2013 domestic LED market go from here?

At the end of 2011, many people embraced good expectations and hoped to flex their muscles in 2012 and make a fortune in the LED industry. However, many people's dreams are like a broken bubble and are coming soon. At the convergence point of 2013, it dissipated without a trace. The cold wind brought the winter to the world, and the last days did not come, but the LED industry has been pouring cold water to practitioners at this time, and people can not help but feel sad again.

Recalling this wonderful 2012, the feelings of the intersection, the beginning of the year, the owner of Texida running away, the closing year of the big-eyed arrears closed, the patent battles one after another, the industry standards are endless, talented people are often seen, employees can not be accommodated, the price is falling endlessly, Market barriers are not broken, listings are booming, orders are low... The industry is full of sorrow, but there is also a little hope that everyone will see the future bright, the government bidding is in full swing, banned subsidies are making big strides, the localization of upstream technologies is breaking through, and the downstream pipeline is fierce. progress……

There are numerous dramas in the industry, numerous "Rashomon Gates", how many people ride roller coasters, and how many people lost themselves in the "wonderful" through 12 months. However, in the end, who is right and wrong, how to escape, There is still no final conclusion. Or is it true that everyone is not wrong, that birds are food and death, let alone people? Who does not have a fortune dream? Perhaps the coldness of this time is just the right time to make people clearly aware that the dream of perfection will also be baptized with time. But if the mentality is good, the reality will not be too cruel.

LEDinside summed up the analysis, or is the Chinese government's vigorous guidance, the industry is too optimistic about the LED industry's prospects, led the LED industry in 2102 set off a wave of investment fever. However, according to the economic conclusion, the industries that the government has excessively deduced are often over-developed and are more likely to be out of touch with the market, which leads to the coexistence of prosperity and bottoming out.

Looking forward to 2013, will there still be daunting support from the government? What are the expectations of LED companies? LED industry will face what kind of situation? LEDinside performs the following analysis:

First, the heat of investment on the fire. In 2013, there will still be a large amount of funds flowing into the LED industry. In particular, large companies will switch to the LED industry. In addition, in 2012, the “Break Lake” phenomenon formed by the IPO of LED companies is expected to be eased in 2013, and a new batch of LED listed companies will be added;

Second, the balloon production capacity surged. As LED companies already listed will further increase their investment in production capacity and large amounts of capital will flow into the LED industry, the LED production capacity in mainland China may continue to skyrocket in 2013, especially in the LED lighting industry, the market will usher in new high point;

Third, the conservative domestic market. For two parts, the development of the LED display screen area has met the “ceiling”. Under the circumstance of shuffling, the display screen market is divided by several large-scale LED display screen companies; LED lighting, although the government introduced a number of policies Supporting the development of the LED industry, pipeline construction will become the key to competition among many companies. Subject to the difficulty of cost reduction and the impact of the market's inability to increase volume, product prices have not yet reached market demand, so the Chinese mainland market is not optimistic in 2013;

Fourth, a more severe international market. As the U.S. dollar continues to depreciate against the RMB, the only advantage of China’s LED products has been weakened. In contrast, the European market began to recover as the European debt crisis eased and the LED concept matured, but due to the LED market in Japan and South Korea. Relatively saturated, including Samsung, LG, Panasonic, Sony, Toshiba and many other Japanese and Korean brands began to overpower the European market. In the near future, the European market will be lit up between Philips and OSRAM and other European brands and Japanese and Korean brands. Chinese brands lacking technological advantages can hardly make a difference based on their price advantage.

Fifth, continue to entangle the industry standards. At present, many LED industry standards have emerged in the Chinese market, but the LED market is still a mixed bag. With the continuous upgrading of LED products, industry standards will also change, LED industry standards are not achieved overnight, but it must keep pace with the times. Therefore, with the progress of certain technologies in LED industry in 2013, industry standards will continue to be in the vortex of controversy;

Sixth, the snow closed the tide. Because a large amount of capital has entered the LED industry, and many government projects led to LED projects become "abortive" to increase the sense of oppression of enterprises, and the market is not a greater open, the company is bound to chaos in marketing, receivables increase , The extension of the loan period, the increase in public relations costs, etc. have become a new round of large corporate burdens, which in turn led to a number of companies in the "LED industry inertia."

At the same time, the introduction of macroeconomic regulation by the Chinese government has basically been introduced. With the localization of upstream technologies, China's LED industry is expected to lead to LED-side cost reductions. In this regard, the speed of LED market expansion in 2013 should be accelerated compared to 2012. . But technology is still a stumbling block to test major companies. However, LED products should be more obvious in the subdivided application fields, and the products will be set according to the actual application of the site performance, reducing unnecessary waste than necessary.