The LED industry has a certain degree of risk of overcapacity

China currently has more than 3,000 semiconductor lighting (LED) companies, most of which are in the downstream of the industrial chain; on the other hand, there are as many as 13 semiconductor lighting industrialization bases in the country, with homogenization of industrial structure and hollow core technology. Gradually emerged... At the 2011 China (Shanghai) International LED Industry Technology Exhibition and Forum, many experts believed that similar to other new energy industries, China’s LED industry must be able to achieve rapid development while achieving rapid development. To the extent there is a risk of excess capacity.

According to an industry report released by the Shanghai Semiconductor Lighting Engineering Technology Research Center at the meeting, the scale of China's semiconductor lighting industry reached 120 billion yuan in 2010. According to relevant statistics, the total investment in China's LED industry contracting program in 2010 was 217.885 billion yuan. By the end of 2010, the new project had actually completed a total investment of 34.32 billion yuan.

Although the rapid increase in the number of investment is certainly gratifying, but there are many shortcomings in China's semiconductor lighting industry is also worrying. More than 3,000 LED companies in the country, most of which are in the packaging and downstream areas, in the industry's most critical substrate material technology, epitaxial wafer production core equipment, technology patents have long been monopolized by foreign companies, resulting in a slower technology than in foreign countries. "Unlike technology" can only rely on imports in equipment and technology, which leads to no obvious price advantage.

What's more serious is that in the face of the aggressive situation of foreign companies, domestic companies are all alone. In addition to a variety of "industrial bases" emerging, some local governments have introduced many preferential policies for LED companies to promote the transformation of local enterprises, such as equipment subsidies, tax incentives, local demonstration projects give priority to local companies. These policies have increased resistance to cross-regional integration and mergers and exploiting markets in other regions of the country, so that the real strong cannot be stronger. For a mature and healthy industry, cross-district and cross-regional industrial integration is indispensable. Distorted enterprises that are scattered around and “dominated by one side” are harmful to the development of the domestic LED lighting industry. .

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