LED industry needs to enhance endogenous competitiveness

In recent years, in the promotion of unconventional preferential policies, Jiangmen green (semiconductor) light source (LED) industry has achieved rapid development. The industry therefore also become the focus of the development of our city "12th Five-Year" period, plans to build high-tech zone construction industry base, green light green light Expo trade center and other series of measures, the domestic first-class and the formation of industrial clusters with strong international competitiveness, in 2015 to become the city's output value of over 100 billion yuan of industrial.

At present, the domestic LED industry, similar to the previous solar PV industry turbulence: once the scenery but a serious excess capacity, shrinking international market led to the industry into the winter. Over the past two years there have been hundreds of cities in the country as a priority for the development of LED emerging industries, most of the Pearl River Delta region is also vigorously developing and building a number of LED industry base. LED launched a large number of investors, in addition to the interests of investors by the attitude of the outside world, more local government performance anxiety. Some places do not have the foundation and conditions, but also on the LED, last year alone in the national development and Reform Commission registration of the MOVCD machine on more than 700 units, the madness of the development of the LED industry is evident.

However, the development of the city's LED industry has a solid foundation, not "follow suit". The city has been the introduction of the LED project more than and 50, a total investment of about 26 billion yuan, increasing policy support, the MOVCD equipment subsidies amounted to about 60000000 yuan, and CITIZEN, neo-neon, Delixi technology and strong financial strength of large enterprises as the backbone. Jiangmen LED has been formed to cover the upstream epitaxial wafer and chip manufacturing, midstream packaging, downstream applications complete industrial chain, with an average annual growth rate of more than 30%. LED output value of three yuan in the first quarter of this year, 11 billion yuan, an increase of 27.4%, the growth rate has declined. According to industry experts estimate that the impact of fluctuations in the entire industry, or about 30% of the city's LED small businesses will be eliminated, but this may be more conducive to the healthy development of the industry.

The main performance of the current LED industry disorderly competition, one is the low level of industrial technology, the chip R & D and manufacturing with foreign giants gap, the lack of the standard and inspection system; two is the industrial structure is not reasonable, intense struggle for most of the domestic LED enterprises crowded in the lower 30% profit zone; three is the main product rely on exports, the added value is not high, it is difficult to carry out technology accumulation; the four is facing market cultivation and development, consumer acceptance, cost and price series of problems. This disorderly competition is bound to hurt the entire LED industry, many small businesses will face problems such as market and capital, reshuffle inevitable.

Recently, the national development and Reform Commission and other departments issued China's phasing out the incandescent lamp schedule, which is a major positive for the LED industry, but if you can not improve the degree of consumer acceptance in product cost and price, is still unable to make good into substantive development power. Jiangmen LED export rate of more than 80% in developed countries, the economic downturn, shrinking demand for LED lighting products on the occasion, if you like the photovoltaic industry that suffered the "double reverse" (i.e., anti-dumping and countervailing investigation) litigation, it will fall into a vicious price war dilemma.

In the long run, LED lighting market prospects, but the current development of Jiangmen LED industry is facing the biggest problem is how to enhance their competitiveness in the fierce market competition. Therefore, must to break through the lack of core technologies and key equipment and the market application of heteronomy, the difficulty of the two major bottlenecks, make the industry get wider development space.