According to voice of the economy CNR financial review reported that Jingdong mall and Shun lighting today (2) at two o'clock in the afternoon jointly issued a lit Chinese family energy conservation plan to jointly promote the price of LED subsidies. With government subsidies, known as the fourth generation lighting source, energy saving and environmental protection LED lamps will be cut, which is a good thing for ordinary consumers.
However, behind the price subsidies and the status of the LED industry, conceal serious overcapacity, which have caused our concern. As a strategic emerging industries, LED development so far, has never been a lack of government subsidies, policy subsidies one after another, from upstream to downstream applications to purchase equipment readily available. Not long ago, LED was incorporated into the government procurement list, the national development and Reform Commission, Ministry of science and technology and the recent release of "planning" semiconductor lighting industry, says it will gradually increase financial subsidies LED lighting product promotion efforts, promote the demonstration and application of LED products.
However, a lot of government subsidies have not been used in technology development and industry development, the core technology of LED is still held in Japan, Germany, the United States and other large enterprises, blind expansion and development of the cause of the low-end industry is today the domestic LED industry serious overcapacity. Data show that in 2012 China's LED industry growth rate of 34%, indicating that the market growth rate is still maintained at a high level. But the entire LED industry capacity expansion rate is much faster than the growth rate of the scale of the fierce competition in the price of the entire LED industry exudes cold. More worrying is that these two days two LED companies listed on the photoelectric and three optical burst were suspected of fraud news, facing the situation of overcapacity and serious business development of LED industry, LED will become the next solar? How can we avoid LED becoming the next PV?
Recently, the major LED companies released 2012 annual report shows that the performance of the industry in general downturn. The industry predicted that the LED industry structural overcapacity situation will continue in 2013, the relevant enterprises will continue to digest inventory through price, access to market share. One of the difficulties in the development of photovoltaic industry is a serious overcapacity, but the sound of economic commentators, China Energy Network chief information officer Han Xiaoping said, LED is unlikely to encounter the problem of pv.
Han Xiaoping: photovoltaic problems mainly in two aspects, one is the domestic market has not started, the local government is a direct investment in the two, leading to the problem now. LED industry basically has little direct government investment, the relative threshold is relatively low, mainly in private enterprises, in addition to the policy has been gradually start in the promotion of LED lamp market, so it is unlikely that PV like encounter embarrassing situation. But now, LED industry faces more difficulties, an industry has just begun, market acceptance is not established, but did not form a certain capacity, it develops more depends on the policy level, control policy for the light source in other areas is not necessary, but LED may cause repression.
There are also views that the LED industry is a sunrise industry, this year will be the winter of industrial development, but in 2014 will be better. Han Xiaoping believes that now the price competitive advantage of LED has been gradually established, strengthen the combination with the market, the future of the sales system will also be established.
Han Xiaoping: LED industry has a number of major breakthroughs, first, the product price competitive advantage gradually established, product prices down, you can compete with the general fluorescent lamps or energy-saving lamps. In addition, the people also have a certain understanding of LED lights, if it can be combined with the market as soon as possible, the sales will be able to gradually build up.
At present, the core technology of LED industry is still in the hands of Japan, Germany, the United States and other large enterprises, China's LED industry has been the development of low-end, which is actually the biggest bottleneck in the development of domestic LED industry. Han Xiaoping said, in fact, China has begun to build enterprise production line, the product also has its own characteristics.
Han Xiaoping: China's LED industry are mostly private enterprises, capital is limited, they are willing to do those things less investment and quick, is made of LED bulb, bulb made of imported chips, and chips of the investment is relatively large, the cycle is relatively long, which leads to many private enterprises to enter the industry. There are now some state-owned enterprises and private enterprises have the strength to build chip production line, is not technically no breakthrough, now some of our products have their own characteristics, has its own patent. And the LED lamp has the advantage of light can be adjusted, adjust the relative flexibility than other fluorescent lamp and incandescent lamp in the future if the market is broad, with closer, to meet the immediate needs of customers, its market share will continue to increase, and the market is global. China's production capacity has been established, with the efforts of energy-saving emission reduction, the market will continue to increase, the market will continue to increase in the future there will be a huge market.
Han Xiaoping said that as early as 2008, LED industry has begun to integrate. In the initial stage of the industry, more enterprises to participate in the industry is also a good thing.
Han Xiaoping: after the crisis in 2008, the industry has begun to integrate, the highest in Dongguan, there are thousands of LED companies, there are still hundreds of. In the process of integration, with the continuous improvement of the market, the integration efforts will continue to increase, there will eventually be a
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