Although Zhen Mingli’s losses were only a case of frustration, as one of the main beneficiaries of Jiangmen’s LED industry leader and huge government subsidies in the industry, Zhen Mingli’s frustration could not help but bring chills to the entire industry. What is intriguing is whether there is false prosperity in the development of Jiangmen LED industry?
The market outlook for the collapse of the tide is still optimistic
"In recent years, the LED industry has developed at a high speed, and technology, capital, and policies are all gathering in LEDs. It is showing great vitality. In the process of development, some enterprises have closed down and the quality of products is not high. These are the development processes of any emerging industries. Inevitably, it is not unique to the LED industry.†Wen Shangsheng, director of the Guangdong Provincial Semiconductor Lighting Professional Committee and the State Key Laboratory of Luminescent Materials and Devices of South China University of Technology, said in an interview.
"The development of LED industry in Jiangmen has a foundation for stamina." This is the evaluation of Jiangmen by the Director of the Trade and Industry Department of the State Council Policy Research Office, Tang Yuan, when Jiangmen held the first Guangbo Fair in 2011. At that time, Jiangmen was full of confidence in the LED industry, and its development prospects were widely optimistic. The semiconductor lighting industry has also been listed as one of Jiangmen's three strategic emerging industries, and has been focused on cultivation. It is regarded as an important support and support for Jiangmen's future economic development. Since 2009, Jiangmen has issued a preferential policy with very high gold content, encouraging enterprises to introduce MOCVD equipment, each of which will be subsidized by 8 million to 12 million yuan. At the same time, according to the characteristics of the rapid development of the LED industry and the need to build a full industrial chain, Jiangmen has arranged 150 million yuan of special funds every year for two consecutive years, and also built the National LED Product Supervision and Inspection Center and the National Semiconductor Photoelectric Product Testing Key Laboratory.
"As the largest leading enterprise in Jiangmen, we have taken the best location, the most favorable land price, and received such a huge subsidy. In the end, we will definitely bring a certain blow to the confidence of the industry and make other eager to try. Later, the heart retired." Jiangmen, an LED downstream company, told reporters. The insiders even slammed that Jiangmen should take this opportunity to reflect on whether there are problems with the previous support policies and subsidies.
It is reported that Jiangmen currently has three large-scale enterprises that produce LED chips in the upstream, basically only three of them: Zhen Mingli, Deli and Orend. Among them, Zhen Mingli and Orende have entered the production stage, and 10 MOCVD equipment ordered by Deli this year are currently in the stage of installation and commissioning. Therefore, Yin Haosong, secretary general of the Jiangmen LED Industry Association, said that even though Zhen Mingli is not in a good position, it is still a giant in the industry.
Faced with the collapse of LED companies in various parts of the province, many people in the industry believe that it is the result of normal market competition. Wen Shangsheng, director of the Guangdong Provincial Semiconductor Lighting Professional Committee and professor of the State Key Laboratory of Luminescent Materials and Devices of South China University of Technology, said in an interview that there is a temporary surplus of LED products in some industrial sectors, which is also a market economy environment. It is a normal phenomenon that the profit of capital is determined by profit. He believes that with the adjustment of market mechanisms and the integration of resources, everything will return to normal.
In contrast, Yin Yisong is more pessimistic about the prospects of Jiangmen LED industry development. "The market is very chaotic now, and there are no product standards. I think Jiangmen's LED industry chain is very short and may not be available soon."
Lin Zhenxian told reporters: "To be in this field, the pockets must be deep enough, there is no money, and the technology can't sustain it. Secondly, technology must keep up with it. If there is money, there is no technology. Now the technology upgrade is too fast, no. The upgrade is not competitive. The last is the problem of talent and management, poor management, brain drain, like the real bright, people can't do it if they run away."
In the first half of 2013, the total output value of LED industry in Guangdong Province was 125.168 billion yuan, a year-on-year increase of 27.73%. For the fourth consecutive year, the growth rate of LED output value exceeded 20%. With the further maturity of the development of the LED industry, the overall development of the LED industry in Guangdong will change from the explosive growth in the past to the rational growth phase.
