作者：Blade

Most LED lamp manufacturers face serious pressure on the stock

 

Most LED lamp manufacturers face serious pressure on the stock

 

LED chip supply in 2011 is still as high as 174 billion, only 129 billion of chip demand, oversupply ratio is as high as 35%, most LED manufacturers faced with a huge inventory adjustment pressure in the second half of 2011. Outlook 2012, huge MOCVD machine capacity not yet fully released, the industry as a whole glut is still difficult to solve, however, has a patent threshold and high-tech manufacturers still have a chance to ride out the storm in such a plight.

 

The recent end-market demand by the global downturn, many LED lamp manufacturers sharp drop in export orders. The only commercial lighting project with the public sector there are still some orders. China LED observe that many small and medium-sized LED lamp manufacturers reduced because of export orders, coupled with increasingly fierce competitive environment, there are still many manufacturers face a crisis of failure before the Chinese New Year, also makes the upstream manufacturers more careful selection of customers and the amount of open accounts .

 

In the situation of caution shipping and inventory water level steadily increased, most manufacturers choose to reduce capacity utilization, and force employees to leave to control costs and reduce output, but how to reduce the huge inventory levels or various LED high bay lighting manufacturers imperative.

 

As regards the consumption of large number of LED backlight LCD TV market, in 2011 by the global economic downturn, the global LED-backlit LCD TV (LEDTV) shipments obviously not as good as expected. LCD TV shipments in 2011 the total raised to 203 million units from 220 million audience. But with the major events including the World Cup in Brazil, as well as TV brands have introduced low-cost LED backlit TV to stimulate demand, LCD TV sales volume expected for the emerging markets is expected to increase, then in 2012 for LED backlighting market will be helpful.

Guangdong becomes LED high intensity lighting developed area

 

Guangdong becomes LED high intensity lighting developed area

 

The past two years, the average growth rate of Guangdong LED industry output more than 40 percent in 2010, the province’s LED industry output value of 85.3 billion yuan, nearly 3000 enterprises, the scale of the industry accounts for about 50 percent of the country’s output value and size are among the first in the country. The 2011 Guangdong Province LED industry reached 150 billion yuan output value and the scale continues to rank first in the country. Expected by the end of 2012, the LED high intensity lighting industry in Guangdong Province is expected to be over 300 billion yuan of output value in emerging industry clusters.

 

Faced with the blowout of the international and domestic, domestic and foreign investment merger integration of upstream and downstream enterprises to accelerate the process, the traditional lighting companies, state-owned capital, private capital swarmed off the LED high bay investment boom.

 

The past two years, Guangdong has a number of LED Concepts successfully knocked on the door to capital markets listed in the Shenzhen Stock Exchange, the country star power, Hongli Opto-electronic ground on the optical, optoelectronic Lehman, Ruifeng power, Chau Ming technology, but also coming soon to a small board of Zhongshan mulinsen. Traditional lighting companies listed companies involved in the LED high intensity lighting industry, the company Foshan Lighting, Fanta, snow Wright; halfway reached the LED Guangdong ganhua BDO Runda, Konka A, Han’s Laser, or backdoor. or mergers and acquisitions, or to increase their investment in various ways to enter the LED industry. There are dozens of LED companies have completed shareholding transformation, but also ambitious to wait for an opportunity to enter the capital market.

Win the pearl river delta is the final goal for LED floodlight manufacturers

 

Win the pearl river delta is the final goal for LED floodlight manufacturers

 

With the acceleration of the urbanization process in China, low-carbon economy, green concept deeply rooted among the semiconductor lighting industry has grown the past two years has become a popular industry in the listed company in Guangdong, Guangdong has also emerged as the domestic LED floodlight manufacturers one of the most developed areas. In the dual context of policy support and market demand, Guangdong LED industry has shown explosive growth.

 

View from industry, regional development, Guangdong LED industry is most concentrated in Shenzhen City, Guangzhou, followed by other more concentrated area, including Zhuhai, Foshan, Dongguan, Zhongshan, Huizhou. Among them, the LED floodlight manufacturers in Shenzhen City, strong R & D capabilities to become solar LED lighting the world’s largest production and supply base, LED backlight major global production and supply base, the largest LED display manufacturing and supply base, LED packaging and LED lighting the lighting of the major production regions. LED enterprises in Guangzhou City, a small number, but a high concentration, driving ability, in the high-end level in the domestic LED high bay lighting industry, the innovative capacity and potential for sustainable development.

 

Wang Dian-fu, president of Shenzhen LED Industry Association, pointed out that the LED industry in Guangdong Province showing the full flowering of the potential, has formed a complete industrial chain and supporting the early cluster effect. More and more enterprises, especially to master the core technology of the upstream chip giant, have settled in Guangdong. Upstream chip giant settled, and further stimulate the development of supporting industries in the middle and lower reaches.

