LED industry: the need to prevent overheating investment

LED as the energy industry attention and attention at all levels of government and enterprises, set off another round of investment boom. However, it is undeniable that investors are blind, and guide the development of LED industry scientific, healthy and orderly.

An industry to develop, can not do without the support of policies and enthusiastic participation of enterprises. As far as the current LED industry is concerned, the positive macroeconomic policy does enhance the confidence of practitioners and investors, and the benefits of local policy support to the enterprise is also obvious. However, the market situation, whether in the upstream, midstream, downstream of the LED industry, or in the field of investment, technology, engineering, the aftermath of the field, has accumulated a considerable risk. In particular, the upstream epitaxial, chip project investment, it is dazzling. According to incomplete statistics, there are about more than and 30 units under construction LED epitaxy, chip project, plans to invest the core equipment of MOCVD (metal organic chemical vapor deposition) up to 1400 units to 1600 units, and by the end of 2009, the domestic MOCVD equipment has a total volume of only more than and 150 sets. LED industry unconventional investment, led to people's thinking of LED investment overheating.

Investment LED nothing more than two reasons: first, the market potential is large, the development of space is large in the two. LED industry is a technology intensive, personnel intensive, capital intensive, patent intensive industries, it is a round of investment, one round to eliminate backward, an industry can continue to move forward. However, LED is a high technology industry a longer industry chain, from upstream to midstream epitaxial, chip, package has high technical content and investment risk, except for some low-end applications, many high-end application products also have a high technology content, for such a has 20 thousand patents, the industry it attaches great importance to the high technology industry of patent protection, investors should have a clear understanding of the technical risk, patent risk etc.. Do a good job of market analysis and product positioning, do a good job of investment plans and investment programs, effectively avoid investment risks.

"Heat" is a good thing, not a bad thing for an industry, but it's dangerous to overdo it. In the eyes of the industry, the development of the LED industry is like a balloon blown up, if the blow a little too much, it will break. A better outcome is a slow leak, a smaller balloon may be safer. And any one industry, LED industry in accordance with the laws of the market reshuffle and integration imperative.