As a new type of energy-efficient lighting products, LED development space is great, but the route for the development of LED industry, the investment direction and how fast the market is to breakthrough, in 2012, it also means a more calm and mature attitude thinking and grasp the future development direction.

2012, compared to the glory of outdoor lighting, moderate indoor lighting enter into the mainstream; Compared with agitated lm / W, how to focus and enhance “optical quality” as well as emphasize the relationship between the light and the people become the focus of attention; In 2012, compared with the people who want to integrate industry chain upstream and downstream take-all, more people should promote the spirit of “focus”, advocating a fine and stronger rational attitude; while some cutting-edge companies are more heart sank to counter sink the technology research and development on the strategic position. And directly aimed the future competitors at multinational companies.

Joyness

In 2012, it should be said that, for the LED industry practitioners, the most joy is more than the “bid list”.

On May 16, the State Council executive meeting through the policies and measures to promote the consumption of energy-saving appliances and other products, decided to arrange 22 billion yuan to support the promotion of energy-saving lamps and LED lights. three ministries decided to restart the new round of bidding. According to statistics, in 2012 the state financial subsidies for LED lighting project enterprises, there are a total of 39, and a total of 8.73 million LED lighting products win the projects. Among them, the number of indoor lighting is up to 7.85 million, accounting for nearly 90% of the total promotion.

A total of 12 listed companies won the bid, the total product promotion quota of 3.77 million, accounting for 43.18% of the total, who become the biggest beneficiary of the tender project. Large-scale projects for the successful bidder is conducive to consolidate its industry-leading position, and this year, as well as future years of performance will have a positive impact. At the same time, LED financial subsidies will promote the project bidding starting, and will also be driven by the general lighting market, including commercial, industrial, household.

2012, a year with entanglement and excited, anxious and looking forward to coexist

Whatever it is joy and sorrow, all kinds of expression is just like a mirror, which faithfully reflect the hardship exploring for semiconductor lighting practitioners who walked every step – Rome was not built in a day. In the future continuous processing, let us work together, and be faced with brave, authentic expression.

Excited

In 2012, a series of strong government subsidies and promotion policy has continuous introduced, which strongly drives the development of China’s LED industry, so it is excited and inspiring.

From May to June, it can be described as the LED industry policy honeymoon. On May 7, the Ministry of Science and Technology released a second five “special” Semiconductor Lighting Technology Development Plan (draft) “. “Planning” indicates, until 2015, the semiconductor lighting industry scale will be reached 500 billion yuan, semiconductor lighting products accounted for the general lighting market share 30% of the specific objectives. On May 16, 2012, the State Council discussed and adopted by the national basic public service system, the 12th Five-Year Plan “, the plan is to use $ 22 million to support the promotion of energy-saving lamps and LED lights.

Meanwhile, Guangdong Province timely announced mandatory use of LED lighting products to promote the field of public lighting. All public lighting in the area which constructed by the Government or state-owned capital investment need to adopt all LED lighting products.

The high-profile layout of government in LED industry, for LED practitioners, it can be said that it is the most important the weather-vane and most powerful good; how to make domestic LED industry, which experienced troubled by the blind expansion, real use of good LED Deal, so as to drive the industry and realize the healthy and orderly development, which will continue to test the ability of the government and enterprises to deepen the implementation of the policy details and rational grasp.

Calmness

Compared to domestic investment boom of LED lighting in 2011, in 2012, when the fanatical investment of LED industry gradually faced bottlenecks, practitioners thinking are gradually become calm and rational in the face of reality.

At present, traditional lighting still occupy absolute market share advantages. LED lighting market penetration is still very low, the latest information indicates that the LED lighting market penetration is only about 7%. The reasons are mainly the following:

1. The high price of LED lamps.

2. promotion lag.

3. Retail Distribution does not put in good force.

At this stage, led industry lighting companies should not only focus on application-oriented product development, but also pay attention to brand building. At present, most LED lighting companies play the “green energy”, “low attenuation”, “long life” concept, but it has not be acceptable to the majority of consumers. The market are flooded with cheap inferior products, which seriously affect brand of LED lighting credibility.

Businesses want to do appropriate measure.

2012 was a reshuffle year for terminal dealers, “the strong get stronger and the weak are eliminated,” the general trend is hard to change. Can I get through in this winter? and it depends on the financial strength of the business and the business model of the lamps. On the circumstances that the country’s major flow decrease each year, if the business still wait for the client to send home, it is undoubtedly the worst response. While for the led industry lighting companies, they are also facing the problem. The pipeline provider can not be found in the terminal. At present, many LED Tunnel Light companies have chosen to open outlets. Such as shellfish crystal semiconductor lighting in Shenzhen Parc Oasis Lighting City opened factory outlets directly.

