Local LED lighting strives for “upstream†localization reduces cost by 30%
The development speed of the led lighting industry in recent years is staggering, but the lack of patents and technology in domestic enterprises has not been correspondingly improved. The reporter learned from a number of domestic LED companies yesterday that companies such as Tsinghua Tongfang and Foshan Tovey have begun to plan for upstream investment, and some areas have even achieved breakthroughs. After nearly two years of development, the number of domestic LED lighting companies has increased dramatically. “There are 3,000 to 4,000 companies, and there are more than 50 well-known companies with a certain scale.†Liang Qipeng, chairman of China Port Group, told this reporter. . "Brand" awareness awakening In Liang Qipeng's view, the domestic LED industry has now developed to the stage of “brand†awareness awakening. Liang Qipeng’s LED brand “Towe†is leveraging the Expo to showcase the image of “quality manufacturerâ€. It is worth noting that at the international lighting exhibition held in Guangzhou recently, LED companies have come out and become the biggest highlights of the whole exhibition. Midea, TCL, Foshan Lighting (000541, stocks), all hope to quickly enter the market and establish professional lighting brands. Image. Data from the China Lighting Association show that in the LED industry chain, epitaxial wafers and chips account for 70% of profits, while LED packaging and applications account for only about 30% of profits. This means that if the upstream breakthrough is not achieved, domestic companies can only get a small cup of 30% of the profits. Localization reduces costs by 30% "If the LED chip is localized, the cost will be reduced by 30%." Liang Qipeng said that not only will civilian LED lighting enter a large-scale popularization stage, but the situation of local LED companies subject to patents in the US, Japan and Germany will also be greatly improved. Fortunately, the “upstreaming†impulse of LED lighting investment in domestic enterprises has become more and more obvious. Wang Lianghai, vice president of Tongfang Co., Ltd., said that Tongfang’s investment in the LED optoelectronics industry will reach 3 billion yuan in the next three years, mainly in the chip field, and strive to become the country's largest and the world's top three chip suppliers. According to the reporter's understanding, in January this year, Sanan Optoelectronics (600703, shares it) has thrown 12 billion yuan to establish an LED base; Silan Micro (600460, shares it) intends to issue additional funds of no more than 600 million yuan for high brightness Expansion of LED chip production line projects and replenishment of working capital. Network cables include cat8 Network Cable, cat7 network cable, cat6 network cable, cat5e network cable.
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