LED lighting looks beautiful"

LED lighting has recently become the hot market speculation, the logic behind is nothing more than three: one is the LED lighting as a substitute, benefit from the policy of phasing out the incandescent lamp; two is the LED industry is to shuffle, listed companies as the industry leading enterprises, is expected to benefit from the integration of the industry; three is the LED lighting subsidy policy, "12th Five-Year" green lighting planning and other follow-up support policies will be introduced.

The reason is very full, the funds are also very fit, LED lighting plate will naturally rise sharply. However, the market speculation is expected after all. Expected to cash, may not be honored. A few years ago, some people are expected to replace the fluorescent lamp LED lamp, but the final fluorescent lamps still occupy the mainstream position in the lighting market. LED lighting is still in its infancy, far from mature, the recent policy trends so that investors feel, LED lighting will enter the development of the fast lane. This time, the better expected to cash it?

According to experts, the domestic LED light source output in 2010 was 150 million, in 2015 is expected to more than 1 billion 400 million, LED light output within five years to quadruple. The predictive value of the realization of two aspects, one is whether the policy such as the market expected so awesome, before the development of the two is the development of the reasons for lower than expected if no longer hinder industry.

From a policy perspective, although the government's determination to promote LED lighting is very obvious, but the policy may not be referred to as "market rumors xiehu". Relevant departments made it clear that it will strongly encourage the production and promotion of LED lamps. Once the market came news, LED lighting end user subsidies will reach 8 billion yuan, the latter will continue to expand the scope of subsidies and efforts. However China Securities Journal reporter learned from authoritative sources of the situation, the LED lighting terminal sales subsidy policy is under discussion, the possibility of the introduction of the existence of the year. Not all enterprises can receive subsidies, their products need to be tested, certified, and the enterprise to participate in the bid after the bid. This policy is a guiding policy is not expected to spread out a large area. In addition, subsidies must be a stage of the policy, it is impossible to continue forever.

From the historical experience of the development of the industry, many years ago, the policy began to support the LED lighting industry, but the improvement is not obvious. Under the policy stimulus, the industry has added a lot of capacity, but the lack of R & D strength, resulting in the current situation of low capacity overcapacity obvious, the industry reshuffle is also closely related to this. According to media reports, in the first half of this year, the scale of the Shenzhen LED enterprises about 4000, while the first half of this year, there are more than and 100 midstream packaging enterprises, the closure of the more than and 300 downstream applications. LED business failures occur not only in Shenzhen, every month there are a lot of manufacturers established and closed down, the industry relies on the last trace of meager profit in support.

The previous round of policy stimulus triggered by the bubble is broken, and a new round of policy stimulus is gradually starting. Of course, the policy will be adjusted on the basis of lessons learned, but the enterprise ready? The development of weak strength, core patent and other issues still will be a long-term heteronomy bound of domestic LED lighting industry.

The view that although the core patent upstream chip master in five major international giants, but in other sectors of the industry chain of the domestic enterprises can also apply for a patent, so as to obtain a bargaining chip in the patent war. However, the more realistic situation is that only the core of the patent can have the right to speak, domestic enterprises to get rid of the shackles of transnational giants, I am afraid it is not easy to achieve the goal.