Ups and downs in recent years, the overall LED industry for the better

The author of the Pearl River Delta, the Yangtze River Delta after extensive investigation of the relevant enterprises, the current LED industry, the main problem is the upstream overcapacity, the overall is still good.

The upstream areas of structural surplus, non overall surplus, downstream market segments will remain strong growth; compared with about 90% of the photovoltaic industry dependent on exports, LED industry a lot of security, more than 70% of its products sold; although the government subsidies to enterprises also exist in the LED industry, but the whole body, mainly for government subsidies to foster consumer end the market, and in the LED industry for many small and medium enterprises, basically there is no "enterprise government kidnapping".

At present, China's LED industry has entered a period of consolidation, the future will have more enterprises are eliminated, which is the industry must undergo a mature process, does not affect the overall development. At the same time optimistic, the three worries can not be ignored.

The first is the ability of technological innovation is weak, the value of the chip as the representative of the high-end technology products are still mainly in the hands of foreign companies. For example, China's existing more than and 980 MOCVD machines are basically imported from the middle and lower reaches of the key equipment is also based on imports, to the growth of the industry hidden dangers.

Two is the lack of leading enterprises to lead. A large number of small and medium enterprises occupy the low-end market, the price war, product quality worrying. China's large scale LED enterprises operating income of only a few billion yuan, and the international giant annual sales of billions of dollars in the scale of a far cry.

Three, there is still a direct subsidy to production enterprises, policy orientation to be standardized. At present, government introduced a number of policies, but the intention is to support technological innovation subsidies, but some enterprises to expand production capacity, resulting in unfair competition and capacity sprawl, the need for policy adjustment. Part of the local government subsidies for photovoltaic enterprises caused by the rapid expansion of production capacity, trade friction is serious, is a lesson.

From global competition, although the United States, Japan, EU, South Korea still occupy the high-end industrial chain, but with some of the core patents expire, and constantly improve the level of domestic technology, as long as the timely improvement of policy, China's LED industry will be realized by the catch to lead across. The author suggests that the policy can be improved from the following aspects.

Cancel production subsidies, expand the scope of government procurement and demonstration projects and efforts to larger scale, more competitive domestic market to stimulate industrial development. At present, Guangdong province has a large area of LED lighting on the street lamp, and achieved obvious energy-saving effect. In schools, hospitals and other public utilities, can also be widely used LED lighting, and consumer subsidies can be used to open the ordinary user market.

The future of China's enterprises will be more involved in international competition, need to plan ahead, LED industrial policy system combing the government at all levels, correction and WTO rules inconsistent terms, to avoid the use of "the government encourages" government support "without substance and easy to use a handle, regulate the local government to the enterprise land, electricity, water and other support. To avoid the occurrence of photovoltaic double reverse confrontation in front of said no government support, the latter said the government to support the embarrassing situation.

Also need to develop LED product certification standards in advance, when the government procurement, the establishment of "benchmarking system", to guide product quality improvement; coordination and overall development planning, to avoid low-level redundant construction. In addition, to strengthen the construction of industrial technology service intermediary platform, the establishment of inter enterprise collaborative innovation mechanism to promote the core and common technology breakthroughs.