CMIC: "Twelve Five"LED market development trend analysis

Far from the end of 2009, market demand and government subsidies in the dual excitation, LED industry into the accelerated expansion, including Yangzhou, Wuhu, including the number of mainland cities LED industry base in order to establish, encourage LED manufacturers, especially into the upper reaches of the wafer chip manufacturers in giving subsidies to each MOCVD equipment 800-1000 yuan, accounting for 40% of each device is about the price; and three domestic safety optoelectronics, Hangzhou Silan Microelectronics, optoelectronics and other dry according to manufacturers to increase the chip LED chip production line investment.

LED under the Engineering Research Institute (GLII) statistics show that in 2010 China's LED industry, the total contracted amount of investment planned for the 217.885 billion yuan, an increase of 248.6 percent. An optical and in the three countries in a quarterly Star Power in profit or loss of government subsidies over the same period, respectively, the company's net profit accounted for 78.55% and 23.54%.

CMIC analysts believe that if the green LED lighting products can be short-listed projects, receive financial subsidies, would help to open the terminal market, and fundamentally ease the pressure of excess production capacity chips. Veeco Greater China general manager Wang Keyang that government subsidies MOCVD equipment industry at the beginning of a strong medicine, but the next stage of development of LED lighting should be applied more to subsidize the end user, the price of LED products, people accepted pulled the extent to stimulate consumption. "Just 'Ten City, ten thousand' is not enough, if every family can have one or two LED lights, this market will be infinitely significant."

Benefit from industrial policy, LED industry into explosive growth period. LED is the "second Five-Year Plan" in an important part of energy-saving environmental protection industry, the four factors (policy support, the light efficiency improvements, falling prices, increased electricity charges) will promote the rapid development of industry. CMIC 15 years, analysts expect domestic LED industry output value reached 500 billion yuan, an average compound growth rate of 5 years was 33%.

This reporter learned that, last November, by the National Development and Reform Commission, Ministry of housing construction and the Ministry of Transport jointly organized by the three ministries of semiconductor lighting demonstration projects short-listed products in the Beijing opening, including the sun lighting, NVC lighting, including the wave of the Group 28 companies short-listed. "Although the bidding of the corporate brand is greater than actual earnings, but the LED products to market quickly is a favorable signal." A successful business insiders told reporters.

CMIC Analysts said that once the government subsidy tender, LED lighting companies will be the first to benefit, including the sun lighting, country star power, Foshan lighting; and follow-up package and chip makers will also receive a cascade effect.

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