LED pipeline construction trends

How to blaze a way out when one enterprise does not form the industry standard, and in a full of the cohabitation quality LED market? Quality is the key to victory, and also product reputation and brand symbol, and LED terminal market in the next competition will be the brand competition .

1, the development of led industry store.

2, on the Major Lamps City or city building stores sell lamps as a trial. Or operated in cooperation with local core dealer, but in the short term the mode of promotion efforts should not be too great.

3, part of the LED lighting business cooperate with the well-known brand  and well-known brand of Direct stores Distribution.

In a short period of time, there are more than three enterprises who have closed their doors due to financial crisis. But at present, it came the Haobo photoelectric involved financial crisis. The operating income of Haobo Optoelectronics Co., Ltd., in Shenzhen had about 200 million yuan last year, just one year on the market, the market have spread-ed the message of shutting LED industry down.

Operational problems caused the enterprise funds strand breaks

On November 5, the media reports said, Haobo photoelectric closed for huge amount of money owed ​​suppliers and employees wages. After the report came out, Haobo photoelectric chairman Zhao Hui responded that the enterprise did not lay-off before, just days off. He also promised that he will resolve the wages and salaries as soon as possible, and the gradual repay the amounts owed ​​to suppliers.

Reporter does not contact Zhao Hui, but we contact one of the shareholders of the Haobo photoelectric Wang, Mr. wang introduced the predecessor of Haobo photoelectric was founded in 2006-a the technology company. From 2008 to 2011, it has been very good business development trend. Last year’s sales reached $ 2 billion.

At present what problem does the company encountered? ” The main problem is money. ” Mr. Wang said, In September, the company delayed wages, and in October the company capital chain had problems, ” money does not move, and can not buy materials “. Mr. Wang thought that the main reason that lead to company capital category to rupture is the confusion of management, financial turmoil. It is the management problem caused the enterprise capital chain rupture. According to introducing, the orders in Haobo photoelectric have been very abundant, the main cause of factory production shutdown is that the company owed suppliers’ money, which LED Panel Light to the supplier for collective broken.

“Is there any possibility to return for work?” Mr. Wang said: “most of the workers were gone, enterprises will not restart, the company must wait for introducing new investors, there will be a new progress. ”

Mr. Wang said he was very optimistic about the LED industry. From the industry photoelectric performance in recent years, LED development trend is benign, once the company start moving, he has the confidence to repay supplier’s payment gradually.

The LED insider informed, there have been four hundred million yuan LED enterprises facing funding problems. In fact, since one year time, due to the funding problems, a lot of LED small enterprises go bankrupt. They are Quietly closed their doors, and these enterprises have little effect, therefore, the media is also not to be reported, and it is difficult for the community to know. While LED business is experiencing a wave of closures.

Where is the core issue of the LED industry? “Overcapacity”. In the interview, the majority of enterprises are the case said. The LED’s huge market is potential, so it attracted many companies rushing into mass action blindly into the LED industry. The securities described in the research report. It is predicted that the “Twelfth Five-Year” period, LED industry is expected to achieve the goal of quadrupling. At the end of 2015, China’s LED lighting penetration rate is 20%, the industry is generally estimated to be more optimistic.

Herd phenomenon leads to overcapacity. Especially the global economic downturn let the domestic LED Products enterprises that mainly rely on exports to earnings get troubles. Domestic market is not yet open, but also makes the LED business a tough day. Yesterday, the reporter went through the third quarter reports. They found that the LED corporate profits decline very sharp.

Winter will continue for more than six months

“We are in the winter.” BONS Optoelectronic Technology Co., Ltd. Deputy General Manager Wang Peng think, LED industry need six months or a year to get out of the winter. To change this predicament, Peng believes that there are only two ways: First, the digestive capacity, so that let the quickly making fund and enterprises exit the industry, and the rest are the polished enterprises; Second, the entire LED industry “de-leveraging”, when the funds is no longer produce the high leverage of the LED industry, this industry can become the healthy development of enterprises.

The reporters found an interesting phenomenon, that is, the entire LED industry, including listed companies, are lack of money in the investigation of the LED business.

LED product development, Nanchang University stands forefront

It is understood that, as approved by the Ministry of Science and Technology, National Engineering Center of silicon semiconductor lighting Nanchang University, Ministry of Education, Luminescent Materials and Devices, Engineering Research Center, the National Development and Reform Commission approved the nation’s first national local solid-state light source the Joint Engineering Center, as well as the Ministry of Education approved the establishment of the National Higher Education Engineering Research Center, the first light-emitting materials, building open and public technology platform, LED industrial generic technology research and development, apply for a patent, and to authorize the use Nanchang carry LED industry investment, the LED enterprise technological progress, product upgrade support.

