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<h1>大陸叫停LED補(bǔ)貼政策或?qū)⒋呱酒岸取毕磁?/h1> <div id="lazfadr" class="authorTimeSource"> <span>作者：</span> <span>時(shí)間：2014-12-23</span> <span>來源：互聯(lián)網(wǎng)</span> <link rel="stylesheet" type="text/css"/> <span style="float:right; width:130px;margin-right:0px; text-align:right;"> <div id="ubarihr" class="nav0"> <ul> <li><a href="javascript:void(0);"><img src="http://www.ex-cimer.com/event/action/images/icon_add_4.png" width="20" border="0" align="absmiddle" />加入技術(shù)交流群</a> <ul> <li style="text-align:center;"><img src="http://www.ex-cimer.com/event/company/images/code_1.jpg" width="130"><br />掃碼加入<br />和技術(shù)大咖面對面交流<br />海量資料庫查詢</li> </ul> </li> </ul> </div> </span> <span style="float:right; width:30px;margin-right:0px; text-align:right;"><a rel="nofollow">收藏</a></span> </div> <div id="rnpxoyi" class="hAd4_Afinal20a_back">  <iframe id='a890e388' name='a890e388' src='https://ad.eepw.com.cn/www/delivery/afr.php?zoneid=88&cb=INSERT_RANDOM_NUMBER_HERE' frameborder='0' scrolling='no' width='660' height='60'><a target='_blank'><img src='https://ad.eepw.com.cn/www/delivery/avw.php?zoneid=88&cb=INSERT_RANDOM_NUMBER_HERE&n=a635e61e' border='0' alt='' /></a></iframe> </div> <div style="margin-top:28px;"></div> <div id="ttzueon" class="content" id="contentDiv" style="position:relative;"> <div id="nntvbpd" class="editorNote"> <strong>編者按</strong>：　在市場啟動(dòng)的初期，政府的補(bǔ)貼對于擴(kuò)大市場肯定有幫助，并且對于全產(chǎn)業(yè)鏈都會有一定的拉動(dòng)效應(yīng)。但是，無論是企業(yè)還是地方政府，都不能把補(bǔ)貼作為唯一的手段。因?yàn)槟軌颢@得補(bǔ)貼的企業(yè)、產(chǎn)品都只占少部分，要想占領(lǐng)市場還得靠技術(shù)創(chuàng)新、品牌和渠道建設(shè)。而急功近利地盲目發(fā)展，只會導(dǎo)致自身競爭力不足，在市場中難逃被淘汰的厄運(yùn)。</div> <br/> <div id="juzlihr" class="ad_300x180_Afinal13_back">  <iframe id='a225770a' name='a225770a' src='https://ad.eepw.com.cn/www/delivery/afr.php?zoneid=87&cb=INSERT_RANDOM_NUMBER_HERE' frameborder='0' scrolling='no' width='300' height='200'><a target='_blank'><img src='https://ad.eepw.com.cn/www/delivery/avw.php?zoneid=87&cb=INSERT_RANDOM_NUMBER_HERE&n=a576c0a2' border='0' alt='' /></a></iframe> </div> <span id="contentlabels" style="font-size:14px;"><p>　　據(jù)中國臺灣科技媒體報(bào)道稱，大陸政府將要求地方政府停止向與<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/LED"><em>LED</em></a>相關(guān)的晶圓和<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/芯片"><em>芯片</em></a>制造商提供補(bǔ)貼或稅收優(yōu)惠。對于取消的原因，該報(bào)道稱，此類補(bǔ)貼政策破壞了市場機(jī)制，同時(shí)可能違反世貿(mào)組織規(guī)則。