“Large LED companies frequently collapse, suggesting industry crisis is beyond the scope of normal shuffling.” planning “, the shenzhen government subsidies of cajoling, rising for some LED enterprises, LED project fast horse, and soon a bubble, or ran aground, or falling.” Curtis kaitai, told reporters at the end of 2010, shenzhen has more than 1300 enterprises engaged in LED industry, of which 80% for export), and in 2008 this figure was only 700. After that, affected by the debt crisis in Europe and America, the market growth is slowing, competition deteriorate, round fight down, Curtis kaitai, estimates that by the end of shenzhen LED more than half 1300 collapsed or financial difficulties. “Die enterprise mainly includes three types: foreign trade enterprises, small enterprises and their own lack of technical content.”
Profits from 35% to 5%, there are quite a few enterprises will die
“After two years of the market, now the customer is concentrated to large enterprises, the industrial chain division of labor is more and more clear, corporate profits are more and more reasonable, the LED has entered the small profit era.” Curtis kaitai, told reporters that in 2009, common brightness LED industry for 25 lumens per watt, a good enterprise can do 40 lumens, but the price is as high as 40 yuan/tile, now, shenzhen LED industry average is about 150 lumens per watt, unit price is 1.8 yuan. “1 original lamps of 150 w street light price 10000 yuan, increased brightness nearly four times now, only sell 2000 yuan, the price drops five times.” Curtis kaitai said, in 2009, to a street lamp, LED the enterprise net profit is about 35%, has now dropped to 5%.
Curtis kaitai thinks, even if the competition is so intense, shenzhen LED industry bubble or not completely burst, depth integration will continue for a period of time. “Now there are around 1.2 LED enterprises, together with 1000 is a reasonable industrial layout, as to shenzhen, is expected to keep 300-500.”
But for now “LED industry will surely step pv follow in the footsteps of” speech, Curtis kaitai retorted, “LED the shares of listed companies are now up, into the era of meager profit, can happen market is about to enter the outbreak period, LED step could not follow in the footsteps of pv industry.” Curtis kaitai stressed that LED lights to replace ordinary lamp has become a unstoppable trend.