Mainland China LED lighting upstream pattern is becoming clearon August 16th, 2012 at 1:31 AM
The LED industry has entered the phase of M & A integration of the main theme. 2011 Shenzhen Jun Doorly (annual sales of more than billion) collapse of the 2012 sales volume had reached 260 million vision photoelectric collapse, the recent Zaibao Zhongshan LED lighting Star Enterprise Capone collapse. LED downstream packaging applications is characterized by the number of enterprises, small-scale, low efficiency, low technology threshold, are also lower capital threshold, the lack of standards, etc., in the case of the external economic environment downturn, earnings have fallen sharply, leading to funding strand breaks can not be operations.
Upstream has a high technical threshold, the threshold for access to finance higher in 2009-2011 in the large-size backlight applications, driven by strong government funding, grants, many manufacturers swarmed, only the number of Chinese mainland enterprises look by more than 20 increased to hundreds of MOCVD equipment increased from less than one hundred in 2008 to 2011 nearly a thousand units, an increase of more than 10 times, until the end of 2011 there are nearly 3,000 MOCVD growth slow down as the backlight applications in 2012 LED high-growth LED lighting market remains France supporting the case, the upstream Maori accelerated decline (optimistic estimate 2012-2013 TV backlighting in accordance with the 80-90% penetration rate, the demand for MOCVD of about 400-450, the lighting in accordance with the 10-20% penetration. demand for MOCVD 1000-2000 Taiwan 1500-2500 Taiwan demand) 2012-2013 MOCVD equipment is a serious oversupply.
The face of ups and downs of the terminal market growth, enhance technical requirements in the future, the decline in gross profits, the upstream is bound to enter the M & A integration phase, the Epistar widely gallium acquisition is a landmark event in this stage, indicating that the next 2-3 years LED The industry may enter to phasing out the integration phase.
Mainland China: the upstream pattern of an initial downstream is still confusion. Mainland China LED lighting upstream pattern is becoming clear, there are 7 related to listed companies, three safety optoelectronics, Germany Runda the first echelon of the rest in the second tier, there are nearly more than 90 non-listed, non-listed companies, in addition to Hunan Hua Lei, Shanghai Blu-ray, Shandong Huaguang, the majority of scale smaller, weaker technology, the future is bound to merger integration. Downstream aspects of the current level is vague, but the number far exceeds the upstream manufacturers, competition and confusion still hidden champions everywhere, well-known enterprises closed down again and again, there is a big variable in the future, it is recommended that concerned about the size of the enterprise, the various segments of the leading enterprises.