LED industry focuses on fine-tuning from upstream to application lighting

“To seize the commanding heights of the market is a year or two, it is very difficult to recover after missed the opportunity. I hope Jiangmen can do a good job in the development of the LED industry with the attitude of 'striving for the day”. Liu Hai, Party Secretary of Jiangmen City, recently talked about LED The development of the industry has expressed its profound concern for the development of the LED industry. According to the plan, by 2015, Jiangmen will achieve an industrial output value of 500 billion yuan in the LED industry park and create a strategic new industrial cluster of over 100 billion yuan.

Technicians research and develop Guangzhou Asian Games venues under LED LED lighting in the laboratory

Status: The increase in total output value still reached 25% from January to February this year

Compared with last year's reporter interviewing the area with a large roaring machine, a year later, with the arrival of a number of upstream companies such as the Neo-Neon Group and Orund Optoelectronics, the LED Industrial Park in the High-tech Zone is already alive and full of vitality. . According to reports, in this 4 square kilometer LED industrial park, functional areas such as production applications, R&D and incubation, and commercial and residential service facilities are planned, and the “High-tech Zone Green Light Source Display Transaction Service Center” will be established according to international standards. Here, LED companies provide "one-stop" support and services.

Experts suggest that they hope to gain the market right to "learn to use" scientific research institutions to reserve "brain"

“Employees with bachelor degree or above only account for 6%, and those with a college degree or higher are only 20%.” Wang Yanbao, president of Guangzhou Bohong Education Group, said at the Guangdong New Industry Development Planning and Policy Forum held in Jiangmen from the 20th to the 21st. This is the result of the survey of more than 200 LED companies in Guangdong and shows that there are very few LED technicians in the province.

In this regard, the Associate Professor of the South China Institute of Semiconductors, Xing Lulu, suggested that through the research institute's platform, scientific research institutes and institutions with strong scientific research capabilities in the United Nations, etc., strengthen links with the company’s production, learning, and research, and cultivate masters in optics, and introduce advanced technologies. Technology and so on. In addition, Wuyi University's LED industry talent training base can also help to reserve "brain power."

Strengthened efforts to support the "pyramid-shaped industry" of small and medium-sized enterprises, the Secretary-General of Jiangmen LED Industry Association Yin Xiaosong expressed his vision of the LED industry in Jiangmen.

Yin Xiaosong introduced that there are more than 200 companies engaged in LED production in Jiangmen, and the main force is still in the “pyramid” middle and lower end, such as packaging, applications, etc. However, the current government’s policy subsidy in this regard is planned to arrange 300 million within two years. Yuan support is insufficient. Yin Xiaosong believes that in supporting the leading enterprises in the next five years, the government should increase its support for the middle and lower reaches and small and medium-sized enterprises, and strive to achieve the scale of medium-sized enterprises in two years or so, thus playing a “stirring effect” on the industry.

Actively exploring the emerging market Global Market Jiangmen area responsible person Yuan Tianci introduced, Jiangmen LED output value accounted for 1/6 of Guangdong, has an important position in the Guangdong Province LED industry major projects, there are 5 Jiangmen. Yuan Tianci believes that in 2012, manufacturers may consider developing two emerging markets, Russia and Brazil.

According to Yuan Tianci, “Brazil has a World Cup in 2014 and an Olympic Games in 2016. These two important international sports events will bring huge markets because they need a lot of lights and need a lot of supporting products.”

Focusing on fine-tuning from the upstream industry to application lighting "has overemphasized the upstream impact on the middle and lower reaches in the past, but we believe that downstream should be the core, upstream and middle reaches for the downstream services." Yin Xiao Song believes that in the past few years, Jiangmen's LED industry development The focus of the matter is a bit "biased", and it is a misunderstanding that LED development must occupy the "high-end" upstream epitaxial wafers produced at the commanding heights, while ignoring downstream application lighting.

In particular, with the economic weakness in the European and American markets, the domestic LED market has been greatly affected. Wuyi University LED industry personnel training base Wang Yi introduced, in the past 70% of LED industry products exported to Europe and the United States, Japan and other places, but starting this year, the export market is affected by the economic downturn in the importing countries, the upper reaches of the high-end market contraction, supply greater than The phenomenon of seeking is very serious. Wang Yi believes that in the next few years, Jiangmen should increase investment in lighting applications and seize the market as soon as possible.

