The policy is good
After a "severe winter" of more than half a year, the LED market seems to be showing signs of recovery.
At the end of March, the “2012 Financial Subsidy Promotion Project for Semiconductor Lighting Products†organized by the National Development and Reform Commission, the Ministry of Finance and the Ministry of Science and Technology conducted a public bidding at the Meiquan Palace Hotel in Beijing to determine the efficient lighting product promotion company, product specifications and agreement supply price. . According to reports, more than 100 companies participated in the tender.
The financial subsidy promotion project is the first time that the Ministry of Finance subsidizes the promotion of LED products. In the past, it mainly subsidized the upstream chip companies to purchase MOCVD. The bidding includes LED downlights for indoor lighting products, reflective self-ballasted LED lights, and LED street lights and LED tunnel lights for outdoor lighting products.
According to China's phasing out of the incandescent lamp roadmap, from October 1, 2011, the import and sale of ordinary lighting incandescent lamps will be gradually banned according to the power level and five stages. According to the data of the National Development and Reform Commission, the domestic sales of incandescent lamps in 2010 was 1.07 billion. Insiders said that after the phasing out of incandescent lamps, the replacement products will be two categories of traditional energy-saving light sources and LED lighting sources.
"The NDRC is likely to invest 8 billion yuan this year to subsidize civilian LED lighting." According to He Zaihua, a senior researcher at China Investment Consulting, after the ban on the import and sale of ordinary lighting incandescent lamps, the promotion of energy-saving lamps has become the government's main job. The local area has already taken the first step. For example, Guangdong Province will gradually implement indoor lighting subsidies in 2012, and it is planned that by 2015, LED lighting will account for 30% of Guangdong's indoor lighting; in terms of municipal lighting, there will be more than 600,000 in the next two years. LED lamps are used for street lighting. Not long ago, Foshan’s local LED companies Guoxing Optoelectronics, Snowlight, Foshan Lighting, Midea, Osram and other 10 LED lighting engineering orders that have just won the local Bocheng, with a total scale of more than 100,000 baht, the total purchase value is expected More than 100 million yuan.
Market or first
The data show that from January to July 2011, China's LED industry plans to increase the total investment amount to 125.618 billion yuan, of which more than 40% of the funds are invested in multiple industries, and even the entire industry chain investment. What is more noteworthy is that the investment made by non-LED companies into the LED industry has accounted for more than 45% of all investment projects.
“Many companies are concerned about the relevant policy support and related subsidies given by the state, and flooded into the LED upstream industry, resulting in a disorderly expansion of production scale; on the other hand, the downstream application market has not yet fully opened, resulting in upstream product digestion. Slow." Hongyan electrical public relations manager Chen Yu said.
He Zaihua said that in the context of overcapacity, industry consolidation is an inevitable trend. From the analysis of the LED industry chain, the upstream enterprises have the highest concentration, the middle reaches are relatively concentrated, and the downstream application market is the most dispersed.
In He Zaihua's view, thanks to the rebound in demand for LED backlights and the growth in demand for LED lighting, this year's domestic LED industry will show a trend of low and high. However, “overcapacity, especially the overcapacity of the chip, is particularly obvious. According to the current development trend, at least the domestic LED production capacity will be fully digested by 2013.â€
Chen Wei believes that the expected time of digestion should be closely related to the launch of the application market. “As the application-side enterprises adapt to market demand for product development and the gradual decline in manufacturing costs, the excess capacity accumulated in the upstream is expected to be digested. Therefore, the market access for LED downstream applications is crucial.â€
Excessive cost and lack of core technology have always been bottlenecks that plague companies. In order to win from the competition, the enterprise is also the Eight Immortals crossing the sea and showing their powers. Qinshang Optoelectronics [30.20 1.85% stocks research report] launched the "factory incubation plan" business model, providing partners with "core lighting module + intensive supply chain + professional solutions", and partners do not need to use Qinshang Optoelectronics The brand is intended to break local protection and further reduce costs. The more partners, the stronger the bargaining power of the upstream.
