After the investment in the past few years, the excess and shuffling have become the hot words of the domestic LED industry.
As a professional industrial research institution in the LED field, the High-tech LED Industry Research Institute recently released an analysis report that the total output value of the domestic LED industry is expected to increase from 154 billion yuan in 2011 to 205.9 billion yuan. However, due to overcapacity, some links in the industrial chain are out of balance, and product prices have fallen sharply. For example, the price of packaging has fallen by 40%, and the price of chips has fallen by 30%. The LED supporting industry has actually entered a period of meager profit or even no profit. In the case of intensified market competition, a small number of small and medium-sized supporting enterprises with weak technology and market capabilities will be eliminated and reorganized.
The outside world’s doubts about LED overcapacity are continuing. In this context, Chongqing LED related companies have not been able to protect themselves. It is understood that because most enterprises fail to master the core technology, the homogenization competition is fierce, the cost is high, and the profit margin is compressed.
Where is the Chongqing LED industry at the fork?
Overproduction of the remaining "Matthew effect"
At the "Second G20-LED Summit" held in Shenzhen in mid-December last year, Liu Xiaoda spit out: "There are too many 'triangular debts' in the second half of the year, and the company's liquidity is very tight."
Liu Xiao is the general manager of Intermec Optoelectronics (Shenzhen) Co., Ltd., which he runs, is one of the major phosphor suppliers in the domestic LED industry. The G20-LED Summit is a forum established by the market leading companies in various segments of the global LED industry in the form of membership invitations. The information released by the forum is regarded as the “wind vane†of the LED industry.
Liu Xiao said that “triangular debt†is like the money owed to customers of LED application products by drumming flowers. The application enterprises owe money to supporting enterprises, and the supporting enterprises can only owe money to upstream material suppliers.
Behind the surge in accounts receivable, there is excess capacity and increased competition in all aspects of the LED industry.
Zhang Xiaofei, president of the High-tech LED Industry Research Institute, believes that in recent years there have been a large number of enterprises in China's LED projects, but in the civilian market to be activated, the commercial market has just started, most of the LED product market orders rely on government engineering orders and policies. stand by. Large enterprises can get more government orders by virtue of technology and resources, and it is relatively difficult for small and medium-sized enterprises lacking technology and brand to get government orders. Under this circumstance, the “Matthew effect†of the polarized LED industry has become more and more obvious.
Local LED companies are also "two days of ice and fire"
Such a "Matthew effect" has already appeared in the LED industry in Chongqing.
During the New Year's Day this year, the Silian Group LED Industrial Park in Beijiao Caijia was busy. Silian Optoelectronics Technology Co., Ltd. has to produce 66 million high-quality lamp beads for the production of stage LED displays for the Spring Festival Evening.
While most of the domestic counterparts are "wintering", Silian Optoelectronics is "the scenery is good." According to Silian Optoelectronics, this is because “technology has reached the forefront of the world and companies have core competitiveness.â€
Since the acquisition of Honeywell's sapphire plant in Canada in 2008, Quadru has not immediately entered the LED lighting business, but focused on product development and independent innovation. With its technically superior products, Silian Optoelectronics has achieved good performance in three key areas of sapphire substrate, lighting applications and packaging in recent years. The person in charge revealed that the company's LED output value was close to 600 million yuan last year, and the output value growth this year is expected to exceed 30%.
Compared with Silian Optoelectronics, the situation of other LED companies in the city is not very good.
“In the early days of the establishment of the high-tech zone, LED products were in short supply, but this situation did not last long.†Jiang Pingcheng, manager of Chongqing Ruiao Technology Co., Ltd., due to homogenization competition and other reasons, the current LED industry profits Compared with the early years, it has been greatly reduced.
According to a person from the Chongqing LED Lighting R&D and Industry Alliance, the LED industry involves many links such as raw materials, production and packaging. Due to the low technical threshold of the middle and lower reaches of the industry, a large number of enterprises have entered the market in recent years. At present, more than 80% of the LED-related enterprises in the city are concentrated in the middle and lower reaches of packaging and application, and the homogenization of products is quite serious.