In addition, in order to fully reflect the superiority of energy-saving LED lighting products and product and product application of diversity, Nanchang City Road, landmark buildings, tunnels, railway stations, stadiums, squares and other public places use the LED lighting products separately.

Nanchang force to hurry form a complete industrial chain in Jiangxi LED Street Lights.

According to the understanding, Jiangxi province plan to start the construction of an annual output of 4000000 blue DVD project next year, the Large power lighting device project, long-lived LED street lamp power supply project, and annual output of 20000 square meters of high-definition. They started construction Red LED chip scale production project from 2010.

Complying with this photograph, in the industrial layout, Jiangxi province will be planning to form LED industrial spatial development pattern of “one center, two fulcrum, and multidimensional diffusion.” That is to regard Jinsha River LED Industry Park as the core, Photoelectric and LIAN as the fulcrum, with capital attraction, development and supporting industry diffusion.

Jinsha Riveer Venture investment fund company general manager Pan Xiaofeng said: “the Jinsha River investment funds favors highly to the LED products, so they plans to make Jiangxi as the scale of the production base, and invests 50 million USD dollars to establish the LED Industrial Park.

Nanchang High-tech Zone Management Committee responsible person said: “in order to make Jiangxi Province LED industry formed a complete industrial chain as soon as possible, So Nanchang High-tech Zone will actively do service work for LED chip industry, packaging industry, industrial application, and related industries.

Up to the end of June this year, Various types of LED in domestic is directly related to the enterprises has reached 3790, employing about 50 million people, and the annual output of LED devices was more than 40 billion, also,there was more than 30 billion yuan in 2008 market. However, a series of considerable numbers can not to disguise the short of LED industry in China.

” The total LED chip for 26 enterprises already in operation and under construction not better than one of scale in international top 10s.” the General manager Liu Zhen of Shenzhen Quantum Optoelectronic Co.ltd was spoke in China and United States LED Tube Light Technology and cooperation Forum on the LED chip in Shenzhen. The manufacturers technical level to some tune of Taiwan 3 years ago and behind the United States, Japan for 5 years.

It was based on this probably, Shenzhen started to prepared to construct lighting energy conservation center. ONe of the parties of engineering LED lighting energy Conservation center for CEO Zhang Xiaofei related to reporters.
The ceneter of energy-saving lighting build prties has included the California Lighting Technology Center, Peking University Shenzhen Graduate of Environment and Energy, and Philips.

liuzheng point out,there are 1950 LED packaging companies currently, all the new product less than 530 in domestic enterprises, and the product basically is in mutual mimicry stage.

Lack of the core technology, without the high performance and quality upstream products; lack of principle patent. vulnerable to patent blockade, restricted to export.”Zhong Qun of Century crystal research and development director of the Center for bell group said.The domestic LED LED research and development platform and patent pools should be established as soon as possible introduction of technical personnel at home and abroad, more technical personnel to enter the LED industry.

LED lighting technology is the core patent basic synthesis of Nichia of Japan, Toyota, Toshiba, American Limitless, Cree, German Osram control of the company, which companies use each core patents, taken transverse (large number of countries at the same time) and vertical (and constantly improve the design and subsequent application) expansion mode, arranged tight worldwide patent network.

Liu Zhen revealed that countries in the last year has been launched “Ten thousand ten cities” LED energy-saving plan, the first batch of 21 cities have been included in the national support programs, there are already 42 cities included in the program.

Riding the Nanchang development of LED industry, Ji’an city will speed up the pace for the development of LED industry steps.

Ji’an proposed around the construction of semiconductor lighting industry that gathering area Jinggang shan Economic and Technological Development Zone, Hedong Economic Development Zone,  Suichuan Country, Jiangangshan City Industrial Park, vigorously develop all kinds of LED lighting and LED video products to create “LED industry base in Jiangxi province.

Gutai corridor is the only provincial electronic information industry base in Jiangxi Province. Ji’an adhere to the semiconductor lighting industry, including electronic information industry as a pillar industry to focus on fostering Jiangxi Province, the largest electronic information industry base. Ji’an industry express, until the end of last year, Ji’an electronic information enterprises amounted to 345, which specializes in semiconductor lighting products production enterprises up to 15 LED device packaging capacity ranks first.

It is understood that the one Linsen that rooted in Jinggan shan can produce more than 100 pieces, with an annual output of 50 million device package capability, in the low-end LED Flood Lights (semiconductor lighting) devices in the field of packaging capacity ranks first in the country; settled in Jishui County industrial Park Jiatai Electronics that specializes in the research and development, production, and sales of all kinds of LED side backlight, color night view display modules and other products. The entire project estimated to gain 600 million yuan annual year, which will bethe Jiangxi production back light largest enterprises.