Local companies do not buy local chips "Jiangmen Quality" at the low end 徘徊
"Jiangmen is now upstream, midstream, and downstream, but 70%-80% are downstream. The upstream, such as chips and epitaxial wafers, are relatively weak. Although the industrial chain is relatively complete, many companies do not need LED lamps from local upstream companies. Products. Most of them use Taiwan's products because of the best performance and price ratio," said Fushun Lu, the dean and general manager of Guangdong Huanan Semiconductor Optoelectronics Research Institute.
Since 2009, under the strong stimulation of provincial and local policies, Jiangmen's green light source output has doubled. According to statistics, there were only more than 100 enterprises in 2009, and the output value of 9.5 billion was in the starting state. By 2012, the number of LED manufacturers has increased to more than 300, and the output value has exceeded 19 billion yuan, an increase of more than 100%; Since then, according to incomplete statistics, there are as many as 1,000 LED-related enterprises in Jiangmen City, and a complete industrial chain of “epitaxial-chip-package-application†has been formed.
Wang Junhua, director and deputy general manager of Guangdong Juke Lighting Co., Ltd., also feels that the number of LED companies in Jiangmen is expanding rapidly: “When we settled in the high-tech zone in 2010, there were less than 10 LED manufacturing companies in just a few years. Now there are more than 500."
Frequently talking with industry companies to understand their technical needs, Luan Lu pointed out that at present, Jiangmen LED enterprises are mainly small and micro enterprises, and there are many enterprises with 20-30 people. “Jiangmen and Zhongshan’s LED products are in the low-end market, and they are famous in the whole country. Changzhou and Yiwu are getting goods in Jiangmen and Zhongshan. But the quality of Jiangmen products generally reflects better quality than ancient towns, and the price is 20% higher. -30%."
He also compared Jiangmen with other cities in the Pearl River Delta: "Shenzhen, Dongguan, and Guangzhou focus on high-end markets. For example, municipal lighting projects by local governments generally require qualifications. The registered capital is more than 50 million yuan. The requirements are benchmarking companies and Listed company, where is Jiangmen?†He pointed out that the most terrible thing about Jiangmen is the lack of good leading enterprises. Many companies are OEM for others, focusing on the development of indoor lighting, while public lighting such as outdoor street lamps are technical and quality. The requirements are relatively high. It is understood that Jiangmen LED companies have repeatedly missed the looting of municipal orders, the reasons may be slightly from the industry status mentioned above.
Lin Zhenxian analyzed the reason for the poor quality of some LED products in Jiangmen. The reason is that the cost is too high, and the price is not welcomed by the market. Therefore, the cost can be reduced, the quality requirements can be reduced, and the products can be sold even if the product life is only One or two years.
It is reported that the current LED industry does not have a clear and specific industry standard, each manufacturer can only produce according to its own standards, the market is more chaotic, and the product quality is uneven. In this regard, Lin Zhenxian believes that the upgrading of the industry is too fast. “Because the quality of the industry is getting better and better, the technology is improving very quickly. Every half a year, we will go to a grade. Today we have discussed a standard. After half a year, it will not be applicable. After the standard comes out, it will soon fall behind.†He also pointed out that Even if the standard is fixed, if the cost is too high, the price can't reach the acceptable level, and it doesn't make much sense.
"The homogenization of domestic LED products is very problematic, so that consumers can't see clearly. The appearance is the same, and they can only compare the price." Fortunately, Lusheng believes that LED companies are caught in the price war, and the important reason is that innovation and research and development capabilities are not enough. . “The problem is that small enterprises have no research and development capabilities, and there are many plagiarism in the market, and the homogenization is serious. At present, LED competition is a combination of innovation and cost. It must have innovation and technology development capabilities, create new technologies, but also adapt to the market. To have low-cost capabilities, the government should increase its efforts to support public R&D platforms to benefit SMEs."
Basic support and taxation industry
In Jiangmen, green light sources, together with new energy and high-end equipment manufacturing, have been listed as three key strategic emerging industries for key cultivation and development, and they have spared no effort. In addition to the previous subsidy of 8 million to 12 million yuan for the purchase of LED key equipment MOCVD, and the annual arrangement of 150 million special funds for two consecutive years, this year is a new policy, which will focus on the transfer of upstream epitaxial chips to downstream packaging applications. The scope has been expanded to the entire industrial chain, and new preferential policies for attracting major projects have been added, and new financial support for e-commerce, logistics platforms, public technologies and design platforms has been added.
