LED haze enveloped a new light source base opened

Yesterday, the core park of the Guangdong New Light Source Industrial Base (hereinafter referred to as “New Light Source Base”) was officially opened in Luohai, Nanhai, and more than 50 led enterprises were established. Luo Cun also proposed that investment in the next 10 years should be no less than 30 billion yuan, centering around the core campus. Create a "bright new city" and improve the education, medical, commercial and other industries. However, in the LED industry this year, the decline in orders, corporate losses and other circumstances, how to get out of the predicament has become the company's most concerned about.

Supporting market business orders fell

The new light source base was laid in May 2009, and 330,000 m2 of core campuses were put into use yesterday, and more than 50 LED companies entered. Although Luo Cun proposed that by 2013 the output value of the park will reach 30 billion yuan, but the current regional market advantage has not yet appeared.

The reporter recently visited the professional market supporting the South China electric light source lighting market. The market has been open for nearly a year, and the market is still not booming. The person in charge of the lighting in Prague said that since its opening, it has only received orders for about 1 million yuan. “In Guzhen Town, Zhongshan, there is more than 1 million orders.” The person in charge of the lighting of Jilang said that the number of customers who came to negotiate was at most 10, and at the very least there was no one.

Since the beginning of this year, the domestic LED industry has been showing signs of fatigue. Some days ago, in Shenzhen and other places, there was news of the collapse of the enterprise. "This year's day is really bad," said Shen Xinhan, chairman of the new light source base Siye Optoelectronics. The company's orders fell sharply this year. The reporter learned from the Foshan Lighting Association that some member companies have lost nearly 70 million yuan this year. There are still some member companies that are struggling to seek cooperation. Zhang Hua, the secretary-general of the association, said: "Most of the LED SMEs in Foshan are half-lived. The reason why there has been no bankruptcy is because most of them run other industries concurrently, and they also have capital bases."

Analysis: The lack of core technologies for downstream investment overheating

At the opening ceremony yesterday, Sun Dianyi, deputy director of the Cooperation Bureau of the Chinese Academy of Sciences, pointed out that the weakness of the LED industry this year was mainly due to the sluggish economy in European and North American markets, declining demand and overheating of domestic LED structural investment. According to the statistics of the City Lighting Association, Foshan had only 200 companies involved in LED products last year, and this year it has exceeded 300. Sun Dianyi said: "The domestic LED market, especially the high-end market has not yet been opened, and companies lack core technology innovations, which requires the strengthening of cooperation between production, education and research."

Wu Ling, Secretary-General of the China Semiconductor Alliance, pointed out that the structural overheating of the LED industry "that is, investment overheating occurs at the low end of the industrial chain. It is necessary to use the industrial chain and technology chain to achieve industrial upgrading."

According to the overall report of the semiconductor lighting industry of the Chinese Academy of Sciences released yesterday, the investment in the semiconductor lighting industry reached more than 20 billion yuan, but only 5 billion for the upstream areas such as chips and extensions.

At the opening ceremony yesterday, the Chinese Academy of Sciences brought 27 LED lighting technology achievements and connected with more than 60 LED companies in the Pearl River Delta. Li Jinyun, director of the Institute of Semiconductor Research at the Chinese Academy of Sciences, believes that compared with other cities in the Pearl River Delta, Foshan LED industry has a good foundation for traditional lighting and a complete industrial chain, but its technology and talent are weak. "From traditional industries to strategic emerging industries, we need to pay attention to the improvement of people and technology." He said that the industrial achievements brought by the Chinese Academy of Sciences involve chips, extensions, heat dissipation, and applications throughout the industry chain. The technologies are relatively mature, and both are Industrial transformation can be achieved.

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Supporting funds will be introduced soon

Reporter: Luo Cun proposed to integrate the city of production and create a 21.8-square-kilometer “bright new city”. What is the specific plan?

Liu Zongyang, director of the Luochun Sub-district Office, said: “Guangming New City” is mainly centered around the new light source industry layout education, medical care, and commercial industries. Investment in the next 10 years is expected to be no less than 30 billion yuan. Among them, the Guangming Elementary School, which occupies 50 acres and has a total investment of about 100 million yuan, started construction at the end of the year and is scheduled to be put into use in September next year. It is one of the educational facilities that attracts high-end talents.

Reporter: What is the future investment direction of the new light source base?

Liu Zongyang: At present, the core area already has various links such as chip-package-application, and the next step will be to improve service platforms such as technology research and development and product testing to attract leading companies.

Reporter: In the face of the current plight of the LED industry, how will Luo Village ensure the development of its industrial base?

Liu Zongyang: First, Luocun will prioritize the use of land and electricity for enterprises in the park. Second, many companies fail due to lack of money and lack of technology. Luocun will further expand its financing and technology research and development platform built in the early stages. Nanhai will take 2 billion to support the development of the new light source industry during the “Twelfth Five-Year Plan” period. The State Council has also introduced a support policy for small and micro enterprises. The key to the next step is to implement the policy. The rules governing the distribution of support funds have been assessed by Luo Cun and will be introduced in the near future.

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National Star Semiconductor will sample in May next year

National Star Optoelectronics chairman Wang Yihao revealed yesterday that the National Star semiconductor chip project at the new light source base is expected to be capped at the end of December and MOCVD and other production chip equipment will be in place at the beginning of next year. It plans to start debugging in April next year and produce samples in May.