Under the excess production capacity is forced to withdraw small and medium enterprises LED?

State subsidies for changing the status quo of the market itself is not a fundamental role, can only be itchy. Recently in the 2012 China LED manufacturing technology forum, SEMI senior analyst and LED Project Manager Qi Faxin told the first financial daily reporters.

The face of the overall downturn in the LED industry, the country is about to start a new round of subsidies. At present, the 2012 and 2013 annual financial subsidies LED lighting the latest from the list, a total of 39 bid, and almost won the mainland manufacturers.

Although the specific subsidy approach has not been formally introduced, but it seems that a new round of market speculation is coming soon?

Many companies have told this reporter, and not so optimistic.

Subsidy for terminal

In July 18th, the bidding agency Chinese Electronics Import and Export Corporation said in a statement, the Ministry of finance, development and Reform Commission, Ministry of science and technology organization of the "2012 semiconductor lighting products of financial subsidies to promote the project, for reasons of national policy changes, the original bidding document set procurement targets have been unable to meet the new demand, the recent separately organized bidding.

In the new tender notice, made it clear that the tender for the implementation of the State Council and other energy-saving household appliances and other consumer policy". Insiders said that the total amount of this round of bidding is expected to reach 1 billion yuan subsidy.

The tender to select a number of semiconductor lighting (LED) products manufacturers, products, and determine the supply price. Subsidies take indirect subsidies, by the financial subsidies to the successful enterprise, and then by the enterprise according to the sales price minus the agreement to supply financial subsidies after the price to the end user, the ultimate beneficiary is the end users.

A total of 110 enterprises to participate in the tender offer, but part of the scene but it is in an uproar. With the difference between the offer price, two kinds of LED street lamps their highest offer and the lowest bid difference of 10 times. On the whole, the average price of 10 kinds of products 10~20 yuan / watt, lower than the market mainstream price.

The intention of the tender is to open some of the terminal market through subsidies, but insiders said that such a low price may have a bad effect on the market model.

Alliance national semiconductor lighting project (CSA) consulting minister Wu Mingming believes that the market in the early start, government subsidies will certainly help to expand the market, and for the whole industry chain will have a stimulating effect. However, whether it is business or local government, can get subsidies as the only means, because the product type can obtain subsidies, are only a small part, to occupy the market and have to rely on technological innovation, brand and channel construction.

Excess production capacity

The reporter interviewed a number of LED chip manufacturers, equipment manufacturers, agents, etc., have said that in recent years, sales and compared to a few years ago when the situation is almost halved. According to the lidar Photoelectric Equipment Technology Co. Ltd. Product Management Director Chen Yong estimates that only 50% of the current domestic production equipment full open.

But at the same time they also believe that, as the sunrise industry LED market demand does not decline, but the domestic market overcapacity, far exceeding the demand.

The current LED overcapacity, but also back to 2009.

Before a branch, as derived from the semiconductor industry here, LED is not a big industry, the backlight is mainly applied to the field of small size mobile phone, notebook computer, the annual market growth rate of about 10%.

2009 is a watershed, Samsung began to push the LED backlight TV field. Each TV will consume hundreds of LED, LCD TV sales of one million units a year, bringing the outbreak of the LED market.

"In 2009 and in the years, the market suddenly grew by 50%, which is unprecedented. "Qi Faxin said.

As the technology matures, more and more people in the field of LCD backlight technology LED market is expected to continue to improve, and that LED in the field of lighting will also be the case.

2009, the Yangzhou municipal government of Jiangsu launched the MOCVD (the production of LED epitaxial chip key equipment) subsidy policy, making other local governments in China have followed suit. It is reported that a Yangzhou MOCVD financial subsidies ten million yuan. Guangdong province has established 2 billion yuan of Industrial Development Fund; Shenzhen to participate in government investment projects LED demonstration project of enterprise, according to the lamp price to give 10% of the grant, and discount for 3 years, for the enterprise investment project LED demonstration project of enterprises, give subsidies in accordance with the price of 30% LED lamps.

A large number of hot money began to pour. According to Qi Faxin said that in 2009, the number of MOCVD began to grow rapidly, by the year 2011, half of the world's MOCVD are sold to china.

But the market is not expected to grow so fast.

[1] [2] next page