Hongyan Electric chose to cooperate with the upstream company Dongbei, with the intention of reducing costs through industrial chain integration. At the same time, Hongyan and the Hangzhou Municipal Government cooperated to establish the LED Technology Research Institute with the intention of innovating in technology and reducing costs. In terms of market channels, Hongyan hopes to re-lay the sales of LED lighting with the help of the traditional sales network.
Upstream new opportunities
"At present, the overall cost of LED manufacturing is too high." A technology researcher and market analysts said that enterprises still have opportunities in upstream technology innovation.
Industry observers believe that one of the key drivers of cost reduction is the transfer of GaN LED chips from sapphire or silicon carbide substrates to silicon substrates. This new approach is being supported by many of the industry's leading manufacturers, although The degree of success varies. "But technology update is very difficult. The current new technology is not mature, the supporting production equipment is expensive, the yield of new products needs to be improved, and now it is likely to lead to higher production costs." The technology researcher said . In addition, the production cost of the production line may not be recovered yet, and it is unlikely that new technologies will be applied soon and new production lines will be built.
At the same time, although domestic chip manufacturers have purchased a large number of MOCVD, due to the lack of domestic professional and technical talents, the lack of production technology, and the low level of production management, the quality of the chips produced is poor. Currently, the chips used by domestic packaging and application companies are absolutely Most of them are imported from Taiwan. So there is still room for improvement in this area, but it also takes time.
The person said that another opportunity for the company to have a large space for display will be in the field of LED control, which is now the concept of "smart lighting" promoted by some companies. The so-called "smart lighting" is through a control platform, as long as the use of a handheld wireless remote control, wall control switch and even any mobile phone and computer can achieve control of all the lights in a situation.
In the field of control, Chinese companies still have to face strong international rivals. Automation giant Schneider proposed the "smart life" and "smart city" solutions early. In terms of smart life, Schneider said that he mainly cooperates with real estate developers, targeting medium and high-end residential buildings. Developers use smart living solutions. The cost per square meter of lighting costs only needs to increase by more than 500 yuan, and the price can be increased. 2000 yuan to 3,000 yuan. In terms of smart cities, Schneider is already conducting joint pilot projects with the Ministry of Industry and Information Technology.
In the face of new opportunities, Chinese companies still need to work hard to seize.
After a "severe winter" of more than half a year, the LED market seems to be showing signs of recovery.
At the end of March, the “2012 Financial Subsidy Promotion Project for Semiconductor Lighting Products†organized by the National Development and Reform Commission, the Ministry of Finance and the Ministry of Science and Technology conducted a public bidding at the Meiquan Palace Hotel in Beijing to determine the efficient lighting product promotion company, product specifications and agreement supply price. . According to reports, more than 100 companies participated in the tender.
The financial subsidy promotion project is the first time that the Ministry of Finance subsidizes the promotion of LED products. In the past, it mainly subsidized the upstream chip companies to purchase MOCVD. The bidding includes LED downlights for indoor lighting products, reflective self-ballasted LED lights, and LED street lights and LED tunnel lights for outdoor lighting products.
According to China's phasing out of the incandescent lamp roadmap, from October 1, 2011, the import and sale of ordinary lighting incandescent lamps will be gradually banned according to the power level and five stages. According to the data of the National Development and Reform Commission, the domestic sales of incandescent lamps in 2010 was 1.07 billion. Insiders said that after the phasing out of incandescent lamps, the replacement products will be two categories of traditional energy-saving light sources and LED lighting sources.
"The NDRC is likely to invest 8 billion yuan this year to subsidize civilian LED lighting." According to He Zaihua, a senior researcher at China Investment Consulting, after the ban on the import and sale of ordinary lighting incandescent lamps, the promotion of energy-saving lamps has become the government's main job. The local area has already taken the first step. For example, Guangdong Province will gradually implement indoor lighting subsidies in 2012, and it is planned that by 2015, LED lighting will account for 30% of Guangdong's indoor lighting; in terms of municipal lighting, there will be more than 600,000 in the next two years. LED lamps are used for street lighting. Not long ago, Foshan’s local LED companies Guoxing Optoelectronics, Snowlight, Foshan Lighting, Midea, Osram and other 10 LED lighting engineering orders that have just won the local Bocheng, with a total scale of more than 100,000 baht, the total purchase value is expected More than 100 million yuan.
