LED industry, low threshold, leading to the influx of a large number of capital into the LED industry, leading to excess capacity of LED, LED industry is facing reshuffle situation, while this also exposed the lack of core LED industry technology, talent shortage and other vital factors. Once the core technology is insufficient, talent shortage and other links can not be improved, LED industry is still subject to the shortest short board, and can not achieve the desired capacity.
Facing the crisis of excess capacity
Throughout this year's LED industry, there have been serious investment in the state of overheating. In this case, the industry there has been a voice, how to deal with excess capacity of LED? It is understood that many domestic LED lighting companies have now master the low-power chip technology, and high-power LED lighting on the epitaxial material requirements are very high, in this context, the Chinese enterprises in the LED industry chain in the upper reaches of a share is Extremely difficult, only a small number of enterprises can survive in the cracks.
Insiders pointed out that the lower threshold of LED market access, the initial investment of 100 million yuan to build factories, making all over the LED project launched, and many have never been involved in the LED industry listed companies have also joined them.
According to expert analysis, LED hot situation seems to be some with the previous polysilicon and LCD panel similar. From the current start construction and planning construction project statistics, LED production capacity at least overdraft 3-5 future market demand. A large number of LED projects will be highlighted after the LED industry is not concentrated, overcapacity, disorderly market competition, lack of talent and other difficult issues.
Worthy of concern is that although the investment is high, but the market is not optimistic. This year the price of sapphire substrates has been declining. According to statistics, from January to July this year, 2-inch sapphire substrate prices from the beginning of the highest 35 US dollars / piece, down to the current 13 US dollars / piece -15 US dollars / piece, the average decline of more than 50%.
It must be pointed out that the upper reaches of the excess capacity will inevitably lead to LED chip prices, and LED chips in the proportion of high cost of products, so that the end product is likely to further price cuts.
If the price can bring the market popularity is also not a way out, but the problem is also shown in the technology. LED lamp prices are indeed higher than the average lamp, but not the main problem. Now a lot of small and medium enterprises in the production of LED lights in the quality and technology are not clearance, often necrosis. Enterprises need to apply more skill in the application, rather than blindly invest in the upper reaches.
Should focus on research and development of core technology
LED industry is a high input and high output of the emerging industries, China's LED industry in the technical reserves there is a large short board. Domestic LED lighting products luminous efficiency is poor, color is also relatively low. And the source of the chip mainly rely on imports, the cost of the product will be virtually raised.
For the terminal lack of core competitiveness, high prices, but also filled with defective lighting market, in the face of foreign-funded enterprises competition, a lot of local market advantage has disappeared.
Industry experts believe that LED lighting companies can only rely on research and development of LED core technology, in order to find more way out, which is a trend of LED industry development, only independent innovation and development of core technology in order to occupy the market opportunities. This investment boom if you can improve the domestic LED technology above the shortcomings, will bring a positive impact on the LED industry.