Government support LED rational enterprises to quit government dependence

For the development of the LED lighting industry, the policy has begun to become rational. In the "Semiconductor Lighting Energy Conservation Industry Plan" recently released by the National Development and Reform Commission, the target value of LED lighting in 2015 will be lowered from the 500 billion yuan planned for the 12th Five-Year Plan to 450 billion yuan.

In addition to relying on government orders, companies in the industry are also exploring the commercial market, this year will be a key year for LED lighting channel competition. Zhu Bingzhong, deputy general manager of Qinshang Optoelectronics, said, “The industry reshuffle is a market law, and the future LED lighting industry will be like the color TV industry today.”

Supporting LEDs is more rational
Deng Fei, director of the Board of Directors of Dehao Runda (002005.SZ), said that the “Planning” continued the government’s past support policies for LEDs such as “Ten Cities and Ten Thousand Cities” and maintained policy coherence. However, the "plan" will reduce the output value of China's LED lighting in 2015 from the "Twelfth Five-Year Plan" of 500 billion yuan to 450 billion yuan, and the number of LED lighting leading enterprises from 20 to 30 to 10 to 15, showing The rational attitude of the government.

"Domestic LED lighting companies are in a 'fight' state before 2012." Deng Fei said frankly that companies with large-scale and core technologies did not completely stand out from the competition.

The "Planning" set a goal. In 2015, the localization rate of LED chips reached 80% or more; large-scale MOCVD equipment (LED chip production equipment) and key raw materials were localized; the localization rate of testing equipment reached over 70%. Deng Fei believes that compared with international giants, the domestic LED lighting enterprises are small in scale, emphasizing that the localization rate can make room for the growth of domestic enterprises.

According to the "Planning", as of the end of 2010, China has more than 5,000 LED lighting companies, of which about 1,000 are enterprises above designated size. The current situation has been plagued by the development of China's LED lighting industry. In order to regulate the development of the industry, the state will study the establishment of the LED lighting industry entry barriers, and will implement the energy efficiency "leaders" system in the LED lighting industry.

Qi Jun, executive deputy secretary-general of the National Semiconductor Lighting Engineering R&D and Industry Alliance, said that China’s largest LED lighting company has a production value of only 4 billion yuan a year. The country hopes to improve the competitiveness of LED companies, and some powerful companies will be encouraged to encourage industrial mergers and acquisitions. Reorganization. “Without scale, there is no technical innovation and independent brand.”

Commercial LED lighting market to be activated
The "Plan" pointed out that the proportion of China's LED lighting in the overall lighting market will increase from 0.2% in 2010 to 20% in 2015. By 2015, the scale of China's LED lighting industry will reach 450 billion yuan, of which LED lighting applications will reach 180 billion yuan.

Qi Jun said that in 2012, the output value of China's LED lighting application products was about 30 billion yuan. It is concluded that China's LED lighting industry will achieve 6 times rapid growth in the next three years.

"Domestic LED lighting now has two mainstream markets. One is government-led street lighting and public lighting; the other is energy-saving renovation of commercial lighting. The civilian LED lighting market is still small." Deng Fei said that the commercial LED lighting market is starting. Many real estate renovations have chosen LED lights this year. In the future, the LED market will be transformed from the government to the government and market "two-wheel drive." “Derhao Runda’s acquisition of NVC Lighting at the end of last year is also a good example of NVC’s channel advantage in the commercial lighting market.”

Bian Difei, director and vice president of Huacan Optoelectronics, who is engaged in the LED lighting chip industry, said: "This year, the LED lighting commercial market will rise, because from the perspectives of application technology and product prices, the convergence of LED lighting and demand has become more and more high."

However, Zhao Jinrong, president of Northern Microelectronics, which is a LED production equipment, is more cautious. He said that although the state stipulates that more than 60 watts of incandescent lamps will be eliminated by 2015, the biggest rival of LED lamps is energy-saving lamps. The future price of LED lights will fall in order to compete with energy-saving lamps. "It depends on the government's intensity and specific standards for energy-saving subsidies for LED lights."

Abstain government dependence
Zhu Bingzhong, deputy general manager of Qinshang Optoelectronics Co., Ltd. is an optimist: "In Zhongshan Guzhen, LED lighting products have been rotated, and the LED lighting commercial market is not suspicious. Industry shuffling is also a market rule, and the future LED lighting industry will be like today. The color TV industry is the same."

Qinshang Optoelectronics will set 2013 as the channel construction year. Zhu Bingzhong told this reporter that in the past, Qinshang Optoelectronics mainly relied on government projects and projects. In 2012, it began to build retail channels. This year, channel construction will increase its efforts; in terms of products, from outdoor LED street lamps and other outdoor lighting, to indoor LED lighting products. extend.

"Government support, we just got a piece of it. But this is luck, not necessarily income. Without market support, there will be no development. In the long run, we cannot rely on the government but rely on the market." Zhu Bingzhong said.

Zhang Xiaofei, director of the High-tech LED Industry Research Institute, said that traditional lighting companies are making full efforts to transform LED products. NVC Lighting and Dehao Runda are “marriage”. Distributors of traditional lighting are also looking for opportunities to sell LED lighting products. Therefore, 2013 will be a key year for the construction of LED lighting products. “Emerging LED lighting companies must build channels. If traditional lighting companies are smoothly transformed, there will be less opportunities for emerging companies. In the next few years, LEDs will be built. The pattern of the lighting industry will change, and whoever has mastered the channel will have the capital to establish a brand."

(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)

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