LED industry investment frenzy experts call for rational

In June 18th, a total investment of 2 billion yuan in Hongkong zhenminglee group led epitaxy, chip investment project located in Guangdong city of Jiangmen Province, Jiangmen said it will focus on building the country's largest chip production base. On the same day, Hefei rainbow Blu ray LED project formally signed, the project total investment of 10 billion yuan, will build a huge LED production base".

However, in the LED industry continued high temperature baking, industry experts recommend to cool down. In terms of heart, this industry is a little too hot, South China University of Technology, director of the semiconductor lighting technology research center, Professor Ren Ren has publicly expressed his anxiety over the phenomenon of overheating investment in LED.

In fact, since June, LED investment in the field is very lively. In June 18th, three optical made the announcement that the company intends to buy 50 sets of main production equipment LED MOCVD, according to industry estimates, the price of a piece of equipment in more than 10 million of the purchase cost of not less than 500 million yuan; in June 17th, Li core electronics limited company investment in Jiangsu Xuzhou $100 million signing of LED chip and lighting project in June 14th; Tianjin Samsung LED production line, production capacity expanded two times; earlier, the investment of 700 million yuan in Shandong Jin Yuan KingSun Co., LED lighting products production line officially put into use; in June 3rd, Wuhan invested 1 billion yuan to build LED chip production base "; in the huge investment, the rapid expansion of the scale of China's LED industry. Statistics show that China's LED full color LED, traffic lights, solar LED lights, LED landscape lighting production are the highest in the world. This year, China's LED application market size will be more than 100 billion yuan, while the size of the industry is still growing at an annual rate of 30%.

However, the huge production still can not cover up the lack of core technology in LED upstream of the embarrassment. It is understood that the vast majority of China's LED enterprises get together package and application fields in the middle and lower reaches of the industrial chain, enterprises meet in the low level of capacity expansion, and get involved in the upstream epitaxial chip fields, few enterprises, the core technology still rests in the hands of a few foreign companies.

It is China's R & D technology heteronomy LED industry weakness. And huge capacity expansion is not the same as China's LED enterprises in technology research and development of small investment. Many companies are satisfied with the product, sell the product, there is no power to develop, but also the ability to research and development. This large-scale gathering of enterprises, will intensify competition in the industry, and ultimately lead to unbearable enterprise out.

The reporter also learned in the interview, many LED entrepreneurs have overcapacity concerns, in their view, the rapid scale expansion will lead the industry reshuffle, but after all, LED is a sunrise industry, "you don't project, others will die, die than good".

Some experts pointed out sharply that do not actively invest in R & D, just in the scale of the industry to do the article is no way out. Rapid growth in the scale of investment, in the absence of the core technology, talent background, low levels of repeated expansion, can only lead to more companies die on the beach".