The world's LED lighting giant Osram is moving against the market
By the end of the "Twelfth Five-Year Plan" period, only Guangdong Province will achieve 500 billion yuan in LED industry scale. "Local governments want political achievements and enterprises want subsidies, which together gave birth to blind investment in the LED industry." Mo Dakang said.
Mo Dakang, a well-known expert in the semiconductor industry, said that the triumph of LED and photovoltaics is inseparable from the support of the local government.
In the view of industry observer Li Jian, "Chinese LED companies are deeply involved. In addition to the lack of technology and brand, they are also inseparable from the current economic environment. The market is developing slower than expected, and the current bank loans And the market price is a test for the capital chain of small and medium-sized enterprises." However, since the second half of last year, the export orders of LED companies have dropped sharply.
According to media reports, as of the end of last year, nearly 100 LED companies have closed down in Shenzhen. Zhang Xiaofei, dean of the Gaogong LED Industry Research Institute, believes that the upstream reshuffling will be completed within two years, and the downstream reshuffling will take five years, because the threshold is low, there are too many companies entering and leaving, and the order is chaotic.
"For foreign giants like Osram, it is a smart decision to choose to enter at a time when the Chinese government has strong support and the support of Chinese companies is limited. In addition, Osram will be spin-off and listed in 2013. Said it is a powerful signal."
