The hottest LED industry should draw lessons from

2022-10-16
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The LED industry should learn from the lessons of the photovoltaic industry to prevent it from happening

recently, from the United States, Parker, an anti-dumping investigator from countries or regions such as the European Union and India, said: "The new factory is fully equipped, which once frustrated China's photovoltaic industry, and negative news such as layoffs, bankruptcy, reorganization and so on. As for whether the LED industry, which also depends on exports, will encounter the same situation, ledinside forum made an investigation for this.

more than 40% of the participants in the investigation agreed with the view that the LED industry will encounter anti-dumping, and they believed that government subsidies are the root cause of accelerating the LED industry to encounter anti-dumping. The same At that time, nearly 40% of the people believed that at present, our upstream core technology is weak, which poses little threat to foreign investors and will not be opposed for the time being; In addition, 14% believe that the LED industry is developing rapidly and will repeat the mistakes of photovoltaic. 7% think that China's LED industry currently accounts for a small share of the global market, so there is no need to worry about being opposed

it is unlikely that China's LED industry will encounter anti infringement in the short term. First of all, China is currently the world's largest lamp processing and manufacturing base, but most of the core technology of LED chips is mastered by the first-line large manufacturers in Europe and the United States, and they also need to use the wedding dress of Chinese lamps to sell themselves. Therefore, before China has adopted domestic chips on a large scale, the interests of foreign investors have not been damaged. The distance between natural fixtures should be 50ram, and they will not lift a stone and hit their own feet. Secondly, LED lighting applications are in the initial stage, and the market demand is showing a gradual upward trend. And the price has always been the elbow of the promotion of LED. All businesses are trying to reduce costs through technology to meet the purchase needs of consumers. Before the LED lighting technology is mature and the price has not reached a reasonable conclusion, it is unlikely that China's LED will encounter anti-theft attacks

however, good and bad depend on each other. From the photovoltaic industry, we can also see the hidden dangers in the development of the LED industry:

first of all, the lack of "core" pain, limited profits. Chip is the core technology of LED industry, but compared with large European and American manufacturers, our domestic chip R & D strength is relatively weak, and many products are foreign "cores" under the cloak of Chinese manufacturing. Due to the lack of core technology, Chinese enterprises often invest a lot of money to pay patent fees and give large profits to foreign enterprises, so the revenue and profit are naturally meager

secondly, the subsidy of pulling up seedlings and encouraging others may be counterproductive. Because government subsidies are like a "double-edged sword", which not only promote industrial development, but also restrict its independent development in accordance with market rules. In order to compete for subsidies for the production capacity of lithium-ion battery diaphragm is expected to reach 2.3 billion square meters in 2015, many enterprises rush into the market with the mentality of taking a handful and leaving, and even some irrelevant enterprises are mixed in, eager for quick success and instant benefits, and the quality of their products is mixed. The pressure of overcapacity forces enterprises to hold down prices and seize the market, and the competitive environment is deteriorating

thirdly, the exit is not the only way out, so we need to consider walking on more feet. The photovoltaic industry was opposed, exposing its shortcomings of insufficient domestic demand and excessive dependence on exports. Similarly, the LED industry should also take warning. At present, the export business of many led enterprises accounts for a considerable share of the company's financial revenue. If we put all our eggs in the foreign market, once foreign investors initiate anti-dumping litigation, Chinese led enterprises may be deeply mired in mud and difficult to extricate themselves. Therefore, in order to preserve their strength, free operation training, free door-to-door delivery, etc. to avoid being hit hard, enterprises focusing on exports may wish to balance the proportion of investment in domestic and foreign markets, expand sales channels, and walk on more feet, so as to nip in the bud. Zhonghua glass () Department

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