Low-carbon, green, energy-saving, environmentally friendly and other "fashion" concepts, LED (light-emitting diode) is also sought after like a star. In the long run, a sustainable low-carbon and green economy will be a major trend in the future world development, which will undoubtedly bring huge development opportunities to the LED industry. As a result, the level of attention to LEDs has been increasing, including various investments. The involvement of investors has enabled the rapid development of the LED industry and enabled the company to leapfrog. “If we say that the birth of the company and the initial development from zero to one are closely related to the industry situation and market demand, and more thanks to the courage, courage and wisdom of the business leaders, then the company’s take-off and from one to the The leaps and bounds level conversion of the ten is always inseparable from the extraordinary ability of investors, financial partners, and the magician of the diamonds.†Wang Lin, Secretary General of China Optical Optoelectronics Industry Association, at Beijing International Photonics Week 2010 The LED industry development and investment and financing forum said. The LED industry should be said to be the time when such a company will take off and leapfrog. Thanks to the green, energy-saving, low-carbon environment, it is not surprising that the LED industry has received attention from all parties.
Market driven
The application field of LED in the future will continue to expand. Now there are almost places where light and light are illuminated, and LEDs will enter. The potential of this market is more than one trillion yuan. There are many applications that exceed our predictions and imaginations. It is predicted that the domestic LED application products will grow at a high speed of 40% to 50% in the next five years. By 2015, the output value of LED application products will reach 400 billion to 500 billion yuan. According to the development of LED technology and market demand analysis, LED backlights and automotive lights are mainly used in the near future. In the next two or three years, indoor commercial lighting will be the mainstay, and finally promoted to general lighting.
From the market analysis point of view, LED market potential in the two major fields of display and lighting exceeds one trillion yuan. In addition, from the technical development of LED, there is still a lot of room for innovation and improvement. The above two points are important reasons for investment. From the current statistics, in 2009 China has 22 billion yuan of funds invested in the LED field. At present, there are more than 26 epitaxial chip companies announced and under construction, including LED companies in the United States, Japan, South Korea and other countries and regions, as well as numerous domestic private capital. The entry of capital will help promote the technological advancement and application development of LED.
Policy support
LEDs are concerned by investors, on the one hand, market-driven, and on the other hand, policy support. At present, governments at all levels and industry authorities such as the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, and the Ministry of Education have given great support to the development of the LED industry, including the investment of funds. Local governments at all levels also attach great importance to the development of the industry. According to incomplete statistics, 14 provinces and municipalities have clearly established a semiconductor lighting industrial park to develop the LED industry as an emerging industry in the region.
Guan Baiyu, deputy inspector of the Electronics Division of the Ministry of Industry and Information Technology, said that we encourage the development of the LED industry with broad market prospects and obvious energy-saving advantages. We hope that multi-channel funds will enter the industry, which is a good thing for promoting industrial development. Now we see that everyone has fully realized the importance and necessity of developing this industry, and it also has a high enthusiasm in terms of capital investment. However, in addition to the joy, we also noticed the recent trend of overheated investment, which is obviously blind. Guan Baiyu emphasized that at present, the development of a low-carbon economy and the economic construction based on the principle of energy conservation and environmental protection have become the consensus of the industry. However, we need to further deepen our understanding of energy conservation and emission reduction. Saving resources is an important part of our practice of scientific development. The resources we are talking about are comprehensive resources. We must use the concept of resource conservation to do low-carbon energy conservation and emission reduction. work. For energy conservation and emission reduction, if the return on investment is not good enough and the enterprise does not make money, it is a waste from both macro and micro, and becomes an ineffective investment. Therefore, we should have a deeper understanding of low carbon and energy saving.
LED lighting is a revolutionary technology, and energy saving and superior performance have been demonstrated and proven. As technology advances, its applications will shift from indicating displays to backlights, from specialty lighting to general illumination. The development of LED lighting technology in the world is changing with each passing day. China's LED lighting faces enormous challenges in both industry and R&D. The influx of many investments is a good thing for the development of the LED industry, but it should also pay attention to controlling risks. After all, invalid investment is a waste, and it is not in line with the original intention of low-carbon and building a conservation-oriented society.
