The LED industry, once called the second photovoltaic, is renewing its understanding of the outside world. Although there are core technical defects like PV, due to its wide range of applications and the vast domestic market, 2013 is likely to be the year of its industrial explosion. Industry authorities told reporters that the LED industry has been regarded by the Ministry of Science and Technology as an emerging industry with a production value of over 10,000 yuan in 2020.
With the goal of trillions of output value, the LED industry is currently facing the problem of low concentration. On May 14th, the reporter learned that the development of the LED industry standard led by the National Standards Committee is currently underway. In the future, the standard will be set to use the threshold to “strongly push†the industry merger and reorganization to end more than 5,000 LED industry chains. The situation in which companies dance together.
Good superposition
Although the price has been declining, the current price has not affected the survival of the company.
On May 15th, the stocks in the entire LED industry chain ranked first in all sectors with a growth rate of more than 5%. Huacan Optoelectronics (300323.SZ) and Sanan Optoelectronics (600703.SH), which are engaged in chip production, have daily limit, downstream. The application area of ​​Changfang Lighting (300301.SZ) and Qinshang Optoelectronics (002638.SZ) increased by 10.02% and 8.6% respectively. Other companies such as Wanrun Technology (002654.SZ) and Lianchuang Optoelectronics (600363.SH), Changdian Technology (600584.SH) and other stock prices have also strengthened.
In fact, after the downturn in 2012, the price of LED upstream chips dropped sharply. As the upstream occupied 30% of the cost of LED products, the price of LED products continued to fall in 2013, especially the price of LED lighting products is close to compact energy saving. The lights have an alternative advantage that drives demand.
Although the price has been declining, the current price has not affected the survival of the company. A person from the chip company in Guangdong told reporters on May 14 that due to the previous government subsidies and tax incentives for equipment imports, The production cost of the enterprise can be compressed. "With the guarantee of quality, our price can be reduced by at least 20%. As long as the sales volume goes up, the gross profit margin is still considerable."
The reporter learned that during the peak period of government subsidies in 2011 and 2012, some enterprises were able to obtain 15 million yuan of imported equipment with an investment of 5 million yuan, of which 10 million yuan was government subsidies.
At the same time, support from the policy level is constantly turning into actual benefits.
At the beginning of this year, the Ministry of Finance issued the "Notice on Adjusting and Promulgating the Government Procurement List for the 13th Energy-Saving Products" for the first time to include LED products. More than 70 enterprises and more than 400 products entered the procurement list.
At the end of 2012, the National Development and Reform Commission issued the energy-saving technical requirements for semiconductor lighting applications. This document proposes to promote LED applications in some major projects, including major projects such as railways, rail transit, and airports. In addition, in 2012, there were four central-level documents that clearly supported LEDs in the field of energy-efficient buildings and green lighting.
In addition, even in the current LED investment has become more and more surplus, the local government's heat in the LED industry is still not decreasing. At the just-concluded 7th Shanghai International New Light Source & New Energy Lighting Forum, the Merchants Group from Fuyang High-tech Zone in Hubei Province invited the participating companies to focus on the LED industry as the future development of the high-tech zone. Prior to this, 15 industrialized bases such as Xiamen, Shanghai, Dalian, Nanchang, Shenzhen, Yangzhou and Shijiazhuang have been formed nationwide.
Industry restructuring
Although the current large-scale mergers and acquisitions have not yet arrived, with the improvement of standards, some enterprises will inevitably be eliminated.
"We have to be prepared for the upcoming mergers and acquisitions in the industry." Industry insiders admit that in the current LED industry of less than 200 billion yuan, there are more than 5,000 companies, the concentration is low.
In accordance with the National Semiconductor Development and Reform Commission, the Ministry of Science and Technology, the Ministry of Industry and Information Technology, the Ministry of Finance, the Ministry of Housing and Urban-Rural Development, and the General Administration of Quality Supervision, Inspection and Quarantine, the "Semiconductor Lighting Energy Conservation Industry Plan" (hereinafter referred to as "Planning"), by 2015 It is necessary to form 10 to 15 leading enterprises with independent intellectual property rights and core competitiveness.
