The data from the Guangzhou International Lighting Exhibition displays, led driver 120w become one of the venture capital and private equity investment is the most favorite in industry, only Wu Sonny and he led by GSR Ventures has invested 8 LED business. But the other two sets of data also revealed the new changes facing the industry, First 10 LED companies listed fund-raising more than 6 billion yuan, which raised funds over the there are 30 billion, the majority lying in the account, people produce industry excess funds in fear; The second is to be carried out in June Guangzhou International Lighting Exhibition is the world's largest lighting show, but the number of exhibitors 2963 but never the last, reduced to the current session of the 2600. The show organizers Guangzhou Guangya Messe Frankfurt Co Ltd general manager Hu Zhongshun analysis, which indicates that the LED industry has bubbles emerge, industry consolidation around the corner.
LED industry from birth, was optimistic about the industry chain parties. BOE Technology Group Co., Ltd. (hereinafter referred to as the "BOE") is the largest supplier of LED backlight. BOE on a few years ago began to layout the LED industry, with the exception of the upstream has not yet set foot outside, is already China's largest LED applications.
BOE, senior vice president and LED industry to play Li pointed out that the lighting to LED Floodlight 80W change the trend is now irreversible, and is bound to revolutionize the lighting field, like digital mobile phones to replace analog phones, digital cameras replace film cameras. Energy-saving lamps popular in China with 15 years or so, the LED will not be used for so long. Of course, it must ensure that relevant national policies can not walk the old path of the energy-saving lamps, the policy must be clear, continuous and matching.
In fact, the start of the whole industry is rapidly and do not imagine. In 2010, the number of agencies forecast 2011 output value of the LED industry will be over 180 billion yuan. But, according to the National Semiconductor Lighting Project R & D and Industry Alliance (CSA), in 2011 the total scale of China's LED industry reached 156 billion yuan, an increase of 30%, but growth has started to slow.
The industry is expected IPO craze of the 2012 China's LED industry will continue to play. Application in the trial list of companies, 9 LED companies are queued for listing, the listed company's business scope has gradually by epitaxy, chip, package, and application of industrial chain link to the SFC announced in early February for a total of 515 IPO direction of extension of the auxiliary materials, equipment and other.
LED Flood light 10W companies competing for market, is itself strong financing needs, or the deliberate efforts of capital? From the LED business has been listed 10 fund-raising more than 6 billion yuan, which raised funds over the 30 billion mostly lying unused in the account. Of these listed companies are often at the end of the LED industry chain, financial funds are not used to technology upgrades, or the development of core technology. A direct result of public financing of the LED business is overcapacity.
Investment Group also released analysis report that, as with other emerging industries, LED industry is currently experiencing a stage of overcapacity pains. However, hit analysts believe that the temporary difficulties conceal his bright future, the backdrop of the energy saving, low energy, low-emission model, LED Power Supply lighting industry, investment opportunities will continue to highlight the. Only the relevant enterprises should increase investment in research, to break through the core technology continue to reduce production costs, improve product cost-effective in more areas of application popularity of LED lighting.
Supplement the lever
National Development and Reform Commission has made it clear, in 2012 the Chinese government will spend 40 billion yuan for LED street lamps procurement, LED street users to provide 30% financial subsidy.
Last year, the industry hopes to be able to start civilian LED Spotlight 30W market, leading to the outbreak of the industry as a whole, but this is not only no, but the civilian market to shrink further. At this time, the industry can only hope that once again their faith in government subsidies and procurement on.
March 20, by the Ministry of Finance, National Development and Reform Commission, Ministry of Science and Technology organization in 2012, semiconductor lighting products, financial subsidies to promote the project "domestic public tender, the participation of nearly 300 of the 110 companies from across the country bidding on behalf of tender activities. The tender products, including LED downlight for indoor lighting, reflective self-ballasted LED lights, as well as for outdoor lighting, LED street lights, LED tunnel lights. Subsidy ratio is about 30% of the purchase price, the total amount is expected to reach hundreds of millions of scale.