In fact, many LED companies are struggling to reduce orders and net profit dilemma. The industry is expected that the next two years will become the LED industry bubble broken. Expansion of self cited conflicts between labor and capital, according to understand, in 2011 Lehman raised 605 million yuan (the same below) to establish LED Industrial Park, of which $143 million for investment in high brightness LED packaging device expansion projects, high-end LED display and LE.
Last week, Shenzhen Lehman photoelectric (hereinafter referred to as Lehman) due to an emergency decision to move to the base in Huizhou, some employees want to leave and cause compensation disputes. Informed sources said that Lehman eager to move to expand the size of the factory is due to its continued deterioration in profitability. The above base is one of the Huizhou raised investment projects.
Informed sources said that the reason why they are eager to move due to the small scale and low gross margin pressure, the scale of the expansion must be caused by. As one of the first landing gem LED companies, Lehman's scale is not prominent, nearly two years of performance showed gross margin continued to decline.
In the first half of this year, the company's revenue of 148 million yuan, an increase of 21.50%, but the gross profit margin fell to trough, only about $13.67%.
One industry analyst said, regardless of size and gross margin, Lehman is much lower than peers. In this year's market environment, the greater the pressure to survive.
LED industry will usher in the bubble breakup period, in fact, the size and depth of the abyss of struggle in the abyss of more than a Lehman, the first half of the number of LED business orders fell sharply.
Shenzhen, a LED lamp company's foreign trade manager, said: in the first three quarters of exports fell by nearly half. "Shenzhen Semiconductor Lighting Association Deputy Secretary General Bao Enzhong more bluntly:" this is the worst year. "The direct result of orders to reduce the enterprise survival difficult chairman of bright lighting Xu Zhensen said:" at present, the domestic 50% LED enterprise survival problem. And Bao Enzhong said that the mainland's most concentrated LED companies in Shenzhen, every few days there will be a business failure, but the collapse of these small businesses are.
However, with the collapse of small enterprises in stark contrast, is the contrarian growth of some leading enterprises. According to Xu Zhensen introduction, reflecting the group's overall growth in the first three quarters of this year is still breaking the figure of two.
In his view, from last year to this year, Shenzhen Jun Andy CEOs running, the vision of the collapse of optoelectronics, Ningbo bankruptcy and a series of corporate failures, are the performance of the industry reshuffle.
Mainland investment in recent years, the formation of too many bubbles, the next two years is the focus of the bubble crushing period. Xu Zhensen said.
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