LED endogenous growth underpowered

In recent years, the LED industry has been rapid growth, but since last year, some companies closed down, and suddenly abolished the beginning of the Shenzhen LED industry development plan, making the theory of overcapacity on the whole industry LED. LED will be the next photovoltaic industry?

As the capital of LED is pushed to the cusp of Shenzhen. With questions, the reporter interviewed a number of industry and industry experts. They believe that the situation in the LED industry and photovoltaic industry has a significant difference, the uniqueness of the development of the LED industry, the industry has the ability to get out of the predicament of the PV industry dilemma.

"LED is not the second PV industry"

Chinese LED industry in terms of industrial structure, market structure and industrial policy, and the photovoltaic industry are significantly different, and then decided that China's LED industry can not repeat the mistakes of the photovoltaic industry. "Dr. strategic research minister Li Wenyu joint innovation center of semiconductor lighting industry in Guangdong Province, said in an interview, although the LED belong to the new energy photovoltaic and emerging industries, but the LED application is extremely broad, it will not be the second photovoltaic industry.

Li Wenyu introduced in the technical risk, high purity silicon photovoltaic industry upstream technology, mainly controlled by the United States, Germany and Japan and other countries of the enterprise, but China in LED technology research and development, continue to break the technological monopoly of developed countries, greatly reduce the technical risk China LED photovoltaic encounter dilemma. In addition, the domestic market share of domestic LED lighting products reached 50%, the dependence on foreign markets is low, the huge difference in market structure, but also reduces the impact of external shocks on the development of China's LED industry.

He said, in addition to have a broad application prospect in landscape lighting, indoor lighting, lighting and indicative mark fields, LED has broad application in the fields of agriculture, automotive electronics, optical communication, in order to improve the LED capacity utilization and reduce LED industry risk guarantees.

Reshuffle intensified into the depth of integration

LED is known as the second revolution in the lighting industry, the scenery is no longer the two. But after the last ray star photoelectric, photoelectric vision, hibo photoelectricity etc. closed, for the LED care-laden attitude has not dissipated on the market. How to look at this phenomenon?

In the early stages of the development of any new industry, there will be a situation of investment. Deputy general manager of Shenzhen bangbeier electronic limited company to Shenzhen Daily reporter Yao Qiu introduced a few years ago, China's LED industry and photovoltaic industry in support of the government, the rapid expansion of the scale, due to the rapid expansion of market capacity and limited capacity, some parts of the industrial chain overcapacity problem. However, unlike the overcapacity in the PV industry, the current capacity of the LED industry is structural rather than the whole industry chain surplus, with the release of downstream market demand, this structural contradiction will be eased.

Reporters found that a more common argument is that the LED industry has now entered the depth of integration, low level, no competitive small businesses will increasingly be eliminated, as in the past home appliance field. This is also the adjustment and correction of the problem of overcapacity in the industry chain. "Yao Qiu thinks.

Enterprises optimistic about the market prospects

Turning to the prospects for the LED industry, the majority of enterprises in the next two years the market is still more optimistic. Policy warm wind blowing frequency, to bring them more confidence.

Now many companies are quite busy, there are new public lighting projects need to bid. "Top technology chairman Pang Guiwei said that the past two years in Guangdong province in accordance with established goals, to complete the transformation of the use of LED lighting products for public lighting field; Shenzhen city is also introduced to promote the application of LED lighting products and other related policy implementation plan.

In his view, the domestic LED lighting market with the official implementation of the relevant government support policies, the next three years, the lighting output will be doubled, while the current domestic LED lighting market is still in its infancy.

According to the joint innovation center of Guangdong province semiconductor lighting industry "in the 2013 2 quarter LED industry of Guangdong province monitoring report", the first half of 2013, the total output value of Guangdong province LED industry was 125 billion 168 million yuan, an increase of 27.73%, of which Shenzhen accounted for 37.14%.