Chinese and foreign capital compete for LED to compete for 500 billion cakes

On the one hand, Chinese companies have increased their investment; on the other hand, foreign giants have rushed to the market, and the 500 billion yuan LED cake has made domestic and foreign lighting giants look at them. The reporter recently learned from the world's largest lighting exhibition, which will open on June 9th, the Guangzhou International Lighting Exhibition, including the world's lighting giants such as Osram, General Electric, Lumileds, Infineon and Cree, as well as domestic Sanan. Lighting leaders such as Yinyu and Qinshang have taken large-scale booths to participate in the competition for the Chinese market.

Investment is heating up
LED lighting is the third revolution in lighting sources after incandescent and fluorescent lamps. It has obvious advantages in energy conservation. According to the data, in 2010, the LED industry in Guangdong Province achieved a total industrial output value of 85.3 billion yuan, while the national LED lighting industry output value exceeded 150 billion yuan. It is expected that in 2015, LED's market share in China's lighting market will reach 20%, driving the industry to reach 500 billion yuan, and China will enter the top three in the global LED lighting market.

The savvy multinational giants also hope to seize the development opportunity to seize the strategic "high position." Xu Ruiguang's LED epitaxial chip project, covering an area of ​​100 mu and with a total investment of more than 350 million US dollars, announced its establishment in Nanhai on May 23. This is jointly invested by American SemiLEDs Corporation and domestic semiconductor lighting industry giants. It is expected to become the world's top three semiconductor lighting companies in 2015. . Japan's LED factory Nichia has been firmly seated in the global LED industry for many years. In recent years, it has also increased its market in China. Its subsidiary, Shanghai Nichia Electronic Chemical Co., Ltd., has recently increased its capital by adding US$8 million in registered capital in the second half of 2010. Registered capital of 8 million US dollars, and plans to expand the LED packaging industry, the estimated annual production capacity will increase by 2.7 billion.

In addition, Huizhou Cree, BYD Lighting and other heavyweight projects exceeding 1 billion yuan have also been launched. The total investment of 6 billion yuan in Taiwan's Zhou Lei LED chip and other giant projects has been set, indicating that the domestic LED industry is about to usher in a new A round of blowout.

On May 23, Dehao Runda just announced plans to invest 3.5 billion yuan in LED chips, and the LED financing projects of Sanan Optoelectronics, Inspur Group and Tsinghua Tongfang were also well received by capital.

According to public information, in 2010, only the listed company's LED investment plan exceeded 30 billion yuan. Among them, only Sanan Optoelectronics plans to invest 20 billion yuan; Dehao Runda announced 4.1 billion yuan to invest in LED; Zhejiang Sunshine announced that it will invest 1 billion yuan in LED in the next three years.

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