GLII exclusively released the LED industry investment analysis report for the first half of the year

( Text / High- tech LED Industry Research Institute ( GLII ) ) According to the statistics of the High-tech LED Industry Research Institute, the investment in the LED industry contracted in the first half of 2011 was 118.948 billion yuan, an increase of 26% compared with the same period of last year, of which the second The quarterly contracted planned investment amounted to 82.982 billion yuan, an increase of 133.65% from the first quarter of 35.516 billion yuan.

In the first half of 2011 , 69 new investment projects with an investment of over 100 million yuan were added.

In the first half of 2011, there were 69 new investment projects above designated size (in terms of investment of RMB 100 million and above), compared with 74 in the previous year, of which 47 in the second quarter, an increase of 113.6% from the previous quarter.

In the first half of 2011, there were many LED projects started. Mengxi Group's “Hangjinqi Mengxi LED Photovoltaic Industrial Cluster Area” project plans to invest 27.5 billion yuan. This project was laid in April 2011 in the town of Xinni, Hangjinqi. Hong Kong GCL Optoelectronics invested $2.5 billion in the construction of the Jiangsu GCL project. The project plans to introduce 500 MOCVD projects. The first phase of the project covers an area of ​​200 mu with a total investment of 540 million U.S. dollars. It plans to introduce 170 sets of sapphire substrate crystal growth furnaces. MOCVD 100 units, the first phase of the project is scheduled to be completed and put into operation before the end of 2011.

Taiwan Liyin Co., Ltd. invested a total of 6 billion yuan in the new Lijing Optoelectronics LED project also held a grand opening ceremony in June this year in Anhui Wuhu National High-tech Industrial Development Zone, the project plans to introduce more than 100 MOCVD, project one With an investment of 680 million yuan, 12 MOCVD will be introduced within one year, with an annual output of 570,000 LED epitaxial wafers and chips; after the project is completed, it will produce more than 5 million LED epitaxial wafers and chips per year.

In May, the Xikong Qinshang Optoelectronics Industry Headquarters Base Project and the June High-Precision Transmission Equipment Manufacturing Group Hefei Sapphire Substrate Project signed a planned investment of 5 billion yuan. In the first half of 2011, the contracted investment of more than 3 billion LEDs was planned. There are as many as 10 projects.

LED industry contracted investment in the second quarter of 2011 increased by 130% compared with January

Source: Gaogong LED Industry Research Institute


In the first quarter of 2011, the investment amount of the LED industry contracted plan was 35.516 billion yuan, of which the planned investment in January, February and March was 21.87 billion, 2.5 billion and 11.126 billion respectively. The investment in the LED industry contracted in the second quarter was 82.912 billion yuan. The growth of contracted planning in April, May and June was 40.879 billion, 18.679 billion and 23.336 billion, respectively, 133.58%. It is worth mentioning that the investment in LED signing in April this year reached 40.879 billion yuan, a record high in the monthly investment in LED contracting since January 2010. The monthly investment in planned investment exceeded the total investment in the first quarter of this year. Eight of the 10 projects with a planned investment of 3 billion or more this year were signed in the second quarter, with a planned investment of 57.15 billion yuan, accounting for 68.87% of the total contracted investment in the second quarter of this year. In the first quarter, the total planned investment of two projects with more than 3 billion yuan was 19.5 billion, accounting for 54.90% of the total investment in the first quarter of this year.

In the first half of 2011 , the investment in sapphire contract planning was 94.63% for the whole year of last year.

Source: Gaogong LED Industry Research Institute


Source: Gaogong LED Industry Research Institute


The upstream epitaxial chip project has always been a project for investors to save money. The investment in epitaxial chips is tens of billions or even tens of billions. In the first half of 2011, the planned investment amount of the epitaxial chip project was 71.794 billion yuan, which was the signing of the epitaxial chip project last year. The planned investment amount is 52.11%, accounting for 60.59% of the total planned investment amount in the first half of this year, of which the second quarter was 47.294 billion, an increase of 48.20% from the previous month. The most popular investment in the first half of the year was the sapphire project, with a planned investment of 21.506 billion yuan. This figure is 94.63% of the total investment in sapphire projects last year, accounting for 18.15% of the total planned investment in the first half of the year; The amount was 12.698 billion, an increase of 30.62% from the previous month. The hot investment in the sapphire project has led many experts to believe that the future production capacity of sapphire will be seriously oversupplied.

In the middle and lower reaches of the project, the planned investment amount of the packaged project in the first half of the year was 6.211 billion, and the total investment amount was 5.24%, and it was basically concentrated in the second quarter, accounting for 93.16%. The investment amount of the project contracted plan was 14.388 billion, accounting for 12.14% of the total planned investment in the first half of the year, of which 114.23 in the second quarter and 74.04% in the chain. Although the amount of investment in the middle and lower reaches will be much less than the upstream, the number of projects in the middle and lower reaches is not as much as the upstream. According to the statistics of the High-tech LED Industry Research Institute, there are more than 5,000 LED application companies in China and more than 1,000 packaging companies. The competition in the middle and lower reaches is fierce. Although they all see the potential of the future lighting market, they want to get this cup. It is not an easy task.

In the second quarter, the proportion of investment in LED industry signing plans in the northern region surged to 36.02%.

Source: Gaogong LED Industry Research Institute


Source: Gaogong LED Industry Research Institute

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