attract a place in the field of LED. At present, a lot of Southern pharmaceutical factories, wineries are doing LED lighting products. "
From this view, the next two to three years, LED will have a large-scale production capacity. With the improvement of product localization rate, the decline in the price of each link will be the market trend, the estimated price of LED lighting in the next year there will be a decline in 20%~30% space.
At present, China's LED enterprises have emerged polarization, or 10% of the LED companies closed down during the year. Some time ago and held in the "2011 Chinese low carbon economy industry development forum, LED lighting company PIPO Technology (Shenzhen) company chairman Deng Weiye clearly said:" the current LED lighting enterprise 90% at a loss".
Overcapacity crisis
According to the investment adviser released "2011 ~2015 Chinese semiconductor lighting (LED) industry investment analysis and prospect forecast report" shows, 2011, sapphire material manufacturers expanded significantly, the supply chain problems caused by the March earthquake in Japan has been basically solved, and the overall capacity has been restored. Therefore, if the production capacity gradually released, LED lighting products will greatly exceed the current market demand, and even will have a certain impact on the subsequent market.
It is reported that the Ministry of finance is in conjunction with the development and Reform Commission and other relevant departments, plans to subsidize semiconductor lighting products, is expected to launch in the fourth quarter of this year. In addition, the Ministry of science and technology, ten city million light is also expected to guide the implementation of the measures in the fourth quarter.
But now the entire LED industry is in a crisis of structural excess. Two years ago, LED around the introduction of competing investment planning and capacity under construction has far exceeded the actual demand of the market, with investment overheating most serious LED sapphire substrate as an example, the construction projects in the production capacity of 101 million pieces per year, and Chinese current actual demand is only 6 million 850 thousand, is still not enough capacity 1/10.
According to expert analysis, LED industry seems to have a similar situation before the polysilicon and liquid crystal panel. From the current construction and construction projects to start the project statistics, LED capacity at least overdraft market demand for the next 3~5 years.
Contact: mack
Phone: 13332979793
E-mail: mack@archled.net
Add: 3rd Floor, Building A, Mingjinhai Second Industrial Zone, Shiyan Street, Baoan, Shenzhen,Guangdong,China