"Jingke may be the next Mengniu." Lin Xiaoning, deputy general manager of Jingke Electronics (Guangzhou) Co., Ltd. proudly told the author of "Daily Economic News." Previously, Dinghui invested in Mengniu Dairy's great success, and now Dinghui has invested in Jingke.
Recently, Jingke Electronics (a subsidiary of Hong Kong Microcrystalline Advanced Optoelectronics Technology Co., Ltd.) announced that it will spend 1 billion yuan to build an LED chip base in Nansha, Guangzhou. On May 10, the author came to this new base in Nansha, Guangzhou. The construction site has not yet started, and the wasteland in the drizzle is covered with weeds. However, Lin Xiaoning told the author that "the new base will be completed by the end of the year."
At this time, it is said that China's largest LED industry base is also intensifying construction in Yichang, Hubei. This base, created by Hubei Yutong Electronics Co., Ltd., is said to let "LED energy-saving lamps illuminate the country." At the beginning of April, the production base of LED chip manufacturer Sanan Optoelectronics (600703, SH) in Wuhu has also started. The total investment of the project is as high as 12 billion yuan.
"Investing in the LED industry is the future of investing in China." The chairman of Shenzhen Lehman Optoelectronics Technology Co., Ltd. said at the "2010 LED Industry Summit Forum".
However, behind the glamorous hidden hidden worry. A series of problems such as excessive government intervention, excessive capital inflows, lack of normative standards, lack of independent intellectual property rights, and low-level imitation are making the industry undergo a big wave of transformation.
Government-led regional competition intensified
From Central China to East China, from North China to South China, local governments are actively supporting the development of the local LED industry. This situation of “hundred flowers†​​makes the company feel full of pressure.
Taking the Pearl River Delta as an example, as early as November 9, 2009, Huizhou, Guangdong, introduced Cree, one of the world's four largest LED chip manufacturers, and Huizhou became the first LED chip production outside of North America. Base; Dongguan, as the manufacturing center, also announced the implementation plan of Dongguan City to promote the development and application of LED industry in November 2009. At present, there are more than 200 LED companies in Dongguan. According to industry estimates, by 2015 The output value will reach 15 billion yuan; Zhongshan Guzhen is based on the original lighting industry, focusing on LED lighting applications, grasping the terminal of the LED industry chain, in order to create an international lighting capital; and in order to promote the development of the LED industry, Shenzhen Also issued the "Shenzhen LED Industry Development Plan (2009 ~ 2015)" "Shenzhen City to promote energy-efficient LED lighting products demonstration project implementation plan" and other related policies, actively support enterprises to become bigger and stronger, and Shenzhen Konka as early as 2008 The plan to build LED display, LED lighting, LCD TV LED backlight and other industries to form a complete LED industry chain; Guangzhou is no exception, the formulation of the "Guangzhou street lighting energy-saving equipment installation management regulations" and so on 3
Modern urban landscape construction, new media, advertising, and urban digitalization will further expand the extension of LED applications. With the acceleration of the urbanization process and the improvement of the information level of the whole society, LED has gained a lot of room for development as a low-carbon environmental protection sunrise industry. However, the rush of many companies has also made the industry more competitive and difficult to achieve sound development.
"At present, industry reshuffle is inevitable." Lin Xiaoning said, "I think LED companies, especially the middle and upper reaches of the LED chip companies, there may be only a few remaining."
Huge amount of government procurement forms false prosperity
"The current LED streetlight policy measures are difficult to implement.
Professor Zhang Wansheng, a researcher at the 13th Research Institute of China Electronics Technology Group Corporation, said that the current LED street lights have a large "flicker" component.
Since 2009, the Ministry of Science and Technology has implemented the “Ten Cities and Ten Thousand Cities†project to carry out semiconductor lighting application projects in 21 cities including Tianjin, Shijiazhuang, Dalian, Harbin, Shanghai, Hangzhou, Xiamen, Fuzhou, Wuhan, Shenzhen, Chengdu, Chongqing and Xi'an. The pilot project aims to replace the 6 million street lamps in these 21 cities by the end of 2011, thereby driving the LED industry's domestic demand business of 15 billion yuan.
However, in the face of huge government procurement, LED companies "not to find the market, but to find the mayor", the huge market demand driven by government procurement has made the company taste the sweetness, which has stimulated the further expansion of production capacity and accumulated a bubble.
