LED industry will adjust the industry as a whole is in a state of disorder

The future will only be left 1/3 chip companies, 90% of the packaging enterprises are facing difficulties, LED lighting applications homogenization serious. Yesterday held the first meeting of the semiconductor lighting industry in Foshan, China Electronics Technology Group thirteen Research Institute researcher Zhang Wansheng out of the reality of China's led industry.

LED industry will be adjusted

At the meeting, many companies and experts expressed concern about the current status of the LED industry. Zhang Wansheng pointed out that the LED industry as a whole is in a state of disorder. LED epitaxial chip currently has 85 companies, including projects under construction. 2011 1~7 month to increase the number of more than 200 units, is expected in 2012 China's LED chip production capacity will reach 10 times in 2010. Overcapacity has now begun to show, prices fell sharply. LED chip average price of 25%, the largest decline of up to 42%. Zhang Wansheng believes that the future of domestic only 1/3 chip companies will survive.

In addition, the middle reaches of the package after the collapse of the tide since the beginning of the year, is still facing difficulties. Mainly for the sharp decline in gross margin, 90% packaging companies facing difficulties, the relative excess capacity, the average price of 21%, the largest decline of 25%. it is understood that the current Foshan 80% traditional lighting companies have been involved in LED, a total of more than and 300 enterprises, of which the upstream chip has 4 companies in the tour package of more than and 20, the rest all downstream enterprise applications. Downstream lighting applications are also fierce competition, gross margin decreased significantly. FSL Lighting Association President Wu Yulin told reporters that the current problem is the homogeneity of the products, many poor LED lighting and lighting flooded the market, how to develop differently, is the key to the survival of enterprises in Foshan.

Zhang Wansheng said that the future adjustment of the downstream applications may not be as large as possible upstream, as there will be the hotel catering industry exists, will have food stalls, application of diversification, not only in the street lamps, indoor lighting, use in the military, chemical enterprises, but the enterprises in the design. In addition, the sales channel is also the most headaches of SMEs, actively looking for and traditional lamps or household appliances enterprises to broaden channels, is a way to explore. Wu Yulin said.

LED standard urgent need to regulate

Standard is the biggest obstacle to the development of LED industry. But Zhang Wansheng believes that LED national and industry standards can not be anxious. "The standard is originally industrial departments do, however, the technology sector is also rushing to get standard, some non-governmental organizations to engage in the name of norms in the formulation of standards, which will enable the development of China's LED standard in more chaos. "

But he believes that before the national standards mature, industry associations can LED product standard for some large enterprises, demonstration, communication and discussion, establish a benchmark that other manufacturers in the development of product standards can be used for reference, so as to lay the foundation for the development of industry and national standards.

OSRAM Chinese marketing director chairman: Sampson Guan said that the experience from abroad, at the beginning of 2010, established by OSRAM, PHILPS, Matsushita, Toshiba and other lighting giant cooperation organization -Zhaga alliance, defines the various optical engine interface standard. At present, the standardization has been basically formed, the product will also be launched in the Chinese market. As a result, manufacturers in the procurement of LED lighting components will be easier to enter the threshold of the industry to reduce.

Blue Arrow Electronics LED business manager Luo Jijun believes that the standard of the product launch, will have a certain guiding role for other business activities, but have no legal constraints, still need to rely on the introduction of the national standard.

According to Chinese academician of Academy of Sciences Professor Su Qiang said, the State Ministry is stepping up of national standards and the establishment of LED.