Experienced investment boom, price cuts dumped goods tide, the domestic LED industry is moving into the era of meager profit. Under the huge investment in the past few years, the scale of the industry is the rapid growth also brought overcapacity LED enterprises are facing fierce competition for survival of the fittest. Many industry insiders believe that the industry will face a short-term or cold, the reshuffle is inevitable.
The report shows that in 2011 the total number of MOCVD equipment 803 units, 917 units in 2012, an increase of 114. Despite the significant equipment investment to accelerate, but this year the domestic chip output increased by only 20%, while prices fell by 35% sapphire LED chip prices fell by 32% year-on-year decline in the prices of larger.
LED Engineering's CEO, said Zhang Xiaofei, from the entire upstream investment situation, the investment growth of epitaxial wafers decreased from 46% last year to 10% this year, while the growth rate of investment in the field of downstream applications last year to 21% in 2012, rose to 53%, so the focus of the LED industry investment, from upstream to downstream.
Zhang Xiaofei also predicted that the epitaxial chip companies next year, the remaining 30 will be less than three domestic MOCVD equipment manufacturers, but there will not be product sales, packaging factory will close down 20% the business failures speed downstream screen will speed up, LED Downlight , the spotlights will be more than 30% penetration in the domestic market, the LED lighting industry sales may reach 10 billion yuan.
Shandong wave Huaguang Corporation general manager Zheng Tiemin that the price war after the limited production, stop production, post-production and closures, mergers and acquisitions, integration of a complex process, the rest of the business will gradually move towards the path of normal development, as the product performance to further improve the quality further stabilize the LED product prices tend to be reasonable.
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