On January 12, Sanan Optoelectronics [0.00 0.00%] announced 12 billion yuan investment in Wuhu LED Industrial Base.
On January 16, the TCL Huaxing Optoelectronics 8.5-generation LCD panel project with a total investment of 24.5 billion yuan was officially started.
On February 1, Wuhu Municipal Government signed a contract with Dehao Runda [0.00 0.00%] Photoelectric Co., Ltd. with a total investment of 6 billion yuan to build a LED optoelectronic industrial base.
Taiwan's Chi Mei Electronics, its total investment in Nanhai, Guangdong will exceed 2 billion US dollars by 2010, with an annual output of more than 15 million LCD TVs, and the total output value will exceed 100 billion yuan.
LED industry investment has been overheated, and the industry is reshuffled this year.
On February 4, Peng Junyi, deputy dean of the School of Materials Science and Engineering at South China University of Technology, told the Daily Economic News that in recent years, LED technology has been widely used in lighting and other fields. The LED industry is also rapidly heating up in China, but many companies In the technical lack of competitiveness, the expected profit is not high, a large amount of capital entering this market will inevitably lead to profit dilution, causing disorderly competition.
A number of industry experts also said that the LED industry has become overheated and needs to be alert to overcapacity problems. In addition, foreign giants have entered a strong position, and domestic manufacturers should accelerate technology development and patent protection in a new round of competition.
May overdraw the next 3 to 5 years of production capacity
On February 2nd, the country's first batch of new industrialized industrial demonstration bases were awarded, of which the photovoltaic industry base occupied 3 seats, and the LED industry became a key industry for national development. At the same time, LED's initial investment of 100 million yuan can build a low threshold for the factory, stimulating all over the world to launch the LED project.
According to public information, in the first half of 2009 alone, the total investment budget for LED projects in various parts of the country has exceeded 20 billion yuan.
In 2009, domestic LED companies announced financing to expand production.
In addition to increasing capital and expanding production, listing financing has also become an urgent need for the development of LED companies. According to the National Torch Program, the key high-tech enterprise Guangdong Guoxing Optoelectronics (hereinafter referred to as Guoxing Optoelectronics) has previously disclosed to the media that the company has submitted an application for listing on the SME board and is awaiting review by the CSRC.
The hunger for the development of LED has also attracted private investment. According to statistics, in 2009, private capital actively participated in the LED industry, and the scale of investment grew rapidly. The investment field involved the entire industrial chain. In recent years, venture capital has invested more than 1.5 billion yuan in domestic enterprises.
According to expert analysis, from the current statistics of construction and planned construction projects, LED production capacity will at least overdraw the capacity and market in the next three to five years. After the completion of a large number of LED projects, China's LED industry will not be concentrated, overcapacity, market disorder and lack of talent.
Domestic companies may face risk of being purchased
"The good days of domestic LED companies are coming to an end!" Foreign giants began to rush to China last year. CREE announced that Huizhou invested in a chip factory, Xuming Nanhai formed a chip factory, and Jingyuan Dalian set up a chip factory.
According to statistics, at present, there are 62 LED epitaxial and chip companies in China, more than 1,000 LED packaging companies, and nearly 2,000 LED application companies. However, China's LED companies generally have problems such as low technological content, low innovation capability and lack of core competitiveness. As international giants enter the Chinese market, domestic companies will face the risk of being merged or directly eliminated.
Li Xuliang, chairman of the LED Industry Alliance of Guangdong Province, said that there is no uniform industry standard for LEDs in China. The resulting market competition is difficult to carry out in an orderly manner, the product homogenization phenomenon is serious, and the quality is difficult to effectively improve. The development of the LED industry constitutes a major obstacle.
Domestic LED manufacturers are numerous, but as a growth tool for LED chips, MOCVD equipment technology is basically monopolized by Germany's AIXTRON Corporation and US VEECO Corporation. Its international market share is more than 92%. The looting of LED manufacturers will make these two companies possible to raise prices. If LED production capacity is increasingly saturated, the gross profit margin of LED manufacturers will decline, and the days of domestic small and medium LED manufacturers will be unsustainable.
Expert: Doing high-end has a future
The Guangdong Provincial Intellectual Property Office and the Guangdong Provincial Information Industry Department jointly released the "Patent Display Industry Patent Situation Analysis Report" and the "LED Industry Patent Situation Analysis Report". According to the data, among the patent-related countries in LED applications, Japan accounts for 27.9% of the world, and China only accounts for 9.34%.
Li Xuliang used the "six less" to describe the "short board" of China's LED industry: less R&D investment, fewer researchers, less intellectual property, less construction, less after-sales service, and less market experience.
In recent years, the number of patents for LEDs in China has risen rapidly, and the number of LEDs for foreign holders has risen rapidly. The LED patent technology of Chinese LED holders is extensive, mainly focusing on the profit of LED packaging and LED applications. Lower midstream and downstream industries. The number of patents for epitaxial growth and chip manufacturing is small, and most of them are controlled by foreign countries. Foreign companies will continue to increase patent litigation against Chinese companies. The development of domestic LED industry is bound to be controlled by patents.
Wang Haohao, chairman of Guoxing Optoelectronics, said, "China's products will climb to the high end of the LED industry chain in order to make the company invincible."
Peng Junxi also believes that the state should correctly guide the development of the industry, avoid low-level redundant construction, and form differentiated features. “It is very important to do high-end technology and high-end products.â€
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