Overcapacity, high power led price are falling down, probably make half of production used in Sam sung Electronics (Sam sung) LCD TV, Sharp, computer display back-light light-emitting diode (LED High Bay) industry closed down. The only survival industry is the one who gets countries to foster. HSBC (HSBC) Jerry Tsai analyst pointed out that, the global television, computer sales weakness in fear so that LED Street Light prices continued to fall 20% in 2012. For smaller domestic LED industry, factory closings will be the only option. In contrast, the market capitalization of $2.8 billion LED giant safety photoelectric (San-an Optoelectronic Co.Ltd.), Guang dong Elect (EEC-Tech International Co.Ltd,) and other large-scale industry will continue to receive government subsidies and continue to operate. Noumea Securities analyst Anne Lee said that this is domestic policy, they want the largest industry to survive.
According to the report, the recent capacity utilization rate in most of domestic LED is amounted to only 50%, the industry in 2010 and 2009 bought about 700 LED Lights manufacturing equipment, there is as many as half is in idle state. However, although the high power led price and market growth rate keep slow, yet about 2000000000 yuan of cash of large LED industry still intends to expand production capacity. UBS ( UBS ) report, Tokunho Junta has previously purchased 50 metal organic chemical vapor deposition system ( MOCVD/LED crystal growing equipment ), expecting this year that will purchase 100 sets .An op-toelectronic also plans to buy more MOCVD devices.
The report in the beginning of May, in accordance with the domestic incandescent lamps road map” requirement, this year 2012, in October 1st, 100W or more general lighting incandescent will be officially eliminated. By March 20th, the Ministry of finance, organized the 2012 semiconductor lighting products financial subsidies to promote the project. And it will be held in Beijing and invite public bidding. About 110 domestic enterprises are participated in the bidding. According to the reflect of many LED enterprises, this round of bidding is set a number of restrictions. Such of the requirements of energy-saving certification.
In fact, some news are spread in the industry of last year. The subsidy policy will have a change in style after, to provide ten enterprises subsidies, and to accelerate industry preferred and eliminating the inferior, and to breed competitive brand LED.