Gaogong LED Zhang Xiaofei: LED industry investment opportunities and risks

[High-tech LED News] At the "2011 High-tech Emerging Industry Technology and Investment Forum" held by the High-tech Group, Dr. Zhang Xiaofei, Dean of Zhejiang Higher Industrial Research Institute, made a review of LED industry investment and current situation - investment opportunities and The “Benefits” wonderful speech, he first reviewed the investment situation of China's LED industry in 2010, and analyzed the investment status and hotspots in 2011.

Dr. Zhang Xiaofei, Dean of Zhejiang Higher Industrial Research Institute

Overall review of LED industry investment in 2010

In 2010, China's LED industry contracted investment totaled 217.885 billion yuan, an increase of 248.6%. In 2010, about 74 new-scale investment projects (100 million yuan and above) were added, an increase of 25 over the previous year. As of the end of 2010, the newly completed projects have actually completed an investment of 34.32 billion yuan, accounting for 15.8% of the total planned investment.
From the perspective of the project structure, the investment in subdivisions such as epitaxy, chips and sapphire substrates has increased significantly. The investment in epitaxial chip is about 124 billion yuan, accounting for 56.9%; the investment in sapphire substrate is about 22.72 billion yuan, accounting for 10.4%, which is the fastest segment of investment growth (in 2009, the investment amount is less than 1). %)


Investment Status of LED Industry in 2011 - Overall Situation
In 2011, China's LED industry investment will exceed RMB 65 billion, far exceeding the actual investment of RMB 32.6 billion in 2010.

2011 LED industry investment hotspot

1. The investment hotspots in the LED industry have been extended from the upstream sapphire substrate and epitaxial chip to the whole industry chain. 2. The investment intensity of China's LED industry is higher than that of 2010, and large-scale investment projects are emerging. 3. With Zhou Minghe. Alto's listing, LED display industry has begun to attract the attention of a large number of investors 4, LED chips, packaging, lighting companies will still have more companies listed this year, the number of listed companies this year will reach 8

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