On the China Quality Online, you can see a promotional picture of a worker wearing a helmet wearing a tool to install an LED street light at high altitude. It is reported that by the end of April, Shandong Weifang City has completed the replacement of 57,600 LED street lamps in the city, accounting for 74% of the total number of street lamps. However, Chen Yansheng, chairman of the China Lighting Association, said in an interview with the author: "The replacement of street lamps in Weifang is a typical government-led behavior. The specific effects need to be evaluated by experts. I don't think this is appropriate. â€
While encouraging the development of LED companies, the government has created business opportunities for enterprises through direct procurement, but this model is not a complete market behavior. At the same time, the government's large-scale procurement is likely to form a false prosperity of the LED industry, triggering investment impulses of enterprises, and can not make enterprises rationally face the market. In addition, the government-led model will also cause LED companies to rely too much on the government. Without obvious competitive advantages, these companies will become more and more difficult to stand on the market.
Chen Yansheng believes that China's LED technology is still in the process of development. The technology itself is not very mature. It is irrational to replace street lamps on such a large scale, and it is easy to cause waste of resources.
"There are dozens and hundreds of times difference between LED and general lighting. If the export is not smooth and there is no government procurement, there will be big problems." Chen Jianxiong, Marketing Manager of Dongguan Jinzhiyuan Electronic Technology Co., Ltd. said .
Threshold increase will narrow the business space
According to statistics, in 2009, among the more than 1,000 LED enterprises in China, only 27 of them had output value of more than 100 million yuan, accounting for only about 2% of the total number of industries. On the one hand, the LED industry has not developed for a long time, and large enterprises do need time to cultivate; on the other hand, many small and medium-sized enterprises are moving forward with their own interests, without their own core technologies, without their own brands, just for OEM production, long-term development. Lack of motivation.
The person in charge of Beijing Century Chengtong Electronics Co., Ltd. said that due to the convergence of products and the pressure of price competition, the company can only maintain its profits through the advantage of quantity. Due to the cumbersome maintenance of LED products and the high maintenance costs, enterprises are also bearing a huge burden.
Due to the small scale of the company, the corresponding R&D investment must be limited. Therefore, there are few enterprises with independent intellectual property rights, and the enterprises that reach the world advanced level are rare. In fact, many companies are content to do imitations that are not too high-tech, because the risks are small, the investment is low, and the days are considered stable.
However, with the continuous introduction of industry standards, the conditions for enterprises to obtain "admission tickets" will be higher and higher. At present, the "General Specification for LED Display" and "Test Method for LED Display" have been released and implemented, and the new "General Specification for LED Display" will also be promulgated by the Ministry of Industry and Information Technology. Enterprises that fail to meet the technical requirements will be very It is difficult to survive in the market.
On the other hand, the domestic light pollution safety is also included in the EU CE certification test, and relevant standards will be introduced one after another.
In China, optical security testing is not enforced, but from an international perspective, this must be a trend, and domestic enterprises will face greater challenges.
In addition to industry standards, with the development of the LED industry, the market is increasingly demanding capital, technology and talent, the threshold will continue to increase, and the living space of SMEs will become smaller and smaller.
LED industry or repeat polysilicon
"It may be the end of the year or the next year is a reshuffle." Zhang Yong, the engineering manager of Shenzhen Zhanhong Optoelectronics Co., Ltd., told the author that as more and more investment flows into the industry, competition will become more intense, unless Have their own unique competitive advantages and characteristics, otherwise a large number of companies may not be able to face the cruel competition.
Some industry experts even believe that LED may be the next polysilicon. Polysilicon is an important raw material for the solar photovoltaic industry. Under the continuous high-temperature baking of the new energy photovoltaic industry, the polysilicon industry is developing rapidly. According to statistics, the production of polysilicon in China has gone from 60 tons in 2005 to more than 4,000 tons in 2008. By 2009, there was a serious excess of production capacity, and the country had to list polysilicon as an overcapacity industry, and polysilicon companies suffered heavy losses.
The LED industry is also flying on the concept of new energy. As the government and enterprises are optimistic about this field, the production capacity is also expanding at a rate of 40% per year. The local areas have already had low levels of repeated construction, and the prospects are worrying.
At present, there is no unified industry standard for LEDs in China to regulate and guide. This has caused the market competition to be difficult to carry out in an orderly manner, the phenomenon of product homogenization is serious, and the quality is difficult to effectively improve. Most industry insiders predict that LED companies will undergo shuffling. Only a few companies can be left behind.
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