LED industry slowdown in the application field of the fastest growing

According to the National Semiconductor Lighting Project R & D and Industry Alliance (CSA) data show that, in 2011 the total scale of China's LED industry reached 156 billion RMB, an increase of 30%, a slight slowdown in growth. ChinaVenture Investment Group and other emerging industries, the LED industry is currently experiencing a stage of overcapacity pains. Temporary predicament conceal a bright future, the backdrop of the energy saving, low energy, low-emission model, cheap LED lights industry, investment opportunities highlighted.

2011 was a year of ups and downs of the development of LED industry, despite the international macroeconomic situation continued turmoil in the domestic industrial investment situation is still grim, China's LED industry still maintained a certain growth rate. According to the National Semiconductor Lighting Project R & D and Industry Alliance (CSA) data show that, in 2011 the total scale of China's LED industry reached 156 billion yuan, an increase of 30 percent, a slight slowdown in growth. Epitaxial silicon in which the upstream, midstream package, the size of downstream applications were 6.5 billion yuan, 28.5 billion yuan and 121 billion yuan (see Figure 1).
  
Figure 1 2006-2011 China's LED industry, all sectors of industrial scale

In recent years, China's LED industry is developing rapidly, forming a complete LED industrial chain system in support of national policy and downstream applications, driven by demand. The LED industry chain, including upstream of the substrate, epitaxial wafers and chips, package of midstream and downstream of the lighting, display backlighting and other applications. LED industry focus on listed companies, such as shown in Table 1. From the industrial chain, the overall size of the 2011 LED applications for the 121 billion yuan, with an overall growth rate of 34.44%, which is the fastest growing aspects of the LED industry chain.

Related enterprises should increase investment in research, to break through the core technology, and continue to reduce production costs, improve product value for money, popularity of the application of China LED Flashlight in more areas. The same time, relevant departments of the State as soon as possible to industry standards and related support policies, and policies to guide the LED industry towards a more healthy and orderly development.

LED light manufacturers fierce competition to seize the Chinese market in 2012

With the further increase of production capacity, the  market has not fully opened, in 2012 the Chinese market will be staged at the more intense competition in the industry, competition is more reflected in the level between the various manufacturers.

2012 LED industry battlefield upgrade in the following two areas shown:

An international LED manufacturers and LED business in LED downstream product technology contest

Although the LED upstream core technology is still under multinational control, but the market for more competition in the downstream products. Cheap LED lights industry in China's major competition is reflected in the low-end market. International companies in the area of LED upstream supply side, there is fierce competition, so the competitiveness of China LED companies in the Chinese domestic market, in the low-end applications is still relatively optimistic.

With the rapid rise of local Chinese companies, China's LED technology gradually, and the continuous approximation of the international companies. China LED companies in the international market competitiveness will be strengthened, but the heavy market demand for the field of patents, and more difficult living space.

The international LED manufacturers frequently mergers and acquisitions of listed companies surge to seize the China LED Flashlight market

International LED manufacturers frequently mergers and acquisitions:

Philips: December 15, 2011, Philips invested 25 million euros in Chengdu to build LED lighting center. Philips Co., Ltd. (Group) 2010 acquisition Jia Li, 2011 acquisition of the Danish the Amplex company's street light control business, and provide support for Philips' existing outdoor lighting business.

Osram: Recently, Osram official announced the joint venture partner since November 9, 2011 from the acquisition of TraxonTechnologies, Ltd. (hereinafter referred to Traxon) the remaining shares. A few months ago, Osram has completed the planned acquisition of German the Siteco companies and technology companies EncELium.

Samsung: Samsung Electronics and Samsung Electro-Mechanics to invest 290 billion won (about $ 200 million) formed from the two companies 50:50, but the company's corporate management rights for all Samsung Electro-Mechanics.