The LED industry is regarded as a strategic emerging industry that is very likely to trigger a new round of industrial revolution. There have been signs of blind investment in scale in our country, and even local investment has been overheated. This factor and the capital bottlenecks faced by companies are superimposed, causing emerging industries to show the trend of most core technologies being mastered by foreign companies. He Zaihua, a senior research fellow at China Investment Consulting Group, pointed out that the development of a new industry cannot be separated from the strong support of the national policy. It is precisely because of the impossibility of seeing the future of the LED industry. The governments of various countries will not lose each other in policy support. Nowadays, China The LED industry has not achieved the expected results, and the reason is extremely complicated. First of all, China’s investment environment is prone to investment booms led by the government. This can be seen as a microcosm of investment in photovoltaics and wind power.
Secondly, we can compare the development models of other countries. The core line of the United States is "to drive the market through technological breakthroughs and accelerate market penetration," and to control the core technology and steadily grasp the profitability of the market, and gain about 80% of the industry's profits. At this point, the United States and Japan, the largest producer of LED products, coincided with each other, and both chose to use basic technologies as the focus of research and development. This is the attitude that is most lacking in our country or the basic point of development.
With the exception of the United States and Japan, South Korea remains China’s other major competitor, and a large number of domestic sales markets are the same direction between China and South Korea. It is clear that South Korea has opened the entire LED domestic market through mobile phone backlight sources, which is even better than China’s. . According to the forecast, China is a big country in the application of LED street lamps. It is also worthwhile to try to open the LED market with LED street lights. It is even possible to use semiconductor lighting as an entry point to overcome new generation information technology such as semiconductor optoelectronic technology.
According to the "2010-2015 China Semiconductor Lighting (LED) Industry Investment Analysis and Forecast Report" released by the China Investment Advisor, it is expected that semiconductor lighting applications in the field of special lighting can achieve cumulative 400 million kWh of electricity savings from 2010 to 2015. In 2008, the global shipment of LED street lamps was 900,000 baht. In 2010, this figure is expected to exceed 2.3 million, and the penetration rate is expected to exceed 1%.
Zhang Yulin, research director of China Investment Consulting Co., Ltd. pointed out that the government's simple macro planning is far from enough. The South Korean government has chosen to join hands with banks in this regard and has strongly supported large companies to form the backbone of foreign trade and become the core strength of the entire industry. In comparison, although local governments in China have made great efforts in the LED industry base, they are stretched out in terms of financial support and expansion of financing channels, and it is difficult to pave the way for the future development of the industry. Therefore, the current financial bottlenecks for the LED industry also need to be resolved. .
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