LED industry warning: many markets are very light

In the past ten years, many companies have witnessed the changes in China's LED lighting industry from small to large. It has also witnessed the success of many companies relying on the government's huge subsidies, and the market has become saturated and overcapacity. So, how should China's LED industry go in the future? What role should the company play in it? In addition to subsidies, what measures should the relevant government departments take to support the development of the LED industry?

In this regard, the industry said that on the one hand, enterprises must understand the specific channel market and opportunities from overseas markets; on the other hand, relevant departments must understand the actual needs of industries and enterprises in order to formulate more appropriate policies.

Subsidy policy implementation is not ideal

In recent years, the state has been actively supporting China's LED industry, and subsidies for lighting companies are also very strong. According to the incomplete statistics of the reporters of the International Finance News, as for last year's situation, listed companies including Sanan Optoelectronics, Guanggang, Dehao Runda and Qinshang Optoelectronics all issued announcements of beneficiary government subsidies.

However, according to industry insiders, although semiconductor lighting products are gradually included in the scope of government financial subsidies, the actual completion is "not very satisfactory."

"The first factor is that the price is low, and the subsidy quota is 'more than enough.'" The above mentioned person said, "Secondly, the product specifications are incomplete. An engineering project often requires different types of lighting products, such as only one or two products. It is to enjoy subsidies, the owners will have difficulty accepting this form, and the enthusiasm for use is not high. Finally, in the promotion period of energy-saving lamps, the relevant local government departments have different cooperation. The promotion and application of LEDs completely requires enterprises to find projects themselves and increase difficulties. degree."

In his view, from the perspective of the government, it is necessary to focus on solving the problems of low prices and incomplete varieties. Some business representatives suggested that the current energy-saving subsidies are generally released through engineering. At the policy level, they may consider terminal subsidies for the supermarkets. “For example, some have passed certain certifications, and they have price and quality assurance. The products are subsidized, so that the products purchased by the users in the shopping malls are good products to a certain extent, and the image of the LED lighting products can be maintained, and the industry can be guided to develop in a benign direction.

The lack of core patents is a big problem

Patent issues are also of concern to companies. According to the data, although the number of LED patent applications in mainland China has increased significantly, even surpassing the United States ranks second in the world, on a global scale, China's position in the LED intellectual property landscape has not been fundamentally improved. On the contrary, due to the lack of core patents, China's LED intellectual property issues are becoming a bottleneck restricting the development of the semiconductor lighting industry.

"Patent is a double-edged sword. If you do not respect the patent, it may hurt the technological innovation of the enterprise and the whole industry." One industry source said, "The patent issue is indeed a bottleneck, but there are more mature experiences in the world. ”

He said, "One of the models is that patent operating companies collect relevant patents from different patent holders, package the collected patents, and then communicate with patented technology companies to provide enterprises with patent packages. Service, in this process, the patent operating company will pay the patent holder fee, will also charge the patent use fee, and distribute the income according to a certain weight. This is actually a sustainable development model worth exploring."

As far as the LED industry chain is concerned, the recognition of the downstream market is even more critical. At present, everyone is most worried about whether consumers can use LED products with confidence, whether the quality is excellent, and whether the brand can be established. "Standards may have imperfections, but we can't wait for the standards to be perfected, and then carry out the promotion work. In this case, we should establish a good after-sales service system." According to industry insiders, "semiconductor lighting must be market-oriented." The construction of the system must not only establish a brand, but also protect the interests of consumers, so that ordinary people know the existence of the quality assurance system and use it with confidence."

(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)

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