The reporter learned that at present, there are more than 1,000 enterprises above designated size in the LED industry chain, but no one has a market share of more than 10%. Among the 19 LED-based businesses that have already been listed, only Guoxing Optoelectronics (002449.SZ) and Lianchuang Optoelectronics (600363.SH) cover the entire industry chain.
According to industry insiders, the form of mergers and acquisitions in the future may be extended downstream by mid-upstream enterprises such as Sanan Optoelectronics and Jufei Optoelectronics (300303.SZ), or downstream enterprises such as Qinshang Optoelectronics may develop upstream. Recently, Guangdong Dehao Runda Electric Co., Ltd. (002005.SZ) (hereinafter referred to as “Dehao Rundaâ€) acquired 20% of the shares of NVC Lighting (02222.HK), which caused market concern, and the industry believes that the two are strong. Strong alliances may have blew the clarion call for mergers and acquisitions in 2013.
Although the current large-scale mergers and acquisitions have not yet arrived, with the improvement of standards, some enterprises will inevitably be eliminated. "The national standard has been under development, but the LED development cycle and technology development is too fast, the development of standards is often difficult to keep up with the development of the industry." National Semiconductor Lighting Engineering Research and Development and Industry Alliance analyst Qiu Shuai told reporters that the standard lag makes downstream Many companies have gained opportunities to survive, but they have also resulted in uneven product quality and lack of uniform testing and certification standards.
According to industry insiders, standards in various fields are being formulated, and high standards set a high threshold. The high threshold will promote the merger and reorganization of the entire industry. In April this year, the National Standardization Administration issued a plan for 48 standards, setting standards from materials, devices, applications, and energy efficiency. In 2012, the National Semiconductor Lighting (LED) Standards Leading Group adopted the "Management Methods for Semiconductor Lighting (LED) Standardization Work" and established "Works and Materials, Devices and Modules, Light Sources and Lighting and Lighting Applications and Energy Efficiency". group.
Trillion market
The "Plan" released in February this year proposes that by 2015, the output value of the LED industry chain will reach 450 billion yuan, and industry authorities have revealed to reporters that the Ministry of Science and Technology has already calculated that the output value of the LED industry will exceed 1 by 2020. One trillion yuan will be one of the few industries in the emerging industry that can exceed one trillion yuan.
It is understood that the LED industry chain includes the production of LED epitaxial wafers, the preparation of LED chips, the packaging of LED chips and the application of LED products. The package is upstream and the package is downstream.
Since 2003, the Ministry of Science and Technology led the establishment of the "National Semiconductor Lighting Project Coordination Leading Group". China's LED development has been 10 years, and its output value has increased from 2 billion yuan in 2003 to about 19 billion yuan in 2012.
According to relevant data, the total output value of China's lighting industry in 2012 was more than 390 billion yuan, and the share of LED general lighting was 10%, double the 5% in 2011. In 2012, the output value of LED general lighting was 42 billion yuan.
The industry believes that in the field of general lighting, the next three to five years will be the time when LEDs will be concentrated. With the "popularization" of LED lamps, their energy-saving and durable features will be favored by individual users. Lighting will get rid of the constraints of engineering and landscape.
"From the trend of industrial growth, the lighting industry will be higher than the average growth rate since the reform and opening up, and if the calculation rate of LED general lighting is calculated, it is likely to reach 100% or even higher." The above-mentioned person said that high growth is The result of the combined effect of the incremental market (maintaining about 10% with GDP growth) and the stock market (reconstruction).
"The concentrated outbreak may mislead the market and bring crisis to the future industrial development. That is, the fast-growing industry will attract more foreign capital to intervene and intensify the competition of the industry." The above-mentioned person said that if the traditional lighting production enterprises turn into In the field of LEDs, the number of companies in the industry will reach 15,000, and overcapacity may occur.
The problem of LED general lighting is also a problem of the entire LED industry. During the "Eleventh Five-Year Plan" period, the annual growth rate of the LED industry is above 35%, far exceeding other industries, but the core technology shortcomings of LED have never been resolved.
However, according to the reporter, the management department, which is mainly based on the Ministry of Science and Technology, is increasing its investment in LED technology. The technical research cost given by the Ministry of Science and Technology during the 10th Five-Year Plan period is 3.5 million yuan. So far this amount has reached 12 100 million yuan, and in the national science and technology support project, the direction of support is clear to the enterprise, 55% to the enterprise during the "Eleventh Five-Year Plan" period, the current proportion has reached 77%.