However, the development of Jiangmen LED industry is still not very satisfactory, lacking competitive high-quality leading enterprises. "The crux is still that there is no money, the government has limited financial resources, and many of the things that should be done are not well done." The deputy general manager of a certain LED company in Gaoxin District told reporters that "the infrastructure of the park is far behind, in terms of power generation, Although we have ten sets of equipment, they can't be put into use at the same time, and the power supply can only start five. If we want to start ten, the company has to pull the line ourselves." He believes that the company has invested 15 million to 20 million yuan in its own cost. It is a heavy burden to pull a few kilometers of wires. Later, the high-tech zone proposed to build a substation, which is close to the company. After the company got the news, it felt very exciting. "But in fact, it has not been able to start construction. This is good. It was built after one year. We went to the relevant departments to understand the situation. The explanation is that only one of your power units is currently not cost-effective, and many companies are waiting. It’s been built again. It’s been reminded that there is still no fixed timetable.â€
In addition to the power supply can not meet the requirements, the person in charge of the company also told reporters that because the construction of the sewage pipe network in the high-tech zone has not been completed, the company has to invest nearly 8 million yuan to treat sewage. It is reported that the sewage pipe network project of the High-tech Zone and Jianghai District is planned to be completed in 2014. However, the company said that due to production needs, it is estimated that the construction of the sewage pipeline in the park will not be able to bear the construction costs.
In addition to the backward infrastructure of the park, some insiders also told reporters that Jiangmen’s tax rebate policy is not enough for the surrounding city. He gave an example. For example, if you bought 100 mu of land in the high-tech zone, you will receive the land property tax according to the red line. , a square meter of 4 yuan / year, has been received for 10 years, counted is not a small number. "But Huizhou returned 80%, Zhongshan returned 100%, and Jiangmen did not return. To set up a factory, to buy 100 acres of land will pay more than 1 million yuan tax, the burden of enterprises is large, it is difficult."
The general manager of a company in the high-tech zone that manufactures ultra-high-power LED lighting applications told reporters that it is hoped that the policies and supporting aspects of the Jiangmen municipal government can be more realistic in reference to the practices of other cities in the Pearl River Delta, especially in public lighting. When bidding for orders, we can consider Jiangmen's qualified enterprises and provide substantial support.
( 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. )
The market outlook for the collapse of the tide is still optimistic
"In recent years, the LED industry has developed at a high speed, and technology, capital, and policies are all gathering in LEDs. It is showing great vitality. In the process of development, some enterprises have closed down and the quality of products is not high. These are the development processes of any emerging industries. Inevitably, it is not unique to the LED industry.†Wen Shangsheng, director of the Guangdong Provincial Semiconductor Lighting Professional Committee and the State Key Laboratory of Luminescent Materials and Devices of South China University of Technology, said in an interview.
"The development of LED industry in Jiangmen has a foundation for stamina." This is the evaluation of Jiangmen by the Director of the Trade and Industry Department of the State Council Policy Research Office, Tang Yuan, when Jiangmen held the first Guangbo Fair in 2011. At that time, Jiangmen was full of confidence in the LED industry, and its development prospects were widely optimistic. The semiconductor lighting industry has also been listed as one of Jiangmen's three strategic emerging industries, and has been focused on cultivation. It is regarded as an important support and support for Jiangmen's future economic development. Since 2009, Jiangmen has issued a preferential policy with very high gold content, encouraging enterprises to introduce MOCVD equipment, each of which will be subsidized by 8 million to 12 million yuan. At the same time, according to the characteristics of the rapid development of the LED industry and the need to build a full industrial chain, Jiangmen has arranged 150 million yuan of special funds every year for two consecutive years, and also built the National LED Product Supervision and Inspection Center and the National Semiconductor Photoelectric Product Testing Key Laboratory.
"As the largest leading enterprise in Jiangmen, we have taken the best location, the most favorable land price, and received such a huge subsidy. In the end, we will definitely bring a certain blow to the confidence of the industry and make other eager to try. Later, the heart retired." Jiangmen, an LED downstream company, told reporters. The insiders even slammed that Jiangmen should take this opportunity to reflect on whether there are problems with the previous support policies and subsidies.
