Recently, this reporter went to Western union of Foshan Nanhai Road chadong village industrial zone, with the guidelines of passers-by found shuailiang hardware products factory, but the factory door lock, of the "handsome bright metal product factory of Foshan" Signs which imitates. Can be glimpsed through the window the empty factory, files and scattered cartons. Only two or three scattered on the floor and windowsill LED tube lamp mould, seems to show that there used to be a LED lamp manufacturer.
"I hear are LED lights orders were canceled. Did not expect the owner of the factory was running so fast, Equipment suppliers had to move out of the factory were arrears in order to reduce the losses. "An employee said.
High market expectations, eventually bringing domestic LED bubbles gradually burst in the second half of 2011. "Two market is the LED backlight and LED lighting LED investment boom of the main incentives. "Ruifeng Photoelectric Gong Weibin, Chairman said that the industry is expected, LED TVs explosive growth, market size increased 5 times times LED. Reality is, this year LED television penetration rates have more than 40%, but as the technology matures and changes, LED-backlit absolute number of Chips is not multiplied.
This reporter learned from the many LED enterprises, expected this year LED lighting penetration will rise to 6%, but the truth is not 1%. LED application terminal market realities, and crazy before LED into irreconcilable contradictions.
Industry reshuffle
In September, has declared $ 2.5 billion investment, purchasing 500 units of MOCVD equipment (LED wafer production facility) Concord of photo-electric suddenly cease in Zhangjiagang LED Epitaxial chip project, opened the LED market in prelude to the knockout stages of the excess.
"Conservative estimates, LED the number of companies have collapsed this year more than 10%. Where the packaging enterprises with more than 100, lighting companies there are 300, mostly small businesses. "Dean of engineering industry Xiaofei Zhang said, according to early LED domestic enterprises planning to something like number of MOCVD capacity is now about 10 times more than double in market demand, and the country now have been produced for MOCVD capacity is about 4 times that of existing market demand, overcapacity will naturally lead to industry reshuffle.
Wuhu, LED the development of preferential measures to Government such as Yangzhou, MOCVD equipment particularly high subsidies, capital inflows and LED the expansion of enterprises are full of blindness and opportunism in color. Two or three quarters of this year as the MOCVD capacity set release, on the contrary, lower due to poor delivery, huge inventories of natural causes LED enterprises.
In mid-November, sanan optoelectronics LED leading enterprises in China (600703.SH) suddenly announced a high exchange transfusion, one reason is that serious inventory accumulation. Sanan optoelectronics quarterly data released this year showed that sanan optoelectronics stock from early in the third quarter of $ 310 million, quickly soaring to $ 933 million.
"LED early in accordance with the announced investment plans in the upper, upper LED it could basically leveraging more than 3 years of growth in demand in the market. "Ceramics in Jiangxi province and lighting company Chairman Wang Min said most LED manufacturer discontinued at least one-third in the upper reaches capacity, even some cut off 50%; LED package and applications, such as enterprises in middle and lower underemployment.
Recently, this reporter went to Western union of Foshan Nanhai Road chadong village industrial zone, with the guidelines of passers-by found shuailiang hardware products factory, but the factory door lock, of the "handsome bright metal product factory of Foshan" signs which imitates. Can be glimpsed through the window the empty factory, files and scattered cartons. Only two or three scattered on the floor and windowsill LED tube lamp mould, seems to show that there used to be a LED lamp manufacturer.
"I hear are LED lights orders were canceled. Did not expect the owner of the factory was running so fast, equipment suppliers had to move out of the factory were arrears in order to reduce the losses. "An employee said.
High market expectations, eventually bringing domestic LED bubbles gradually burst in the second half of 2011. "Two market is the LED backlight and LED lighting LED investment boom of the main incentives. "Ruifeng photoelectric Gong Weibin, Chairman said that the industry is expected, LED TVs explosive growth, market size increased 5 times times LED. Reality is, this year LED television penetration rates have more than 40%, but as the technology matures and changes, LED-backlit absolute number of chips is not multiplied.
This reporter learned from the many LED enterprises, expected this year LED lighting penetration will rise to 6%, but the truth is not 1%. LED application terminal market realities, and crazy before LED into irreconcilable contradictions.
Industry reshuffle
In September, has declared $ 2.5 billion investment, purchasing 500 units of MOCVD equipment (LED wafer production facility) Concord of photo-electric suddenly cease in Zhangjiagang LED Epitaxial chip project, opened the LED market in prelude to the knockout stages of the excess.
"Conservative estimates, LED the number of companies have collapsed this year more than 10%. Where the packaging enterprises with more than 100, lighting companies there are 300, mostly small businesses. "Dean of engineering industry Xiaofei Zhang said, according to early LED domestic enterprises planning to something like number of MOCVD capacity is now about 10 times more than double in market demand, and the country now have been produced for MOCVD capacity is about 4 times that of existing market demand, overcapacity will naturally lead to industry reshuffle.
Wuhu, LED the development of preferential measures to Government such as Yangzhou, MOCVD equipment particularly high subsidies, capital inflows and LED the expansion of enterprises are full of blindness and opportunism in color. Two or three quarters of this year as the MOCVD capacity set release, on the contrary, lower due to poor delivery, huge inventories of natural causes LED enterprises.
In mid-November, sanan optoelectronics LED leading enterprises in China (600703.SH) suddenly announced a high exchange transfusion, one reason is that serious inventory accumulation. Sanan optoelectronics quarterly data released this year showed that sanan optoelectronics stock from early in the third quarter of $ 310 million, quickly soaring to $ 933 million.
"LED early in accordance with the announced investment plans in the upper, upper LED it could basically leveraging more than 3 years of growth in demand in the market. "Ceramics in Jiangxi province and lighting company Chairman Wang Min said most LED manufacturer discontinued at least one-third in the upper reaches capacity, even some cut off 50%; LED package and applications, such as enterprises in middle and lower underemployment.