( This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED . Readers need to verify the relevant content by themselves. )
With the goal of trillions of output value, the LED industry is currently facing the problem of low concentration. On May 14th, the reporter learned that the development of the LED industry standard led by the National Standards Committee is currently underway. In the future, the standard will be set to use the threshold to “strongly push†the industry merger and reorganization to end more than 5,000 LED industry chains. The situation in which companies dance together.
Good superposition
Although the price has been declining, the current price has not affected the survival of the company.
On May 15th, the stocks in the entire LED industry chain ranked first in all sectors with a growth rate of more than 5%. Huacan Optoelectronics (300323.SZ) and Sanan Optoelectronics (600703.SH), which are engaged in chip production, have daily limit, downstream. The application area of ​​Changfang Lighting (300301.SZ) and Qinshang Optoelectronics (002638.SZ) increased by 10.02% and 8.6% respectively. Other companies such as Wanrun Technology (002654.SZ) and Lianchuang Optoelectronics (600363.SH), Changdian Technology (600584.SH) and other stock prices have also strengthened.
In fact, after the downturn in 2012, the price of LED upstream chips dropped sharply. As the upstream occupied 30% of the cost of LED products, the price of LED products continued to fall in 2013, especially the price of LED lighting products is close to compact energy saving. The lights have an alternative advantage that drives demand.
Although the price has been declining, the current price has not affected the survival of the company. A person from the chip company in Guangdong told reporters on May 14 that due to the previous government subsidies and tax incentives for equipment imports, The production cost of the enterprise can be compressed. "With the guarantee of quality, our price can be reduced by at least 20%. As long as the sales volume goes up, the gross profit margin is still considerable."
The reporter learned that during the peak period of government subsidies in 2011 and 2012, some enterprises were able to obtain 15 million yuan of imported equipment with an investment of 5 million yuan, of which 10 million yuan was government subsidies.
At the same time, support from the policy level is constantly turning into actual benefits.
At the beginning of this year, the Ministry of Finance issued the "Notice on Adjusting and Promulgating the Government Procurement List for the 13th Energy-Saving Products" for the first time to include LED products. More than 70 enterprises and more than 400 products entered the procurement list.
At the end of 2012, the National Development and Reform Commission issued the energy-saving technical requirements for semiconductor lighting applications. This document proposes to promote LED applications in some major projects, including major projects such as railways, rail transit, and airports. In addition, in 2012, there were four central-level documents that clearly supported LEDs in the field of energy-efficient buildings and green lighting.
In addition, even in the current LED investment has become more and more surplus, the local government's heat in the LED industry is still not decreasing. At the just-concluded 7th Shanghai International New Light Source & New Energy Lighting Forum, the Merchants Group from Fuyang High-tech Zone in Hubei Province invited the participating companies to focus on the LED industry as the future development of the high-tech zone. Prior to this, 15 industrialized bases such as Xiamen, Shanghai, Dalian, Nanchang, Shenzhen, Yangzhou and Shijiazhuang have been formed nationwide.
Industry restructuring
Although the current large-scale mergers and acquisitions have not yet arrived, with the improvement of standards, some enterprises will inevitably be eliminated.
"We have to be prepared for the upcoming mergers and acquisitions in the industry." Industry insiders admit that in the current LED industry of less than 200 billion yuan, there are more than 5,000 companies, the concentration is low.
In accordance with the National Semiconductor Development and Reform Commission, the Ministry of Science and Technology, the Ministry of Industry and Information Technology, the Ministry of Finance, the Ministry of Housing and Urban-Rural Development, and the General Administration of Quality Supervision, Inspection and Quarantine, the "Semiconductor Lighting Energy Conservation Industry Plan" (hereinafter referred to as "Planning"), by 2015 It is necessary to form 10 to 15 leading enterprises with independent intellectual property rights and core competitiveness.
The reporter learned that at present, there are more than 1,000 enterprises above designated size in the LED industry chain, but no one has a market share of more than 10%. Among the 19 LED-based businesses that have already been listed, only Guoxing Optoelectronics (002449.SZ) and Lianchuang Optoelectronics (600363.SH) cover the entire industry chain.
