LED industry mature large enterprises competing to expand the production of small businesses frequency foot

[LED] Chinese network this year, LED industry can be described as "warm and", while the broker from the beginning of the year has been touted as the "industry high boom", one side is constantly exposed to the "run away" incident.

"The LED industry gradually from the growth stage to the mature stage, although the rapid growth of the industry is still continuing, but enterprises are facing the pressure point will be small, this is inevitable in the process of fish, fast fish eats the slow phenomenon, the number of enterprises because of mergers and acquisitions, gradually reduce the exit. LEDinside senior analyst Wang Fei said.

The industry high degree of prosperity and is not a charlatan.

From the LEDinside statistics of the first three quarters of 2014 report can see only a small part 20 to LED, the relevant business industry, listed companies, 15 companies have ushered in income and increasing the profit performance.

Expansion of the field of chip production race still staged.

Big brother, chip Sanan optoelectronics capacity has been rushed in the front, said the announcement in April of this year will be increased 10 billion yuan investment in the construction of green and blue epitaxy, chip production line, the total size of 200 MOCVD (54 to 2 inches for the base conversion), the first launch of 100 sets of MOCVD equipment.

HC semitek two years ago the chip downturn still regardless of the cost of market expansion, the first after the listing to raise funds to set up a wholly-owned subsidiary in Zhangjiagang, the company's production capacity is 2 times the Wuhan parent company, the equivalent capacity became 3 times the original.

Even the modest changelight also announced that in July this year to expand production, a total investment of 5 billion yuan, the new 100 MOCVD equipment, including 50 sets of MOCVD equipment for the first phase of the project will be added at the latest before the end of September 2015 in place and production.

The expansion of production competition not only occurs in the chip field, but also in the field of packaging staged.

Honglitronic current packaging capacity has reached 1500KK per month, at the beginning of this year, this figure is only 800KK. But after the acquisition of smalite Hongli photoelectric, "Hongli" total production capacity will reach 2000KK/, which only EMC capacity reached 600KK (200KK+ 400KK, smalite Hongli) in the country in second place. The Hongli will continue to inject funds to continue to expand its production capacity EMC smalite.

This year "big data, big data Linsen the most essential is monstrous"". Linsen lighting general manager Lin Jiliang said, 2014 LED month Linsen capacity of more than 20 billion devices, a monthly rate of expansion continued to more than 1 billion, is expected to 2015 years production capacity of up to 30 billion.

In such a large capacity release, small companies fight spell spell, however, fight the price but also fight, but there is no capacity advantage, there is no price advantage. "Industry respect, small scale, product line to go with MLS and similar enterprises basically is pushed to the cliff edge, or jump off a cliff, or turn to other product lines The path winds along mountain ridges..

Although the industry matures, the growth rate will decline, but prices will tend to stabilize, industry profits will gradually return to normal economic profits. The big companies are hoping to continue to expand to enhance market share in the survival of the race to occupy a favorable position. Wang Fei said.

With big companies big expansion route is different, the fate of small companies is more tragic.

2014 LED industry reshuffle is still accelerating, the nature has been washed a lot. This year was broke the door of the news, Lee and Fung Technology (Shenzhen) Co., Ltd., Nakayama Houkoterua, Jiangmen autumn field lighting, Zhongshan good race lighting, Sichuan power source photoelectric.

According to LEDinside statistics, from 2011 to 2014, publicly reported run away incident, the number of LED more than 18 enterprises, and this does not include those without the closure of the enterprise.

A reluctant signature of the person in charge of private enterprise a sad face, "the trade situation changes too fast, small companies to survive in the cracks is not easy, those listed companies could finance billion capital hit in, didn't blink an eye, the future of 'War' will be more intense, who can survive down, see each. "

Borrow a word to receive a tail, the Americans invented things, the Japanese do it fine, South Korea to do it cheap, the Chinese do it without money to earn". (text / China LED network Amber)

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