500 billion yuan LED big cake Buddha how to get a "one cup"

On May 28th, the Guangdong Provincial Government officially issued the “Implementation Plan for Promoting the Use of LED Lighting Products in Guangdong Province”. Since the implementation date, all LED lighting products will be used in all public lighting fields invested by government finance or state-owned capital. It will achieve 50% energy saving for caliber lighting, which will drive the rapid development of the province's LED industry and achieve an annual output value of more than 500 billion yuan by the end of the 12th Five-Year Plan.

This is like the same strong stimulant, so that the Guangdong LED industry is rejoicing.

However, today's LEDs are crowded together. How can Foshan eat this 500 billion cake?

Internal demand booster
"Someone told me that there are two LED companies doing very well, a lot. I arranged the backbone of the company to learn to communicate the next day, and the results were disappointing. Both of them lost money, and one company lost nearly 30 million yuan. The boss sent a message to the boss. Me: Be careful, LED is not for everyone to play." On May 25th, a Foshan LED owner wrote this on his Weibo.

If you want to list a list of industries that Foshan has over-invested, I am afraid that LEDs will be indispensable.

According to the information provided by the Foshan Science and Technology Bureau, there are currently more than 200 companies involved in LED production in Foshan, employing about 30,000 people. About 80% of these are transformed from traditional lighting companies.

"Now the euro exchange rate is unstable, many European customers do not want to place orders, some customers start to do some cheap high-volume products, and are not optimistic about the future." After returning from the Frankfurt Lighting Fair in April, Wu Yulin, general manager of Foshan Kaixiou Lighting Tell the reporter.

The domestic market has not yet been fully developed, and LED is still an industry that relies heavily on exports and is dominated by the European market. However, after the European debt crisis, the growth momentum of the European market slowed down. In 2011, the supply of LED chips is still as high as 174 billion, while the demand for chips is only 129 billion, and the ratio of oversupply is as high as 35%. Many LED companies are facing huge inventory adjustment pressure. Zhang Xiaofei, president of the High-tech LED Industry Research Institute, released to the media that the number of LED companies in the country had closed down more than 10% last year.

It is in this difficult situation that “Guangdong Province promotes the use of LED lighting products implementation plan”, the industry suddenly saw hope.

"The Foshan LED industry is very complete in the middle and lower reaches, and has a very good industrial base. If the municipal government can promote this spring breeze, it will be a great benefit to the Foshan LED industry." Wu Yulin believes.

Mandatory is a key part of the industry's applause. According to the requirements of the plan, the lighting projects in the provinces, roads, public places, government agencies, state-owned enterprises and institutions, etc., which are financed or invested by state-owned capital, shall be illuminated by LED street lights, garden lights and landscape lights; Lighting products will be completed in three years and by the end of 2014.

The industry even believes that this policy is better than various engineering subsidies. In March of this year, the three ministries and commissions issued the "2012 Semiconductor Lighting Product Subsidy Promotion Project", but how to implement the subsidy has worried many companies.

Pearl River Delta has its own advantages
According to the design of the "Program", Guangdong's LED consumer demand will achieve explosive growth, and the strategic goal of achieving the province's LED industry scale of 500 billion yuan at the end of the "Twelfth Five-Year Plan" is just around the corner.

Whether it is the government or the business, this is a strong stimulus. At present, Foshan's LED industry ranks in the forefront of the province, but the total industrial output value in 2011 is only 30 billion.

The development of the entire industrial chain has always been a place that Foshan is proud of. Not only Foshan Lighting, Snowlight, Guoxing Optoelectronics, but also the leading companies in the production of chips, and the core technology companies such as Guangdong Zhaoxin, which manufactures MOCVD, can be said to have initially developed from LED epitaxial chips, packaging and lighting applications. Production of the complete LED industry chain.

However, Foshan does not have any obvious advantages in the province.

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