</p>本文引用地址：<a href="http://www.ex-cimer.com/article/267231.htm">http://www.ex-cimer.com/article/267231.htm</a><p>　　看到此則消息，小編不得不有點(diǎn)擔(dān)憂。目前國內(nèi)<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/芯片"><em>芯片</em></a>企業(yè)補(bǔ)貼款，可謂是一山蓋過一山，也難怪，臺灣同胞每次對外都是說市場不公平，國內(nèi)補(bǔ)貼打亂了整個(gè)<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/LED"><em>LED</em></a>行業(yè)的秩序呢?</p><p>　<strong>　政補(bǔ)貼依賴癥還在繼續(xù) 新政策催生“二度”洗牌</strong></p><p>　　據(jù)小編查閱資料發(fā)現(xiàn)，自國內(nèi)大力吹起<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/LED"><em>LED</em></a>風(fēng)，很多地方政府仍然大力扶持LED產(chǎn)業(yè)并出臺相關(guān)的政策，但是自2013年初深圳廢除LED產(chǎn)業(yè)規(guī)劃開始，當(dāng)時(shí)國家以及很多地方政府的LED產(chǎn)業(yè)政策開始趨于理性。而且經(jīng)過近幾年的技術(shù)積累，我國LED產(chǎn)業(yè)技術(shù)得到很快的發(fā)展，常規(guī)技術(shù)不再是困擾LED企業(yè)發(fā)展的最大問題了。行業(yè)人士認(rèn)為，近幾年國內(nèi)LED設(shè)備的大肆訂購，使得設(shè)備數(shù)量基本上與整個(gè)市場的需求量取得平衡，2014年國家政策將更多傾向產(chǎn)品的終端消費(fèi)的補(bǔ)貼，而不再是企業(yè)技術(shù)研發(fā)、設(shè)備引進(jìn)以及產(chǎn)業(yè)規(guī)模上的支持，類似家電補(bǔ)貼的政策或?qū)⒌絹?。特別是面對LED行業(yè)的整體低迷，國家開始了新一輪的補(bǔ)貼。</p><p>　　但是小編看到了，LED上游<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/芯片"><em>芯片</em></a>的補(bǔ)貼并沒有什么改善，而是依然持續(xù)。</p><p>　　12月2日，廣東甘化發(fā)布公告稱，今年11月28日，公司全資子公司廣東德力光電有限公司與江門市高新區(qū)管委會簽訂了《MOCVD設(shè)備補(bǔ)貼合同》，德力光電購置的10臺MOCVD芯片設(shè)備符合享受設(shè)備補(bǔ)貼優(yōu)惠政策的條件，合計(jì)獲得9900萬元補(bǔ)貼，接近于上半年?duì)I收的一半，是上半年凈利潤的15倍。</p><p>　　作為芯片補(bǔ)貼，不能不談三安光電。對于三安光電2014年可謂是風(fēng)生水起，一度向好，欲與晶元爭第一。</p><p>　　據(jù)其12月16日晚間公告稱，公司已于2014年9月26日、2014年12月10日訂購了AIXTRONSE和VEECO的MOCVD各50臺，共計(jì)100臺(折算成2英寸54片機(jī)，相當(dāng)于200臺)。2014年12月15日，廈門三安光電有限公司收到廈門火炬高技術(shù)產(chǎn)業(yè)開發(fā)區(qū)管理委員會給予的其中50臺設(shè)備40%補(bǔ)貼款23，000萬元。</p><p>　　如果說只有這么多，那么你錯(cuò)了。2014年12月18日，天津三安光電有限公司收到天津?yàn)I海高技術(shù)產(chǎn)業(yè)開發(fā)區(qū)財(cái)政局撥付的設(shè)備補(bǔ)貼款1200萬元人民幣。</p><p>　　除了這些，LED芯片的補(bǔ)貼可謂是參與有份。而更為奇葩的是，2014年上半年，德豪潤達(dá)實(shí)現(xiàn)總營收19.35億元，雖同比增長42.98%，但其半年報(bào)中，計(jì)入當(dāng)期損益的政府補(bǔ)助收入高達(dá)6443.08萬元。這意味著，如果沒有這一部分的政府補(bǔ)貼，德豪潤達(dá)上半年的虧損狀況將更為難堪。</p><p>　　行業(yè)把2014年譽(yù)為LED產(chǎn)業(yè)發(fā)展黃金周期的第一年，雖然企業(yè)的營收大幅增長，但在一系列半年報(bào)亮麗的數(shù)據(jù)背后，行業(yè)增收不增利的問題依然存在，緣由于價(jià)格戰(zhàn)激烈，企業(yè)利潤越來越薄。行業(yè)人士分析，這種現(xiàn)象普遍存在于中小型企業(yè)，而大企業(yè)依賴于自身成熟的技術(shù)、運(yùn)營體系及國家補(bǔ)貼，未來LED芯片龍頭企業(yè)將會呈現(xiàn)大者恒大的局面，行業(yè)趨向集中化。在今年上半年三安及晶元輪番的整并、擴(kuò)產(chǎn)策略中已有明顯跡象。業(yè)內(nèi)傳言，LED芯片企業(yè)兩年內(nèi)將生死立判。這是否意味兩年內(nèi)還將存在補(bǔ)貼或者說兩年后將會取消補(bǔ)貼呢?