According to industry insiders, the form of mergers and acquisitions in the future may be extended downstream by mid-upstream enterprises such as Sanan Optoelectronics and Jufei Optoelectronics (300303.SZ), or downstream enterprises such as Qinshang Optoelectronics may develop upstream. Recently, Guangdong Dehao Runda Electric Co., Ltd. (002005.SZ) (hereinafter referred to as “Dehao Rundaâ€) acquired 20% of the shares of NVC Lighting (02222.HK), which caused market concern, and the industry believes that the two are strong. Strong alliances may have blew the clarion call for mergers and acquisitions in 2013.
Although the current large-scale mergers and acquisitions have not yet arrived, with the improvement of standards, some enterprises will inevitably be eliminated. "The national standard has been under development, but the LED development cycle and technology development is too fast, the development of standards is often difficult to keep up with the development of the industry." National Semiconductor Lighting Engineering Research and Development and Industry Alliance analyst Qiu Shuai told reporters that the standard lag makes downstream Many companies have gained opportunities to survive, but they have also resulted in uneven product quality and lack of uniform testing and certification standards.
According to industry insiders, standards in various fields are being formulated, and high standards set a high threshold. The high threshold will promote the merger and reorganization of the entire industry. In April this year, the National Standardization Administration issued a plan for 48 standards, setting standards from materials, devices, applications, and energy efficiency. In 2012, the National Semiconductor Lighting (LED) Standards Leading Group adopted the "Management Methods for Semiconductor Lighting (LED) Standardization Work" and established "Works and Materials, Devices and Modules, Light Sources and Lighting and Lighting Applications and Energy Efficiency". group.
Trillion market
The "Plan" released in February this year proposes that by 2015, the output value of the LED industry chain will reach 450 billion yuan, and industry authorities have revealed to reporters that the Ministry of Science and Technology has already calculated that the output value of the LED industry will exceed 1 by 2020. One trillion yuan will be one of the few industries in the emerging industry that can exceed one trillion yuan.
It is understood that the LED industry chain includes the production of LED epitaxial wafers, the preparation of LED chips, the packaging of LED chips and the application of LED products. The package is upstream and the package is downstream.
Since 2003, the Ministry of Science and Technology led the establishment of the "National Semiconductor Lighting Project Coordination Leading Group". China's LED development has been 10 years, and its output value has increased from 2 billion yuan in 2003 to about 19 billion yuan in 2012.
According to relevant data, the total output value of China's lighting industry in 2012 was more than 390 billion yuan, and the share of LED general lighting was 10%, double the 5% in 2011. In 2012, the output value of LED general lighting was 42 billion yuan.
The industry believes that in the field of general lighting, the next three to five years will be the time when LEDs will be concentrated. With the "popularization" of LED lamps, their energy-saving and durable features will be favored by individual users. Lighting will get rid of the constraints of engineering and landscape.
"From the trend of industrial growth, the lighting industry will be higher than the average growth rate since the reform and opening up, and if the calculation rate of LED general lighting is calculated, it is likely to reach 100% or even higher." The above-mentioned person said that high growth is The result of the combined effect of the incremental market (maintaining about 10% with GDP growth) and the stock market (reconstruction).
"The concentrated outbreak may mislead the market and bring crisis to the future industrial development. That is, the fast-growing industry will attract more foreign capital to intervene and intensify the competition of the industry." The above-mentioned person said that if the traditional lighting production enterprises turn into In the field of LEDs, the number of companies in the industry will reach 15,000, and overcapacity may occur.
The problem of LED general lighting is also a problem of the entire LED industry. During the "Eleventh Five-Year Plan" period, the annual growth rate of the LED industry is above 35%, far exceeding other industries, but the core technology shortcomings of LED have never been resolved.
However, according to the reporter, the management department, which is mainly based on the Ministry of Science and Technology, is increasing its investment in LED technology. The technical research cost given by the Ministry of Science and Technology during the 10th Five-Year Plan period is 3.5 million yuan. So far this amount has reached 12 100 million yuan, and in the national science and technology support project, the direction of support is clear to the enterprise, 55% to the enterprise during the "Eleventh Five-Year Plan" period, the current proportion has reached 77%.
( This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED . Readers need to verify the relevant content by themselves. )
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