"If the Red Sea market, small appliances, then the LED (light emitting diode) or Blue Ocean." Just last year into the LED industry, Dong-lei Wang, chairman of BDO Runda think so. LED industry investment is surging.
In 2009, China's semiconductor lighting industrial sales output value reached 100 billion yuan, an increase of more than 30%, making China the fastest growing global LED industry, one of the regions. According to Development and Reform Commission jointly issued by six ministries, "the views of semiconductor lighting energy industry", 2015, the average annual output value of the semiconductor industry growth rate of energy-saving lighting in 30%. From the enterprises, in 2009 the three largest LED enterprises invested 900 million yuan An optical LED production line in Tianjin, was announced in January this year, will invest 12 billion yuan in the construction of LED production base in Wuhu, Anhui. BDO Runda, Hangzhou Silan Microelectronics and other enterprises are also investing significantly to expand LED. Foreign enterprises to have a share in November last year, the United States decided in Huizhou, Guangdong Career building LED chip production base.
LED investment boom are formed, and the central and local government support are inseparable. December 2008, the ministry issued "Ten City, ten thousand" program in 10 cities in the promotion of LED lighting features more than 10,000, according to Ministry of LED lighting than traditional lighting to increase investment to 30% -50% the amount of subsidies. Introduced in October last year, "semiconductor lighting energy industry views" made it clear to the Chinese LED chip made in 2015 to over 70% of. Local government is to attract investment through subsidies and other policies to promote local industrial transformation and upgrading. If in three safe photoelectric LED project in Wuhu, a total investment of 60 billion yuan, Wuhu city government will purchase 100 sets of production equipment to total about 9 billion in subsidies.
LED industry itself is even more evident the huge market potential opportunities. Because LED light source with energy saving, environmental protection, and other advantages of digital design can be widely used in backlight, advertising displays, automotive lighting and traffic information identification, general lighting and other fields, the replacement of traditional light sources is accelerating.
Point of view from the industry chain, China's LED industry coverage from the upstream material, epitaxial, chip, package to the application, the chain complete, space layout wide. In the capital markets, LED --- obviously sought after by mid-2009 early 2010, from 3 at the end of 15 months, BDO Runda share price rose to 20.29 yuan from 2.81 yuan, Hangzhou Silan Microelectronics from 3.35 yuan to 14.85 yuan, the Shanghai Composite Index over the same period rose to 3109 points from 1820 points.
"Overall, the industry is still in short supply stage, enterprises can obtain a higher current profit, it is natural to expand investment options." Samsung Economic Research Institute, said Shen Wei Zhang, investment has also led to accelerated production of upstream raw materials and equipment LED demand, but the upstream region in the industrial chain, the limitations of technology, Chinese companies may need to strengthen cooperation with foreign enterprises.
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