The lack of product core technology is another major reason for the difficult situation of these companies. It is understood that the current upstream of the entire LED industry chain is basically in the hands of foreign companies, the chips of the middle and downstream enterprises are mainly imported. This part of the company has no right to speak on the purchase price of chips, etc., and the cost remains high. In the case of homogenization competition resulting in oversupply of products, in order to digest inventories, they can only kill the blood through the "price war", and profits are inevitable.
Overcapacity? In fact, the development of the industry chain is unbalanced!
Is there any excess capacity in the LED industry?
Gao Xiaoxia, a professor of LED lighting R&D and industry alliance in Chongqing, believes that the current LED industry in Chongqing is not overcapacity, but rather there are too many upstream and downstream enterprises in the industry chain. There are too few upstream enterprises including chips, and all links in the industrial chain. There is an imbalance between developments.
Huang Bingliu, general manager of Chongqing Guanghe Lighting Equipment Co., Ltd. also admitted that few companies are involved in the upper and middle reaches of substrates, epitaxial wafers and chips, which is the biggest weakness of the local LED industry.
Regarding the future direction of the industry, several industry insiders generally believe that government policy support will still be the key to promoting the development of the LED industry. In fact, the favorable policies for LED companies are also constantly being introduced.
In 2011, China announced the exit plan for incandescent lamps. Since October last year, China has banned the import and sale of ordinary lighting incandescent lamps of 100 watts and above. The State Council has also arranged special financial subsidies to promote the sale of energy-saving home appliances and other products, focusing on the promotion of energy-saving lamps and LED lights to “go homeâ€.
Gao Xiaoxia believes that the current domestic LED product terminal applications are still dominated by large-screen backlights and displays, and there is a huge market in the field of civil lighting and public lighting. In expanding these areas, LED companies need to provide more convenience and guidance in policy support in addition to the government's continued financial subsidies.
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)
As a professional industrial research institution in the LED field, the High-tech LED Industry Research Institute recently released an analysis report that the total output value of the domestic LED industry is expected to increase from 154 billion yuan in 2011 to 205.9 billion yuan. However, due to overcapacity, some links in the industrial chain are out of balance, and product prices have fallen sharply. For example, the price of packaging has fallen by 40%, and the price of chips has fallen by 30%. The LED supporting industry has actually entered a period of meager profit or even no profit. In the case of intensified market competition, a small number of small and medium-sized supporting enterprises with weak technology and market capabilities will be eliminated and reorganized.
The outside world’s doubts about LED overcapacity are continuing. In this context, Chongqing LED related companies have not been able to protect themselves. It is understood that because most enterprises fail to master the core technology, the homogenization competition is fierce, the cost is high, and the profit margin is compressed.
Where is the Chongqing LED industry at the fork?
Overproduction of the remaining "Matthew effect"
At the "Second G20-LED Summit" held in Shenzhen in mid-December last year, Liu Xiaoda spit out: "There are too many 'triangular debts' in the second half of the year, and the company's liquidity is very tight."
Liu Xiao is the general manager of Intermec Optoelectronics (Shenzhen) Co., Ltd., which he runs, is one of the major phosphor suppliers in the domestic LED industry. The G20-LED Summit is a forum established by the market leading companies in various segments of the global LED industry in the form of membership invitations. The information released by the forum is regarded as the “wind vane†of the LED industry.
Liu Xiao said that “triangular debt†is like the money owed to customers of LED application products by drumming flowers. The application enterprises owe money to supporting enterprises, and the supporting enterprises can only owe money to upstream material suppliers.
Behind the surge in accounts receivable, there is excess capacity and increased competition in all aspects of the LED industry.
