After Jun Li CEOs running LED enterprises, LED at another small famous enterprise in Shenzhen bolunte optoelectronic to close down. In time, LED industry panic.
Reporters learned from the number of people in the Department, as at the first half of this year, about 4,000 scale LED enterprises in Shenzhen, and the first half of this year more than already has more than 100 middle packaging enterprises, over more than 300 applications downstream companies fail.
"Each month has a lot of LED manufacturers to set up, there is a lot of factories close down, we hang in there on the last meager profits, which days are not allowed to close left the" Shenzhen long Sheng Photoelectric company boss yaoli surface with a little reluctant to do so.
Difficult survival of
Yaoli factories in the industrial area of Shenzhen Bao an an, the factory is small, only dozens of workers, three years of lamp bead package has already been done.
"Yes, transparency is the price, five cents is very cheap, not less, pay in cash, then you can determine the money less, 49, the offer is really not expensive. ”
After the fight with the customer off the phone, yaoli slightly but to the South reporter said: "people who LED the line now is that more and more, prices are getting lower and lower, money terms for customers in a few minutes to a hard bargain. "According to yaoli introduction, now LED package mainly exported overseas, domestic market concentration in housing decoration, but from the second half of last year," dwindling orders, far less than the beginning of last year about one-third ".
Shenzhen Bao An Anhua industrial zone, high 2/f, block b, new buildings, is yaoli mouth that "do LED package better than ours" factory. Factory gate did not hang any plaque, with the door open a crack, "booming sound" sound of the machine from the inside out, stuck to the door with a piece of a-4 paper, printed in bold told foreign people "plant powerhouse, no admittance".
Like manufacturer, abounds in Shenzhen, "was a blowout in the second half of last year." According to yaoli introduction, more than 99% Shenzhen LED enterprises are SMEs, scattered in Baoan, Longgang and other places, there is no private property, rental factory production, monthly up to 25~35 Yuan/square meter. "Shenzhen LED more than more than 4,000 enterprises large and small now, in 2008, this figure was only 700. ”
Difficult not only in a small factory in the middle reaches of the package, downstream Lighting applications for small and medium manufacturers are in an abyss.
Shenzhen Jin Rui (immediately) technology company limited from 78 years ago specializing in LED power supply, the last two or three years is also involved in LED lighting applications, factories in Huafeng century science and Technology Park, gushu, Baoan, Shenzhen, more than 100 employees. Jin Rui (right) optical retail store in Baoan cyber city, placed inside the shop a variety of outdoor LED lights and Interior LED lights. Jin Rui (immediately) photoelectric General Manager Huang Lixin believes that "current LED to survive, but to do foreign trade, foreign trade environment did bad". Entered the store one by one, but high price turning away customers, Wong reluctantly shook her head and said, "only slowly doing now, anyway, just hold on and not for profit, but for capital preservation. ”
It's just difficult survival of the LED industry of the tip of the iceberg. Wen Zhuo green technology industry Shenzhen Li Miaowen, Managing Director, said: "I was watching the industry down a man, and looked at a number of new faces coming in. Manufacturers have even just opened at the beginning of the year, closed in the year left. ”
No development of the domestic market, foreign markets and slim body
Green industry of Guangdong investment fund, EMC (energy performance contracting) League Deputy Secretary General Lin Zhaojing analysis that LED dilemma is no market, especially the field of LED lighting. He pointed out that LED lighting by the overseas market, and mainly rely on projects in the domestic market, such as street lighting renovation, as well as public lighting (including supermarket, hospital, residential, etc).
"Through the retail channels LED lamps will fail, LED lamps still have to do at present exports and the project", Lin said.
Forest revealed that street lighting energy-saving alteration project is Government projects, to process, project execution is slower; given this situation, EMC Alliance since last year to study and begin investing in indoor lighting project in the second half of this year. According to reports, e m c union has Signed a 1 million square meters of Changsha Community energy-saving reconstruction of public lighting, parts of some hospitals in Guangzhou and Shenzhen Energy saving reconstruction of public lighting in supermarkets during the Plan phase. Forests are expected first half of next year, the domestic outbreak of indoor public lighting energy-saving reform projects will focus.
But Li Miaowen analysis pointed out that the "energy-saving LED lamps do not save money, due to high costs, coupled with the awareness LED lamps is not enough, outdoor, public lighting led to the current domestic market is not fully open, household lighting and no market at all. ”
18W 1.2-meter LED daylight tube $, $ 30 5W LED Bulb, LED emergency lights to 60 dollars, while ordinary 5W energy-saving lamp price ranging from $ 12-20, normal 5W bulb prices as long as $ 3-5. Most enter the store customers heard the price of LED lamps first reaction was "so expensive" or "I don't want it LED", and then turn and walk away. Huang Lixin no choice but to say: "wait until people are able to accept the price of LED lamps, we have space. ”
Industry sources, according to incomplete statistics, above 90% Shenzhen LED Lighting products exports, domestic market only consumes less than 10%. "A lot of lighting factory is the absence of domestic LED lights orders, but there are some form of foreign trade. "But under the influence of European debt crisis, overseas markets in the last two years trying to" downsizing ".
Therefore, "many major manufacturers rely on traditional lighting to Support the development of LED lamps," Lin said.
