Industry: LED Industry Reshuffle Through Three Forces

The collapse of small and micro led enterprises last year has opened the curtain of the reshuffle of China's LED industry. Since the beginning of this year, three major factors, such as the rising threshold of government procurement, the continuous tide of IPO listing and the introduction of industry standards, will accelerate the process of reshuffle in the LED industry.

On March 20 this year, the "2012 financial subsidy promotion project for semiconductor lighting products" organized by the Ministry of finance, the national development and Reform Commission and the Ministry of science and technology held a domestic public bidding in Beijing, involving led downlights and reflective self ballasting LED lights for indoor lighting, LED street lights and led tunnel lights for outdoor lighting, Nearly 300 bidding representatives from 110 enterprises across the country participated in the bidding activities.

The national development and Reform Commission made it clear that in 2012, the Chinese government will spend 40 billion yuan on the procurement of LED street lamps and provide 30% financial subsidies to LED street lamp users. Since March this year, all lighting projects and new planning areas invested by the provincial government have used LED electrodeless lamps in the field of public lighting, which is estimated to bring a market of hundreds of billions of yuan.

Don't think that the government will "sprinkle pepper" again. An entrepreneur who participated in the bidding on March 20 revealed that the national bidding raised the threshold. For example, products should have energy-saving certification. The province also invited tenders for LED products entering the indoor lighting of public works this year. So far, downlights of 3 enterprises, spotlights of 3 enterprises, bulb lamps of 6 enterprises and fluorescent lamps of 22 enterprises have won the bid.

Facing the industry pattern of "small and scattered", the government began to realize that it is necessary to support powerful enterprises to become bigger and stronger.

More and more led enterprises are listed, which will become another important force for industry integration. After development in recent years, the total number of Listed Companies in the LED industry has been close to 40, and not a few are lining up for listing. It is expected to produce some industry leaders who can compete with international giants.

According to the data of provincial Lighting Appliance Association, from 2010 to now, more than 100 LED projection lamp enterprises have completed the share reform, and the Pearl River delta accounts for 51.5%; The listed led enterprises account for about 61.5%, including Hongli optoelectronics, Zhouming technology, etc; There are also some ready to be listed, such as Shenzhen Jiawei Co., Ltd., which exports solar LED outdoor lights for 1 billion yuan a year, and will be listed soon.

After the listing of led enterprises, it is not only conducive to establish their own good brand image in the chaotic market, but also can use capital means to acquire and merge, expand themselves and purify the market. Zhouming technology said that if it encounters a good project, it does not rule out the possibility of acquisition.

The third force of integration comes from the continuous improvement of industry standards. The national standardization management committee recently held the first working meeting of the semiconductor lighting standard leading group, involving the national development and Reform Commission, the Ministry of science and technology, the Ministry of industry and information technology, the Ministry of housing and urban rural development, the Ministry of Finance and other departments. This is the first time that the industry has uniformly planned and deployed the semiconductor lighting standardization work at the national level Light source and lamps, lighting application and energy efficiency.

The Provincial Department of science and technology will also announce the progress in the formulation of semiconductor lighting standards this week. At present, 130 standard items have been listed, and led enterprises can participate in the revision of industry standards through bidding.

It can be predicted that with the gradual improvement of industry standards, the LED metal halide lamp industry will bid farewell to the mixed situation. In the upcoming 12th Five Year Plan for semiconductor lighting, the state pointed out that by 2015, the scale of semiconductor lighting industry will reach 500 billion yuan, and cultivate 20 30 leading enterprises with independent brands and independent intellectual property rights, and 40 50 innovative high-tech enterprises