Overcapacity in the export cold hit
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 are a lot of factories close down, we are relying on last broke even at hang in there, which days are not allowed to close the door turned out" Shenzhen long Sheng Photoelectric limited boss yaoli wearing a little helpless.
Difficult way of life
Yaoli factories in the industrial zone of Shenzhen Bao an an, factory is small, only dozens of workers, has done more than three years of lamp bead package.
"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 l e d now the line 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, present l e d package is mainly for export 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 High new Bao An Anhua industrial zone, 2/f, building b, was yaoli mouth that "l e d package better than ours" factories. 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% l e d enterprises in Shenzhen for small and medium enterprises, scattered in Baoan, Longgang and other places, there is no private property, rental factory production, monthly up to 25~35 Yuan/square meter. "Shenzhen l e d enterprises large and small now there are more than more than 4,000, and in 2008, this figure was only 700. ”
Difficult packaging of more than is in the middle reaches of the small factories, downstream did lamps application is also an abyss of small and medium businesses.
Shenzhen Jin Rui (immediately) technology company limited from 78 years ago specializing in l e d power, also involved in the last two or three years l e d Lighting applications, the factory 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 and indoor l e d l e d lights lamps. Jin Rui (immediately) photoelectric General Manager Huang Lixin believes that "current l e d 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. ”
This is just a l e d difficult survival 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 in the domestic market, foreign markets and downsizing
Green industry of Guangdong investment funds, e MC (energy performance contracting) union Deputy Secretary-General Lin Zhaojing analysis, l e d problem is not market, in particular, l e d lighting. He pointed out that l e d lights 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 channel l e d lights must fail, now l e d lights or do you want to export, and the project", Lin said.
Forest revealed that street lighting energy-saving alteration project is Government projects, to process, project execution is slower; given such a situation, e MC 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 "l e d energy-saving lamps don't save money, because the cost is too high, combined with awareness of the l e d lights 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 l e d daylight tubes $, l e d 5W Bulb $ 30, l e d fire emergency light to 60 dollars, while the ordinary 5W energy-saving lamp price ranging from $ 12-20, $ 5W bulb prices as long as the 3-5 in General. Most entered the shop customers hear l e d lights price first reaction was "so expensive" or "I don't want a l e d", and then turned away. Huang Lixin no choice but to say: "wait until people have access to l e d lamps price, our space. ”
Industry sources, according to incomplete statistics, more than l e d Lighting products in Shenzhen 90% exports, domestic market only consumes less than 10%. "Many do lighting factory is not l e d lights domestic order, only 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 large manufacturers are relying on the traditional lamp to Support the development of l e d lights", forest said.
In addition, Huang Lixin told South are reporter, European, and United States market on l e d 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 l e d days Lantern had only out 1.2 Yuan money of price, l e d 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 "o versol" fluorescent lamps, l e d "e coL ightN ordic" brand l e d lamp, "the m ercury" brand l e d night light that do not meet EU low voltage Directive and European standards. Authorities have ordered the product withdrawn from the market and recall from consumers products were 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 l e d 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 l e d energy-saving lighting of development; thereafter, Guangdong Province established has 2 billion yuan of industry development fund; Shenzhen for participation government investment project l e d demonstration engineering of enterprise, under lamps of price giving 10% of grants, and discount 3 years , Corporate investments LE d application demonstrate engineering of enterprises, 30% subsidies in accordance with the price of LED lamps.
Guided by the policies of, LED lighting has become "Xiang Bobo".
Lin Zhaojing pointed out that "some people don't know l e d industries, but some people are seeing market is not fully open, anyway, is everyone to think he could get in this area, so whether you understand or do not understand this profession who Chung came in. ”
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 l e d factory number 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, let alone master, together with LE d internally is also not very mature system testing standards, LE d lamp cohabitation in the market. ”
According to Li Miaowen revealed that the second half of last year, Park, Nanshan District, Shenzhen section of LE d 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" requirement.
LED lighting technology, quality problems than that.
Huang Lixin revealed that now LED many manufacturers in the industry in order to reduce costs, cut small chips, such as the side originally 45 μ m (microns) chips cut into the side 25 μ m, but in order to maintain the same lightness, 25 μ m chips using 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 LE d of manufacturers Basic are is in "borrowed chicken health egg"---from abroad buy back to a large number of of device, and buy chip came back himself package, this on improve has l e d products production cost, reduced has Enterprise profit; and due to domestic skill level itself reached does not to international standard, in domestic package Hou chip of quality declined, life shortened, late maintenance cost very high, so l e d industry of manufacturers often is just swallowed went in a pen funds will spit out; in addition, New production project also requires manufacturers to investment, the visitor can cause funding strand, which is most of LE d manufacturers survival difficult, that causes the failure of.
LED lighting in Shenzhen 90% exports
According to incomplete statistics, more than l e d lighting products in Shenzhen 90% exports, domestic market only consumes less than 10%. Many do lighting factory is not domestic LE d lamp order, only 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 funds, e m c (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?
