LED enterprise layout "Twelfth Five-Year" future growth can be expected

[High-tech LED News] According to Gaogong LED reporter, the National Development and Reform Commission is currently organizing the 12th Five-Year Plan for the semiconductor lighting industry.

LED (Light Emitting Diode) is included in the “Twelfth Five-Year Plan” of the mainland, and the output value has the opportunity to grow twice during the “Twelfth Five-Year Plan” period! Xie Ji, deputy director of the Department of Environmental Protection of the National Development and Reform Commission, said that considering the inclusion of LEDs in the “green lighting project”, it is expected to include some LED products in the first year, which means that semiconductor lighting products will enjoy financial subsidies.

In fact, since the end of 2009, under the dual incentives of market demand and government subsidies, the LED industry has expanded rapidly. Yangzhou and Wuhu are encouraging LED manufacturers to enter, especially the upstream grain factory, offering a preferential policy of subsidizing 800 to 10 million yuan for each LED tool machine MOCVD equipment. The policy immediately attracted LED chip factories such as Sanan Optoelectronics, Silan Micro, and Ganzhao Optoelectronics, and other places also followed suit, and the LED factory suddenly blossomed everywhere.

However, Yangzhou City officials told the Gaogong LED reporter that MOCVD could not be subsidized indefinitely, and the Yangzhou subsidy policy will come to an end in July. This is undoubtedly bad news.

"LEDs are listed in the "Green Lighting Project" and will directly receive central subsidies, which will help open the terminal market and alleviate the pressure of overcapacity brought by LEDs." Gaogong LED Industry Research Institute believes.

“Once the government subsidizes the bidding, LED lighting companies will benefit first, including Sunlight Lighting, Guoxing Optoelectronics, Foshan Lighting, etc.; and subsequent packaging and chip manufacturers will also receive a joint effect.” Zhang Liangyong, an analyst at China Merchants Securities, is a high-tech LED reporter. Said.

At the same time, Wang Keyang, general manager of Veeco Greater China, told the Gaogong LED reporter that the government subsidized MOCVD equipment is a strong drug in the early stage of LED development, but in the next stage, it should develop more LED lighting applications, subsidize consumers and other end users, The price of LED products is pushed to the level of acceptance by the public to expand market share.

Many companies in the mainland are aware of this trend and are gradually deploying in the lighting industry. Sunlight recently announced that it will raise 900 million yuan for energy-saving lighting projects such as LEDs, and reached a strategic cooperation with Taiwan Jingdian to ensure upstream supply.

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