</p><p>　　而今天小編看到消息稱，大陸政府將要求地方政府停止向與LED相關(guān)的晶圓和芯片制造商提供補(bǔ)貼或稅收優(yōu)惠。對于行業(yè)來講，是好是壞呢?很多企業(yè)還是靠補(bǔ)貼維持營收，如果政策提前來到，芯片業(yè)恐會再度洗牌嗎?</p><p><strong>　　政策需理性回歸芯片率先集中化才可能</strong></p><p>　　政府出臺補(bǔ)貼政策，給企業(yè)提供研發(fā)補(bǔ)貼不僅能夠促進(jìn)新技術(shù)的進(jìn)步，而且還能拉動(dòng)市場，形成規(guī)模量產(chǎn)，促進(jìn)原材料價(jià)格下降，給LED行業(yè)發(fā)展提供更好的支撐。然而，現(xiàn)實(shí)情況并非如此。</p><p>　　作為全球最大的LED產(chǎn)業(yè)集聚區(qū)，近幾年我國LED產(chǎn)業(yè)發(fā)展突飛猛進(jìn)，產(chǎn)業(yè)配套逐漸完善，LED技術(shù)不斷得到提升，成本不斷下降，產(chǎn)品價(jià)格逐漸平民化。但是與國際相比，我國LED產(chǎn)業(yè)仍然存在著很大差距，企業(yè)發(fā)展緩慢并不是政府扶持和補(bǔ)貼不夠，相反正是由于政府補(bǔ)貼和扶持力度過大，使得很多企業(yè)產(chǎn)生了政府依賴癥，失去了參與市場競爭的動(dòng)力。</p><p>　　在市場啟動(dòng)的初期，政府的補(bǔ)貼對于擴(kuò)大市場肯定有幫助，并且對于全產(chǎn)業(yè)鏈都會有一定的拉動(dòng)效應(yīng)。但是，無論是企業(yè)還是地方政府，都不能把補(bǔ)貼作為唯一的手段。因?yàn)槟軌颢@得補(bǔ)貼的企業(yè)、產(chǎn)品都只占少部分，要想占領(lǐng)市場還得靠技術(shù)創(chuàng)新、品牌和渠道建設(shè)。</p><p>　　急功近利地盲目發(fā)展，只會導(dǎo)致自身競爭力不足，在市場中難逃被淘汰的厄運(yùn)。巨額的國家財(cái)政補(bǔ)貼非但沒有使這些在溫室中長大的企業(yè)獲得“新生”，反而成為其“夭折”的催化劑。同時(shí)，國家財(cái)政也難以承受越來越龐大、沒有效益只要補(bǔ)貼的企業(yè)。</p><p>　　很多人認(rèn)為，LED照明產(chǎn)業(yè)發(fā)展屬于市場經(jīng)濟(jì)行為，如果政府政策過多干預(yù)，反而不利于其朝著良性方向發(fā)展，最終會步光伏產(chǎn)業(yè)的后塵。事實(shí)上，地方政府出發(fā)點(diǎn)雖好，但過度的投資補(bǔ)貼恰是造成行業(yè)產(chǎn)能過剩的一大動(dòng)因。國家的巨額補(bǔ)貼加大了一些企業(yè)投資的沖動(dòng)，而終端的消費(fèi)補(bǔ)貼最終演變成了直接補(bǔ)貼生產(chǎn)企業(yè)。</p><p>　　據(jù)資料顯示，從目前照明市場的芯片消耗量來說，現(xiàn)在國內(nèi)大的芯片廠有1至2家就夠了，照明市場目前主要的增長點(diǎn)是替換傳統(tǒng)照明，而這一塊，國內(nèi)是全球最大市場。即使這樣，有數(shù)據(jù)測算，到2018年國內(nèi)這塊市場也將達(dá)到頂峰然后開始走下坡路。</p><p>　　如果政策再不回歸理性，交給市場主導(dǎo)，未來上游市場再度大洗牌，或?qū)⒚媾R的是更大的跑路。只有政策回歸理性，市場日趨穩(wěn)定，無法生存的企業(yè)在其還有價(jià)值時(shí)轉(zhuǎn)讓甚至轉(zhuǎn)型延伸到相關(guān)領(lǐng)域。</p><p>　　行業(yè)預(yù)測，LED芯片產(chǎn)業(yè)或率先成為LED產(chǎn)業(yè)鏈趨向集中化的一端，但是如果補(bǔ)貼政策不理性化，芯片集中化周期會延長還是落后呢?國內(nèi)芯片企業(yè)又該何去何從呢?</p></span> 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both"></div> </div> </div> <div style="clear: both"></div> </li> </ul> <ul class="xgwz"> <li id="1666166" class="dg1"> <div id="1116116" class="yb-1"> <div id="1611161" class="younr-1"> <a target="_blank">保證航天飛機(jī)起飛 NASA到處尋找8086芯片</a> <div style="clear: both"></div> </div> <div id="1666616" class="yx"> <a class="fl" target="_blank"> hpnet </a> <span id="1611616" class="zz">| 2002-05-17</span> <div style="clear: both"></div> </div> </div> <div style="clear: both"></div> </li> </ul> <ul class="xgwz"> <li id="6116116" class="dg1"> <a class="tp" target="_blank"><img src="http://editerupload.eepw.com.cn/201002/9c0f97c64d88aa7526c268bbe6a9e6f2.jpg" alt="應(yīng)用 