LED collapse tide first flush terminal application enterprise

Recently, a number of LED companies have been closed down, including Shenzhen Yiguang and rumors that Zhongshan has a market share at a low price. Why does one side fail to succeed, while a stable and stable upstream and midstream company has aggressively entered the LED downstream? In this regard, CCTV II conducted a survey on this hot spot and interviewed senior industry executives such as Wu Shengbo, president of OSRAM Asia Pacific, and Duan Zhu, assistant to General Manager of QS. The key content is as follows:

The whole industry chain has become a trend

According to industry insiders, the LED industry is a technical industry. Some enterprises that only want to pay a sum of money have poor quality after entering the industry, and finally die of addiction. Some stable and stable upstream and midstream companies are optimistic about the downstream terminal market and make great efforts to enter the downstream market. Using its own capital and technology advantages, it can quickly reduce costs and provide cost-effective products to form a complete industrial chain.

Wu Shengbo, president of OSRAM Asia Pacific, stated that one of its companies was originally engaged in the upstream of the LED industry and recently joined a downstream company. Its purpose is to form an industry chain with all the cooperation.

Dai Jingkai, deputy general manager of Sanan Optoelectronics Operation Center, said that in order to establish a very complete industrial chain, your product quality must be stable before the establishment of the industrial chain, and your chip quality is stable enough, and then start from the end customer side To bring back all possible orders, and then combine all the customers of the packaging plant, it is equal to tie them together.

In addition to LED companies, there are also some traditional companies that have transitioned to the LED industry. They generally move slowly from the low-end terminal applications to the middle and upper reaches. Hubei Noah Optical Co., Ltd. has entered the LED industry when the closure tide has just become popular. The first-stage investment reached 800 million yuan, and the company's boss was originally a traditional road and bridge and real estate industry.

The industry stated that LED has great potential for environmental protection in the future, and the fundamentals of favorable policies have not changed. However, due to the excessive use of downstream applications, the moisture at the application end is quite large. Therefore, in the next few years, stagnant water and water injection will appear at the same time.

Small workshops prevailing low technical content

It is understood that most SMEs in the entire industry are doing downstream applications of LED lighting products. Due to the relatively low capital and technical requirements for terminal enterprises, the low entry barrier makes the competition in this area extremely fierce. Therefore, the LED closed down, the most closed down is the LED terminal application company, especially the small workshop type small factory.

According to Duan Zhu, assistant to General Manager of QinShang Optoelectronics, only 100,000 or 200,000 would be enough for these small workshops in Zhongshan, and then they will go to Accessories City, buy radiators and chips, and hire ten more workers. Two rows of tables, it is welded, assembled, is a LED lighting.

Li Jiansheng, chairman of Shanghai Dinghui Technology Co., Ltd., said that for downstream companies, I only need a screwdriver or two electric soldering irons to make the lamps. Because there are many molds that are public models, they can be bought in the market.

The reporter learned from the investigation that such a factory does not require much investment. According to its financial strength, tens of thousands or even thousands of dollars can also build a simple workshop factory, pick up the soldering iron and solder it, and the LED lamp will When it came out, a skilled worker could assemble 300 pieces a day. Those who could shine were called LED lights and flowed to the market.

Guan Xudong, president of Guangzhou AD Lighting Co., Ltd., stated that the application does not mean that its technical threshold is low. If you really want to make good use of it, you really need to invest a lot, including talents, resources, and funds. It can make it shine. This is a very low-tech activity.

Liu Xuanzhong, senior advisor of the China Power Supply Association and Experts Committee, gave an example to reporters. If an LED lamp selects a chip that can be turned on for 10,000 hours, the selected matching power supply can only use 100 hours, so the entire lamp life is It also shortened to 100 hours.

Liu Xinyin selected Zhongzhong, saying: "I think this technology is too simple and it will soon be able to go on. Actually, this technology is not simple. Many companies are coming up, especially if the products are not matched or quality declines. The original lighting should be 5 times to 10 times the efficiency, life expectancy is 5 times to 10 times or even 20 times that of others. Now life expectancy is very short, the cost of flowers is very high, so it caused a lot of collapse."

At the beginning of this year, the General Administration of Quality Supervision, Inspection and Quarantine conducted random inspections of LED lighting products across the country. The results showed that the LED lighting product pass rate was only 51%. In Guangdong where LED lighting products are most concentrated, the situation is particularly bad. Guangdong Province, Quality and Technical Supervision issued by the Guangzhou, Shenzhen, Zhuhai, Foshan, Zhongshan, Huizhou, Dongguan, a total of 23 batches of sample results, the test failed 17 batches, failure rate of less than 30%.