Guangdong light LED passion

Along with our country city changes a course accelerate, low-carbon economy, green environmental protection idea to win support among the people, semiconductor lighting industry ( LED ) emerge as the times require, nearly two years of listed companies has become the popular industry in Guangdong and Guangdong, already also became the domestic LED lighting industry one of the most developed regions. On the policy support and market demand under the dual background, Guangdong LED industry has seen explosive growth.
In recent years, Guangdong LED industry average growth rate of 40% above, in 2010 the province's LED industry realizes production value 85300000000 yuan, nearly 3000 enterprises, industrial dimensions accounted for about 50%, production value and scale are ranked first in the country. In 2011, Guangdong Province LED industry dimensions to achieve 150000000000 yuan, production value and scale continue to rank countrywide first place. It is expected that in 2012, Guangdong Province is expected to become the LED industry production value dimensions exceeds 300000000000 yuan of new industrial clusters.
The face of international and domestic Shuangjing jet market, domestic and foreign investment merger and integration of upstream and downstream enterprises to accelerate the process, the traditional lighting enterprises, state-owned capital, folk capital swarmed into a frenzy of investment, LED.
In recent years, Guangdong has much home LED company successfully knocking on doors concept capital market, listed in Shenzhen with country star photoelectric ( 002449, shares ), Hongli photoelectric ( 300219 shares it, ground ( 002638 ), photoelectric, shares ), Lehman photoelectric ( 300162 shares it, ( ), photoelectric in 300241, shares ), Chau Ming Technology ( 300232, shares ) is about to land, and small plate of Zhongshan Sen electronics company. Listed companies in the traditional lighting enterprises involved in the LED industry companies have the FSL ( 000541, shares ), the large group ( 000055, shares ), snow Wright; halfway into LED has Guangdong Gan, BDO ( 002005, shares ), the Shenzhen Konka A, Han's laser ( 002008, stock it), or their the backdoor, or in M & A, or to increase the share of a variety of ways to enter the LED industry. There are dozens of has completed the shareholding system transformation of LED enterprise, also aspiring to enter the capital market.
GF Securities ( 000776 shares of investment banking department,. ) Mr. Zhao commented: Guangdong LED enterprises seeking listing, both show the enterprise is done do greatly strong desire, and the enterprise itself from the mess out consideration. After appearing on the market, the enterprise more financial strength and expansion of power, in the capital drive below, the big fish eat the small fish will frequently performed, LED effect of industrial clusters in the Pearl River Delta region gradually.
Baigezhengliu in Pearl River Delta
Up to now, Shenzhen, Dongguan, Foshan have LED industry as the pillar industry development. Among them, Shenzhen enacted the" Shenzhen LED industry development plan", Dongguan introduced the" Dongguan city to promote LED industry development and application demonstration of the implementation of the work programme", Foshan will "new light industry" as one of the industries.
From industrial region development in Shenzhen City, Guangdong LED industry the most concentrated, Guangzhou times, other more concentrated area also includes Zhuhai, Foshan, Dongguan, Zhongshan, Huizhou etc.. Among them, Shenzhen LED industry research and development strength strong, become the world's largest solar LED lamp production and supply base, LED back light source of major global production and supply base, LED displays the largest domestic production and supply base, LED package and LED lighting the main production areas. Guangzhou LED enterprise quantity are not many, but a high degree of concentration, strong ability of driving, in the domestic LED industry in the high-end level, has certain innovation ability and the potential of sustainable development.
Shenzhen LED Industry Federation Chairman Wang Dianfu pointed out, Guangdong Province LED industry already shows the full blossom trend, has formed a relatively complete industrial chain and supporting capacity, cluster effect of peep. More and more enterprises, especially to master the core technology of the upstream chip giant, have settled in guangdong. These upstream chip giant settled, and further stimulate the development of related industry in the downstream.
Survival of the fittest represent the general trend
Guangdong many cities will be LED industry as a pillar industry development in LED, everybody wants to divide a cup of a thick soup, jump on the bandwagon, in Dongguan alone there are more than 200 LED enterprise. While the projects, mostly concentrated in the downstream packaging field, repeat construction to already showed signs of. This suggests that, although the Guangdong LED industry while forming an epitaxial, chip, packaging and application of catenary of this one industry, but in every link of the development is not balanced, showing a weak extension, chip, encapsulation, application link strong pattern.
In the upstream epitaxial wafer and chip area, due to the lack of core technology, short-term inside it is very difficult to obtain major breakthrough. The current LED industry, upstream of the sapphire substrate excess capacity is the most serious in the packaging industry, although the capacity is relatively superfluous, but because of the poor ability to resist risks, the industry is expected by the end of nearly 10% enterprises are eliminated, and the downstream LED application of the overall best performance. The concept of LED from Guangdong listed company's share price performance can be gleaned.
In May 1st last year, the national lighting electrical Standardization Technical Committee formulate 5 LED standards introduced. Industry sources, after the implementation of GB, the cost of each product will increase from 8 yuan to 10 yuan, while the market on the part of the profit of the product is only 3 yuan or less. This also means that, if the criteria are strictly applied, there will be a large number of LED enterprises be eliminated.
Guangdong Province LED Industry Alliance President Li Xuliang pierce to the heart of the matter that, in the lighting industry to replace incandescent lamps became the overlord of the new light source, LED development prospects is very broad. But along with the market competition mechanism, those who did not have the strength and market positioning is not clear the artisanal enterprises will be eliminated.
BDO chairman Wang Donglei believes that, at present, the semiconductor lighting industry has been facing many enterprises, small scale, lack of technological innovation, most enterprises focus on the market low, low-level repeat the problem such as competition, a large number of traditional illumination enterprise enter, certainly will make the competition more intense. High price is still popular LED in the process of " stumbling block". Technology upgrading, cost drops considerably, product constantly improve the permeability will be LED industry future development path selection.