Although the huge market of LED is attracting all kinds of capital, but in the view of Xiao Guowei, the managing director of Jingke Electronics, “the core technology of LED is controlled by the middle and upper reaches, and the development of industry and market is decided. If you simply want to use domestic The huge market is in exchange for core technology, and the gap between China's LED industry and the international advanced level will widen."
On December 16, Zhengtong Electronics announced that it plans to invest 20 million yuan into LED chip packaging and downstream applications; before this, Sanan Optoelectronics (600703, shares it), Dehao Runda (002005, shares it) The two domestic listed companies raised a total of 2.3 billion yuan through non-public issuance, and all of them invested in the LED field. "We have encountered the original Wenzhou shoe-making boss, real estate, and greening projects, and all began to try to do LED street lights." Zhang Xiaofei, senior analyst of Gaogong LED Industry Research Center, wrote in the report.
In the secondary market, the “big narrative†of energy conservation and emission reduction behind LEDs has also led to the pursuit of funds, and LED chip leader Sanan Optoelectronics has reached a new high.
"If small appliances are the Red Sea market, then LED is still blue ocean." Wang Haolei, chairman of Dehao Runda, described the future of the LED industry. The industry is also calling the LED industry "the industry without ceilings."
The potential for LED lighting applications is even more impressive. According to the statistics of the High-tech LED Industry Research Center, in the 21 pilot cities of the “Ten Cities and Ten Thousand Cities†in 2009, about 222,000 street lamps have been installed. It is expected that the number will reach 1.12 million in 2011. According to the National Bureau of Statistics, the number of street lamps in the country is about 90 million. If you calculate 5,000 yuan per street lamp, the entire market will be close to 500 billion.
"Once the technology has made a breakthrough, LED enters the field of indoor lighting, which will become another boost to promote the development of the LED market." Ding Baoyu, a partner of Shenzhen Venture Capital Co., Ltd., which has invested in three LED companies, said.
When all the capitals rushed to the "big cake" of the LED industry, the lack of core technology and the overcapacity of the industry were like the dark night fog, shrouded in the dazzling LED.
Han Songhan, Director of Bolong Consulting Industry Research, has reviewed the problems in the industry. "The lack of patents and core technologies, the low level of the industry as a whole, and the low level of blind investment are serious." Xiong Yingxiang, general manager of Destada Optoelectronics, is even more outspoken. "Technical progress is slow, product innovation is low, and technical content is insufficient, resulting in a lack of core competitiveness."
The lack of core technology, the oncoming is the patent issue. Xiong Yingxiang said that China's upstream patent applications are small and mainly based on peripheral invention patents; although the downstream applications are large, most of them are utility model patents. Due to the lack of technological innovation, the low level of technical duplication of products leads to price wars and various irregular competition behaviors in the market.
According to relevant statistics, from 1999 to 2009, among the 3,312 LED-related patents applied for in the United States, Japan ranked first, accounting for 50%, the United States second, accounting for 30%, and Taiwan, China, the third, accounting for 11%.
"China's LED industry chain is not balanced, there are thousands of LED packaging factories and a larger number of lighting manufacturers, and the upstream LED chips, the development of the extension is obviously behind the multinational giants." Xiao Guowei said that excessive concentration in the low end can not The industry is overheated.
"The chaos" started. "The large-scale expansion of LED chip packaging companies in 2009-2010 may make the sluggish situation of overcapacity in 2008 possible." Liu Zhen, general manager of Shenzhen Quantum Optoelectronics, said with concern.
Zhang Xiaofei said that in this year's investment case, 52% of the investment applications, 37% invested in the chip industry, the phenomenon of overheated investment has initially appeared. In 2009, the investment area was mainly concentrated in East China, and the investment in Guangdong, a traditional LED industry, was less.
Zheng Haowen, director of the LED Committee of the National High Enterprise Committee, also believes that “from the current domestic market and the number of LED industry, there has been a problem of repeated investment.†He reminded how companies can seize valuable technology or have core competitive advantages. Force will be a problem that needs to be seriously considered. (Source: Shanghai Securities News)
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