Where is the LED development road? How do deep companies deal with the "winter"?

Affected by the European debt crisis, the export of LED lamps was cold, and the domestic market was not fully opened. Therefore, the LED industry began to enter the winter since the end of last year, and there was a “closing tide”. In June of this year, Shenzhen Yuanguang Optoelectronics Co., Ltd., which has a scale of over 100 million yuan, closed down in an instant and made the industry shocked. Where is the development of the LED industry? How should Shenzhen enterprises respond to this “winter period”?

The output value of deep LED accounts for nearly half of the country's production.

The reporter learned that after more than ten years of development, the LED industry in Shenzhen has developed rapidly. There are currently about 1,500 LED companies in Shenzhen. Statistics show that the overall output value of the Shenzhen LED industry is 70 billion yuan, accounting for nearly half of the country's total. Currently, there are about 20 LED listed companies in China, and Shenzhen accounts for almost half.

Moreover, Shenzhen is the world's largest production and supply base for solar LED lamps, the world's major production and supply base for LED backlights, the largest domestic production and supply base for LED displays, and the main domestic production areas for LED packaging and special industrial lighting. At the same time, the Shenzhen Municipal Government has launched the LED “Supporting and Strengthening the Strong” program, hoping that during the “Twelfth Five-Year Plan” period, LED leading enterprises with assets of over 5 billion yuan will appear, and the LED industry will exceed 200 billion yuan.

Some people in the industry said: "Although the LED lighting market has huge business opportunities and development potential, however, the current development of the national LED lighting industry including Shenzhen still faces some challenges, including weak LED mid-stream technology; LED chips and devices Most of the products are concentrated in low-power, medium- and low-end products; currently China's semiconductor industry is not strong."

Deep LED companies are now "falling tide"

However, LED companies that have developed like "spring shoots" have hidden another "crisis." Affected by factors such as the European debt crisis and the sluggish US economic situation, since the second half of last year, the export orders of LED companies have dropped sharply. An industry insider who asked not to be named told reporters that "As of the end of last year, there were nearly 100 LED companies in Shenzhen, and this year's trend of bankruptcy is still spreading. By now, this number should be even bigger. ”

“Once there is any industry that makes money, a lot of money will flow into this industry. The final result is that there is a surplus in the whole industry, followed by the industry “shuffle”.” Zhou Honglin, managing director of Shenzhen Leifford Photoelectric Co., Ltd. told reporters "At present, the LED industry in Shenzhen has entered a process of "shuffling", but "shuffling" itself is a process of survival of the fittest, and it is also the only way for the impetuous Shenzhen LED industry to return to rationality. For enterprises that value quality and innovation. The living space will be very large, and vice versa, only one dead end, so we look forward to shuffling."

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