Zhang Xiaofei, president of the High-tech LED Industry Research Institute, believes that in recent years there have been a large number of enterprises in China's LED projects, but in the civilian market to be activated, the commercial market has just started, most of the LED product market orders rely on government engineering orders and policies. stand by. Large enterprises can get more government orders by virtue of technology and resources, and it is relatively difficult for small and medium-sized enterprises lacking technology and brand to get government orders. Under this circumstance, the “Matthew effect†of the polarized LED industry has become more and more obvious.
Local LED companies are also "two days of ice and fire"
Such a "Matthew effect" has already appeared in the LED industry in Chongqing.
During the New Year's Day this year, the Silian Group LED Industrial Park in Beijiao Caijia was busy. Silian Optoelectronics Technology Co., Ltd. has to produce 66 million high-quality lamp beads for the production of stage LED displays for the Spring Festival Evening.
While most of the domestic counterparts are "wintering", Silian Optoelectronics is "the scenery is good." According to Silian Optoelectronics, this is because “technology has reached the forefront of the world and companies have core competitiveness.â€
Since the acquisition of Honeywell's sapphire plant in Canada in 2008, Quadru has not immediately entered the LED lighting business, but focused on product development and independent innovation. With its technically superior products, Silian Optoelectronics has achieved good performance in three key areas of sapphire substrate, lighting applications and packaging in recent years. The person in charge revealed that the company's LED output value was close to 600 million yuan last year, and the output value growth this year is expected to exceed 30%.
Compared with Silian Optoelectronics, the situation of other LED companies in the city is not very good.
“In the early days of the establishment of the high-tech zone, LED products were in short supply, but this situation did not last long.†Jiang Pingcheng, manager of Chongqing Ruiao Technology Co., Ltd., due to homogenization competition and other reasons, the current LED industry profits Compared with the early years, it has been greatly reduced.
According to a person from the Chongqing LED Lighting R&D and Industry Alliance, the LED industry involves many links such as raw materials, production and packaging. Due to the low technical threshold of the middle and lower reaches of the industry, a large number of enterprises have entered the market in recent years. At present, more than 80% of the LED-related enterprises in the city are concentrated in the middle and lower reaches of packaging and application, and the homogenization of products is quite serious.
The lack of product core technology is another major reason for the difficult situation of these companies. It is understood that the current upstream of the entire LED industry chain is basically in the hands of foreign companies, the chips of the middle and downstream enterprises are mainly imported. This part of the company has no right to speak on the purchase price of chips, etc., and the cost remains high. In the case of homogenization competition resulting in oversupply of products, in order to digest inventories, they can only kill the blood through the "price war", and profits are inevitable.
Overcapacity? In fact, the development of the industry chain is unbalanced!
Is there any excess capacity in the LED industry?
Gao Xiaoxia, a professor of LED lighting R&D and industry alliance in Chongqing, believes that the current LED industry in Chongqing is not overcapacity, but rather there are too many upstream and downstream enterprises in the industry chain. There are too few upstream enterprises including chips, and all links in the industrial chain. There is an imbalance between developments.
Huang Bingliu, general manager of Chongqing Guanghe Lighting Equipment Co., Ltd. also admitted that few companies are involved in the upper and middle reaches of substrates, epitaxial wafers and chips, which is the biggest weakness of the local LED industry.
Regarding the future direction of the industry, several industry insiders generally believe that government policy support will still be the key to promoting the development of the LED industry. In fact, the favorable policies for LED companies are also constantly being introduced.
In 2011, China announced the exit plan for incandescent lamps. Since October last year, China has banned the import and sale of ordinary lighting incandescent lamps of 100 watts and above. The State Council has also arranged special financial subsidies to promote the sale of energy-saving home appliances and other products, focusing on the promotion of energy-saving lamps and LED lights to “go homeâ€.
Gao Xiaoxia believes that the current domestic LED product terminal applications are still dominated by large-screen backlights and displays, and there is a huge market in the field of civil lighting and public lighting. In expanding these areas, LED companies need to provide more convenience and guidance in policy support in addition to the government's continued financial subsidies.
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)
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