Not developed suffered overcapacity bottleneck LED difficult

As an actor, most central struggled until the stage, when thousands of beam of light focusing down, they even didn't face dew.

PV has the honor to become such an actor, and LED has the honor to become a PV second. Unfortunately, however, LED is that the PV is still red for a while, he has not yet been on the stage, it has been in deep trouble.

Structural overcapacity, like a serial killer, down LED and PV, liaodao. Who will save LED? Is self-help, or he saved? Is to find the mayor, or look for the market?

The country's first LED industry planning was wasted

Recently, a message on the abolition of the city of Shenzhen on the issuance of Shenzhen LED industry development plan (2009-2015) Notice, causing the industry to follow the footsteps of LED fear.

As to why the abolition, Shenzhen LED Industry Association President Gui Shirong, Shenzhen Municipal Development and Reform Commission explained, "" planning "proposed some policies, especially the capital and industry support policies, has been involved in other aspects of the policy, do not need to use the" planning "".

However, in March 4 years ago, the Shenzhen municipal government in the release of the plan, but also vowed that it is the scientific development of the LED industry in Shenzhen action plan. Through the implementation of this plan, Shenzhen will build the country and even the world's important LED industry R & D and production base. Moreover, it is the country's first LED industry planning, after many other cities to develop the relevant planning, are modeled on it.

It is worth noting that Shenzhen has been playing a leading role in the LED industry in china. In the "planning" for the data as an example, the domestic LED enterprise distribution, rooted in Shenzhen have 44.3%, is nearly two times in 24.7% in Guangdong province ranked second, if the two together, the number of the enterprises in Guangdong accounted for half of the country. Therefore, the LED industry in Shenzhen has been basically represents the development of the industry Chinese and therefore, this time in Shenzhen city of LED sudden a paper divorcement, naturally attracted everyone on the industry of the country has been caught in the dilemma of speculation.

Behind the high growth of multi chaos"

One side is called the sunrise industry, but the other side by the government, "by" what is LED?

Reporters found in a random interview, for many people, LED is a very strange vocabulary, a still stay in the laboratory of high-tech items. China LED industry started in 1970s, with the development of high-speed economic growth a stride forward singing militant songs. According to Chen Yansheng, vice chairman and Secretary General of China Lighting Association, since 2003, China's LED industry has shown rapid, sustained and stable development trend. Last year, LED maintained at around 20% growth rate, the industrial scale of about $190 billion. Currently, the LED lighting industry covers the upstream and downstream industry chain, such as epitaxy, chip, packaging and application products. Another data show that in 2012, LED application in the field of lighting to maintain a 40% growth rate, lighting applications accounted for LED applications of 28%.

However, it is undeniable that behind these glossy data, but it is the development of China's LED industry, more, chaotic, poor embarrassing side. Although the development speed, but the actual application rate is not high, until now, China's LED lighting market share of less than 10%, and these products are mainly in low-end products. At the time of the global economic downturn, shrinking sales market, companies naturally face severe challenges.

Engineering LED Industry Institute statistics show that in 2012 Shenzhen LED lighting enterprises only closed more than 80 homes; Foshan lighting enterprises nearly 10% shut down; while the LED lighting enterprises in Dongguan, Zhongshan is in the collapse of the cold wave. In 2013 China's upstream production of LED epitaxial chip enterprise competition will be more intense. Do not rule out some companies can not support down. Chen Yansheng said.

At the same time, a number of LED companies in 2012, both revenue and net profit have declined significantly. Such as chip companies LED more well-known within the industry of China, 2012 net profit of 168 million yuan, down 57%. Silan 2012 revenue fell 12.74%, net profit fell 88.07%. National Star photoelectric 2012 revenue fell 11.87%, net profit fell by 66.45%.

For the industry predicament, roach has deep feeling. "The company's orders, sales in the first half of last year the development of good, but from the second half of the year, especially after October, to the Spring Festival this year, the development of the situation was not good, after the Spring Festival has not changed much, as of now, the company's orders have been compared to the same period last year fell four or five. According to him, the company last year's sales of only 20 million -3000 million, but its area of 10 thousand square meters of the plant capacity of up to -2 billion, compared to now, the company's output value is less than 20% of its capacity.

But the company also helpless, Rauch said, now the company mainly to do foreign trade, sold in the United States, Europe, South America and other countries, overseas markets accounted for more than 90%, to less domestic country. Now the foreign market tightening, the domestic market can not be opened, before the company in the LED industry chain products are done, but now the lights, lights and other products do not have a competitive advantage basically do not do. We go in the high-end product line, the price is not accepted, it is difficult to sell in the domestic market. "

He Zaihua, a senior fellow at the investment adviser, the current LED industry is highlighting the structural overcapacity pattern