It is reported that Jiangmen currently has three large-scale enterprises that produce LED chips in the upstream, basically only three of them: Zhen Mingli, Deli and Orend. Among them, Zhen Mingli and Orende have entered the production stage, and 10 MOCVD equipment ordered by Deli this year are currently in the stage of installation and commissioning. Therefore, Yin Haosong, secretary general of the Jiangmen LED Industry Association, said that even though Zhen Mingli is not in a good position, it is still a giant in the industry.
Faced with the collapse of LED companies in various parts of the province, many people in the industry believe that it is the result of normal market competition. Wen Shangsheng, director of the Guangdong Provincial Semiconductor Lighting Professional Committee and professor of the State Key Laboratory of Luminescent Materials and Devices of South China University of Technology, said in an interview that there is a temporary surplus of LED products in some industrial sectors, which is also a market economy environment. It is a normal phenomenon that the profit of capital is determined by profit. He believes that with the adjustment of market mechanisms and the integration of resources, everything will return to normal.
In contrast, Yin Yisong is more pessimistic about the prospects of Jiangmen LED industry development. "The market is very chaotic now, and there are no product standards. I think Jiangmen's LED industry chain is very short and may not be available soon."
Lin Zhenxian told reporters: "To be in this field, the pockets must be deep enough, there is no money, and the technology can't sustain it. Secondly, technology must keep up with it. If there is money, there is no technology. Now the technology upgrade is too fast, no. The upgrade is not competitive. The last is the problem of talent and management, poor management, brain drain, like the real bright, people can't do it if they run away."
In the first half of 2013, the total output value of LED industry in Guangdong Province was 125.168 billion yuan, a year-on-year increase of 27.73%. For the fourth consecutive year, the growth rate of LED output value exceeded 20%. With the further maturity of the development of the LED industry, the overall development of the LED industry in Guangdong will change from the explosive growth in the past to the rational growth phase.
Local companies do not buy local chips "Jiangmen Quality" at the low end 徘徊
"Jiangmen is now upstream, midstream, and downstream, but 70%-80% are downstream. The upstream, such as chips and epitaxial wafers, are relatively weak. Although the industrial chain is relatively complete, many companies do not need LED lamps from local upstream companies. Products. Most of them use Taiwan's products because of the best performance and price ratio," said Fushun Lu, the dean and general manager of Guangdong Huanan Semiconductor Optoelectronics Research Institute.
Since 2009, under the strong stimulation of provincial and local policies, Jiangmen's green light source output has doubled. According to statistics, there were only more than 100 enterprises in 2009, and the output value of 9.5 billion was in the starting state. By 2012, the number of LED manufacturers has increased to more than 300, and the output value has exceeded 19 billion yuan, an increase of more than 100%; Since then, according to incomplete statistics, there are as many as 1,000 LED-related enterprises in Jiangmen City, and a complete industrial chain of “epitaxial-chip-package-application†has been formed.
Wang Junhua, director and deputy general manager of Guangdong Juke Lighting Co., Ltd., also feels that the number of LED companies in Jiangmen is expanding rapidly: “When we settled in the high-tech zone in 2010, there were less than 10 LED manufacturing companies in just a few years. Now there are more than 500."
Frequently talking with industry companies to understand their technical needs, Luan Lu pointed out that at present, Jiangmen LED enterprises are mainly small and micro enterprises, and there are many enterprises with 20-30 people. “Jiangmen and Zhongshan’s LED products are in the low-end market, and they are famous in the whole country. Changzhou and Yiwu are getting goods in Jiangmen and Zhongshan. But the quality of Jiangmen products generally reflects better quality than ancient towns, and the price is 20% higher. -30%."
He also compared Jiangmen with other cities in the Pearl River Delta: "Shenzhen, Dongguan, and Guangzhou focus on high-end markets. For example, municipal lighting projects by local governments generally require qualifications. The registered capital is more than 50 million yuan. The requirements are benchmarking companies and Listed company, where is Jiangmen?†He pointed out that the most terrible thing about Jiangmen is the lack of good leading enterprises. Many companies are OEM for others, focusing on the development of indoor lighting, while public lighting such as outdoor street lamps are technical and quality. The requirements are relatively high. It is understood that Jiangmen LED companies have repeatedly missed the looting of municipal orders, the reasons may be slightly from the industry status mentioned above.
