The carnival capital investment LED how to conceal his sadness?

In recent years, the continued pursuit of capital LED industry, indeed fire a. But after the bustling, a winter seems inevitable. Lost in the capital, is the fear of hands and feet, or the more rational, more accurate investment?

Since 2009, the smell of the huge business opportunities continue to pour into the various sectors of the LED industry, and in 2012 set off the climax of investment. However, the increase in capital Carnival does not necessarily bring profits, many investors in the investment of the bitter after eating the lookout, only reluctantly crashed back. This can not help but make people doubt, why the government escort Chaoyang industry will encounter excess, winter and even shuffle tide?

In fact, in the long run, the government to support the LED industry is not wrong. However, as investors should understand the policy and the market is different, and should not blindly invest in touch with the market situation. Today, LED industry on the cold, does not mean that the LED industry investment prospects are not good (according to the survey, the future value of LED is still strong growth), but early warning: investors need to balance the LED investment policy support and global market; to the long-term benefit from the LED industry, also need the right investment strategy.

Comprehensive consideration of rational investment

At present, many local governments for the development of LED the strategic emerging industry, issued a series of preferential policies to attract investment, such as land support, infrastructure support, enterprise income tax relief, financial subsidies and support of science and technology achievements, the local government support project. If only in order to get government support and investment, will be "empty", because the investment and business are long-term, without overall consideration, is hard to get a good return of investment.

According to the Guangdong semiconductor lighting industry joint innovation center research institutions, investment in LED industry should rationally consider the following aspects: 1 investigate the status of marketing channels. Although the overall LED market demand is strong, but if the market is not enough or difficult to open up sales channels, will inevitably affect the subsequent operation; 2 transportation is convenient. If there is no convenient transportation lines, the company's products to the market cycle will be delayed, is not conducive to product sales; 3 the surrounding industrial chain is complete. There is no complete industrial chain, will increase the difficulty and cost of procurement of raw materials; 4 talent rationing can be in place. If the enterprise can not find the right place, adequate talent, is bound to bring to the enterprise production, research and development, sales and other core areas of trouble.

Tailored precision investment

LED industry has a long industrial chain, the technical characteristics and capital characteristics of each field is very different, from the upstream, midstream and downstream, the industry has gradually lowered barriers to entry. Generally speaking, the upstream epitaxial wafer has the typical "double high" (high technology and high technology content of capital), chip high, relatively capital intensive, downstream packaging in the technology content and capital investment is lower, and the application of the technological content of products and minimum capital investment.

According to different characteristics of each part of the LED industry chain, investors should be based on the strength and their goal to invest capital: if strong and try to occupy the leading position in the field of LED, may be considered by the upper and middle reaches of the high-end breakthrough. But note that the field of investment, lack of professional and technical personnel, greater investment risk, investment return rate is quite slow; if the capital strength of the general and don't want to risk too much, you can consider the investment package, because it is closer to the market and reduce the risk of. At present, investors tend to invest in this area, and full of hope for the power package; if a small capital, starting from the application of the product is the first choice, because the market access threshold using the minimum, directly facing the terminal market, technology of low risk, low investment and quick recovery. However, due to the increasingly fierce competition in the field of the market, the majority of manufacturers to take low-cost competitive strategy, low profit margins.