The domestic pattern of LED in China has been determined
In the past few years, in order to break through, companies began to conduct a disorderly competition of quotation wars, and this competition reached its peak in 2015. Data show that in 2015, more than 20%, about 5,000 LED-related companies withdrew from the market.
In the eyes of relevant professionals in the industry, the competition in the LED industry will continue, but this competition will tend to stabilize, because there is not much room for quotation wars between companies. In terms of chips, Sanan Optoelectronics, Huacan Optoelectronics and other companies are expanding production, but each of them is not large. The expansion may lead to excess production capacity, but it is unlikely that the quotations in previous years will be out of order.
In the eyes of industry insiders, after a round of shuffling, the government subsidy target will change. It will no longer subsidize all the subsidies as before, but will subsidize companies that can become the top few in the profession, and some small and medium-sized companies will want to get subsidies again. is unlikely. Moreover, government subsidies have begun to decline, and the scope of subsidies has been narrowed.
Professional analysis, "From the perspective of the main body of the competition, the government has also seen clearly at this stage that the remaining companies will participate in international competitions, and government subsidies will supply these companies, which is a healthy subsidy. The LED professional competition will continue, but The situation will not be so tragic, it will be relatively stable, and there will be fewer companies that can cut prices. Therefore, the quotations will tend to be stable, and the performance of LED companies will further improve.”
At the same time, multinational giants have gradually withdrawn from the Chinese and Asian markets, or adjusted their product structure to abandon the general lighting business, or sold assets to Chinese listed companies.
