LED industry will repeat the mistakes of PV

In the global economic downturn in the environment, many industries have a crisis. The LED lighting industry, thanks to national and local subsidies have been introduced, it is a thriving appearance. In the city of lights, big supermarket logo for LED lighting can be seen everywhere, power saving, energy saving is its flagship label. Reporters in the supermarket survey can be seen, the introduction of a number of small lights, wrote: "only once a month! This shows that the use of LED lighting power saving.

However, in March this year, Shenzhen announced the abolition of the LED industry planning policy, the outside world was interpreted as to avoid the second pv". According to industry analysis, this year, LED backlight and lighting market demand, chip, packaging and application vendors full orders. LED outbreak will open in the fourth quarter of this year, will usher in the next 7 to 8 years of prosperity.

Companies optimistic about the prospects for LED industry

Authoritative data predicts that by 2020 the global lighting market size will be more than $150 billion, compared with $134 billion in 2010, an increase of $11.9%. Although the overall growth of the scale is not large, but the lighting product structure will change significantly. Among them, LED lighting market share will increase from $5 billion in 2010 to $75 billion. That is to say 10 years of expansion of 15 times. In addition, according to the Taiwan Institute of topology industry data, the current global penetration of LED lighting is only 10%, to 2015 or late in 2020, penetration reached 50%.

It is reported that HEDY holding (002027, shares) before the announcement that the company intends to set up a joint venture with natural Sun Debing subsidiary of Guangzhou seven photoelectric Co., engaged in the application of LED products, expanding the company's business scope. According to the announcement, Guangzhou seven photoelectric Limited registered capital of 10 million yuan. HEDY Holdings said that the newly established subsidiary products does not involve LED core technology, the company is facing fierce market competition, the product renewal speed challenge.

Australia Shunchang (002245, shares) in the days before the announcement, the company intends to 5.12 yuan / share set by the 100 million shares to raise about 500 million yuan, to invest in LED wafer and chip industrialization projects (a). According to Australia Shunchang announced plans set by the LED wafer and chip industrialization projects (a) projects a total investment of 808 million yuan, of which 400 million yuan fund-raising to be used. Set up the remaining 100 million yuan to supplement the working capital of the parent company.

For the LED project prospects, Australia Shunchang said that the completion of the project, expected annual sales income of 720 million yuan, annual after tax profit of 169 million yuan. Australia Shunchang last year net profit of only 104 million yuan, that is to say, the LED project (a) after the completion of the company's net profit will increase by 1.63 times, the Australia Shunchang future development, is undoubtedly a big plus.

LED entrepreneurs from the same feeling optimistic that the outbreak of the industry soon". Siu Chi shares (002429, stock it) chairman Gu Wei said, LED industry has a huge space for growth, becoming the second PV impossible". The reason is that LED belongs to consumer electronics, consumer electronics is the biggest feature of a wide range of applications, the market is extremely broad.

Brand manufacturers obvious advantages

LED lighting in the process of replacing the traditional lighting, is bound to experience a sharp decline in the price of the stage. However, the decline in prices should be based on the entire industry technology, the scale has become increasingly mature on the basis of. The industry believes that, at the cost of sacrificing quality, there is no bottom line price shopping, so seize the market, such as the mirror month, flower in water, can not afford to beat.

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