LED industry into the integration period

At present, the domestic LED packaging enterprises 1200 ~ 1500, more than 100 million yuan in annual sales of about more than and 40, sales in 10 million yuan to 100 million yuan between enterprises is less than 400, accounting for about 30%, most of the enterprise sales of less than 10 million yuan.

Affected by the global economic downturn and other factors, the first half of 2011 to the first half of 2012, the semiconductor lighting /LED market continued to slump, a significant decline in economic efficiency of enterprises, the market risk is further increased. In order to strengthen the ability to cope with risk, recently Chinese /LED semiconductor lighting industry and an alliance Au Optronics Co jointly organized the production situation in the forum 2012 national semiconductor lighting industry will be /LED".

2011 LED industry as a whole showed a state of excess capacity, whether it is upstream epitaxial, chip or downstream packaging and application, production situation is generally not optimistic. China's LED industry due to the lack of upstream core technology, and packaging enterprises, small scale, the current LED companies get together in the packaging, application and other low-end areas, and thus bring serious problems of product homogeneity. Homogenization of competition triggered price war, gross margin continued to decline. Europe and the United States market purchasing power decline, in addition to some high-end products, the overall decline in orders significantly. According to the annual report data has been disclosed in 2011 listed companies, Lehman optoelectronics, Sanan optoelectronics, KingSun, changelight inventories were 100 million yuan, 918 million yuan, 164 million yuan and 127 million yuan, an increase of 73.31%, 195.88%, 61.58% and 219.16%. Data show that the current domestic LED lighting market penetration rate of only 5%. In the domestic market has not yet been activated in the background, if the export market downturn, LED lighting companies is undoubtedly worse. KingSun relevant responsible person in the "2012 national semiconductor lighting /LED industry production situation forum" said.

Market downturn is not expected to reach

From the beginning of the second half of 2011, semiconductor lighting /LED industry overall sales revenue, production and exports gradually declined.

China /LED semiconductor lighting industry and union secretary general Guan Baiyu said, affected by the global economic downturn, from the beginning of the second half of 2011, with a number of industries, semiconductor lighting industry /LED production and exports, overall sales revenue decreased gradually, most enterprises have reduced orders, product prices fell sharply, increasing output without increasing productivity the utilization rate of the lowest record, exports decline phenomenon, the situation is complicated, most enterprises are not optimistic that for the second half of the production sales prospects, one of the few enterprises continue to maintain good growth, unbalance development is very obvious. National governments at all levels are very concerned about the development of the national economy, the current situation, the introduction of a number of measures to stimulate domestic demand and measures are being implemented. According to the current development trend of the exchange of production and management, reflect, analyze the existing problems, and actively explore the measures to get out of the dilemma, is the common aspiration of the industry, but also the League held the purpose of this meeting.

Affected by the economic downturn in Europe and the United States, LED and lighting market continues to slump, the development of enterprises are not expected to reach the beginning of the year, a sharp decline in export orders showed a trend, the domestic market is not optimistic. Wuxi seastarelectronic Co. relevant responsible person said, at present, the domestic market demand problems, LED is more difficult than domestic enterprises engaged in export, the reason is due to the relative price of LED ordinary energy-saving lamps is much more expensive, is not widely accepted by the market; on the other hand, the domestic understanding of LED energy-saving lamps is not enough overall, do not understand the relevant parameters, due to the interest in LED's products is not high. "Because of the domestic LED products ichthyosaurs mixed beads, the price system is inferior products up to the overall market profit rate resulted in a complete mess, low. Wuxi beneficial Electronics Co., Ltd., the relevant person in charge said in an interview with reporters.

Overcapacity in the industry into the integration period

Industry profit margins fell from the peak of 40% to even lower, especially in the LED package is close to zero profit.

In recent years, the LED industry entered a golden period of development, with a large number of enterprises into LED, excess supply, market prices, industry profit margins decline from the peak time of 40% to 5% or even lower, especially the LED package has been close to zero profit. The current LED industry situation is grim, difficult survival of SMEs, corporate restructuring, policy support imminent. Zhejiang central Au Optronics Co official said that the current LED companies cohabitation, the lack of industry benchmarking, market resources integration is weak.

There are statistics, the current domestic LED packaging companies with 1200 to 1500, more than 100 million yuan in annual sales of about more than and 40, sales in 10 million yuan to 100 million yuan between enterprises is less than 400, most of the enterprise sales of less than 10 million yuan. Zhongzhou photoelectric responsible person said: "in 2011, the majority of LED packaging companies desperately struggling, entered the stage of overcapacity stage this year, some enterprises will be eliminated. How to effectively enhance the core competitiveness of enterprises, and actively participate in the globalization of competition, is an urgent need to consider the issue. "

Shandong tide Huaguang optoelectronics Limited by Share Ltd responsible person believes that the current overcapacity in LED, is a natural stage of industrial development experience. With the further understanding of the industry of investors, the rationalization of local investment policies, the introduction of national standards, LED industry will enter the trilogy of the development stage, that is, active exit, passive elimination