In addition, Huang Lixin told South are reporter, European, and United States market on LED lamps of requirements is strictly, to through various detection, and certification, completed a orders to is long time; and Middle East of demand although large, but out of price than domestic market also low, "a LED days Lantern had only out 1.2 Yuan money of price, LED lamps of several screws cost are almost has 1.2 Yuan money has. ”
According to public data show that during the May to July last year, the European Commission early warning system for non-food consumer warning issued three consecutive road, consumer warning that China produces "Oversol" brand LED fluorescent lamps, "EcoLightNordic" brand LED lamps, "Mercury" brand, LED night light, does not meet the European union low voltage Directive and the European standards. Authorities have ordered the product withdrawn from the market and from the hands of consumers recall products that have been sold.
Overcapacity and lack of standards
Beginning in 2008, development and Reform Commission and Ministry of finance subsidies promote efficient lighting products, bulk users and urban and rural residents buy energy-saving lamps give subsidies and 30%, respectively. On March 7, 2009, Shenzhen in national first publishing has Shenzhen LED industry development planning under, and Shenzhen promotion efficient energy-saving semiconductor lighting products demonstration engineering implementation programme under, and Shenzhen promoting Semiconductor Lighting industry development of several measures under three a file promoting LED energy-saving lighting of development; thereafter, Guangdong Province established has 2 billion yuan of industry development fund; Shenzhen for participation government investment project LED demonstration engineering of enterprise, under lamps of price giving 10% of grants, and discount 3 years , Corporate investments LED application demonstrate engineering of enterprises, 30% subsidies in accordance with the price of LED lamps.
Under the policy guidance, LED lighting has become "Xiang Bobo".
Lin Zhaojing pointed out that "some people did not understand the LED industry, while others are seeing market is not fully open, anyway, is everyone feel that they can share in this area, whether understood or not understand the people in the industry. ”
Yaoli more and for a long time but, when it comes to industry competitors, "said holding two hundred thousand or three hundred thousand, buying Equipment in instalments, a dozen, a worker, became a factory. ”
Li Miaowen on the number of LED manufacturers blowout slightly worrying, "the upper and middle reach significant excess capacity, downstream markets is not already open, results can be well imagined. "2011 report also pointed out that current MOCVD (key equipment of manufacturing LED wafer) growth was soon installed 300 last year, now has more than 600 this year may be more than 1500; and the wafer production capacity, domestic Chip capacity is mainly concentrated in the low-end applications, there is a risk of structural overcapacity.
In addition, Lin said: "many enterprises into the LED industry awareness of LED is not enough, not to mention well versed in, coupled with the domestic inspection standard is not very mature system LED, LED lamps and cohabitation in the market. ”
According to Li Miaowen revealed that the second half of last year, Science Park Road, Nanshan District, Shenzhen LED Street lamp test, the test light 1200 hours in total, to participate in the pilot of the brightness of the light fades very serious---fell from 60 degrees to 40 degrees, finally only got more than 10 trillion degrees, clearly does not meet the "light fades after less than 50,000 for six hours. "Requirements.
LED lighting technology, quality issues, or more than this.
Huang Lixin revealed that now LED many manufacturers in this industry in order to reduce costs, cut small chips, such as the side originally 45 μ m (microns) chips cut into edge length 25 μ m, but in order to maintain the same brightness, 25 μ m chips also with 45 μ m chips equipped with driving power, easy to make shorter life expectancies of the chip.
"Using the chicken-and-egg" accumulation of risk
Li Miaowen also pointed out that, domestic do LED of manufacturers Basic are is in "take chicken health egg"---from abroad buy back large of device, and buy chip back own package, this on improve has LED products production cost, reduced has Enterprise profit; and due to domestic technology itself up does not to international standard, in domestic package Hou chip of quality fell, life shortened, late maintenance cost very high, so LED industry of manufacturers often is just swallowed went in a pen funds will spit out; in addition, Also requires manufacturers to invest in new production projects, very easily lead to funding strand breaks, this is also the majority of LED manufacturers survival difficult, that the cause of failure.
LED lighting in Shenzhen 90% exports
According to incomplete statistics, above 90% Shenzhen LED lighting products exports, domestic market only consumes less than 10%. Many do lighting factory is not internal LED lights orders, but there are some form of foreign trade. However, by the European debt crisis, overseas markets in the last two years trying to "downsizing". ---In the industry
PostScript
Where is spring?
Where is the spring of LED lighting?
Green industry of Guangdong investment fund, EMC (energy performance contracting) Executive Lin Zhaojing, Deputy Secretary General of the Union: "on the industry, not too pessimistic, but cannot be too optimistic. ”
Technical weakness Lin Zhaojing acknowledged that domestic industry on the LED chip technology of LED is blank. But he also pointed out that now many research institutes for LED chip substrate technology research and development, looking for than United States kerui silicon carbide and Japan Asia sapphire material cheaper chip substrate. "After the success of this research can not only avoid technical barriers, LED lighting costs also dropped considerably. "Forest optimistic about this study.
In addition, the forest also pointed out that domestic LED technology has improved compared with last year---domestic 0.5W low-power chip quality is in line with international requirements, and some manufacturers high power chip can reach 140 lumens per watt (current units), 1 time times increase early last year, close to international levels of more than 160 lumens/Watt.
Shortly before the national related ministries issued announcements LED to difficult to get by in the enterprise or the Gospel: as requested, from October 1, 2012, five stages in terms of power size progressively banned the import and sale of incandescent lamps for general lighting, product upgrade is at hand, the question is, how many businesses can stay up to the spring?