Industry perspective
Jiang Zhongyong, General Manager of Silan Mingxin:
The LED industry is an emerging industry and a start-up sunrise industry worth investing. However, like many industrial developments, the profit rate is relatively high at the beginning, and many people participate, but the final result must not be that everyone can survive. The conditions for building a good business are one of capital and one of talent.
Li Mantel, Chairman of Lehman Optoelectronics:
The capital market's favor for the LED industry enables LEDs to grow bigger and stronger. LED packaging has many investment opportunities, and LED packaging has an irreplaceable position. However, there are also investment risks, and some LED packaging companies have a low start. LED packaging investment opportunities outweigh risks.
Zhou Ming, Chairman of Nanjing Handerson:
From the current point of view, domestic companies lack the right to speak in the market. The market's right to speak comes from brands, standards, intellectual property, and product competitiveness. LED lighting is a very good investment opportunity in China. The explosive growth of LED lighting products is on the verge of being triggered, and the next five years will be a critical period.
Lan Hingjin, Vice President of New Henderson and General Manager of Jiangsu Wenrun:
The global LED industry is developing rapidly, and there are many opportunities from the perspective of investment. On the whole, the rapid development of the LED industry is a foregone conclusion and looks full of opportunities. However, the LED industry still has patent barriers and key technology challenges in the short term. In addition, the market is volatile. Lack of stable and mature leading enterprises in the industry, the industry is unevenly developed and the risks are high.
Tang Pengfei, Executive Director of Softbank Safran Fund:
The barriers to the upstream of the LED industry are the highest, followed by the middle reaches and the largest in the downstream market. Silicone, metal materials and other seemingly inconspicuous materials are among the most profitable segments in the industry chain. There are not many companies that make specific raw materials in China. Packaging may be a point of current investment. From the perspective of capital investment, the future capital risk is relatively small.
Reporter comment
Over-investment is not "energy saving"
At present, all countries in the world are jointly coping with the challenge of the contradiction between energy shortage and economic development. Adhering to energy conservation and environmental protection and taking the road of sustainable development is an inevitable choice for China's economic development. In view of the obvious advantages in energy conservation, the development of the LED industry is in full compliance with the requirements of China's economic and social development, and is an important measure to achieve a low-carbon economy and cope with global warming. For this reason, there have been different levels of investment overheating in the LED industry in recent years. Many provinces and cities in China are investing heavily in LED companies and are focusing on LED chip manufacturing lines. According to incomplete statistics, more than 20 provinces and cities nationwide have planned or built LED chip production lines, and more than 1,200 MOCVD epitaxial furnaces have been introduced, all of which are imported. The products of the world's three largest MOCVD equipment suppliers are in short supply. Roughly calculated, only one item involved in the project will cost 3.5 billion yuan. Most companies' products are positioned in LCD backlights and lighting, and products are converging. In the future, industry reshuffle is inevitable.
As a company, its social orientation should be to create wealth for the society, to obtain good economic benefits, and to make money. We don't want to see that after two or three years, a large number of enterprises have lost their battles in the fierce competition. At present, the economic construction based on the principle of practicing the scientific development concept, developing a low-carbon economy, and energy conservation and environmental protection has become the consensus of the industry. However, the understanding of energy conservation and emission reduction needs to be further deepened. Resources should be comprehensive resources. For energy conservation and emission reduction, if the return on investment is not good enough, it is a waste of resources, both macro and micro. It is not a performance of “low carbon†or “energy savingâ€. The return on investment is an important indicator of the success of the company, and it is also the best sign to truly realize the "low carbon economy" and "build a conservation-oriented society."
The LED industry, which is "proud" with low carbon and energy saving, cannot consume resources indirectly because of blind investment. We cannot consume more resources to absorb low carbon.
Receptacle Wall Plate,Electrical Outlet Covers,Electrical Outlet Cover Plates,Wall Plates For Outlets
Lishui Trimone Electrical Technology Co., Ltd , https://www.3gracegfci.com