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Dehao Runda believes that the photovoltaic industry will not fall into the same dilemma as photovoltaics. Chairman Wang Donglei is worried about overseas anti-dumping, but at the same time he believes that the use of photovoltaics is too dependent on government subsidies, and the LED optoelectronic industry will be market-driven in terms of consumption. For example, LED lighting will be official and commercial lighting accounted for 70, household Accounted for 30. In Wang Donglei's view, the main difficulty of the LED industry is that the production capacity is too fast, and the big start of market demand will have to wait another 24 months. Wang Donglei believes that Dehao Runda has a latecomer advantage: when we intervened in the LED industry, the 2-inch production line is very mature, but I decided to go to the 4-inch production line and it took a lot of effort to debug the furnace, but the production cost was 15-20.
Sanan Optoelectronics also believes that the photovoltaic industry will not fall into the same dilemma as photovoltaics. Director Wei Hongzhu said that the national LED market bidding has been launched, which has a market of billions of dollars per year. It is expected that the global economy will also pick up in 2014, market demand will be released, and research institutions will judge that there will be 500 billion markets for lighting alone. 100 billion. After PV is mainly anti-dumping, the domestic market can't digest, and the industry quickly enters a trough. The LED industry organization first communicates between upstream and downstream enterprises to share the cold winter. Second, it must actively help enterprises, especially downstream application enterprises, to deal with overseas litigation. In case of anti-dumping, actively respond to the lawsuit. Yan Hongzhu said that the industry reshuffle will be in the first half of 2014, next year may be the industry's cold winter year, but for Sanan Optoelectronics is the opportunity year, adjust the product structure, accelerate the gathering of talents in the industry to recruit top talent. Sanan Optoelectronics is now mainly competing with international big companies, and its product index does not lose Taiwan Jingdian (the largest LED company in Taiwan). In fact, the layout of Sanan Optoelectronics is unfolding. In November, Sanan Optoelectronics entered the top three shareholders of Taiwan's LED industry with cash and became the largest shareholder.