LED industry investment: half "iceberg" half flame"

As the saying goes: "the Yangtze River bring forth the new through the old, the waves die on the beach. This sentence to describe the current state of the domestic investment in the LED industry, may be appropriate. Since last year, "closures", "run away", the boss of production, huge losses and other events in the LED industry set off the waves, however, after the "waves" are still on the big LED project. At present, the domestic investment and development of the LED industry can really be described as half of the iceberg, half of the flame".

Industry on the LED lighting industry investment overheating has been heard, mainly reflected in several aspects:

First, the scale of investment continues to expand. In recent years, the scale of investment in domestic LED companies continue to expand, according to relevant statistics show that in 2010 the total investment of more than 30 billion yuan, in 2011 invested more than $40 billion (in 2011 planning to invest more than 150 billion).

Two, the transformation of traditional lighting enterprises LED. In addition to professional LED companies continue to emerge, the traditional lighting companies also have transformation, FSL, NVC, Feile (Ya Ming), the sun and other traditional lighting companies have been involved in the LED business;

Three, other industries involved in the field of LED. Other industry giants are optimistic about the LED lighting industry, have been involved in, such as BYD, Tsinghua Tongfang, rainbow group, Changhong, China Dianke group, Zhongcai group etc..

Four, the listing of hot: there are currently a total of LED to the main business of Listed Companies in the, more than and 10 related companies waiting for IPO, with LED related to the concept of Listed Companies in more than and 30.

Five, the focus of investment gradually extended from the upstream to the whole industry chain. Benefited from the country's strong subsidies for MOCVD devices, so that the excessive concentration of investment in epitaxial chips and sapphire substrate. At present, with the excess capacity as well as the lighting market continues to open, the investment situation has changed, downstream applications, especially lighting applications become the focus of many upstream enterprises have to extend to the middle and lower reaches of the field.

Duplication of investment, low level of investment, structural defects of investment in the domestic LED market. Due to the upstream chip to the high capital requirements and technical barriers, domestic enterprises are mostly concentrated in the downstream packaging and application, small-scale enterprises, backward technology, product quality is uneven, many companies hold a fish in troubled waters earned a leave attitude, seriously affected the healthy development of the market. For a long time, it seems that the prosperity of the LED investment bubble gradually eliminated, there will be a lot of companies stranded in the waves retreat on the beach.

In contrast, LED had developed, the strong support of national policies on the LED industry investment guidance plays a great role. The Ministry of science and Technology launched the "ten city lights" plan, the LED road lighting just unfolding as this year, the State Council 2 billion 200 million yuan subsidies for the implementation of energy-saving lighting products, semiconductor lighting "12th Five-Year" the implementation of the plan, the Guangzhou public lighting renovation project started, three ministries on the LED lighting products subsidies for the advance of bidding. The huge market, attracting "Heroes" to fight, and the global LED lighting penetration in 2015 will increase to 50%, especially with countries in the implementation of the plan to replace the traditional incandescent lamp, it will bring about great alternative in the market, which many investors, will be a new round of temptation.

And where the investment direction of LED industry? In the face of the current LED industry investment "cold" and "hot", investors how to correctly assess the investment risk? LED industry behind the bustling will have what this "hidden"? How to avoid investment risks? How to correctly guide the investment of LED industry, make the investment to rational return? LED investment industry is a lot of opportunities or trap a lot? How do you think of the current LED industry investment and financing conditions? -7 November 5, 2012 will be held in Guangzhou in the ninth session of the Chinese international semiconductor lighting exhibition and Forum (CHINASSL2012) can provide a platform for the exchange of All flowers bloom together. contention of a hundred schools of thought, in the investment and financing Chinese LED Industry Summit ", from different sectors of the industry will discuss the problem of investment and financing of LED industry, to provide a comprehensive and deep discussion platform for you.

China International Semiconductor Lighting Forum is the largest in the field of semiconductor lighting, industry participation and reputation of the best forum. Its comprehensive coverage of industry technology and equipment, raw materials, product innovation and development and application of technology, the scope of the whole industry chain platform for international cooperation, is committed to the development of the industry concerned target market, to create lasting professional spirit of enterprise business value.

CHINASSL2012 forum set up a total of 2 games, nearly 20 chapters. Through the forum conference / technical branch / special topic branch / overseas special / technical training and other forms, to carry out a variety of ways of communication, so that participants benefit from, and effectively play the role of bridge and link. Over the same period also arranged a business matchmaking, JapanRoom Japanese business meeting, POSTER display and communication, influence character interviews and other activities, in addition to participate in the forum, there are more opportunities for communication. 10000+ square meters of enterprises at home and abroad rich personality of the fashion exhibition, to attract business people together to actively trade chain and supply chain.

In order to change the pattern of better matching the 2012 domestic semiconductor lighting industry and market demand, guide the industrial chain between the domestic and foreign counterparts in the middle and lower reaches of the benign competition, organizers of the exhibition layout planning site will launch four theme exhibition -- "materials and manufacturing equipment zone", "commercial lighting zone", "outdoor lighting zones" and "Ten City Exhibition" pilot city exhibition area, showcasing the latest products and technologies in the field of semiconductor lighting industry