Click:14809　Date:2013-02-25 23:47:00　Information Source:

In August 2009, the government launched in MOCVD subsidy policy, and other local government fast tracking, resulting in mainland China MOCVD machine installation quantity from 2008 in more than 100 Taiwan, has soared to September 2012 more than 800 sets. Along with the 2012 MOCVD machine operating rate is only 50% or so. To observe the MOCVD new quantity trend can see, MOCVD equipment needs in the middle of 2011 has peaked, slowing growth. Because of MOCVD machine is the upstream LED the most important and the most core equipment, surplus supply LED directly to the 2012 sapphire substrate price hovering at 6-7 dollars (2) up and down.
Not only in MOCVD machine parts, including the upstream sapphire long crystal equipment, middle chip manufacturing, packaging field, there are different degrees of overcapacity phenomenon, according to the understanding, some enterprise to invest a lot of money to purchase sapphire crystal long after the installation, it has not disappeared off production. At present, our country sapphire production enterprise quantity in and around the house, chip manufacturing enterprise in fifty home or so, and packaging, module and the downstream enterprises as many as 2000, the market is expected in the next few years LED industry chain enterprise quantity will be reduced by half. This situation directly shown in the listed company's revenue and net profit, LEDinside statistics 2012 LED enterprise 3 q results found that most of the LED enterprise income down significantly, which ShiLan micro, south photoelectric, dried as photoelectric net profit year-on-year decline 88.94%, 52.42% and 45.91%. In contrast, because of the large size TV and tablet PC back light demand increase, Switzerland abundant photoelectric and poly (fly photoelectric 3 q net profit year-on-year growth of 125% and 12.84%.
Consolidation test the wheel
In the LED industry overall depression at the same time, manufacturers behind the game and integration but action continuously. The industry should be the biggest industry leading three Ann photoelectric and DE hao embellish of mo belong to. Taiwan factory ladies circular polarization electric and China LED epitaxial giant xiamen three Ann photoelectric on November 13, in Taipei grand hyatt hotel officially signed a "share subscription agreement", three Ann will get 19.9% equity, more than 15% of the Japanese manufacturers mitsui, three ladies, become the largest circle institutional shareholders. A stone arouse thousand layer wave, the author thinks that, three Ann and ladies round cooperation, to draw attention to the mainland LED manufacturers vertical integration and horizontal integration of the prelude. Leishi and DE hao embellish of equity agreement may be more let LED analysts guessed the start, but not guess the end. As the WuChangJiang and YanYan guess who would win, but was DE hao embellish of intervention. 2012.12.26 DE hao embellish of declared plans through its wholly owned subsidiary in total price 1.34 billion get leishi lighting a total of 20.05% shares, became the first major shareholders, WuChangJiang will through the constant increase become DE hao run up to the second largest shareholder, hold DE hao embellish 9.31% shares. So far, the mainland two most influential enterprise in the LED industry vertical integration made key step, the author thinks that the two events LED industry in China is a milestone in the history of China, completely changed the LED industry ecological pattern.
In fact, outside the mainland LED integration of enterprises had already started, such as Philips in August 2005, the acquisition of lumileds from traditional lighting production began to LED manufacturing operations; 2010 respectively to buy LED Lighting application enterprise Luceplan and Optimum Lighting, the company completed in LED commercial, outdoor, building and indoor Lighting solutions and other areas of the layout. On the analysis of the current global main LED lighting, the enterprise can be found, in addition to the Cree is simply LED products production enterprise outside, like GE, Philips, Osram, Panasonic, Toshiba and other international a line LED lighting products production enterprise is from the original traditional lamps and lanterns manufacturers turn to LED lamps and lanterns up production. But China's LED lighting products income large manufacturers are mostly pure LED lighting products manufacturers, from the point of the development of these years, was not all plain sailing. The new LED lighting products manufacturers facing market competition is intense, product the good and bad are intermingled and industry standard loss, lack of core technology and price partial higher many obstacles. Three Ann photoelectric and DE hao embellish of cases also reflects the current domestic LED enterprise faces the dilemma.
Europe and the United States companies aimed at China, eye covetously
On August 8, 2012, osram in wuxi new factories based, is expected to be completed and put into operation in 2012, main business is LED chips encapsulation shell. Osram as early as 2005 enters foshan lighting, but not the people first to be provided to foshan lighting too much LED technical support, the purpose is with the aid of foshan lighting channel to develop their own. There is Cree in huizhou ZhongKai high-tech development zone of the factory, this is Cree outside North America's first chip production base. 15 December 2011, Philips in chengdu high-tech zone construction of Philips professional LED lighting project, hope that from China's huge lighting market in a slice of this action. According to the market survey data, Asia in general lighting market share has accounted for about 35% of the total amount of the world, it is estimated that by 2012 will be increased to 45%. Only China lighting market currently has more than 8 billion euros, predicts 2020 will at least double.
The Europe and the United States companies in China have been completed all of the product line layout, and both cost and technological advantages, system, Korean manufacturers are also trying to through the self-built or in the form of joint venture into the China market. Industry generally expected, with chip efficacy, heat dissipation technology promotion and light engines such as the establishment of the industry standard, in the coming years will be outdoor lighting, commercial lighting as well as household lighting outbreak period. The author thinks that, in the upstream/middle areas of overcapacity situation does not improve, a hierarchical before both advantages, at the same time also has the ability to integrate the downstream channel of the enterprise can be in the future the cruel price capacity war survival.
The mainland LED industry chain integration accelerating,