Low-cost competition has emerged

"LED application technology is not yet fully mature, but the low-cost competition between LED companies has started in advance." Xu Changchun, deputy general manager of the domestic LED Driver power supply manufacturer Nanjing North Huihua Optoelectronics Co., Ltd. told the "First Financial Daily" yesterday. Whether it is LED indoor lighting or LED outdoor street lighting, the phenomenon of low-priced vicious competition has become very obvious. "For example, in the China Pavilion at the Frankfurt Lighting Fair in mid-April, in order to grab the order, the price will be a mess."

"Because LED lighting is a new product, customers do not understand. The results are all quoted. 1W reported 20 yuan, or 45 yuan. The customer is also stunned, how to determine the cost of LED lighting, how much is the value? Xu Changchun pointed out that premature low-price competition will naturally lead to the cut-off of product quality. Because domestic LED lighting standards can no longer lag, otherwise it will affect the development of the domestic LED industry.

Despite this, the international elimination of incandescent lamps and the continuous improvement of people's awareness of energy conservation, coupled with the country's strong support for the background, domestic LED companies in the first half of this year still earned a lot of money, and the listed company's stock price of LED business It is also the rise of the ship.

The lighting market is growing rapidly

Dehao Runda (002005.SZ), which claims to fully enter the LED industry chain, closed at 19.75 yuan yesterday, an increase of more than 8 times compared with the lowest price of 2.15 yuan in October last year. In the first half of the year, Dehao Runda's revenue was 1.074 billion yuan, a year-on-year increase of 55.42%, and net profit was 20.5 million yuan, an increase of 915.95%. Among them, LED application products revenue of 138 million yuan, an increase of 1411%, accounting for nearly 13% of the total revenue of Dehao Runda, also marked the initial success of Dehao Runda from the small appliance industry to transform the LED industry.

In the LED lighting market, not only the Dehao Runda, but also NVC Lighting (02222.HK), Zhejiang Sunshine (600261.SH) and Zhen Mingli (01868.HK). In the first half of this year, the gross profit of NVC Lighting LED products soared to US$740,000, an increase of 1245% year-on-year; Zhejiang Sunshine's LED lighting products revenue was 65.69 million yuan, an increase of 497.29%; and Zhenmingli LED general lighting revenue was HK$166 million. It increased by 228.5% year-on-year, and its share of total company revenue also rose to 23%.

Compared with LED lighting application manufacturers, LED packaging and chip manufacturers have a better growth environment, and the representatives are Sanan Optoelectronics (600703.SH) and Dry Photoelectric (300102.SZ).

Yesterday, Sanan Optoelectronics closed at 48.88 yuan, only 5.86 yuan at the lowest point in January last year; and the stock price of Ganzhao Optoelectronics, which only landed on the GEM on August 12, remained at a high level, closing at 88.2 yuan yesterday, compared with August 12 The daily price of 79.68 yuan rose by 10.7%.

In the first half of this year, Sanan Optoelectronics' revenue was 365 million yuan, a year-on-year increase of 69.18%, and net profit was 202 million yuan, a year-on-year increase of 257.19%. Among them, LED chip sales revenue of 245 million yuan, an increase of 38.34%, product gross margin rose to 41.75%, an increase of 8.64 percentage points. In the first half of the year, Ganzhao Optoelectronics achieved a net profit of 60.32 million yuan despite a revenue of only 130 million yuan, a year-on-year increase of 96.16% and a gross profit margin of 61.4%.

"LED lighting foreign demand suddenly increased in the first half of this year, and domestic LED indoor lighting has also started, especially for industrial lighting applications." Gao Xiao LED CEO Zhang Xiaofei said that in the first half of this year, Japan's LED bulb sales accounted for the total sales of bulbs. The proportion has risen to 50%, which gives the entire LED industry and investors a lot of imagination, and the LED lighting market in Europe and America is also being pulled.

Government subsidy promotion

However, the growth of the LED lighting market is only a pediatrics compared to the growth of the LED TV market. Because LED TV is replacing the CCFL backlight LCD TV in the second half of this year is a foregone conclusion.

According to the latest data from DisplaySearch, global LED TV penetration rate has reached 18.5% in the second quarter, and LED TV sales increased by 110% in the first quarter. LCD panel manufacturers have planned to adjust the market penetration of LED backlight panels by the fourth quarter of this year. To 40%, more than 50% by the second quarter of next year.

"The price of LCD TV panels will fall sharply in the third quarter of 2010 due to oversupply and downstream inventory adjustments. However, the price reduction of LED backlight panels will be faster than CCFL," said Xie Qinyi, deputy general manager of DisplaySearch Greater China. Taiwan WitsView's survey results also show that in the second quarter of the mainland TV brand panel purchases, the proportion of LED backlight panels reached 14.5%, compared with only 4.8% in the first quarter, the number increased by 2.7 times.

According to industry insiders, the popularity of LED TVs has also driven the popularization of LED energy-saving concepts, which will certainly stimulate the transformation of traditional lighting into LED lighting. The domestic LED industry is also rapidly developing due to the rapid growth of the LED application market. One of the main reasons is that the 70% capacity and output value of the Taiwan LED industry has been or is being transferred to the mainland. In order to attract the LED industry in Taiwan and develop the local LED industry, the local governments in mainland China are vigorously building LED industrial parks, and at least 100 are currently formed.

It is reported that the local government's investment promotion, especially the MOCVD (LED chip production equipment) financial subsidy policy, has effectively promoted the entry of more mainstream LED chip companies in Taiwan and the United States. Because each financial subsidy of 8 million to 10 million yuan has greatly reduced the equipment purchase cost of LED chip companies.

“The number of MOCVD stations planned by the mainland in the next few years will exceed 1200, of which more than 300 MOCVD plans are planned for this year. Xiamen Sanan and Dehao Runda have already ordered more than 100 MOCVDs.” Industry insiders pointed out that There are too many LED chip companies in the mainland, and most of them have plans to introduce MOCVD. The shortage of related technology research and development talents in the production of LED epitaxial wafers in mainland China will become a very big problem. The victory of talent competition is an important factor in whether mainland LED chip companies can win in the future market.

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