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LED overcapacity investment boom set off controversy
2010-11-3 Click to comment

LED production capacity of the storm a long time, so that LED companies feel so embarrassed.Speaking of LED production capacity, were always concerned about the industry inadvertently saw a lot of reports, or excess capacity, or capacity tight.As the media reported, as the LED industry on the current production capacity, the same entangled in every possible way.

LED production capacity of the storm a long time, so that LED companies feel so embarrassed.Speaking of LED production capacity, were always concerned about the industry inadvertently saw a lot of reports, or excess capacity, or capacity tight.As the media reported, as the LED industry on the current production capacity, the same entangled in every possible way.Conservatives speak out, many companies rushed into the room, resulting in LED industry, the rapid expansion of the potential, resulting in a sharp LED industry excess capacity, to be alert to the "bubble; and radicals is made, LED industry market potential, is still in short supply, limited capacity to promote the healthy development of LED industry, still need expansion.

Radicals: tight capacity

It is understood, LED lighting industry, including upstream of the main technical substrate design, wafer production, and finally the formation of chips.According to the requirements of the different luminous efficiency can be divided into high-power chips and low-power chips.

"At present, many domestic enterprises now control LED lighting small power chip technology, and high-power LED lighting, very demanding on the epitaxial materials," worked at the technical experts of the Chinese Academy of Sciences of semiconductor Wu Xuming said, "In addition to epitaxial material problems, large The main technical difficulties of the power chip also second optical design, thermal design and power system design. "

In this context, the Chinese companies in the LED in order to take a slice of the upstream industry chain is extremely difficult, only a small part of the business can survive in the cracks.At home, in the upper wafer, chip development and production of more than 30 enterprises and institutions, including three involving domestic security LED lighting optical chain, one of the most complete, subject to equipment suppliers upstream bottleneck capacity the face of a large number of orders from downstream, the same can only shake his head helplessly.

The LED chip is used in lighting, but also widely used in traffic signals, mobile phones, laptops and other areas of the background sources, in recent years, as mobile phones, laptops and other industry advances, the rapid growth in demand for chips.Capacity constraints have become the bottleneck of the development of China's LED industry.

Conservatives: "alert bubble"

Once upon a time, LED eyes began to threw herself into it.With the advent of the world's energy crisis, the new energy industry is booming, groups of LED business is to catch the wind ships, rapid expansion, LED into the present "the most fashionable of the new energy industry."

Most of the rapid development of LED industry so called LED overcapacity caused by overheated investment, as well as overdrafts.Be wary of the "bubble."

This year in February, the first national industrialization demonstration base of industrial Award, which occupy three seats optoelectronic industry base, LED industry has become a key industry for national development.At the same time, LED low market entry threshold, the initial investment of 100 million yuan can build factories, making the LED projects have been started all over.Currently there are six state-approved major semiconductor lighting industrial base, in fact, most provinces now have their own LED industry base in the construction and intends to timely apply for the national title.

Statistics show that only the first half of 2009, China's LED production has more than 200 billion investment, and its expansion continued.

And many had never set foot in LED industry, listed companies have also joined them, such
as Han's Laser, Furi Electronics, hoping to catch the "energy saving, environmental protection," this tour high-speed train.

According to expert analysis, LED seems popular with the previous situation and polysilicon LCD panel similar.From the current projects under construction and planned statistical point of view, LED production capacity of at least the next 3-5 overdraft market demand.After completion of the project will be a large number of LED LED industry, highlighting the lack of concentration, excess capacity, market disorderly competition, the difficult problem of shortage of talent.

Excess capacity, resulting in loss of most businesses, LED lamp industry or face a reshuffle.July 19, LED Industry Alliance Vice Chairman of Guangdong Province, Dongguan, the semiconductor lattice century Goodwin, general manager of the "Daily Economic News" interview, expressed such concerns.

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