The hottest LED industry pattern in China is movin

2022-08-13
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China's LED industry pattern is moving towards the integration stage, with obvious regional characteristics

after experiencing investment fever, price war and reshuffle tide, the LED industry is moving towards the era of industrial integration. Luo Baihui, chief information officer of Jinmo energy, said that driven by the support of national policies and the demand of downstream markets, China's LED industry has developed rapidly, forming a relatively complete LED industry chain system from upstream chips, extension to midstream packaging to downstream applications. After experiencing investment fever, price war and reshuffle tide, the LED industry is moving towards the era of industrial integration. Luo Baihui, chief information officer of Jinmo energy, said that driven by the support of national policies and the demand of downstream markets, China's LED industry has developed rapidly, forming a relatively complete LED industry chain system from upstream chips, extension to midstream packaging to downstream applications. After experiencing ups and downs in 2012, China's LED industry has ushered in a new pattern in 2013 under the dual situation of market chaos and policy scenery

1. The regional characteristics of the LED industry in the Pearl River Delta are obvious.

at present, the LED industry in Chinese Mainland has initially formed an overall industrial spatial pattern with the agglomeration and development of the Yangtze River Delta, the Pearl River Delta and the Bohai rim. Among them, the Pearl River Delta and Yangtze River Delta are the regions with the most concentrated LED industry in the mainland. The upstream, middle and downstream industrial chain is relatively complete, with more than 80% of the relevant enterprises in the country. They are also the regions with the fastest development of the LED industry in the mainland, and the comprehensive advantages of the industry are relatively obvious

for a long time, the LED industry in the Pearl River Delta has been at the forefront of the mainland. Guangdong Province has listed the LED industry as one of the three major strategic emerging industries. The overall competitiveness of the LED industry ranks first in the country, and the industrial scale is leading in the country. A pattern has been formed in which Shenzhen is the leader, Guangzhou Shenzhen is the main axis, and the industrial chain extends to both sides of the axis. Up to now, the Pearl River Delta has become the area with the most concentrated industries in China, and it is an important production base and trade center of LED in China

in Luo Baihui's view, the LED industry in the Pearl River Delta tends to the packaging and application level in the middle and lower reaches. After more than ten years of development, the LED industry in the Pearl River Delta has gradually formed new characteristics. That is, enterprises in Zhongshan Jiangmen Area (transformed from traditional lighting enterprises) pay more attention to product design, and their products tend to be panel lamps, ceiling lamps, kitchen and bathroom lamps and other personal home and office lighting products, which are exquisite and beautiful in appearance and gradually transparent in price. This is our major goal. However, enterprises in Shenzhen, Guangzhou and Dongguan are more inclined to modularization, intelligence and humanization in product design, and products are mostly applied to high-end commercial lighting engineering products such as spotlights, tubes and downlights

2. The Yangtze River Delta has become the most concentrated area in the field of LED chips in Chinese Mainland

the Yangtze River Delta is the main concentration of Chinese led upstream and midstream enterprises. The largest investment and Development Zone has a good environment and rich labor force. Therefore, many epitaxial chip manufacturing and packaging enterprises have been established in the region, with complete industrial chains and large scale. It has four national semiconductor lighting industry bases in Shanghai, Yangzhou, Ningbo and Hangzhou. Representative enterprises include Shanghai Blu ray, Hangzhou shimingxin, etc

in the past three years, the number of LED chip enterprises in the Yangtze River Delta has increased rapidly, which is mainly related to the competitive introduction of MOCVD subsidy policies by many cities in the region. Among them, Yangzhou, Jiangsu is the first city in China to propose cash subsidies for MOCVD, attracting enterprises including Taiwan canyuan optoelectronics, Xiamen Qianzhao optoelectronics, Zhongke semiconductor, Dehao Runda and so on to invest and build factories in Yangzhou. In addition, Shanghai has shown a good industrial development trend in semiconductor chip manufacturing and packaging applications, and has formed a relatively complete industrial chain and enterprise group

Luo Baihui found that after recent years of development, the Yangtze River Delta has also formed a new industrial cluster in the Yangtze River Delta represented by Anhui. Anhui's LED industry chooses to start from the LED extension and chip manufacturing links at the upstream of the industrial chain, promote the development of raw materials and key equipment such as substrates and Mo sources upstream, and develop the packaging and application of backlight, display, automobile and general lighting in the downstream, so as to gradually build a complete industrial chain. At present, more than 20 projects involving sapphire substrate materials, packaging building designers, builders, especially consumers and application product manufacturing in the province are about to be put into construction. And has introduced Wuhu San'an optoelectronics, Dehao Runda, Zhongda electronics, Bangda Qinshang, Hefei rainbow Blu ray and other backbone enterprises

3. Taiwan's industrial integration he is particularly grateful for the obvious dilemma trend.

in recent years, due to the continuous release of production capacity and the market has not been fully opened, Taiwan's LED industry is also facing a cold winter crisis. In order to cope with the downturn of the industry, Taiwan's led enterprises began to gradually move towards industrial integration. From the cases of Jingyuan optoelectronics' acquisition of guangga, Longda's merger with Weili alliance, and San'an optoelectronics' shareholding in canyuan, it is not difficult to see that the merger and integration trend of Taiwan's LED manufacturers is becoming more and more obvious

in the upstream link, the merger of bluecrystal and Zhaoyuan between China and the United States can be said to have pushed Taiwan's LED material industry into an era of major alliances. As a result, xinzhaoyuan has become the largest LED sapphire substrate factory in Taiwan, and is marching towards the global leader. After the merger of the two, not only the whole industrial chain manufacturing mode has been formed, but also the scale efficiency has been greatly improved. In terms of chips, the acquisition of guangga by Jingyuan optoelectronics can not only reduce the investment in equipment, but also avoid the hidden worry of overcapacity caused by repeated investment. The industry estimates that in 2013, guangga will be able to turn losses into profits, and Jingdian will no longer be burdened by reinvestment, which can comprehensively improve business performance and reduce costs for both sides, which is a win-win situation

in terms of packaging, Longda has basically completed the vertical integration of the industrial chain, while Weili alliance is good at the manufacturing and sales of LED packaging and lighting products, and is the largest T5 lamp supplier of China Electric Appliance Co., Ltd. After the merger, the two sides will deepen the cooperative relationship between Longda and CLP, and further improve the original advantages of both sides in Taiwan's LED lighting market

At the same time, Taiwan funded enterprises are also actively setting up joint ventures in the mainland, hoping to expand their market share and profits by taking advantage of the capital and market capacity of the mainland

after experiencing investment fever, price war, washing and promoting the coordinated development of the new material industry, and dislocation development, the LED industry is moving towards the era of industrial integration. Luo Baihui believes that the LED market will usher in more brutal competition and fighting in 2013. At the same time, the industry development will become more rational, and the pattern of China's LED industry will continue to adjust and change in the process of industrial development

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