Lin Zhenxian analyzed the reason for the poor quality of some LED products in Jiangmen. The reason is that the cost is too high, and the price is not welcomed by the market. Therefore, the cost can be reduced, the quality requirements can be reduced, and the products can be sold even if the product life is only One or two years.
It is reported that the current LED industry does not have a clear and specific industry standard, each manufacturer can only produce according to its own standards, the market is more chaotic, and the product quality is uneven. In this regard, Lin Zhenxian believes that the upgrading of the industry is too fast. “Because the quality of the industry is getting better and better, the technology is improving very quickly. Every half a year, we will go to a grade. Today we have discussed a standard. After half a year, it will not be applicable. After the standard comes out, it will soon fall behind.†He also pointed out that Even if the standard is fixed, if the cost is too high, the price can't reach the acceptable level, and it doesn't make much sense.
"The homogenization of domestic LED products is very problematic, so that consumers can't see clearly. The appearance is the same, and they can only compare the price." Fortunately, Lusheng believes that LED companies are caught in the price war, and the important reason is that innovation and research and development capabilities are not enough. . “The problem is that small enterprises have no research and development capabilities, and there are many plagiarism in the market, and the homogenization is serious. At present, LED competition is a combination of innovation and cost. It must have innovation and technology development capabilities, create new technologies, but also adapt to the market. To have low-cost capabilities, the government should increase its efforts to support public R&D platforms to benefit SMEs."
Basic support and taxation industry
In Jiangmen, green light sources, together with new energy and high-end equipment manufacturing, have been listed as three key strategic emerging industries for key cultivation and development, and they have spared no effort. In addition to the previous subsidy of 8 million to 12 million yuan for the purchase of LED key equipment MOCVD, and the annual arrangement of 150 million special funds for two consecutive years, this year is a new policy, which will focus on the transfer of upstream epitaxial chips to downstream packaging applications. The scope has been expanded to the entire industrial chain, and new preferential policies for attracting major projects have been added, and new financial support for e-commerce, logistics platforms, public technologies and design platforms has been added.
However, the development of Jiangmen LED industry is still not very satisfactory, lacking competitive high-quality leading enterprises. "The crux is still that there is no money, the government has limited financial resources, and many of the things that should be done are not well done." The deputy general manager of a certain LED company in Gaoxin District told reporters that "the infrastructure of the park is far behind, in terms of power generation, Although we have ten sets of equipment, they can't be put into use at the same time, and the power supply can only start five. If we want to start ten, the company has to pull the line ourselves." He believes that the company has invested 15 million to 20 million yuan in its own cost. It is a heavy burden to pull a few kilometers of wires. Later, the high-tech zone proposed to build a substation, which is close to the company. After the company got the news, it felt very exciting. "But in fact, it has not been able to start construction. This is good. It was built after one year. We went to the relevant departments to understand the situation. The explanation is that only one of your power units is currently not cost-effective, and many companies are waiting. It’s been built again. It’s been reminded that there is still no fixed timetable.â€
In addition to the power supply can not meet the requirements, the person in charge of the company also told reporters that because the construction of the sewage pipe network in the high-tech zone has not been completed, the company has to invest nearly 8 million yuan to treat sewage. It is reported that the sewage pipe network project of the High-tech Zone and Jianghai District is planned to be completed in 2014. However, the company said that due to production needs, it is estimated that the construction of the sewage pipeline in the park will not be able to bear the construction costs.
In addition to the backward infrastructure of the park, some insiders also told reporters that Jiangmen’s tax rebate policy is not enough for the surrounding city. He gave an example. For example, if you bought 100 mu of land in the high-tech zone, you will receive the land property tax according to the red line. , a square meter of 4 yuan / year, has been received for 10 years, counted is not a small number. "But Huizhou returned 80%, Zhongshan returned 100%, and Jiangmen did not return. To set up a factory, to buy 100 acres of land will pay more than 1 million yuan tax, the burden of enterprises is large, it is difficult."
The general manager of a company in the high-tech zone that manufactures ultra-high-power LED lighting applications told reporters that it is hoped that the policies and supporting aspects of the Jiangmen municipal government can be more realistic in reference to the practices of other cities in the Pearl River Delta, especially in public lighting. When bidding for orders, we can consider Jiangmen's qualified enterprises and provide substantial support.
( 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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