According to experts' estimates, the output value of China's LED lighting industry in 2010 will exceed 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.

Therefore, the "LED Industrial Park" fever has been raised all over the country, such as the Yangzhou base and the Shijiazhuang base, much like the photovoltaic heat that has been going on in the past few years. This is quite worrying: Will there be another overcapacity?

Ye Guanrong, Ph.D., Department of Optoelectronic Information Engineering, Zhejiang University: From the perspective of LED industry development, it is currently “beginning”, LED light source will gradually replace traditional light source; however, investment in this field does have a tendency to “overheat” and invest Too aggressive, caught in a vicious circle of low prices and inferior quality, and created a lot of garbage products - industry reshuffle is inevitable.

At this time, it is of course a good thing to choose to do the upstream. The problem is that many billions of people can't afford to invest; the enterprises that have the brand advantage in the application market are also very good. The problem is that the "brand" is not a one-off... At this time, the venture capitalist The choice may suggest some directions.

Zong Peimin, chairman of Zhejiang Huarui Investment Management Co., Ltd. told reporters that among the companies they have invested in, Eddie Optoelectronics focuses on technology to increase the service life of LED lamps from 3,000 hours to 50,000 hours. Yuanfang Optoelectronics is currently the only LED testing company in China that can compete with European and American testing companies...

Zong Peimin thinks that although the LED industry started late in China, Chinese companies still hope to catch up with the existing technology routes or form a breakthrough in the technology route.

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