Guangdong LED lighting business analysis

In 2011, the LED industry in Guangdong achieved an output value of 150 billion yuan, accounting for 65% of the total output value. It is estimated that by 2015 Guangdong's LED output scale will exceed 500 billion yuan.

First, Guangdong LED lighting business analysis

Guangdong LED lighting enterprise profile LED industry in Guangdong Province started earlier. As early as in the 1960s, some companies began to produce LED decorative light fittings. They quickly developed and expanded in the process of undertaking industrial transfer of foreign LED lighting companies. Triangle LED industry development cluster. Shenzhen Guangming High-tech Zone was among the first batch approved by the State Council as a state-level semiconductor lighting industrialization base; Guzhen Town in Zhongshan City was hailed as “China's lamp capital”. The Pearl River Delta LED lighting industry is mainly concentrated in Guangzhou, Foshan, Dongguan, Zhongshan, Shenzhen and other places. The most obvious competitive advantage in this region is the market advantage.

At present, Guangdong Province is China's largest LED packaging base and LED display lighting production base. There are about 4,000 LED lighting companies in the province, more than 40 scientific research institutions and testing and inspection agencies, and over 550,000 employees. There are about 20 LED lighting listed companies in Guangdong Province, mainly involved in LED display, LED landscape lighting and white LED lighting.

Major large-scale enterprises include: Mosuo Power Supply, Lehman Optoelectronics, Chau Ming Technology, Alto Electronics, Ruifeng Optoelectronics, Lianjian Optoelectronics, Qinshang Optoelectronics, Jufei Photoelectric, Wanrun Technology, Han's Laser, Rectangular Lighting, Zhengtong Electronics , Huacan Optoelectronics, Hongli Optoelectronics, Great Wall Development, Qianzhao Optoelectronics, National Star Optoelectronics, Changying Precision, Foshan Lighting, TCL Group, BDO Runda, Shenzhen Fangda, Shenzhen Orund, Guangzhou Puguang etc.

BDO Runda: After acquiring Guangdong Jianlong (Packaging Plant) in 2009 and officially entering the LED industry, LED accounted for approximately 15% of the revenue in 2010. The LED industry chain is dominated by downstream packaging and application areas. In the third quarter of 2010, Korean plant Epivalley technology was introduced, and Epivalley acquired technology transfer and support for LED chip manufacturing and R&D.

In September 2010 and May 2011 respectively, 230 million and 5.4 billion U.S. dollars were raised, 80% of which was invested in LED epitaxial wafer production projects. BDO Runda has installed 25 units in April 2011. It is estimated that there will be about 40 MOCVD machine units by the end of 2011. It is expected that the product will be launched in November 2011.

National Star Photoelectric: It is a benchmark manufacturer in the Chinese packaging industry. Mainly engaged in the production and sales of LED devices and components. The company's profits mainly come from SMD LED components. Its sales in 2010 reached more than RMB 800 million. National Star cooperates with the semiconductor company SemiLEDs (Xinming) to jointly invest and establish Xurui Optoelectronics with a number of manufacturers. SemiLEDs are able to extend the LED industry chain to the technical capabilities of LED chips. Traditional home appliances and displays meet the current requirements for revenue, but in the future LED will use lighting as the main market, and the development of the country will inevitably be hindered.

In June 2011, National Star Optoelectronics has applied to the regional authority and has been approved by the authority to upgrade the original lighting business division of the company to a lighting subsidiary and formally established Foshan Guoxing Optoelectronics Co., Ltd. lighting branch. It means that Guoxing Optoelectronics will place its own production in the package and assist its subsidiaries in developing the LED lighting industry.

In the first quarter of 2011, National Star Optronics formally entered the upstream epitaxial wafers. National Star and some Chinese ventures established National Star Semiconductor Technology Co., Ltd., which has a registered capital of 600 million yuan and is expected to have a total investment of 2.5 billion yuan. Guoxing Optoelectronics used the over-raised funds to invest 400 million yuan, accounting for 66.67% of the total shares. It is expected that 50 MOCVD epitaxial wafer production lines and corresponding epitaxial production equipment will be introduced within three years.

Hongli Optoelectronics: The main products are used in backlighting, lighting, etc., especially in-vehicle LED lighting, display products, and cooperation with Dominant and OSRAM. It has been widely used by a number of automotive companies, which shows the company’s The product has obtained a strict automotive certification system. The cooperation between Hongli Optoelectronics and BYD, China's first privately-owned auto plant, will be close, and BYD has a considerable proportion of the use of the company's products for its LED lighting products. The word means a major step forward in quality and technology.

In 2011, it was listed as a Chinese hi-tech manufacturer. In addition to strengthening the company’s own R&D technology, the National Semiconductor Lighting Project R&D and other units will also plan to cooperate with well-known manufacturers, well-known universities and research institutes, and use external R&D, technology and equipment. Advantages, improve the technical level of R & D center. In 2011, we continued to strengthen cooperation with Sun Yat-sen University, South China University of Technology, and South China Normal University, and at the same time, we increased the scope of cooperation and cooperation with current research institutes. In the aspect of manufacturers, the vertical and horizontal links between the upstream and downstream manufacturers were strengthened, and the manufacturers’ cooperative alliances and strategic partnerships were established.