V.I 晶片驅(qū)動(dòng)LED I - 恒流示范"></a> <div id="6611111" class="yb"> <div id="1116116" class="younr"> <a target="_blank">應(yīng)用 V.I 晶片驅(qū)動(dòng)LED I - 恒流示范</a> </div> <div id="6161111" class="yx"> <a class="fl" target="_blank"> 視頻 </a> <a class="zz" target="_blank" >Vicor</a> <a class="zz" target="_blank" >LED</a> <a class="zz" target="_blank" >V.I</a> <span id="6616661" class="zz">| 2010-02-26</span> <div style="clear: both"></div> </div> </div> <div style="clear: both"></div> </li> </ul> <ul class="xgwz"> <li id="1161661" class="dg1"> <div id="1661111" class="yb-1"> <div id="1616161" class="younr-1"> <a href="http://www.ex-cimer.com/article/202407/461219.htm" target="_blank">美國推動(dòng)在拉美建立芯片封裝供應(yīng)鏈</a> <div style="clear: both"></div> </div> <div id="6111616" class="yx"> <a class="fl" href="http://www.ex-cimer.com/info/industry/special/eda" target="_blank"> EDA/PCB </a> <a class="zz" target="_blank" href="http://www.ex-cimer.com/news/listbylabel/label/美國">美國</a> <a class="zz" target="_blank" href="http://www.ex-cimer.com/news/listbylabel/label/芯片">芯片</a> <a class="zz" target="_blank" href="http://www.ex-cimer.com/news/listbylabel/label/封裝">封裝</a> <a class="zz" target="_blank" href="http://www.ex-cimer.com/news/listbylabel/label/供應(yīng)鏈">供應(yīng)鏈</a> <span id="1161166" class="zz">| 2024-07-22</span> <div style="clear: both"></div> </div> </div> <div style="clear: both"></div> </li> </ul> <ul class="xgwz"> <li id="1611616" class="dg1"> <div id="1111111" class="yb-1"> <div id="1166611" class="younr-1"> <a href="http://www.ex-cimer.com/article/202407/461081.htm" target="_blank">消息稱臺積電代工英特爾下代 AI HPC 用 GPU 芯片 Falcon Shores</a> <div style="clear: both"></div> </div> <div id="6111111" class="yx"> <a class="fl" href="http://www.ex-cimer.com/info/industry/special/eda" target="_blank"> EDA/PCB </a> <a class="zz" target="_blank" href="http://www.ex-cimer.com/news/listbylabel/label/臺積電">臺積電</a> <a class="zz" target="_blank" href="http://www.ex-cimer.com/news/listbylabel/label/英特爾">英特爾</a> <a class="zz" target="_blank" href="http://www.ex-cimer.com/news/listbylabel/label/AI">AI</a> <a class="zz" target="_blank" href="http://www.ex-cimer.com/news/listbylabel/label/HPC">HPC</a> <a class="zz" target="_blank" href="http://www.ex-cimer.com/news/listbylabel/label/GPU">GPU</a> <a class="zz" 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