LED gu10 downlight: trend in the survival of the fittest


LED gu10 downlight: trend in the survival of the fittest

 

Several cities in Guangdong will be the development of LED gu10 downlight industry as a pillar industry, everyone wants a share in the LED field, only Dongguan, there are more than 200 LED business. Launched the project, most of them are concentrated in the downstream packaging, redundant construction signs are now beginning. This shows that Guangdong LED industry has been formed epitaxy, chip, package, and application of industrial chain, but not balanced in all aspects of development, showing a weak link in the epitaxy, chip, package, application links the pattern.

 

In the upper reaches of the epitaxial wafer and chip area, the lack of core technology in the short term is difficult to obtain a major breakthrough. LED gu10 downlight industry, the upstream sapphire substrate production overcapacity most serious; the middle reaches of the packaging industry capacity relative surplus of the worst anti-risk ability, the industry is expected by the end of nearly 10 percent of enterprises to be eliminated; and downstream LED applications overall performance better. This can be gleaned clues from the stock performance of listed companies of Guangdong LED concept.

 

On May 1 last year, five LED high bay lighting electrical standardization technical committee to develop standards implemented. To industry sources, after the implementation of the GB, the cost of each product will be an increase of eight yuan to 10 yuan, the profits of some of the products on the market only 3 yuan or less. This also means that if the standards are strictly implemented, there will be a lot of LED companies have been eliminated.

The tide of LED floor lighting will continue

 

The tide of LED floor lighting will continue

 

At present, the world’s scarce resources, the energy crisis has become a bottleneck restricting economic development. LED high bay lighting industry to thrive in such an environment under the major LED floor lighting companies are trying to enter the capital market, resulting in nearly two years, LED lighting companies listed on the height of the At present, China’s LED lighting industry is in a stage of rapid development, the performance of the LED listed companies in various areas of applications, the public admiration on this emerging industry, the LED lighting industry in China under the leadership of the listed enterprises in the next few years by leaps and bounds subvert the existing pattern of China’s lighting industry.

 

Number increases, the quality will change along with the listed companies to raise funds to expand their production lines to enhance capacity, improve the enterprise’s total production. Topband shares to be 3.8 million yuan to build photoelectric industrial park, BDO Runda smashing the 3 billion yuan Yu Jian continent’s biggest LED floor lighting package base, Tiantonggufen 360 million yuan investment LED project the Zijin photoelectric proposed 29-billion in the Xinjiang Production and Sapphire the crystal LUCIDITY photoelectric Order four production LED epitaxial wafers MOCV production equipment, Jufei photoelectric proposed to enhance the capacity as the first point of the development of the company. It can be seen, in large part because of current LED floor lighting companies listed in order to enhance their capacity to increase total output, lower and lower low-cost through economies of scale.

LED floodlight manufacturers are chasing of all-round development

 

LED floodlight manufacturers are chasing of all-round development

 

Kingsun to enter the capital market in October last year, in March this year, announced the launch of the “factory incubation program in the country as a paid service in the form recycled a number of” ground mode “factory. Expansion in the scale to keep costs down, the main purpose of the LED companies scrambling to public financing. But with this listing tide corresponding to the LED application market to open slowly. According to statistics, the domestic LED lighting market penetration rate of only 5%. The advantages of LED floodlight manufacturers has not been fired. The experts believe that companies want to open up the market need to strengthen research and development. At the same time as the packaging company gradually started extending to downstream applications, the performance parameters of the device package is also closer to the actual application requirements. Xiao-Fei Zhang, president of the Zhejiang Senior Engineer Institute for Industrial Economics in a research report pointed out: the number of China’s LED floodlight manufacturers more but fragmented industry leaders has not yet been formed. Overall, the Chinese packaging companies lack core technology, the homogenization of the competition is serious, resulting in the industry, lower gross profit margin. In the next competition, packaging companies will be the first to face a reshuffle.

 

Also can be seen from the listed company’s development plans, many listed companies regard the RD, personnel training on the very important position. Which Jufei Optoelectronics technology RD expenses on presentation of the prospectus, all funds use reached 46.48 million yuan. Is not difficult to see our LED high bay lighting companies in technology, there is a great lack of enterprise development, technology is crucial, almost is the lifeblood of an enterprise. A large number of listed companies use to raise funds to strengthen their RD capabilities, to improve all aspects of production technology, develop new products, fundamentally enhance the competitiveness of enterprises. Increase the production line to expand total production capacity.

LED flood light suppliers: enhance brand impact to create its own brand

 

LED flood light suppliers: enhance brand impact to create its own brand

 

It is understood that in overwhelmed listed the wave of well-known brand of traditional lighting without a list, the same has become a crucial, because these companies are from applications outside of the package, chip manufacturing, brand awareness building. To promote the localization of the LED semiconductor lighting industry, in March of this year, the photoelectric heavy on the ground launched a “factory incubation program, paid output core lighting modules + intensive supply chain + Professional program tailor-made personalized “incubator” to create wealth plan guide with resources and capital advantages of partners to take advantage of the opportunity for development of semiconductor lighting industry in the country “hatch” a group of LED flood light suppliers, and to help the “incubator factory to build its own brand, to become the location and the surrounding area’s most competitive enterprises, to help local governments to establish the LED semiconductor lighting industrial base and industrial clusters, to achieve the government, enterprises, on the ground “win-win-win”.

