LED industry market "at top speed", will usher in the spring

LED short term industry downturn, but the long-term LED industry will accelerate the trend of development, so that PHILPS and other Chinese and foreign LED giants have gone against the tide busy winter to get the main reason for future market opportunities. 2011 third quarter boss foot tide spread to the Shenzhen LED industry, mainly a serious excess capacity of LED, coupled with the deterioration of the global economic situation, so that the sharp decline in the price of LED products. At present, the industry concentration is low, and the backward technology is the main obstacle to the further development of the industry. From the industrial chain, the upstream and midstream industries more investment value, dry according to optical, optoelectronics, East crystal electronic, optical crystal and other enterprises will benefit significantly.

Sluggish domestic demand sluggish exports, China's LED industry suffered a cold winter, collapse tide struck. However, PHILPS market investment, in December 15th, PHILPS (China) Investment Co., Ltd. and Chengdu Municipal People's government signed a strategic cooperation agreement, the two sides announced a strategic partnership, at the same time, the two sides also signed the PHILPS LED project investment cooperation agreement, announced the construction of PHILPS LED professional lighting project in Chengdu high tech Zone investment plan from 2011 to in 2015, a total investment of more than 25 million euros, will provide 800 jobs. The main production of PHILPS brand outdoor and indoor LED lamps, and both product industrialization, customization and other functions.

Although the short-term industry slump, but the mainland's huge market to attract the majority of enterprises to invest in the long term, LED industry will accelerate the development of PHILPS in the industry downturn actively expand production in order to obtain the main reason for the future market opportunities.

With the constantly expanding range of applications, the global LED industry is developing rapidly, only the high brightness LED market will reach $8 billion 250 million (2009 data), is expected to reach $about 20000000000 in 2014, the global high brightness LED market size or, more optimistic expectations that the global LED lighting in the next ten years will be up to 10 trillion yuan the size of the market (RMB).

In particular, the mainland LED market attractive, in addition, LED enterprise, LED enterprise "Jingsheyao" busy "winter" phenomenon emerged. China's LED market size is expected to reach 500 billion yuan in 2015, compared with the size of the output value of about $126 billion in 2010 will grow by nearly four times.

It is understood that, in addition to PHILPS, one of the world's largest industrial gases company, air products in Anhui city of Wuhu has been put into the world's largest ultra pure ammonia gas making plant site, providing ultra high purity ammonia high brightness LED project new local, will produce 2000 tonnes of gas. LED used in the manufacturing process requires a large amount of ammonia to provide nitrogen source. Due to the high China LED market prospects, air products in the same manufacturing base for the construction of second high purity ammonia factory, a factory production capacity and the production of the factory, and plans to put into operation in mid 2012.

In addition, according to recent reports, a large number of LED enterprises to expand investment, such as RMB 266 million yuan to build honglitronic LED production base, Dongshan precision to be substantial expansion of LED industry, ST Gan intends to 835 million yuan to build a LED wafer production project. December 13th, LED enterprise poly fly to accept the Commission gem issuance examination committee IPO application audit. The next 3 days, Mason technologies, rectangular semiconductor and leyard optoelectronic three LED related enterprises will be.

2011 third quarter boss foot tide spread to the Shenzhen LED industry, mainly LED serious excess capacity, coupled with the deterioration of the global economic situation, so that the price of LED products fell sharply due. At present, the entire LED industry is falling into the crisis of structural excess, the industrial chain of sapphire substrate, chip, packaging, application prices all the way down.

According to statistics, in the first half of 2011 LED industry contracted planning investment of 118 billion 498 million yuan, an increase of 26% compared to the same period, but the downstream market is clearly not open. Enterprise LED products rely more on the local government's municipal works to digest, expensive prices make the civilian is still out of reach, and by the impact of weak international market, LED product exports have suffered. At present, the vast majority of more than 1 thousand and 300 companies in Shenzhen LED SMEs, it is impossible to survive, the industry has begun to collapse tide, the industry is facing a brutal reshuffle. At present, although the overall LED showed a rapid growth trend, but every day in Shenzhen LED companies are facing bankruptcy or liquidation.

At present, the industry concentration is low, and the backward technology is the main obstacle to the further development of the industry.

It is understood that the application of China LED technology basically synchronized with the international, but China industrialization development is LED compared to the international LED industry development is slow, but since 2000, China LED industry is developing rapidly, as of 2009, a total of more than 3000 kinds of China LED production enterprises (including LED epitaxial chip and chip manufacturers 25, LED package of about 600 enterprises, with production and processing enterprises around 2500 years), the total output value of 126 billion yuan (2010 data), the wafer and chip output of about 4 billion yuan, LED package value about 27 billion yuan, LED about 95 billion yuan, basic on the formation of the Pearl River Delta, Yangtze River Delta, Delta, North Fujian and four industrial clusters in the Pearl River Delta, the output value of the total output value of 35%, the Yangtze River Delta accounted for 40%, accounting for 8% of Fujian triangle, Northern region accounted for 5%.

From the industrial chain, the upstream and midstream industries more investment value. May be of concern in LED industry upstream Sanan optoelectronics and dry