According to Ren Anliang, deputy director of Jiangmen Economic and Credit Bureau, the city signed more than 54 LED project contracts last year, with a total investment of more than 25.8 billion yuan. In terms of sales, data from the Jiangmen Economic and Trade Bureau showed that, despite the impact of recessions in Europe and the United States, market sales fell by 30% from the previous two years. However, in January-February this year, the total industrial output value of Jiangmen LED still reached 20.96. Billion yuan, a year-on-year increase of 25%.

Forecast: 20% to 30% growth over the next two years

Wei Tao, marketing director of Global Market Group, predicts that only a small part of LEDs will be used for civilian use. If the current economic development situation is the case, the LED industry will shift to civilian use in 2015-2016.

Wei Tao believes that in the long run, the development of the LED industry has only just begun, but it is just the tip of development. “In the past two years, the LED industry in Jiangmen will develop at a rate of 20% to 30%. Once LED products are developed from commercial applications to large-scale civilian applications, the market will be very large. Enterprises must be prepared to meet the opportunities.”

Speaking of this, Wei Tao added that while welcoming opportunities, enterprises must also be prepared to deal with some of the problems that arise. “The most important one is the issue of patents and anti-dumping.” Wei Tao, for example, said that just like energy-saving lamps. Like the DVD industry, when it was small, it was okay. When it was developed, problems began to appear.

Irrational industrial structure and other issues restricting the development of the three most crowded in the downstream business competition <br> <br> Wei Tao believes that the current industry structure unreasonable LED industry, mainly to do domestic LED processing, foundry, "Now the domestic LED The industry did not develop together with the entire industrial chain of the midstream and downstream, but squeezed into the downstream competition. At present, Jiangmen has more than 1,000 LED-related companies, but most of them are crowded in the middle and lower reaches of the competition.”

Wei Tao said that at the core technical level of LED, such as chip R&D, there is still a lack of domestic technology and the core technology is still in the hands of some foreign companies. This has led to the lack of core competitiveness of domestic LED companies. “Although there are leading companies, In fact, the leader is not long, but the size of the company is relatively large. In terms of core competitiveness, it is similar to other companies."

“At present, the government department of Jiangmen is mainly engaged in attracting investment and providing support and subsidies to enterprises in terms of policies, but this actually provides the environment and does not improve the competitiveness of LED companies themselves,” Wei Tao said. “If there is no qualitative change, Businesses are only moving from one place to another."

The development of the civilian market lags behind excess capacity

According to Wei Tao, the European and American LED markets are also developing, but the pace is not as fast as expected. “We developed too fast and the market did not develop so quickly, resulting in excess capacity and fierce competition.”

Wei Tao said that although the price of LED products is declining, it is still relatively expensive in terms of application. At present, the use of LEDs is mainly commercial. “We had previously forecast that LED products will soon be converted from commercial to civilian use, but affected by the economic situation, and the support of the European and American governments for the LED industry is not as big as expected, so the pace of development is still relatively slow in turning to a large area of ​​civilian use. "However, Wei Tao said that with the good economic situation, the future of European and American markets will also be the main battlefield of the LED industry.

The lack of quality in production standardization Wei Tao believes that another obstacle to the development of LED is that production has not been standardized and standardized. "Currently, domestic production is mainly focused on applications, and applications have not been standardized." Wei Tao, for example, said, "Like some manufacturers, their own LED products can use 50,000 hours, 100,000 hours, in fact, is only speculated that The standard is very confusing."

Wei Tao introduced that in the European and American markets, some LED products exported by the domestic market in the past two years began to burst out. “Some products promise to use 3 to 5 years, but they will be broken in a year or two, and some customers will feedback. The quality is not good and we have doubts about the products we produce."

Wei Tao believes that if promised a lot of things, can not be honored, it will affect the LED export market, so the implementation of production standardization is a development direction of LED.

