LED industry: "Guangdong model"

Since June, the country for LED (energy saving lighting) industrial development policies frequently issued, nationwide, with "billion industry development goals for LED county level area has increased to dozens of. With echoes, in China LED industry the largest province of Guangdong, Shenzhen LED production enterprises went bankrupt in 2012 has reached more than 80, Foshan has nearly 10% enterprises closed down, Dongguan, Zhongshan and other places of business are in crisis......

Although deep in the collapse of LED business, but the Shenzhen LED Association, said, this is the choice of the market, not the industry crisis, the future of the LED market is still bright. "

Let the Shenzhen Association of LED so confident, not a strong policy backing, but has been led by the policy development and improvement of the market mechanism.

Explosive growth

LED's rapid growth is not the beginning of the past two years. As early as 2009, in order to expand domestic demand, the Ministry of science and Technology launched the "ten city lights" semiconductor lighting demonstration city, Beijing, Shanghai, plans to Shenzhen, Wuhan and other 21 city public lighting as the carrier, and vigorously promote the LED industry.

Since then, the development of the LED industry on the road, the subsidy policy one after another, from upstream to downstream application equipment procurement Goods are available in all varieties. LED industry is also a small branch of the semiconductor industry, has become the focus of many local training or pillar industries. According to the German Independent Research Firm GSC Research released research report statistics, in 2012 China's LED industry chain output value reached 295 billion yuan.

LED industry high industry profits, easy to accept the industry threshold and continue to improve the policy guidance, not only brought a large number of gold digger, but also brought chaos in the LED industry.

"Three years ago, LED industry profits can reach 20%~30%, but later because of favorable policies, the industry threshold is low, many enterprises in other industries like a swarm of bees into the market, now LED industry profits only 5~10 percentage points. Shenzhen federal LED Electronic Technology Co., Ltd. Product Manager Yang Juan in an interview with this reporter interviewed with emotion.

According to the data released by the Guangdong provincial science and Technology Department, in 2012, the size of the LED enterprises in Guangdong has reached 4028, which is more than the total size of the country by the end of 2009, more than 1000. Nationally, the number has soared to more than 6 thousand.

A lot of money into the LED industry, has brought a significant decline in the price of LED products, two years ago, 1 watts LED chip price is about $3, but now has dropped to less than $1. Meager profits so that a large number of LED companies to follow suit on the verge of collapse, LED industry seems to be beginning to follow the footsteps of the PV industry.

Easy to push "dividend policy"

"Now the LED market, there is a 'structural overcapacity', which is a normal phenomenon in the development of China's market. Shenzhen LED Association reply to reporters, said the first two years around the introduction of LED investment planning and construction projects, indeed far beyond the actual needs of the market. Mainly reflected in the downstream applications, packaging, supporting and other fields, the production capacity of these areas is indeed a surplus situation, which is the need to adjust, but this does not mean that the LED industry has fallen into a dilemma. "

In fact, the domestic LED industry is "photovoltaic" about is not the industry itself has a trap, but because of the domestic policy under the guidance of industrial development, are often prone to "like a swarm of bees" to seize the dividend policy, but ignore the choices of the market situation.

"There is a fundamental difference between LED and photovoltaics. "Tsinghua University Shenzhen Graduate Institute of semiconductor lighting laboratory deputy director Qian Keyuan believes that with the development of technology, the use of LED lighting can save half of the electricity, people will use the solar photovoltaic power generation; no matter how propaganda, guidance, the price is twice as expensive than the ordinary price.

It can be said that PV is a non market oriented industries, and LED is a market-oriented industry. PV has no available value, LED is necessary for us to use. He said.

If money can be said, LED in the popularity of lighting has a unique advantage of the commodity market. According to the latest market data show that the United States LED bulb retail price has dropped to $8, while the price of energy-saving fluorescent lamp is about $5, this difference will inevitably lead to changes in consumer spending habits.

"Enterprises seeking quality, is a typical 'Chinese style' development route, R & D funds have not been voted down, I hope to have a result. Finally, the technology, the market at both ends. Dai Xingyi, Professor of environmental science and engineering, Fudan University, told reporters that the deep-seated causes of this problem is that the state subsidies in the industry, the concept of R & D investment inappropriate.

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