In recent years, the LED industry has maintained a high growth trend. However, some enterprises closed down last year. Shenzhen, known as the "LED City", abolished the LED industry development plan at the beginning of this year. In particular, the photovoltaic industry, which is also a strategic emerging industry, suffered heavy losses, which triggered market concerns about the LED industry.

After extensive investigations by relevant companies in the Pearl River Delta and the Yangtze River Delta, the reporter believes that the main problem in the current LED industry is the overcapacity in the upstream, and the overall situation is still good. In the future, it is necessary to learn from the photovoltaic industry's lessons, improve support methods, focus on expanding the consumer market, and promote the healthy development of the industry.

For the development status of the LED industry, we have three basic judgments: the structural surplus in the upstream sector, the non-overall surplus, and the downstream market segment will continue to grow strongly; compared with the photovoltaic industry where 90% of the products depend on exports, the LED industry is much safer. More than 70% of the products are sold domestically; although there are government-subsidized enterprises in the LED industry, overall, government subsidies are mainly used for cultivating the market to cultivate the market, and most of the LED industry is small and medium-sized enterprises, and there will be no “abandonment of the government”. "problem.

At present, China's LED industry has entered the integration period, and more enterprises will be eliminated in the future. This is a necessary process for the industry to mature and does not affect the overall development. While optimistic, the three hidden concerns can not be ignored.

The first is the weak technological innovation capability. The high-end product technology of the value chain represented by chips is still mainly in the hands of foreign companies. For example, more than 980 MOCVD machines in China are basically imported, and key equipment in the middle and lower reaches are mainly imported, which poses hidden dangers for the industry.

Second, the lack of leading companies to lead. A large number of small and medium-sized enterprises occupy the low-end market, and the price war is high, and the quality of products is worrying. China's large-scale LED companies have an annual operating income of only several billion yuan, which is far from the international giant's annual sales of 10 billion US dollars.

Third, there are still direct subsidies to production enterprises, and policy guidance needs to be regulated. At present, governments at all levels have introduced some promotion policies, but the intention is to subsidize technological innovation, but it has been used by some enterprises to expand production capacity, resulting in unfair competition and disorderly expansion of production capacity, and policy adjustments are needed. Some local governments' subsidies for PV companies have caused a sharp increase in production capacity and serious trade frictions.

From the perspective of global competition, although the United States, Japan, the European Union, and South Korea still occupy the high end of the industrial chain, with the expiration of some core patents, the domestic technical level is constantly improving. As long as the policies are improved in time, China's LED industry is likely to be pursued. To lead the leap. The author suggests that policy improvement can be started from the following aspects.

Eliminate production-side subsidies, expand the scope and intensity of government procurement and demonstration projects, and promote industrial development in a larger and more competitive domestic market. At present, Guangdong Province has adopted LED lighting on a large area of ​​street lamps, achieving significant energy saving effects. In public utilities such as schools and hospitals, LED lighting can also be widely used, and consumer subsidies can be used to open the market for ordinary residents.

In the future, Chinese enterprises will participate more in international competition. They need to plan ahead, systematically sort out the LED industry policies of all levels of government, amend the provisions that are inconsistent with WTO rules, and avoid using “government encouragement” and “government support”. People use the terminology to regulate the local government's support for land use, electricity use, and water use. Avoid the embarrassing situation that “there is no government support in the front, and the rear government says it should be strongly supported” in the PV “double-reverse” confrontation.

It is also necessary to formulate LED product certification standards early; in the government procurement, set up a "standard system" to guide product quality improvement; coordinate and coordinate local development planning to avoid low-level redundant construction. In addition, strengthen the construction of industrial technology service intermediary platforms, establish a collaborative innovation mechanism among enterprises, and promote core and common technological breakthroughs.

(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)

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