Domestic LED lighting companies "horse" competition how to achieve international breakthrough

At present, although there are many LED lighting companies in China, there are no leading companies. At present, LED lighting companies are private enterprises, and there are only a handful of companies with an annual output value exceeding 2 billion. The industries supported by private enterprises will naturally be limited in their development along with the disadvantages of private enterprises. So, how do LED lighting companies in China compete in international competition?

NVC Lighting and Wu Changjiang are two well-known names in Huizhou. One is a well-known enterprise in the lighting industry. The annual output of capillary tubes is about 500 million, and one is private entrepreneurs who have fought for 17 years in the lighting industry. On May 20, 2010, these two lighting-related names once again became the focus of media and people's attention. The reason is simple.

On May 20th, NVC Lighting was listed on the Hong Kong Stock Exchange. Unfortunately, the first day of the listing was broken. At the lowest, it dropped to HK$1.8/share (issue price of HK$2.1/share). "I also don't understand why. It is reasonable to say that we should be very good. But I believe that a good company, a gold sooner or later is to shine." May 28, NVC Lighting President Wu Changjiang in Huizhou NVC lighting base Some in the office told reporters depressed.

NVC Lighting is located beside Guanghui Expressway in Wuhu Town, Huizhou City, and is separated from TCL by 70 kilometers from Shenzhen and only two hours drive from Foshan. The listing of NVC not only caused concern for its share price, but also caused people to pay attention to an emerging industry, LED lighting.

Only in the small and narrow area of ​​Zhongxin High-tech Zone in Huizhou, hundreds of LED lighting companies gather here. According to incomplete statistics, Huizhou has more than 300 lighting companies and accounts for 70% of the national industry. Among them, there are nearly 80 LED companies with a number of key enterprises and perfect industrial chains such as Huizhou Career, NVC, TCL Lighting, Yuanhui Lighting, BYD, Weizhi Electronics, and Sidon Lighting. Recently, four global LED manufacturing companies, such as the American Cree and Osram, have settled in Huizhou. Today's Huizhou and surrounding Shenzhen and Foshan are relatively complete areas for the LED lighting industry chain layout, and are also the regions with the most “fighting”.

In Shenzhen, according to the latest industry report, at present, Shenzhen has fostered and gathered more than 900 LED companies, accounting for about 70% of the country's total. Last year, the output value of the LED industry in Shenzhen increased by 30% year-on-year and exceeded 20 billion yuan for the first time.

“The government also supports the use and promotion of energy-saving lamps in the form of subsidies. The number of subsidies this year is about 150 million; the growth rate of energy-saving lamp sales in the lighting industry is 20%, and the growth rate of energy-saving lamps is 40%.” The Yangtze River said that China is a major producer of energy-saving lamps, which is about 3.5 billion this year. 80% of the world's energy-saving lamps are produced in China and about 60% are exported.

According to industry statistics, China's LED sales will exceed 150 billion yuan in 2010, twice as much as in 2008, and will continue to grow at an annual rate of 30%. According to report, only one province in Guangdong is expected to reach 120 billion yuan in industrial scale by 2012, and will exceed 300 billion yuan in 2015. By 2015, the industrial scale will reach 500 billion yuan. It is clear that the LED industry has emerged as the emerging industry that many global businesses must compete for.

"Only looking at China's civil lighting, there is a market worth about 40 billion yuan." Bi Boxi, chief executive of Philips Lighting (China), revealed an attractive figure in an interview with the media. "In the next 15 years, China's LED industry market and China's export market are expected to be worth about 5 trillion yuan," Yi Chunyu, vice president of TCL Group, gave an optimistic forecast.

At the same time, at the beginning of April, the National Development and Reform Commission, the Ministry of Finance, the People's Bank of China, and the State Administration of Taxation jointly issued the “Opinions on Accelerating the Implementation of Contract Energy Management and Promoting the Development of Energy-Saving Service Industry”, and the comments showed that various energy-saving and environmental protection industries can pass contract energy management (EMC ) The way to develop, it has also become a hot topic for this industry.

There is no doubt that this is an exciting huge market space and there is policy support. As long as the cake is large enough, the eater will naturally have more.

“China’s demand for energy-saving lamps earlier may be said to be in short supply. As long as they are produced, they are not afraid to sell them.” Wu Changjiang told reporters that for the LED lighting market, the morning project means that it can be deployed in more areas as soon as possible. , get first-mover advantage. This is the potential logic that triggered the industry boom.

“At present, there are 3,000 to 4,000 LED lighting companies in China, and there are more than 50 well-known enterprises with a small scale.” Wu Changjiang said. The rapid rise of domestic LED companies, from Sanan Optoelectronics to Silan Microelectronics to “Berlinger” BDO Runda, as well as the United States of America lighting this year also showed products including home, business, electrician and other fields to show its "The perfect product line formed in two years. The LED industry boom almost swept the industry.

Take Foshan Nanhai as an example, Nanhai District of Foshan City has gathered LED upstream and downstream companies, such as Snow Wright (002076.SZ), Nanhai Chi Mei, Zhaoxin Group, Jisheng Optoelectronics, and Jinbang Electronics. According to Bang Min, District Head of Nanhai District, Foshan City, In order to promote the development of the LED industry, Nanhai District has also established a special LED industry development fund with a total scale of 1 billion to 2 billion yuan. After 3-5 years, Foshan Nanhai is expected to become a well-known LED industry base in China.

In addition to the domestic LED lighting companies in the crazy layout of the center in Guangdong, in recent years, there are Taiwanese-funded enterprises to the mainland to produce upstream products, such as Taiwan plant Ding Yuan Optoelectronics investment in Wuhan set up Yuan Mao Optoelectronics, mainly to produce LED chips; 2009 In 2008, another Taiwanese factory Yuyuan Optical LED production base also settled in Weihai, Shandong Province.