China LED industry opportunities and challenges

   As China holds the mainstream materials technology, China LED light industry in China may become a power. China's control at the national level and volatility of the market impact is more obvious.

  Domestic LED industry opportunities and challenges exist. Opportunities:

   1) Traditional and emerging markets with great business opportunities,

   2) The construction industry led to the lighting industry is more powerful,

  3) The energy conservation and sustainable development for the LED industry provides a good opportunity

  4) Finally, the policy to vigorously promote industry growth last year demonstration project in the semiconductor industry represented by the tender significance is enormous;

  Challenges:

  1) have introduced a model has been developed to promote the application of the policy,

  2) high energy consumption in developed countries has been published traditional incandescent lighting of the ban, ordering, China needs to keep up with quickly,

  3) In addition, the industry worried about the government level will affect the rapid advance of the employment situation of the traditional lighting industry, but the transitions need to be carried out in accordance with market rules, policies can play a catalytic or so,

  4) The strength of the international giants to enter the downstream applications require us to accelerate the integration of

5) standard patent has become the focus of international competition,

  6) The distribution of aggregate industrial resources, China is the local economy, to limit the development of the more difficult areas; the upper reaches of the status quo biased towards low-end products, there is a disadvantage in talent,

   7) is not enough industry support and collaboration. Technical support is not enough, the development environment is imperfect. Relatively low level of investment, more serious product homogeneity, market testing and certification standards for improvement of the mechanism.


     Investment Strategy:

    1) targeting potential business: systems integration ability, but also has the ability of vertically integrated companies; in some segments of the unique enterprise; a brand channel edge of the enterprise; distinctive business model EMC.

    2) focus areas: public lighting in accordance with the first, and then commercial lighting, home lighting and then the path of orderly layout.

  3) investment timing: follow the road map out of incandescent lamps, china LED bulbs start to seize the opportunity.