Guess how China's LED industry in 2013 to deduce the production and price roles

Lunar new year, new year. Chinese LED industry will be how to draw the grand picture in the year of the snake, LED capacity and price trend will be how? I believe the industry have their own expectations and imagination. LEDinside editor also from the industry point of view, guess how China's LED industry in 2013, how to interpret the role of production and price. LEDinside pointed out that due to related needs of handheld device and LED lighting products, in 2013 the global LED output value will reach $12 billion 400 million, compared with 2012 growth of 12%, but the overall LED industry oversupply cannot be solved in a short time. MOCVD the most important equipment in the past two years the domestic and foreign enterprises in China investment excessive LED chip production process, it is not difficult to infer LED Chinese structural capacity surplus will continue in 2013, LED chip prices fell further in the upper reaches of the profits of enterprises will be compressed, and LED supply chain to structural integration. Domestic and foreign enterprises have invested in China LED industry chain since the beginning of 2009, LED lighting long-term growth prospects attracted many enterprises to join the LED industry Chinese. According to statistics, as of mid 2012, accounting for about 90% of the world's international LED giants made a big investment in China LED supply chain, and China enterprises invested in LED lighting industry chain is about 408 billion yuan (RMB, same below). Among them, the upstream chip investment of 196 billion yuan, accounting for nearly half of lighting investment. And according to the order of the largest upstream epitaxial wafer and chip equipment suppliers to obtain cross comparison found that from Asia, especially China's strong demand for MOCVD equipment has peaked in the second quarter of 2011. Source: Gao Hua Securities Research Chinese in mainland, due to government policy support and financial subsidies, has set off a wave of MOCVD investment, the most typical is the Anhui Wuhu and Jiangsu Yangzhou. 2010, Anhui city of Wuhu Province issued "on promoting the development of a number of policy" LED industry, clear enterprise purchase LED wafer production reached the international advanced level of MOCVD equipment more than 50 sets, and the chip and package, application product development and manufacturing and other related industries are the production of investment in Wuhu, according to the blue and green MOCVD equipment (limited to 55 machine and above) for each maximum not more than 12 million yuan, the red and yellow light MOCVD equipment (limited to 55 machine and above) each does not exceed the maximum 9 million 600 thousand yuan, to give a one-time subsidies to support research and development. Wuhu city extension MOCVD installed and the number of enterprises accounted for the group's total capacity ratio of data source: LEDinside so good policy, to move the heart and an optoelectronic Elec-Tech also moved for safety, three owned subsidiary of Anhui Sanan optoelectronics Co. Ltd. purchased 104 sets, and Elec-Tech joint venture three / 50 sets of semiconductor. As of early 2012, the installed capacity MOCVD machine in Jiangsu Yangzhou epitaxial chip companies, the government is also the "high interest" issued to 148 units, installed capacity after Anhui Wuhu.