Monday, January 9, 2012

LED lit winter first fire

A strong rebound in fierce market yesterday, LED will undoubtedly become the outbreak of passion ignited the market a good, accompanied by" China semiconductor lighting \ LED industry and application alliance" was established, the related stock goes high again and again. In this context, investors how to choose? This reporter yesterday interviewed many industry analysts.
Policy
Four aspects promote LED industry
In the Ministry of guidance and organization, China's semiconductor lighting \ LED industry and application alliance holds water formally 6 days.Ken Kam Limited It is reported, by more than 150 domestic LED enterprise, lighting business and Industry Association, organization for standardization, testing agencies and other units to initiate jointly. The Ministry said it would focus from strengthening the guidance and planning, speed up the adjustment of industrial structure, strengthen standard, intellectual property and the construction of the testing system, and the strengthening of the upstream and downstream industry chain, increase the interaction of LED in various fields of application in four aspects such as promoting the development of LED industry. This news stimulation, LED plate yesterday morning rise constantly, led the market, in the plate, to share the same letter rises stops, an optoelectronic rose nearly 9%.
It is reported, the League was founded, the main tasks include promoting semiconductor lighting \ LED industry core technology and products of independent innovation, promote scientific and technological achievements into practical productive forces. In addition, also includes driving the semiconductor lighting \ LED industry public service system construction, technical standard research.
In addition, the Department of Public Works letter will focus from strengthening the guidance and planning, speed up the adjustment of industrial structure, strengthen standard, intellectual property and the construction of the testing system, and the strengthening of the upstream and downstream industry chain, increase the interaction of LED in various fields of application in four aspects such as promoting the development of LED industry. Including the use of various channels of funds, increase investment in research and development, breakthrough industry key technology and production technology; improve the quality and level of foreign investment, encourage foreign enterprises in China to increase investment in the field of industrial catenary upper reaches; through technical transformation means, promote the backbone enterprises to upgrade technology, adjust product structure; to strengthen industry resource integration, promote enterprise merger and reorganization, to support enterprises bigger and stronger.
Interpretation of
LED industry growing period
Investment consulting senior fellow He Zaihua said in an interview with reporters, the LED industry in China is developing rapidly, but the industry enterprise dimensions slants small, industrial chain is not perfect. At the same time, China's LED number of patent applications, although growth is rapid, but the core technology patent is still lacking, and the patent application circumstance. In order to solve a series of problems, China's semiconductor lighting \ LED industry and application of emerge as the times require. LED has low energy consumption, high efficiency, long service life and a series of advantages, has great potential for development. But the LED industry in China and abroad in the overall level of large gap remains, increase technical research and development, and expansion of industry scale, improve the quality of products is still of domestic LED enterprise is a pressing matter of the moment.
Societe Generale Securities Industry Analyst Liu Liang LED told reporters yesterday, the LED industry is divided into upper, three major industrial chain, the upstream main including raw materials, equipment, epitaxial wafer, chip; intermediate links including packaging and module; downstream link mainly including the backlight, outdoor display, LED lighting. In 2011 2010, in the LED industry chain in the most concern for the backlight industry, but with the national Twelfth Five-Year Plan of energy saving and environmental protection lighting to promote the program, LED lighting is currently known as the most promising link.
Statistical data shows, in 2011 China's LED industry output value reached 154000000000 yuan, an increase of 22%, output grows 50% compared to the same period. In 2012 is expected to lighting product drive, industry output value is expected to reach 200000000000 yuan, grow 30% compared to the same period.
Liu Liang frankly, LED lighting industry launched a large-scale process is relatively slow, but since many upstream firms bet LED lighting,chitin lose weight advanced to LED lighting industry input, so it appeared level sex overcapacity phenomenon, national policy, LED lighting with energy saving environmental protection industry trend of development, and formed a " China semiconductor lighting \ LED Industrial and applied alliance" will help enterprises to grasp the pulse of the market, the reasonable control of the market demand, the future will be by national governments positively guide the industry development.

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