According to the Gaogong LED reporter, the implementation rules of the MOCVD subsidy issued by the Yangzhou Municipal Government in August 2009 found that in the annex to the document, it is clearly stated that “these measures are implemented from the date of promulgation, and the validity period is tentatively set at two years. That is to say, the deadline is within the July 2011 plan.
MOCVD is the key equipment for LED production of epitaxial wafers. How much will this change in policy affect the domestic LED industry?
According to the MOCVD equipment subsidy rules, according to the amount of the first RMB 2.5 billion subsidy fund of the Yangzhou Municipal Government, the average MOCVD number of the fund is about 250 units, and as of 2011, the average number of MOCVD units is about 50 units. In March, the Yangzhou government publicly announced that the number of MOCVD investment agreements signed was 198, and there were 52 targets.
Zhang Liansheng, deputy director of the Yangzhou Economic and Technological Development Zone Administrative Committee, once told the Gaogong LED reporter that as long as it is registered before the deadline, even if the equipment procurement plan is after this, you can still enjoy the policy concessions. Obviously, some of the words of the relevant people of the Yangzhou government have revealed some "extraordinary meanings".
"Under the investment thinking, the perspective of local governments considering issues is of course different. The attitude of Yangzhou means that there will be a new wave of layout in 2011." Semiconductor research expert Gu Wenjun said.
In recent years, the policy support of China's LED industry has been dominated by local government investment. Local governments usually use the preferential policies of land, tax reduction and exemption policies, equipment subsidies and other measures to introduce LED enterprises. These policies have greatly reduced the pre-investment costs of enterprises. With a large number of preferential policies, Yangzhou, Wuhu and other places have successfully deployed the LED industry chain.
“High government subsidies have become the biggest source of profits for the LED industry. With Sanan Optoelectronics and Dehao Runda as the representatives, the government’s subsidies have almost occupied half of the profits of enterprises, and they have also created the “false†of the LED industry in disguise. Prosperity'." An electrical and electronic component analyst at a brokerage in the north pointed out.
According to the 2011 quarterly report, Sanan Optoelectronics has a government subsidy of RMB 130 million, accounting for 78.55% of the company's net profit for the same period; Guoxing Optoelectronics has a government subsidy of RMB 1.24 million for the current profit and loss, accounting for the same period. The profit of 23.54%, and Dehao Runda's government subsidy for the current profit and loss was as high as 133 million yuan, much higher than the net profit of the company's 65.413 million yuan during the reporting period.
"According to the current investment model, if the policy subsidies are loosened, the new layout of the LED industry will inevitably undergo major changes." Industry analysts said.
Moreover, in recent years, China's LED industry investment enthusiasm is high, but most enterprises are small in scale, weak in technology, lack of funds, and generally wander at the lowest end of the industrial chain.
LED listed company's 2009-2010 annual report revenue summary 
Table 1 Data source: high-tech LED finishing
Looking at Table 1, the annual reports of a number of listed companies highlight the weak performance and the gross profit margin has fallen by half.The strong performance of a company is the key to growth. Policy subsidies only serve as a lubricant and cannot be used as a source of long-term profit. In the face of this subsidy policy, the beautiful bubble will also burst. And enterprises that rely on government subsidies as their backing will suffer a certain amount of impact. However, the views of optimists are not ruled out.
"With the release of new MOCVD equipment capacity in 2010, the structural supply and demand imbalance of LED chips is expected to reduce the downstream application costs, which will enable LED lighting applications to start in late 2011 and early 2012. For investors, once the real The market has been launched, and the good days of LED will undoubtedly come back again." Liu Liang, an analyst at Industrial Securities, pointed out.
"We are still optimistic about the LED industry for a long time, because the general trend of 'energy saving and emission reduction' is no problem." Hua Bao Securities analyst Chen Liangru said that the overall decline in recent times may be regarded as the concept of LED being hotbed. The return of value after the hype is high.
Product Parameters
Description: Outdoor Bluetooth Speaker with Dazzling Light
Product dimension: Dia 155mm x H 45mm
Material: ABS+PC
Weight: 330g
LED Color: RGB+Warm White
LED Power: 0.5W
Speaker Power: 5W
Lamp Current: 15-20mA
LED Qty: 8pcs RGB lamp beads+4pcs Warm White lamp beads
Battery Capacity: 3.7V, 1000mA (Li battery included)
Protocol: Bluetooth 4.1-CSR
Color of product: Dark Grey
Charging type: by a USB charger
Control Distance: 10m ( No obstacles)
Charging Time: 1.5 hours
Continue Use Time: 3-5 hours
Packing: Each in a color box
Waterproof Index: IP44
Warranty: 1 Year
Certification: CE (EMC,RED) ,ROHS, SCC, BQB,FCC
Suitable Occasions: Outdoor, especially when camping and working in the garden
Color box size: 22.2*20.6*5cm
G.W. of Unit: 0.52kg
N.W. of Unit: 0.33kg
Introduction
We combine the Bluetooth speaker with RGBW Light, one switch easy control four lighting modes: warm white lighting mode, no lighting mode, dazzling lighting mode, RGB lighting mode. High-quality speaker with loud, clear sound, combine with color lighting, the plastic sticker can be detachable, waterproof index is IP44, used in the bedrooms, gardens, and swimming pools.
The connection steps are very easy: turn on the speaker by pressing the button at the bottom, open the Bluetooth in the phone, wait for the Bluetooth to search the speaker, then connect successfully.
The Bluetooth Speaker With Light has four modes, can be pick by one button at the bottom of speaker.
The first mode, rhythm mode, light can jump with the rhythm of the music, initial light color is red;
The second mode is the color light auto-cycle mode, light can be automatically cycled, initial light color is yellow;
The third mode, the warm white lighting mode, the light color is warm white;
The fourth mode, speaker only mode, in which the initial light is blue, then slowly goes out, the music continue to play.
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Ningbo Homey Photoelectric Technology. Co., Ltd , https://www.linkuphome.com