The LED lighting "冰火两重天 the: on one side of excess side subsidies

Overcapacity before finally unable to go on some of the LED business. August 7, from Ningbo relevant local court has accepted a bankruptcy petition filed by Andy photoelectric authorities are disposed of in accordance with the procedure. This is a once glossy coat to put on new industries, China LED investment boom and a fall in the enterprise. According to media reports, there had been multi-stand Jun, Bo Lunte and vision photoelectron bankruptcy quagmire.
According to industry sources, the first half of this year, the upstream LED industry had been in a stalemate, and originally planned large-scale investment in enterprises, production release is slow, in particular, to the end of the second quarter, no matter how large or small and medium enterprises, almost all facing revenue slowdown in the dilemma of falling profits, part of the packaging companies even go bankrupt.
Intensive industry reshuffle inflection point signs of overcapacity caused by governments at all levels of saving energy support policies introduced, constitute two distinct expression of the LED lighting industry.
Overcapacity
"Production overcapacity has led to the LED chip prices have fallen sharply" Shenan Investment Group Co., Ltd., chairman of Zhuangshen An told reporters a few years ago, the LED chip prices up more than 20 yuan / watt, has been greatly reduced to 3-5 yuan / watt . Downstream application link in the Chinese enterprises get together, it is estimated that the current domestic-related LED business about 8000, mostly in small and scattered state. But the high cost due to state-subsidized policy in promoting, after several years has been to restrict the domestic LED lighting industry development problems are being gradually dissolve.
Zhuang Shenan said, "Compared with the previous two years, and now the promotion of LED not difficult".
Downstream application link in the majority of Chinese enterprises, the fierce competition in the second half of last year, all localities have gradually spread to the LED lighting business failures discontinued message. It is reported that, as of the end of 2011, LED lighting companies, Shenzhen City, the closure of more than 80, Foshan City, also Jin Yicheng the LED lighting business failures, the same Dongguan, Zhongshan, LED lighting companies also suffered closures.
"The upper reaches of the day by no means better." Zhuang Shenan said, the world's leading LED chip makers had the traditional lighting of the alternative is too optimistic, invested heavily in capacity expansion, but in fact the downstream application requirements and not, as expected outbreak. According to Zhuang Shenan said the chip maker has been in a price war, the price of this year compared with last year dropped by about 50%. At the same time, the chip costs significantly reduce the proportion of the total cost of LED lighting products. Zhuang Shenan, 2008, 2009, this ratio is about 50%, and now has dropped to about 1/5.
Subsidies fermentation
Although the market is the turning point of the industry reshuffle, but the brightest LED manufacturers are high hopes for the intensive introduction of the subsidy policy this year.
Guangdong Province announced mandatory to promote the field of public lighting, LED lighting products, all from the government budget or the state-owned capital invested in the construction field of public lighting, all LED lighting products. In addition, the study of the State Council, the relevant rules to promote the arrangements for the promotion of energy-saving appliances financial subsidies to 26.5 billion yuan, of which 2.2 billion yuan to support the promotion of energy-saving lamps and LED lighting.
OSRAM Langya Pacific president the Wusheng Bo said in an interview that China is the world's largest lighting market, with China at all levels of government subsidy policies in place, China will further accelerate the LED lighting speed alternative to traditional lighting.
In order to achieve the goal of "three years the popularity of LED public lighting, Guangdong's" plan "explicitly requested by the construction of roads, public places, government agencies, and state-owned enterprises, financial or state-owned capital investment LED lighting demonstration project, to achieve energy-saving lighting for more than 50% year-on-year caliber to pull the LED industry in the province to the "12th Five-Year" at the end to achieve annual output value of more than 500 billion yuan. Owing to cost constraints, LED lighting is mainly used in the commercial field, with the subsidy policy in place, market size is approximately the civilian market for five times the commercial market will launch.
At the same time, according to the relevant department last year out of incandescent route map, starting from October 1 this year, China will ban the sale and import of 100 watts and above general lighting incandescent; October 1, 2016, prohibit the sale of and imports of 15 watts and above general lighting with incandescent lamps. Starting this year, which means that incandescent will gradually withdraw from the stage of history.