LED policy began to be rational

National Development and Reform Commission recently released the "semiconductor lighting energy-saving industry plan", the 2015 LED lighting output value from the "Twelve Five-Year" plan of 500 billion yuan down to 450 billion yuan.

In addition to relying on government orders, companies in the industry are also exploring the commercial market. This year will be a key year for LED lighting channel competition. Qinshangzhong, vice president of QINGSUNG Optoelectronics, stated that “industry reshuffle is the law of the market, and the future industry structure of LED lighting will be the same as today’s color TV industry.”

The policy support LED is more rational. Ding Runda, Board Secretary of the Board of Directors, said that the "planning" has continued the "ten cities and ten thousand" government support policies in the past LED, maintaining the continuity of the policy. However, the "planning" will reduce the output value of China's LED lighting from 500 billion yuan in the "Twelfth Five-year Plan" to 450 billion yuan in 2015, and adjust the number of LED lighting leading enterprises from 20 to 30 to 10 to 15, which shows that The government's rational attitude.

"The domestic LED lighting companies are in a state of 'mixed combat' before 2012." Deng Fei admitted frankly that companies with large-scale, core technologies have not completely emerged from the competition.

"Planning" set the target, in 2015 LED chip localization rate reached 80% or more; large-scale MOCVD equipment (LED chip production equipment), the key raw materials to achieve localization; testing equipment localization rate of more than 70%. Deng Fei believes that compared with the international giants, domestic LED lighting companies are small in scale, emphasizing that the localization rate can make room for the growth of domestic companies.

According to the "Planning", as of the end of 2010, China had more than 5,000 LED lighting companies, of which about 1,000 were above-scale enterprises. The disorganized situation has been plaguing the development and growth of China's LED lighting industry. In order to regulate the development of the industry, the country will study the establishment of the LED lighting industry access threshold, and will implement the energy efficiency "leader" system in the LED lighting industry.

According to Jun Jun, Deputy Secretary General of the National Semiconductor Lighting Engineering R&D and Industry Alliance, China’s largest LED lighting company has only 4 billion yuan in output value a year. The country hopes to increase the competitiveness of LED companies and there are some powerful companies that encourage industrial mergers and acquisitions. Reorganization. "Without scale, we can't talk about technological innovation and independent brands."

The planning of the commercial LED lighting market to be launched indicates that the proportion of China's LED lighting in the overall lighting market will increase from 0.2% in 2010 to 20% in 2015. By 2015, the scale of China's LED lighting industry will reach 450 billion yuan, of which LED lighting applications will reach 180 billion yuan.

Jun Jun said that in 2012, the output value of China's LED lighting applications was about 30 billion yuan. It is inferred that China's LED lighting industry will achieve rapid growth of 6 times in the next three years.

“The domestic LED lighting now has two mainstream markets. One is the government-led streetlights and public lighting; the other is the energy-saving transformation of commercial lighting. The civilian LED lighting market is still very small.” Deng Fei said that the commercial LED lighting market is starting , Many real estate renovation LED lights are selected this year, the future LED market will be driven from the government to the government, the market "two-wheel drive." "Berde Runda acquired NVC Lighting at the end of last year, it is also to see the channel advantage of NVC in the commercial lighting market."

"The LED lighting commercial market will rise this year, because from the perspective of application technology, product prices, etc., the degree of agreement between LED lighting and demand has already been reached," said Biandifei, a director and vice president of Huacan Optoelectronics in the LED lighting chip industry. Higher and higher."

However, Zhao Jinrong, president of Northern Microelectronics, which makes LED production equipment, is more cautious. He said that although the state provides for the elimination of incandescent lamps of more than 60 watts by 2015, the biggest opponent of LED lamps is energy-saving lamps. The future price of LED lights will also drop to compete with energy-saving lamps. "This depends on the government's efforts and specific standards for energy-saving subsidies for LED lamps."