The industry is low, it is difficult to hide the development prospects of the LED industry

A few days ago, in the more than 10 LED listed companies that focused on the disclosure of the 2012 annual report or performance report, compared with last year, the profitability generally fell by about 30%. In 2013, the speed at which LED companies intend to go public was slowed down, and some companies even terminated their listing. This will inevitably make people worry, will the LED industry repeat the mistakes of the photovoltaic industry?

As the leader and leader of the national LED industry, the development of the LED lighting industry in Guangdong Province is fierce. According to statistics from GSCResearch, in 2012, the LED industry in Guangdong increased against the trend, and the initial accounting reached about 210 billion yuan, a year-on-year increase of more than 30%. The growth rate was higher than the provincial average in the same period, showing strong internal growth and good. Market prospects.

In addition to the increase in output value, Guangdong is also a pioneer in the promotion of LED lighting applications in China, and has a clear demonstration role in China. According to statistics from GSCResearch, in the first quarter of 2013, the tender for street lamps and tunnel lights in Guangdong Province from January to March 2013 has reached 76,000 baht, compared with 75,000 baht in the whole year. In the first quarter of this year, 76,000 baht included Yunfu 24,000 baht, Dongguan 17,000 baht, Guangzhou 0.7 million baht, and Shenzhen 0.5 million baht. At the policy level, it is expected that there will be more favorable policies for the development of the LED industry, and the development prospects of the entire LED industry are still optimistic.

Breaking through barriers to development, industry standards need to be unified

The fierce competition in the market will inevitably lead to a decline in corporate profits, but for the Guangdong LED lighting industry, the real development "bottleneck" is not the only way. In 2012, the quality door incident was frequently exposed. Among them, the Guangdong Provincial Bureau of Quality and Technical Supervision issued a notice saying that the qualified rate of LED street light and light source controller products was only 73.2%. Why do LED products have frequent quality problems? In the final analysis, there is no uniform LED product standard. LED lighting products lack versatility and compatibility, and the quality of products is uneven.

"For the LED lighting industry, there is no uniform standard to be introduced, which obviously does not meet the needs of the development of the industry." Wu Shirong, director of the Guangdong Semiconductor Lighting Industry Joint Innovation Center, said, "If China's LED industry has a unified standard optical component, the LED industry. The products in the chain have compatible standards, so the original isolated products can be freely circulated in the industrial chain market, which can not only enlarge the market, but also optimize the products, thus further regulating the market."

According to Director Shi Shirong, the first 21 specifications of LED lighting standard optical components have been successfully developed, and some enterprises have begun to use or produce optical components. In 2012, Chen Gang, director of the National Standards Committee, and Chen Yunxian, deputy governor of the Guangdong Provincial Government, successively led the leaders. Investigate the Guangdong Provincial Science and Technology Department and the Provincial Semiconductor Lighting Joint Innovation Center to conduct research on the standard optical component project. While highly affirming the project, it is required to build the standard optical component project into a national standard as soon as possible. In 2013, Guangdong Science and Technology Department also signed a strategic cooperation agreement with National Semiconductor Lighting Engineering R&D and Industry Alliance. The two sides strengthened the development of key technical standards and technical docking, and supported the development and promotion of standard optical components.

The implementation of the LED lighting standard optical component project has spurred the creation of a billion-scale LED strategy emerging industry in Guangdong and promoted the healthy development of China's LED industry.

The integration period forced the enterprise to adjust and upgrade

As the LED cut into the lighting market, triggering the fission of the entire lighting channel, the traditional lighting industry dealers abandoned the original agent brand to the new LED brand embrace, the traditional lighting enterprise development space is increasingly pressing, "do not transform, Suining death." On the other hand, industry competition is becoming more and more fierce, price wars are rising, product profits are falling, and the problem of triangular debts appears. Some LED companies are under pressure to close down. Some people in the industry even boldly predicted that LED lighting companies will close half of the year at the end of the year.

Mr. Liu Shiquan, the chairman of Shenzhen Jinglaide Lighting Co., Ltd., believes that the current domestic LED lighting market is in disorder, the price war is constant, and foreign companies are aggressively invading the city. The production environment of domestic LED lighting enterprises is worrying. Under such circumstances, it is precisely when testing the accurate positioning of enterprises that they dance with wolves, and they must first become wolves. It is based on the belief that the Jinglaide Lighting, which started with LED holiday lights, boldly cut into the field of high value-added sapphire crystal growth furnaces in the LED industry, and independently developed 85kg sapphire substrate furnaces. Liu Dong confidently stated that in the next six months, Jing Lande's large-size sapphire crystal growth furnace can basically produce crystals exceeding 100 kg.

The temporary downturn in the industry provides an opportunity for reshuffle integration, but this is not necessarily a bad thing for the entire LED industry. The big waves and sands began to see gold. During the downturn of the industry, they quietly accumulated their strength, actively adjusted and upgraded, and chose to spray out. If winter comes, can spring be far behind? After years of melee, the LED industry has gradually entered the end of winter, driven by government procurement and industrial policies. I believe that it will soon usher in the spring of industry development.