Lack of core technology, LED industry, "high fever" has become a reality?

"Guangzhou International Lighting Fair is the world's largest lighting exhibition and LED exhibition, but there will be a few tens of thousands of square meters in the exhibition will be on the show, you see our high fever to what extent. Guangzhou International Lighting Exhibition founder Pan Wenbo complained to the new express reporter.

It is understood that the Shenzhen municipal government in the recently released no explanation of the circumstances, the abolition of the "issued by Shenzhen LED Industrial Development Planning notice", will lead to Guangzhou International Lighting Exhibition exhibitors attention. Pan Wenbo believes that the current LED industry, high fever is a fact that the next three years will be 70%LED production enterprises are facing elimination.

Industry generally lack core technology

Shenzhen engaged in the LED industry has accounted for nearly half of the country. March 2009, the Shenzhen municipal government issued the plan, proposed Shenzhen will build the country and even the world's important LED industry R & D and production base, to the size of the industry in 2015 reached 130 billion yuan. At that time, the program is regarded as a blueprint for the development of the relevant cities in many cities. Recently, however, the Shenzhen municipal government abolished the notice on the issuance of the development plan of the LED industry in Shenzhen in the form of the government gazette. Planning for the implementation of more than 4 years is "cut" file did not disclose the specific reasons and details. But there are people in the industry believe that LED, which is related to the current LED industry development and investment overheating.

Indeed, since last year, LED upstream investment overheating caused a rapid decline in prices, the downstream business competition, resulting in the closure of some enterprises. This continues until this year. Guangdong Lighting Electrical Appliance Association, said the whole health, although this year's market than last year, the overall feeling better, but the competition is still very fierce.

Pan Wenbo pointed out that the Shenzhen LED enterprise's survival condition is the epitome of the country, and every part of enterprises rely on subsidies, uneven in quality, take the project live, but technology is lacking, as the core part of the chip, can only rely on imports. "These companies do not even have the R & D department, directly copy, call the 'price war', so that the original does not regulate the market more chaotic, if the government support, can not only solve the problems of investment overheating industries, and even have the opposite effect. "

Subsidies to enterprises rather than subsidies to consumers

In the first quarter of 2013, Guangdong Province in the month of January 2013 -3 street lamp and tunnel light tender has reached 76 thousand, while last year the total amount of the tender was only 75 thousand. Guangdong Provincial Department of science and technology announced the tender results show that most of the successful bidder is a listed company.

"The fact that truly support enterprise or a minority, the majority of LED companies are on their own for development. Shenzhen Ruifeng photoelectric chairman Gong Weibin said that now the industry is moving towards a comprehensive development path, the development of the civilian market is the future of the road to go, so the government does not need too much time to intervene in the development of the industry. Instead of subsidies for enterprises, it is better to direct subsidies to the end consumer, encourage consumers to use LED lights, giving the opportunity for fair competition. "

In the market to mature, people are more and more rational in the context of LED enterprises, the future has the channel advantage, brand advantage, and production and technology of the enterprise will be bigger and bigger, small business survival more and more difficult. Pan is expected in the future there will be 30%, 40% or even 70%LED companies out of the market.

According to the opening in June 9th of the Guangzhou International Lighting Exhibition data show that as of the end of April 2013, the number of exhibitors in 2013 for more than 2400, 10% less than last year, but the choice of brand exhibition business area has increased by 15%, according to industry to further enhance the brand concentration degree. Pan Wenbo said: This shows that the LED industry in the polarization trend, the development of a gradual return to reason. "