Easy to do well, the low-end integration of the LED industry chain

The development of the LED industry in Shenzhen is extremely difficult at this stage. Many enterprises have closed down or moved out. This is in stark contrast to the overheating phenomenon in previous years.

In mid-March this year, Shenzhen Municipality abolished the "Notice on Printing and Distributing Shenzhen LED Industry Development Plan (2009-2015)" issued in March 2009 in the form of "Government Gazette". This abolition of planning has made many people in the industry feel that this industry has been abandoned by the government and caused many conjectures.

Government subsidies exceed corporate profits

Shenzhen City proposes that enterprises participating in the LED demonstration project of government investment projects will be given a subsidy of 10% according to the price of the lamps and will be subsidized for 3 years. For enterprises that undertake LED application demonstration projects for enterprise investment projects, subsidies are given in accordance with 30% of the price of LED lamps. In addition, many provinces and cities have introduced corresponding programs to subsidize the LED industry.

Industry industry Hu Jun provided a data: After several years of support, the biggest LED company in Shenzhen is only the output value of more than 100 million yuan, but if the government develops the emerging strategic industries identified by Shenzhen such as the Internet or biology, there is more than one thousand projects. 100 million yuan, "In such an industry, in Shenzhen, where land resources are so tight, the government obviously has to give up." "I have seen the LED industry park. At that time, the scene was ragged, the brand was erected, and then I could go to the mortgage. "LED industry park," most of them, first hit the foundation, build a factory, and then lie to the government subsidies. The government is not so good to lie now, generally you do not do I do not make up, the government is now very sensible It is."

Shenzhen emergency brakes wake up

Lu Weiqiang, managing director of Guangzhou Shuaiyang Lighting, said that the current LED market capacity is 120 billion to 150 billion, but the production capacity is more than 500 billion, and the production capacity is seriously overcapacity. "The people inside the industry, every day, I heard the news of the closure of LED enterprises, Guangzhou, Shenzhen, Dongguan, Foshan, Jiangmen, everywhere. This year's LED packaging companies in the middle reaches may have to die 40%, downstream SMEs for LED applications I have to drop half."

The policy changes in Shenzhen cannot stop LED fanaticism in other regions. “Actually, this is a game between the government and the enterprise.” Hu Jun, a professional in the lighting industry in Guangdong Province, who had a different opinion on promoting LED road lighting in Guangdong Province, said: “Local governments want to pass the land. The financial method, using high-tech parks to attract investment from enterprises to stimulate GDP, while LED companies have taken a fancy to the market under the government's administrative orders after high-tech subsidies and vigorous promotion. This is like a couple who have a dream in bed, and finally must break up. ."

Too many low-end products, the industry chain faces integration

The EU requires that only directional LED lamps and directional fluorescent lamps with an energy efficiency index of more than 0.2 can enter the EU market, which is 2.5 times higher than the previous energy efficiency index requirements. In the US, LED and other test procedures are increased, which undoubtedly increased the export LED enterprises. Huge amount of test costs.

Luo Jun of Shenzhen Haotianxing Electronics Co., Ltd. revealed that the price of LED products of the company has dropped by about 10% this year compared with last year. Take a 16-watt LED tube as an example. Last year's price was 75 yuan. This year's price was 68 yuan, down 10.3%. The export price is also about the same, down nearly 10%. “In recent years, there has been a lot of capital entering LEDs, but the lighting industry is actually as easy to do as many industries.”

According to industry insiders, at present, LED core technology - chip technology is mainly controlled by the United States, part of which is controlled in Taiwan, China is mainly LED OEM base, and the Pearl River Delta is a gathering area for large and mid-stream enterprises in the application market, but Unable to master the core technology and the imbalance of cost performance of LED lighting products is still a serious injury in the LED industry.

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