LED lighting market grows rapidly
In recent years, the LED lighting industry has grown rapidly with an annual growth rate of more than 30%. Especially in 2014, the traditional electric light source products have fully retreated, and the penetration rate of LED lighting terminal applications has been continuously improved. In February this year, the six ministries and commissions jointly issued the "Planning", and the government gradually promoted LED lighting products with mature application technologies and obvious energy-saving effects. With the support of the country's advocacy of green energy-saving lighting and the replacement of folk LED lighting, the LED lighting industry is further accelerated, and the future prospects are bright. Ding Wenwu, director of the Electronic Information Department of the Ministry of Industry and Information Technology, predicted that the domestic LED output value will continue to maintain a high growth rate of 20%-30% next year. In 2015, China's LED general lighting demand will reach 10 billion US dollars. By 2020, China's LED general lighting demand will reach 22 billion US dollars.
From the current point of view, the LED industry is one of the few strategic emerging industries in the world, and it is very promising to change from an industrial power to an industrial power. At present, China's total annual output of LED lamps has reached 810 million, and its product manufacturing and export volume ranks first in the world; the world's largest packaging factory is in Guangdong, and the largest LED chip factory is in Taiwan; the replacement ratio of domestic chip imports is increasing year by year, reaching in 2013 75%.
Guangdong LED industry lacks "core" pain, import dependence is worrying
As a major province of LED application industry, although Guangdong has formed an industrial cluster, the most important chip in the LED industry chain needs to be “imported”. The Guangdong Ganhua wholly-owned subsidiary has received huge subsidies, reflecting that Guangdong Jiangmen hopes to Vigorously expand the LED upstream chip and do the whole LED industry chain. According to the data, there are currently more than 4,000 LED enterprises in Guangdong Province, driving nearly 3 million related jobs. The LED industry cluster with Shenzhen as the leader, Zhongshan, Huizhou, Foshan, Jiangmen and Dongguan as the Pearl River Delta industrial belt has been constructed. There are 25 LED listed companies, accounting for 60% of the total number of LED listed companies in the country, with a total market value of nearly 100 billion yuan.
Since 2010, the output value of Guangdong LED industry has maintained rapid growth for four consecutive years, reaching 281 billion yuan in 2013, seven times that of 2009's 39 billion yuan.
However, relevant reports from the Guangdong Provincial Research and Research Center show that Guangdong LED enterprises are mainly located in the middle and lower reaches of the industrial chain. Core chips, especially high-power LED chips, mainly rely on “imports”, and the ability of enterprises to price is limited. The lack of chain is the biggest constraint for the development of Guangdong's LED industry.
In fact, the agglomeration of LED upstream chip manufacturing companies has a strong relationship with the local government's incentive policies.Taking Sanan Optoelectronics as an example, its LED chip production base is mainly concentrated in Xiamen, Fujian, Wuhu, Anhui, etc. Guangdong's local LED company Dehao Runda's epitaxial film MOCVD is mainly distributed in Wuhu, Anhui and Yangzhou, Jiangsu, because these two local governments The subsidy is strong.
Government subsidies are definitely a better choice. They can reduce corporate costs and reduce corporate investment risks. However, local governments are also considering relevant industrial policies and may wish to expand industrial policies and increase tax revenues.
The Guangdong Ganhua received nearly 100 million yuan in subsidies, which also revealed the strong desire of Guangdong Jiangmen to expand the upstream of LED chips, and “bound” its future development direction when signing an agreement with Guangdong Ganhua.
The LED lighting industry is affected by government policies and analyzes future development trends.
First, government procurement has the purpose of supporting industries. Therefore, local leading enterprises will be the biggest beneficiaries. This also points out the development direction for new enterprises and small and micro enterprises. It provides leading technologies and accessories for large enterprises, or Provide OEM for large enterprises, and differentiate the sales channels.
Second, the similarities and differences in the industrial decision-making of local governments: traditional lighting industrial zones such as Guangdong, Fujian, Jiangsu, Zhejiang and Shanghai, maintaining the original position of the industry in the industrial layout and promoting local industrial upgrading are still the mainstream of the policy. Guangdong Science and Technology Department recently listed the visible light communication and optical component standards as a major financial support project of the Guangdong Provincial Science and Technology Department, and strived to maintain technological leadership in the field of visible light communication and promote the development of related enterprises in related fields. Other provinces such as Jiangxi and Hunan, which have vigorously introduced lighting industry, have not reduced their industrial policy support. Some industrial parks have been built and put into production, which will affect the lighting industry's pattern. Some changes in the distribution structure of production will be presented. The trend of proliferation, the products are mainly light source and accessories. Affected by factors such as imperfect production areas, low visibility of the production areas, and the absence of market formation, it is expected that these production areas will not be able to form a scale for traditional production areas in the next three to five years. The next step in these production areas should be to make breakthroughs in the construction of technology, supporting facilities and market influence, and then have the motivation for long-term development.
Third, technology and standards. The administrative decision-making under de-administration will still deeply influence the development of the industry. The administrative means are mainly to formulate and issue standards, including the process of guiding the formulation of standards, the formulation of the main body, the implementation of standards and incentives, and the certification of qualifications. On the one hand, the policy level develops new technologies and standards to expand the scope of business operations, and provides new opportunities for enterprise development. On the other hand, it promotes the upgrading of the industry by improving the technical standards to improve the entry barriers of the entire industry.