Expert advice

Hope to gain market talk

"Leveraging" scientific research institutions to reserve "brain power"

“Employees with a bachelor degree or above only account for 6%, and those with a college degree or higher are only 20%.” Wang Yanbao, president of Guangzhou Bohong Education Group, said at the Guangdong New Industry Development Planning and Policy Forum held in Jiangmen from the 20th to the 21st. This is the result of the survey of more than 200 LED companies in Guangdong and shows that there are very few LED technicians in the province.

In this regard, the Associate Professor of the South China Institute of Semiconductors, Xing Lulu, suggested that through the research institute's platform, scientific research institutes and institutions with strong scientific research capabilities in the United Nations, etc., strengthen links with the company’s production, learning, and research, and cultivate masters in optics, and introduce advanced technologies. Technology and so on. In addition, Wuyi University's LED industry talent training base can also help to reserve "brain power."

Increase efforts to support SMEs

"Pyramid-shaped industry", the Secretary-General of Jiangmen LED Industry Association, Yin Yusong, expressed his view of the LED industry in Jiangmen.

Yin Xiaosong introduced that there are more than 200 companies engaged in LED production in Jiangmen, and the main force is still in the “pyramid” middle and lower end, such as packaging, applications, etc. However, the current government’s policy subsidy in this regard is planned to arrange 300 million within two years. Yuan support is insufficient. Yin Xiaosong believes that in supporting the leading enterprises in the next five years, the government should increase its support for the middle and lower reaches and small and medium-sized enterprises, and strive to achieve the scale of medium-sized enterprises in two years or so, thus playing a “stirring effect” on the industry.

Actively explore emerging markets

Yuan Tianci, head of Global Market Jiangmen, introduced that Jiangmen's LED output value accounted for 1/6 of Guangdong, which has an important position. Among the major LED industry projects in Guangdong Province, there are 5 in Jiangmen. Yuan Tianci believes that in 2012, manufacturers may consider developing two emerging markets, Russia and Brazil.

According to Yuan Tianci, “Brazil has a World Cup in 2014 and an Olympic Games in 2016. These two important international sports events will bring huge markets because they need a lot of lights and need a lot of supporting products.”

Focus on fine-tuning from the upstream industry to application lighting

“In the past, too much emphasis was placed on the impact of the upstream on the middle and lower reaches, but we believe that the downstream should be the core, upstream and middle reaches for the downstream services.” Yin Xiaosong believes that in the past few years, the development of the LED industry in Jiangmen is a bit "biased". It is a misunderstanding to think that the development of LED must occupy the "high-end" upstream epitaxial wafer production of the commanding point, while ignoring the downstream application lighting.

In particular, with the economic weakness in the European and American markets, the domestic LED market has been greatly affected. Wuyi University LED industry personnel training base Wang Yi introduced, in the past 70% of LED industry products exported to Europe and the United States, Japan and other places, but starting this year, the export market is affected by the economic downturn in the importing countries, the upper reaches of the high-end market contraction, supply greater than The phenomenon of seeking is very serious. Wang Yi believes that in the next few years, Jiangmen should increase investment in lighting applications and seize the market as soon as possible.

As an emerging strategic industry in Jiangmen, Jiangmen has provided unprecedented support to the LED industry. However, under the influence of the "European debt" crisis, a wave of "closed downturns" caused the industry once to express concern about the prospects of the LED industry. However, a large-scale LED purchasing conference held by GMC International buyers held in Jiangmen recently gave the industry a “spring of the market”, including 20 international quality buyers such as Schneider, Bedford China, and Germany Osram, as well as Argentina, the United Kingdom, and The professional lighting purchasers in the Middle East engage in on-site procurement negotiations with 100 Jiangmen LED companies.

This reporter learned that, in the recently held "Jiangmen LED industry development forum", Jiangmen has decided to fine-tune the city's LED industry investment preferential policies, the future will focus on LED lighting tilt. According to Ren Anliang, deputy director of Jiangmen Economic and Credit Bureau, Jiangmen will aim at the large market of unlimited opportunities in the lighting market in line with the idea of ​​“breaking through the upstream, expanding the middle reaches, and expanding applications”.