 

According to the person in charge of the ground on photovoltaic factory hatching plans to emphasize cooperation, sharing, win-win situation. Its essence is the “ground mode” compensated output, the “incubator” a number of LED flood light suppliers, cooperative enterprises and help establish its own brand, making it the most competitive enterprises of the location and the surrounding area. It is understood that the ground on the optical market share, brand awareness, reputation among the forefront of the industry, the supply of integrated application solution for outdoor LED lighting, LED interior lighting, LED high bay lighting, LED track traffic lighting, medical lighting products providers and excellent business model provider.

The high power UV LED manufacturers: get together to protect themselves

 

The high power UV LED manufacturers: get together to protect themselves

 

To excess capacity in the international LED industry as a whole appear to overcapacity in the winter, many high power UV LED manufacturers get together and squeeze in the GEM Listing to a large extent to finance self-help, but the planning blueprint for the development, rectangular semiconductor will be no exception.

 

Currently, competition in the global LED industry is in a white-hot, according to regional distribution, packaging companies output value ranked first in 2009 accounted for 33% of the output of the global LED package; China Taiwan packaging companies ranked second, accounting for the world’s 17%; Korean companies in recent years to increase the input of the LED packaging industry, the output value rose from 9 percent in 2008 to 15 percent in 2009; Chinese mainland enterprises LED packaging industry, global market share has steadily increased market share in 2009 11 %.

 

Faced with fierce competition, rectangular lighting at a disadvantage, from the gross profit can get a glimpse. According to the prospectus, the rectangular semiconductor 2008 and 2010, consolidated gross profit margin of 25.55%, 31.13%, 26.11% of the line LED gross profit margin of 26.24%, 30.37%, 24.93%. LED Engineering Research Institute statistics show that from 2008 to 2010 the average gross profit margin of the high power UV LED manufacturers 45%, 38%, 32%, compared to significantly below the industry level.

 

At the same time, Kingsun by escalating product development platform, successfully penetrated the module level thermal management and other technical problems, the integration of light and radiator, product modularization, standardization, product installation and maintenance simplified. In the “factory” in the incubation program, the joint venture may, the cost price of the ground on the core LED high bay lighting module, thus effectively improve product performance parameters, reduce costs, build its own brand of high quality.

Listed also can be the tonic poison for high power LED street lighting

 

Listed also can be the tonic poison for high power LED street lighting

 

Standardized operation of listed companies, powerful technology, coupled with its overall strength is recognized by the market, so the security of the funds have more security. Listed high power LED street lighting companies pay more attention to brand image, pay attention and maintain a partnership, because it directly affects the operation of its shares in the capital markets. However, listed companies can not blind conformity, or according to their own judgment, listed is of a tonic, but believe it or supplements may become poison.

 

Companies listed on the main benefits: 1. Enterprises raised a large number of non-repayable funds, which has expanded rapidly. The listing can enhance the company level, to increase awareness, giving a stronger sense of trust. Listing help by capitalist society the opportunity to convert the management mechanism, to further clarify the structure of property rights, and is conducive to establishing a good management system is more conducive to the implementation of modern enterprise management system.

 

Looking at the global point of view, the high power LED street lighting industry in the world already be regarded as a most influential industries in the country is running fine and can listed companies are few and far between. This is mainly depends on domestic enterprises and foreign enterprises technical strength of the gap, although the yield, but there is no scientific and technological content, can not be independent intellectual property rights, including listed companies, many lighting companies are still OEM. Therefore, the post-marketing is how to ensure stable operation than relying solely on the LED concept to get listed on the “diploma” is more important. “More importantly, how to ensure stable operation after the listing to get listed” diploma than relying solely on the LED high bay lighting concept.

Industry experts play a role of models to in the high power led spotlights industry

 

Industry experts play a role of models to in the high power led spotlights industry

 

Wang Meng, chairman of the Beijing Illuminating Engineering Society, as one of the few listed enterprises in the lighting industry, the first pure LED lighting applications, lighting for the main business of listed companies, the development of photoelectric industry on the ground played a role in promoting. I personally think that we will not because the introduction of the funds in advance started a price war, after all, the high power led spotlights there is no control of the industry. LED Industry Alliance of Guangdong Province Vice Minister Wu Yaping, general business listed can reach the “suck money” role, a good role in promoting the development of enterprises. But can not say that the listing of a business can have much impact on the entire industry.

 

The Absen vice president Li Haitao think Kingsun as the first purely photoelectric enterprises to enter the market successfully lighting applications to LED lighting for the main business, be able to introduce more abundant liquidity for LED lighting, LED high bay lighting industry, tosaid is undoubtedly a good thing. In addition, the high power led spotlights as a new industry, more and more enterprises listed, but also other industries front to establish a better image.

 

Copper lighting design, director Xu Qinghui, the Kingsun requires a lot of capital needs listed, this can not be said that the victory of the capital, but the needs of each other, no victory at all. Ground on the photoelectric listing means that it is bound, and had lost their freedom. The ground on the optical, access to capital is its only advantage, it is now doing a lot of the EMC model, requires a lot of money listed on it to bring these.