LED chip overcapacity policy green into a savior

At the beginning of May, the Ministry issued a "semiconductor lighting technology development" 12th Five-Year special "(Draft)", the period of industry reached 500 billion yuan. As the world's most watched new generation of light source, LED because of its energy saving, environmental protection, good color rendering, long life and other advantages, is known as the 21 world's most promising green lighting source.

The LED industry of our country started in 1970s, and has made great progress under the guidance of national support policies and industrial base construction. 2011, China's LED industry sales revenue 155 billion 968 million yuan, an increase of 30%. Compared with the early 11th Five-Year, sales revenue doubled.

LED 2007-2011 industry sales revenue and growth rate change trend chart (unit: 100 million yuan,%)

Drawing: prospective Industries Institute

Prospective industry research institute "analysis report" showed that the prediction of produce and sale and investment China LED industry 2011-2015, LED as a new type of high efficient solid light source, the downstream application field is very wide, who is currently home appliances, automobile communication and lighting, traffic signals, billboards, almost with LED as a light source or surface light source.

2011, the overall size of China's LED application reached 121 billion yuan, an increase of 34.44%, is the fastest growing segment of the entire LED industry chain. Among them, the most obvious growth in general lighting, the overall share has reached 25%, becoming the largest market share in the field of application, landscape lighting, backlighting followed.

It is worth noting that the LED industry upstream epitaxial chip and chip patents are monopolized by Japanese and American companies, a substantial expansion will lead to overcapacity in the LED chip, the country is particularly serious.

2011, the global MOCVD growth of 704 units, the total reached a total of 2547 units, the overall utilization rate of MOCVD is low, the excess capacity of the chip. 2012, the global LED chip production capacity will remain surplus. Since the second half of 2011, global LED TV sales are lower than expected and China has reduced subsidies for related investments, LED chip and panel manufacturers in South Korea and Taiwan have begun to cut their capital expenditures.

At present, the Chinese government to speed up the cultivation of domestic LED enterprise groups in the Pearl River Delta, Yangtze River Delta, southeast coast and Northern China has built hundreds of chip production plants, packaging manufacturers more than 1000. According to the latest official data, the domestic LED upstream and midstream output value reached 41 billion 400 million yuan in 2011, an annual growth rate of 38%, is expected in 2012 will grow by 60%. But in 2012 the expansion of production capacity and new entrants will continue to reduce the profitability of the chip factory and packaging plant.

Prospective industry research institute LED Industry Research Group believes that China will become the main driving force for the development of the global LED market. The outdoor lighting market in the LED lighting market is determined by the public budget procurement, while indoor, backlight and other applications are more closely related to the macroeconomic. This year, the Chinese government will in the civil and commercial used widely in the field of green energy LED lighting scheme, which is expected to help in the global economic recession LED industry recovery. (Analyst Sun Haihong)