Investment in the first half of the year decreased by 63% year-on-year, lighting into investment hotspots

[Source: "High-tech LED - Research and Review" July issue GLII]

According to the statistics of the High-tech LED Industry Research Institute (GLII), the planned investment in new LED industry projects in China totaled 44.1 billion yuan in 2012, a year-on-year decrease of 63%, and the number of new planned investment projects of 100 million yuan and above totaled 64.

Among them, the planned investment for new projects in the first quarter of this year was 14.1 billion yuan, and the planned investment for new projects in the second quarter was 30 billion yuan, an increase of 113% from the previous month.

Since the beginning of this year, the LED industry investment fever has experienced rapid cooling, especially in the field of upstream sapphire and epitaxial chips, which is no longer a hot spot for investment. In the first half of 2012, the planned investment in the upstream sapphire and epitaxial chip new projects was 10.4 billion yuan, a decrease of nearly 90% compared with the same period of last year. The main reasons for the retreat of investment are: the mainland China chip giants' mainland industrial layout is basically completed and the upstream market surplus crisis started at the end of last year (see Figure 1, Table 1).

Figure 1 Comparison of new project planning investment

Source: Gaogong LED Industry Research Institute (GLII)

Table 1 New LED projects in 2012Q2 (2012Q1 new LED project reference to the April 2012 issue)



Source: Gaogong LED Industry Research Institute (GLII)

In the first half of the year, the project worthy of special attention was OSRAM's first LED project in China. The project was settled in Wuxi, Jiangsu Province, with a total investment of 250 million euros (about 2 billion yuan). It will be completed and put into production in the second half of 2013. The main business is LED package products. So far, four of the world's top five LED giants (the other three are Cree, Nichia, Philips) set up factories in China.

In addition, Beijing Nakamura Yuji and Japan's Mitsubishi's phosphor project in Shaanxi have also received much attention. The project has a total investment of 150 million yuan and is one of the most technically strong phosphor projects in China in recent years. The LED phosphor field is gradually being concerned by industrial capital. According to the data, there are only three new LED phosphor projects in the first half of the year, compared with only one in the whole year.

GLII expects that as the market for LED lighting applications continues to grow, the number of companies entering the field of supporting materials with relatively high technical content such as phosphors and MO sources will gradually increase.

LED lighting application into investment hotspot

In the first half of this year, the planned investment in new LED application projects was 1.9 billion yuan, a year-on-year increase of 38% (see Figure 2).

Figure 2 Distribution pattern of LED industry investment structure in the first half of 2012

Excessive prices are still one of the main obstacles to the current popularity of LED lighting. However, with the continuous improvement of technology and the continuous decline of the price of upstream light sources, the price of LED lighting has been declining year by year, and it is getting closer and closer to the critical point expected by the market. The data shows that in the first half of this year, the planned investment in new lighting projects in China was 18.1 billion, accounting for 91% of all LED application investment, up 76% year-on-year. In the first half of 2012, a total of 43 projects involving LED lighting were added to the 64 billion yuan projects, accounting for 67% of the total. Lighting has become a new hot spot for LED industry investment in 2012.

In addition, LED packaging is also a key area for investment in the first half of the year. In addition to the OSRAM Wuxi project, there are 21 packaging line projects planned by Rainbow Group, Shenzhen Zhuolin Technology's 1 billion yuan investment project in Jingzhou, Hubei, and Greenxiang Optoelectronics in Jiujiang. Compared with the same period of last year, the investment in new packaging in the packaging sector has increased by more than 100% (Figure 3).

Figure 3 Comparison of the investment amount of the H1 and 2012 H2 new project structure planning investment in 2011

Overall, the proportion of newly-planned investment in various sectors in the first half of 2012 has accounted for a large proportion of the total investment in the total industrial planning. The data shows that the proportion of new planned investment in the field of epitaxial chips has decreased from 61% last year to 8% this year. The packaging sector has increased from 5% last year to 27% this year. The application area has increased from 12% last year to this year. 45%. Among them, the investment growth rate in the packaging sector was the fastest in the first half of the year.

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