Qin Sung Optoelectronics: About 1997-1998, the company had already entered the LED industry. In 2004, it introduced the use of high-power LED lighting. After three years, it allowed LED high-power lighting products to be commercialized. As one of the earliest Chinese companies investing in the development of LED lighting products, the industry base and experience are far more profound than those of other lighting companies. In particular, after the company’s close cooperation with Tsinghua University, the company’s independent R&D and achievement transformation capabilities have increased. Has more than 200 patented technologies, of which 9 were awarded national invention patents, 16 obtained utility model patents, and 8 obtained appearance patents in LED street lamps.

In the second quarter of 2011, the first batch of demonstrative manufacturers of solar-powered LED street lamps of the Thousand Villages Plan of the World Climate Organization has been obtained. This project, as a public donation project to promote new rural construction, will greatly improve the living environment of local villagers.

In the third quarter of 2011, we obtained the cooperation of LED lighting for Shenzhen Expressway. This case uses the contracted energy management (EMC) model and aims to reduce the government’s financial pressure on the one hand by using electricity charges obtained under energy saving as a payment item. It can also achieve better economic and environmental benefits. A total of 120 kilometers of LED streetlights and tunnel light lighting projects, including Shenzhen Jihe Expressway, Nanguang Expressway, Longda Expressway, Yanba Expressway, and Dameisha Tunnel, have become the largest highway projects using LED street lights in China. And in the quality requirements of more stringent highway projects.

Zhou Ming Technology: It is the first batch of state-level high-tech private enterprises in LED optoelectronic industry. High-end LED display and LED lighting production enterprises, mainly produces LED road lighting, landscape lighting and indoor lighting products. There are altogether 108 patents, of which 2 are invention patents. Its high-definition energy-saving full-color LED display is 40-50% more energy-efficient than traditional products.

In 2011, he contracted the Shenzhen Universiade display project, Shenzhen Airport China Telecom creative LED display and other key projects, and took LED street lighting projects in Shenzhen Civic Center, Shenzhen Guangming New District and Pazhou Complex.

In 2011, the company invested RMB 360 million to establish a wholly-owned subsidiary in Huizhou Huizhou Zhouming Energy Saving Technology Co., Ltd. and built a production base project for LED display and LED lighting products in Huizhou, Shenzhen. The registered capital of the subsidiary is RMB 30 million. RMB.

II. Comparative Analysis of Guangdong LED Industry Competitiveness Analysis Advantages

After years of development, China's LED industry has now formed five major gathering places. LED industry in the five major economic zones have their own characteristics, among which LED industry in Guangdong Province is the most competitive.

LED industry in the main economic zone of the mainland is the largest LED packaging base in China, which accounts for about 30 to 50% of the national packaging value. It is close to downstream manufacturers and is oriented towards consumer electronics. It owns semiconductor lighting industry bases in Shenzhen and Dongguan. With more than 4,000 LED companies, the major large-scale companies have BDO Runda and other epitaxial chip companies, as well as Shenzhen Quantum, Dongguan Qinshang, NVC lighting and other major packaging applications. Shenzhen, Guangzhou, Foshan, Zhongshan, and Jiangmen are areas where the development of the LED industry is relatively complete. Shenzhen is the world's leading LED backlight source production and supply base and the largest LED display production and supply base in China. The LED output value in 2010 exceeded 40 billion yuan, far exceeding the target of 28 billion yuan for the Shenzhen 11th Five-Year Plan, and the target for the 12th Five-Year LED output is 130 billion yuan. Its red and yellow LED chip production capacity is 3600KK/year, accounting for 1/3 of China's production capacity; GaN-based blue and green LED chip production capacity is 360KK/year, accounting for 10% of China's total production capacity. LED package sales account for about 20-30%. At present, there are more than 60 companies stationed in Shenzhen Huaqiang North LED international procurement and trading center, an area of ​​4,500 square meters, the second phase of the booth area is also close to 4,000 square meters, complete supporting.

Dongguan: In May 2011, it issued the “Management Regulations for the Promotion of LED Industry Development and Application in Dongguan”. The enterprises and users that purchase and use LED lighting products shall be provided with material assistance subsidies, and their individual key technical project subsidies shall be at least 10 million yuan each.

Zhongshan: China's largest LED product exhibition and sales center, with its geographical advantage of “China's Hardware Industry Base” and “Lighting Capital”, has placed Everlight Electronics in the LED Park of Jiuzhou City.

Jiangmen: Each year, 150 million yuan is earmarked for Zhuhai Guangcheng High-tech Industrial Park. Provide zero-rent concessions to privately-owned technology enterprises and high-tech LED companies above the municipal level; enterprises with a factory area of ​​500 square meters (including 500 square meters); and an area of ​​501 to 2,000 square meters will give 50% of the rent Subsidy discounts. In order to attract investors, the highest subsidy for MOCVD is 10 million yuan per MOCVD zone. At present, four LED projects with a total investment of 3.23 billion yuan have been signed, and 32 projects with an investment amount of 12.9 billion yuan are still under negotiation. It is estimated that 80 MOCVD equipment will be introduced. Jiangmen will introduce more than 200 MOCVD equipments before 2015 to achieve a green light source output value of over 30 billion yuan.