LED: Industry winter is difficult to stop investment hot


Industrial cold winter hard to resist investment boom LED is a semiconductor that can convert electrical energy into light energy. As the most important new generation light source in the world, this is listed as one of the seven strategic emerging industries in the country. Business opportunities attract all kinds of capital to flock.
According to public data, there are currently more than 8,000 LED manufacturers in China, and they continue to increase at a rate of hundreds or even thousands per year.
The reporter was informed that in the past six months, a total of eight LED lighting companies in China have successfully listed, and six of them have landed on the GEM. The listing speed is amazing. Last year, there were only 7 LED listed companies. On the other hand, in the past year, domestic small and medium-sized LED companies have closed down frequently. In Shenzhen, more than 80 LED lighting companies have closed down, Foshan, Guangdong. In 2011, nearly 10% of LED lighting companies closed down. The LED lighting companies in Dongguan and Zhongshan also fell into a cold wave.
According to the latest news, Shenzhen billion-level LED enterprise vision photoelectronics is currently in a vortex.
At the same time, foreign capital is in the Chinese market. Recently, Taiwan Dongbei Optoelectronics Group invested 25 million US dollars in LED optoelectronic device production projects, officially started construction in Beijing Digital TV Industrial Park, and will supply LED lighting in North China in the future. In addition, in May this year, OSRAM signed a contract with Wuxi to build a new LED assembly plant in the local area. It is expected to be completed and put into production at the end of 2013, and it will mainly cover the outer casing of LED chips. Following the official operation of the Chengdu Innovation Center, the GE Lighting Xi'an Innovation Center was also established.
The pain of industrial labeling is lacking. At present, there is no unified standard for LED industry in China. Due to the lack of uniform standards and norms, there are many kinds of LED lighting application products on the market, different performances, poor interchangeability, frequent inferior products, and a reputation for the whole industry. Come tough challenges.
Yue Ruisheng, secretary general of the International Semiconductor Lighting Alliance (ISA), told reporters that the International Lighting Commission, the International Electro-Electrical Committee, the European Commission for Light Engines, the US Energy Star, ISA and other institutions are all setting standards for LED lighting, vying for the right to speak in the industry. .
In China, although local governments have already formulated and tried their own local standards, the standards are confusing, and the enterprises are qualified according to the standards. If they are there, they will become unqualified.
On the other hand, the quality of the products caused by the lack of uniform standards is also worrying. The results of the sampling inspection showed that in the 23 batches of self-ballasted LEDs in the spot check, 17 batches were unqualified, up to 73.9.
An industry insider said that inferior LED products disrupted market prices and made consumers' trust in LED products greatly compromised, leading to a vicious circle.
It is reported that the sluggish export market in 2011 has once again caused heavy losses in the LED industry. LED products such as Christmas tree lighting appliances in overseas markets are almost all exported from China. Under the influence of the European economic crisis and the weak economic recovery of the United States, from the second half of 2011 Since the company's orders have been greatly reduced, the European and American orders fell by 30% to 50% in the industry is quite common.
Domestic enterprises lack soft power. The reporter learned that although China is a big country in lighting production, China is not a big country in terms of brands. A large number of lighting products in China are made for OEM.
According to the data, there are more than 8,000 LED manufacturers in China, and more than 5,000 are in the middle and lower reaches of the industry, including 1,200 to 1,500 packaging companies, and more than 40 with annual sales of more than 100 million yuan. There are less than 400 enterprises between 10,000 yuan and 100 million yuan, and most of them have sales of less than 10 million yuan. It can be seen that although the number of LED enterprises in China is large, the scale is generally small.
It is worth noting that with the vigorous development of the domestic LED market, more and more foreign companies have turned their attention to China. Especially in recent years, the number of patent applications in the field of LEDs accepted by China has increased significantly year by year. In addition, from the perspective of the distribution of the industrial chain, foreign companies mainly have more patents in the chip and packaging fields, and half of the LED core inventions have filed patent applications in China.
Compared with foreign companies, China's LED patent application is clearly at a disadvantage. According to the survey of the High-tech LED Industry Research Institute, as of the end of 2008, China's LED-related patent applications totaled 26,071,000, of which nearly 50 were in the midstream and downstream packaging and application patents.
From the perspective of profit structure, the profits of middle and lower reaches enterprises only account for about 25 of the entire industrial chain. The upstream chip and package manufacturing companies account for around 75% of the industry chain.
Lu Weiqiang, chairman of Guangzhou Shuaiyang Lighting Technology Co., Ltd., said in an interview with the media that the LED industry is not making money. In the LED industry chain, the huge upstream epitaxial wafer and chip manufacturing is the most profitable part of the domestic LED industry. The downturn, in the final analysis, is due to the industry's lack of core. In this industry as well, foreign companies mainly have more patents in the upstream and midstream chips and packaging fields. In the domestic LED industry chain, a large number of LED companies are middle and downstream enterprises lacking core technology.
Wang Lianghai, vice president of Tsinghua Tongfang, also believes that because the core technology is still in developed countries, talents and technology are still the biggest shortcomings in the development of the domestic upstream LED industry, and downstream LED products are also seriously hindered by high prices and vicious competition in the market. The application of the product is promoted.
It can be seen that how to change the industry's lack of core, get rid of low-level redundant construction, and have its own core technology is the crux of China's LED industry.
Industry experts told reporters that domestic enterprises should refer to foreign advanced enterprises to develop a number of high value-added products through sound technological innovation investment, research and development, transformation and application mechanisms, and establish a technology that combines enterprises as the mainstay, market-oriented, and production, education and research. Innovate the system and improve the soft power of the industry.

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