2012 policies behind the rise of LED industry

Policies to guide the development of the lighting market to start LED industry

LED lighting market in 2011 had been high hopes are not fully started, the reason for the high cost is still the main factor restricting its commercialization, fortunately, with the development of technology and market competition drives the price LED the price of the end product, the pace of penetration of LED lighting in the area began to accelerate. In the short term, to grasp the policy support is still the key theme of investment in the LED industry, including the Ministry of industry and put forward four aspects to promote the development of LED, many ministries linkage to promote "ten city lights", as well as the global elimination of incandescent route, these measures will help boost demand open terminal. At present, the domestic LED industry is in a structural surplus crisis, this also means that the future of the industry reshuffle will accelerate the process, those with the ability of technical innovation and financial strength of enterprises is talent shows itself. From the perspective of investment in the industrial chain, the upstream industry more investment value, listed companies may be concerned about Sanan optoelectronics, changelight Elec-Tech, etc..

Under the guidance and organization of the Ministry of industry, China's semiconductor lighting /LED industry and application alliance was formally established. It is reported that the alliance by the domestic more than and 150 LED companies, lighting companies and industry associations, standardization organizations, testing agencies and other units jointly launched. In addition, the Ministry said it would focus on strengthening guidance and planning, accelerate the adjustment of industrial structure, strengthen the standard of intellectual property rights, and detection system, and strengthen the industry chain interaction, increase four LED in various fields to promote the application of promoting the development of LED industry.

From the current LED industry in the global development, policy support is always an important driving force to promote industrial development at the same time, with the progress of technology and economies of scale to reduce the light production cost, inflitration step LED in the lighting field is gradually accelerated. In the application of the field, the LED light source is still mainly used in display, backlight and other fields, the largest lighting market demand has not yet opened, at the beginning of the global energy saving as well as countries gradually disable the incandescent lamp under the background lighting market opening will undoubtedly become the LED industry development is another highlight.

The Ministry of industry to accelerate the adjustment of industrial structure, strengthen the upstream and downstream industry chain to promote the development of four aspects of the LED industry. Including the use of various channels of funds to increase R & D investment, breaking through the industry's key technology and production technology, and encourage foreign companies to increase the domestic investment in the upstream industry chain upstream. It is understood that, compared to the global LED industry giants, the domestic LED enterprises are still in the backward position in the field of current design, chip, wafer and chip global LED upstream of the technology, production capacity is basically dominated by Japan and the European countries, therefore, the future development and guide domestic enterprises to the upper reaches of the key components and core technologies, will is an important premise to promote the development of domestic LED.

It is reported that after the establishment of the alliance, the main tasks of the semiconductor lighting industry, including /LED core technology and products to promote independent innovation, promote scientific and technological achievements into real productive forces, etc.. In addition, including the promotion of semiconductor lighting /LED industry public service system construction, technical standards, etc.. Statistics show that in 2011 China's LED industry output value of 154 billion yuan, an increase of 22%, an increase of output of up to 50%. Expected in 2012 led by the lighting products, industry output value is expected to reach 200 billion yuan, an increase of 30%.

Currently on the market mainstream lighting cost per lumen of $0.001-0.008, compared to LED in 2010 at $0.01 per lamp still lumens, the gap is still large, high cost led to the 2010 LED lighting penetration rate in the world is less than 5%, the key point to start the next LED lighting market is a decline in the terminal price. From the perspective of cost factors, the cost of LED light source including light effect, yield, process flow, substrate material, equipment efficiency and scale effect, from the angle of the market, expand the scale to play a scale effect, but the single enterprise's launch capacity is often advanced, easy to cause the market to pile up in excess of requirement plus the cost of has been reduced. The price competition to gain market share and lower prices can hardly be avoided, it will inspire more demand, objectively accelerated the infiltration of LED in the field of general lighting.

At present, the entire LED industry is in a structural surplus crisis, industry chain on the sapphire substrate, chip, package, the price way down, according to the Institute for statistics, this year 1-7 month, 2 inch sapphire substrate prices from the beginning up to $35 / piece, down to the current $13-15 / film, average the decline in 50%; in addition, the average price of 25% LED chip LED package, the average price of 23%, the average price of LED application has reached 21%, the price change of different types of products vary greatly, some light string prices fell even as high as 75%, overcapacity, the whole industry chain costs are in a downward spiral, is conducive to the terminal application cost reach the degree of market acceptance and economic application level as soon as possible.

Previously, in some areas of China to accelerate the pace of industrialization of LED industry upstream of the key components of the MOCVD equipment in the first implementation of the fiscal subsidy policy, the subsidy standard is in line with the conditions of the blue and green MOCVD subsidy funds of 1000 yuan each, red and yellow light MOCVD each 800 yuan subsidy, then set off across the country have followed suit. A LED wafer investment boom, the government subsidies for the MOCVD device is suspended after lighting will become the next order