Market or first
The data show that from January to July 2011, China's LED industry plans to increase the total investment amount to 125.618 billion yuan, of which more than 40% of the funds are invested in multiple industries, and even the entire industry chain investment. What is more noteworthy is that the investment made by non-LED companies into the LED industry has accounted for more than 45% of all investment projects.
“Many companies are concerned about the relevant policy support and related subsidies given by the state, and flooded into the LED upstream industry, resulting in a disorderly expansion of production scale; on the other hand, the downstream application market has not yet fully opened, resulting in upstream product digestion. Slow." Hongyan electrical public relations manager Chen Yu said.
He Zaihua said that in the context of overcapacity, industry consolidation is an inevitable trend. From the analysis of the LED industry chain, the upstream enterprises have the highest concentration, the middle reaches are relatively concentrated, and the downstream application market is the most dispersed.
In He Zaihua's view, thanks to the rebound in demand for LED backlights and the growth in demand for LED lighting, this year's domestic LED industry will show a trend of low and high. However, “overcapacity, especially the overcapacity of the chip, is particularly obvious. According to the current development trend, at least the domestic LED production capacity will be fully digested by 2013.â€
Chen Wei believes that the expected time of digestion should be closely related to the launch of the application market. “As the application-side enterprises adapt to market demand for product development and the gradual decline in manufacturing costs, the excess capacity accumulated in the upstream is expected to be digested. Therefore, the market access for LED downstream applications is crucial.â€
Excessive cost and lack of core technology have always been bottlenecks that plague companies. In order to win from the competition, the enterprise is also the Eight Immortals crossing the sea and showing their powers. Qinshang Optoelectronics [30.20 1.85% stocks research report] launched the "factory incubation plan" business model, providing partners with "core lighting module + intensive supply chain + professional solutions", and partners do not need to use Qinshang Optoelectronics The brand is intended to break local protection and further reduce costs. The more partners, the stronger the bargaining power of the upstream.
Hongyan Electric chose to cooperate with the upstream company Dongbei, with the intention of reducing costs through industrial chain integration. At the same time, Hongyan and the Hangzhou Municipal Government cooperated to establish the LED Technology Research Institute with the intention of innovating in technology and reducing costs. In terms of market channels, Hongyan hopes to re-lay the sales of LED lighting with the help of the traditional sales network.
Upstream new opportunities
"At present, the overall cost of LED manufacturing is too high." A technology researcher and market analysts said that enterprises still have opportunities in upstream technology innovation.
Industry observers believe that one of the key drivers of cost reduction is the transfer of GaN LED chips from sapphire or silicon carbide substrates to silicon substrates. This new approach is being supported by many of the industry's leading manufacturers, although The degree of success varies. "But technology update is very difficult. The current new technology is not mature, the supporting production equipment is expensive, the yield of new products needs to be improved, and now it is likely to lead to higher production costs." The technology researcher said . In addition, the production cost of the production line may not be recovered yet, and it is unlikely that new technologies will be applied soon and new production lines will be built.
At the same time, although domestic chip manufacturers have purchased a large number of MOCVD, due to the lack of domestic professional and technical talents, the lack of production technology, and the low level of production management, the quality of the chips produced is poor. Currently, the chips used by domestic packaging and application companies are absolutely Most of them are imported from Taiwan. So there is still room for improvement in this area, but it also takes time.
The person said that another opportunity for the company to have a large space for display will be in the field of LED control, which is now the concept of "smart lighting" promoted by some companies. The so-called "smart lighting" is through a control platform, as long as the use of a handheld wireless remote control, wall control switch and even any mobile phone and computer can achieve control of all the lights in a situation.
In the field of control, Chinese companies still have to face strong international rivals. Automation giant Schneider proposed the "smart life" and "smart city" solutions early. In terms of smart life, Schneider said that he mainly cooperates with real estate developers, targeting medium and high-end residential buildings. Developers use smart living solutions. The cost per square meter of lighting costs only needs to increase by more than 500 yuan, and the price can be increased. 2000 yuan to 3,000 yuan. In terms of smart cities, Schneider is already conducting joint pilot projects with the Ministry of Industry and Information Technology.
In the face of new opportunities, Chinese companies still need to work hard to seize.
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