Marketing developing

The industrial development is the market. If there is no market, and no order, the industrial development can not contribute too much.

It is understood that, previously, marketing of LED products in Jiangxi Province is mainly relying on their own, the main players is in the market of Jiangsu and Zhejiang and other places. However, with the expansion of the product yield, and increassed varieties, how to further expand the market willl be the decisive factor in  Jiangxi LED industry.

We believe that through the joint efforts of all parties, Jiangxi LED industry will be able to rose to the challenge in the fierce competition in the market, and embrace a better future for the sound and rapid development!

Jiangxi LED industry in recent years has achieved rapid development. And Fujian industrial has become the four largest clusters. Nanchang, Ji’an, Shangrao and other places in the LED industry, which is ushered in a period of rapid development. It is understood, Nanchang as China semiconductor lighting industrial bases. In the semiconductor lighting industry occupies an important position. The existing semiconductor lighting has 20. And in 2011, the main business income is 3.13 billion yuan. The initial formation of the High-tech Zone, as the two companies to Lattice Power Union Optical lead to the proliferation of the Jinxian countries and industrial parks, industrial structure, industrial development beginning to take shape.

Expected to 2015, Nanchang will nurture and develop more than two output value, which will exceed 30 billion yuan, with strong technical innovation ability, and leading enterprise in the country, formed a number of unique advantages, brand internationally competitive products, strive to achieve the output value of 300 billion yuan of the city’s LED and related industries. Until 2020, we will cultivate and develop a number of master core technologies, leading enterprises with international competitiveness, radiation and leading the LED industry of the province.

While the LED industry in Jian and Gaoan develop very fast. The following will be a comprehensive review. Jiangxi LED industry development.

Nanchang LED industry development takes shape

According to understanding, development of LED industry is the core of the important initiatives to create a Nanchang drives progress of Jiangxi province economy growth. After development, Nanchang as China’s semiconductor lighting industrial bases, semiconductor lighting emitting materials and devices in the country which already has apparent comparison advantages. The LED industry has become one of the industries of Nanchang city.

In the first half of 2012, Nanchang, more than 20 LED Panel enterprises realized main business income of 2.12 billion yuan. The initial formation of the High-tech Zone, as the two companies to Lattice Power Union Optical leads to the proliferation of the Jinxian counties and industrial parks, industrial structure, industrial development beginning to take shape.

To create the domestic first-class LED industry technology innovation and production base

The aim of Nanchang aspects, relying on the silicon substrate technology, advantage with completely independent intellectual property rights, vigorously build LED products export base, and will eventually be based on domestic, global and domestic first-class LED industry, technological innovation and production base in Nanchang playing.

2, LED device price stabilization in power header

The mainland LED devices price encounter market rapid decline in 2012, with the market gets warmer and inventory gradually return to normal water levels stabilized, down about 6% quarterly decline, the price of LED devices at a lower water level 2013 LED devices prices on a quarterly basis, taking into account the price of LED chip space due to price war also fell, but other raw material prices are relatively stable, and labor and operating costs, there is an upward trend, Topology estimated decline further in 3 % or less.

In the case of space has become more and more small decline in the price of LED devices, LED Flood Light manufacturers tend to gradually replace the traditional low-power devices (0.06 ~ 0.1W), power devices (0.2 to 0.5 W), which used in indoor lighting.

For example, a 16W LED lamp in the LED industry, if it adopted 0.06W 3528 white devices, it needs 270 pieces, the total cost will be 32.9 yuan (about NT $ 158 yuan), and Luminous flux only 7lm. If it instead to use 0.4W 5050 white devices, it needs only 40, with a total cost of 14.3 yuan (about NT $ 69 yuan), and the luminous flux will be up to 38lm; the visible power chip encapsulation will be the future development trend.

3, 4-inch substrate and then speed up graphical substrate layout

Although the mainland sapphire substrate prices rose slightly in 2012 compared with the minimum of USD8 in 2011. Yet the overall market have an adequate supply, the price is always hovering within $ 9.5. In order to improve the product performance and gross margin, Sintek, East Jing Bo Lanter Suzhou sea platinum, crystal, Hefei Crystal Bridge, Ke Ruisi photoelectric, overweight invested graphical substrate (Pattern Sapphire Substrate; PSS) development, large-scale procurement lithography (Lithography) etching machine (Etching), and to improve the graphical capacity of the substrate. It is estimated that 2012 Continental graphical substrate penetration will exceed 30% in LED industry. And in 2013, it is expected to reach nearly 50%, and then pull the average selling price of the continent sapphire substrate market to inject new sapphire substrate industry vitality. Topology forecast 2013 average selling price of the sapphire substrate will fall about $ 15.