LED lighting industry overcapacity?

In promoting the concept of energy saving and emission reduction and low carbon economy, Zhongshan LED lighting industry A new force suddenly rises. Side is the real money investment, while it is the core technology and equipment constraints.

Even the ancient town of more than a dozen yuan LED lighting products. Zhongshan inspection and Quarantine Bureau believes that in 2010 the value of exports of energy-saving lamps up to $215 million, while LED lighting is only $42 million 292 thousand in Zhongshan. Zhongshan energy saving light export obvious gains, a large number of enterprises into the field of LED lighting, investment overheating caused by excess capacity has come to the attention of the time. Because of technology and cost of the LED industry reshuffle will be inevitable.

Investment "great leap forward"

2009, the town has more than 100 packaging and accessories and other enterprises, when the LED output value of over $3 billion 500 million. The figure in 2010, hurricane, town economic and trade office director Huang Zhitong introduced last year, the town of LED packaging and application enterprises reached 350, the output value of -80 billion in 6 billion, plus the surrounding Xiaolan, estimated that at least 500 Henglan enterprises, home".

According to Liu Zhihong, director of Zhongshan inspection and Quarantine Bureau of the ancient town, the last two years of growth rate of around 50%. In the first quarter of this year, 3063 batches of energy-saving lamps approved by the Zhongshan area, the value of $42 million 282 thousand, an increase of 4.2%; LED lighting products in the 326 batch, the value of $7 million 291 thousand, an increase of 48.3%.

Commercial civil promotion difficult

Zhongshan inspection and Quarantine Bureau believes that the export of energy-saving light source obvious gains in Zhongshan, a large number of enterprises into the field of LED lighting, investment overheating caused by excess capacity has come to the attention of the time.

Even the ancient town of more than a dozen yuan LED lighting products. Liu Zhihong said that the current town lighting companies have launched LED lighting products, but the high upfront investment did not bring huge profits. LED lighting products alone at least a hundred dollars, the domestic consumption structure also determines its rapid spread in the field of home is not too large. Liu Zhihong believes that the domestic two or three tier cities on the LED business according to the lamps unheard of, will not spend a higher price to replace the existing traditional lamps. Although the ancient town of LED industry has at least 6 billion yuan output value, but the first quarter of this year, exports are only $7 million 291 thousand.

Xiaolan Titan lighting is the world's third largest LED lighting production enterprises, "100 percent export products. Tang Shiquan, chairman of the introduction, the application of LED business only exists in some of the developed cities of large commercial super, entertainment facilities, construction or road lighting project. "

Subject to high price

According to insiders, 3 years ago, the factory price of about 40 watts of LED is about $300, and now most of the products priced between 140-160 yuan, the basic annual decline of 20%-30%.

Currently, LED lamp's biggest rival incandescent lamp price is only 10 yuan. "If the price of LED lamp is reduced to 40-60 yuan (3 times of incandescent lamp), consumers can accept it. "Tang believes that it is not realistic," due to the nature of LED lighting, in the home can not completely replace the ordinary energy-saving lamps".

Watch technology weakness

Zhongshan LED enterprises, but had to face an old problem - technical content is not high, low innovation ability, lack of core competitiveness.

In the LED industry chain, purification - slice - Packaging - the application of the four links, the lower the lower profits. In fact, Zhongshan LED enterprises generally focus on the application field, packaging is also only a few enterprises, Linsen Sam.

Liu Zhihong said that the lack of innovation capacity of Zhongshan LED companies, long-term dependence on imported core technology, high cost, affecting the development of LED lighting industry. In the application, there are many problems, a lot of products are not related to the test on the market. Once the new product is sold, will soon be copied, profits fell rapidly.

Even for a large part of the patent LED companies, but also not optimistic. Tang said, we want to reduce costs, can not rely on foreign countries, can only rely on their own technical breakthroughs. At least ten years to see the outcome. "

Energy saving lamp is still the mainstream light industry should be reasonable layout

"We want to pour cold water on this investment fever. Liu Zhihong said that at this stage is still the mainstream of energy-saving lamps, energy-saving lighting industry in Zhongshan, the need for rational planning of industrial layout.

Guzhen Town Association Secretary General Qu Decheng also acknowledged that the status quo of dragons and fishes jumbled together LED lighting industry, he also believes that the current energy-saving lamp is the mainstream of the market, due to the policy of the country, a large number of enterprises hope to obtain state subsidies to put money into LED lighting, in contrast, compact energy saving lamps of investment is the lack of stamina. "

Zhongshan as the largest production base for energy-saving lamps in Guangdong, the value of exports in 2010 up to $215 million, while LED lighting is only $42 million 292 thousand. From the domestic and international market demand and energy saving and emission reduction requirements, at this stage is still the best choice for energy-saving lamps and incandescent lamps and other high energy consuming products. "