LED lighting: explore the development path of the industry downturn

The characteristics of industrial cluster in Jiangsu, and most of the transition from the development of township enterprises in 80s and 90s of last century, with the accelerating in recent years of economic adjustment and upgrading of industrial structure, a number of new features industry began to gather in my province, so the development of small and medium-sized enterprises to realize the transition from a simple cluster number to the leading industry, leading, realize resources saving and sharing.

From Changzhou, Taizhou Henglin floor Dainan stainless steel to now Nanjing rail transportation, Yangzhou semiconductor lighting...... The "new" and "old" characteristics of the Jiangsu weaving industry called out in the country. 2011, the provincial identified 50 characteristics of the industrial cluster of operating income of $15231, a total profit of 103 billion 600 million yuan, driven by the development of supporting the development of small and medium enterprises in more than 20 thousand.

Starting today, this newspaper will set up a "Jiangsu special industry observation" column, with you to listen to the story of the development of the industry, to share the results achieved, and the development of the industry problems and solutions.

To change the style of the grassroots style

Jiangsu characteristic industry observation

As one of the characteristics of industrial clusters in Jiangsu, semiconductor lighting industry in Yangzhou is now called the. But since last year, the LED industry has seen a general decline in profits, many people worry: LED lighting industry will become a replica of the next PV industry?

The profit decline led to unfounded"

Recent disclosure of Listed Companies in 2012 LED annual report or performance letters show that last year the overall profitability of the industry appeared about 30% decline. The LED testing equipment enterprises in the middle of this month, far from the first quarter of this year, announced the results of the revised announcement, the net profit of the previous notice will be reduced to 5%-35% 30%-60%.

Such a rapid decline in the performance of the people can not help but think of the newly declared bankruptcy reorganization of photovoltaic giant Wuxi Suntech, the former and the fire together with the LED industry, whether it will repeat the same mistakes?

As a special industry in Yangzhou City, at least the local LED lighting is not unfounded. The latest data from the Yangzhou economic and Technological Development Zone, at present, there are various photoelectric high-tech enterprises more than 60, collection of lucidity, dry photos, Longyao, silver rain, branch, Yu science and other world famous enterprises, the last 1-10 months total output value of 28 billion 530 million yuan, an increase of 33.02%, this year is expected output value will exceed 35 billion yuan, an increase of more than 35%. Thus, the prospects for the development of the whole industry is still optimistic.

The development zone is responsible for the work of the Bureau of Commerce LED industry Yao Changchu said, from the results of his research, although the decline in profitability may occur, but the industry as a whole will continue to grow this year. He said, "from the current operating situation, overcapacity situation has eased, coupled with the government of MOCVD (previously LED chip production the key equipment) for each 10 million yuan subsidy, so the enterprise enthusiasm is still high. "

Absolute bottleneck still need to overcome

Intense competition in the market will inevitably lead to decline in corporate profits, but for the entire industry in Yangzhou LED lighting, the real development of the bottleneck is not only so. Yangzhou Institute of Optics and electronics, Nanjing University, Dr. Xu Feng believes that lumen standard is not uniform one of the bottlenecks.

Lumen is the unit of luminous flux, the higher the lumen value indicates that the more bright, while in China, the lumen has not yet developed a unified standard for detection. We usually see the LED bulb, which is often marked on the equivalent of how many watts of ordinary bulbs, for LED lighting, there is no uniform standard is clearly not in line with the requirements of the development of the industry. "

Furthermore, the price problem. In addition to the use of LED lighting as a laptop, TV backlight source, but also to promote the direction of life lighting. As an environmentally friendly, long life, high luminous intensity of the light source, the price of LED bulbs are several times more expensive than ordinary bulbs, a 40 cm long fluorescent lamp price of about $10, the price of LED lamp is more than 40 yuan. Xu Feng said, to overcome the price problem must be from the technology, threshold, industry and other aspects of supporting the work, if you want to replace the traditional lighting LED, it seems to have to overcome many obstacles.

Shuffle period will boost industrial development

Its parent company is Taiwan's top LED enterprise Jiangsu lucidity photoelectric Limited company, mainly engaged in LED lighting industry upstream of the epitaxial wafer, chip production, the company's deputy general manager Jiang Chengji believes that the current LED lighting area upstream output larger is the United States, Japan, Taiwan and the mainland, and in the next 1-2 years in the mainland will output more than Taiwan. He said, the core of the entire LED lighting technology in the upper reaches of the grasp, such as our thickness of only 2 inches of 460m epitaxial film, with more than 30 thousand chips. But for the middle and lower reaches of the packaging, assembly and other links, the technical requirements are not high. For example, the requirements of the TV backlight is very high, and the need for Christmas lights, such as Christmas lights, may only need to use a month, but many of the low-end products are made in china. "

Jiang Chengji said, lucidity sales last year reached 400 million yuan, while the main reason to live, or because of entering the LG and other brands of "fayan". He believes that the industry's temporary trough provides the opportunity to reshuffle, international giants and competing domestic LED companies listed will become the dominant reshuffle. From last year to the present and even next year, are shuffling. This is not necessarily a bad thing for the whole industry