2012 will open LED lighting gold ten years"

Zhi Yuan investment in the "led" analysis of industrial development, the development of the industry, the annual output will reach 100 billion level LED. According to research firm StrategiesUnlimited estimates, LED lighting in 2012 the market value will reach $5 billion. At the same time, the report predicts that in 2012, LED lighting will be expected to successfully taking over LEDTV, this year will be the key to the development of LED lighting.

The LED industry is obviously a hemp cake. In the face of such a market, Chinese enterprises can share?

Investment is expected to continue to rise

"In 2010 the size of substrate production cannot be again big, then I exploded. LED CEO Zhang Xiaofei said that a total of 12 projects launched last year, the first quarter of this year did not slow down the speed.

Sapphire substrate and about 29000000. Epitaxial production last year, 200 units, this year's planning is 250 units. "

Zhang Xiaofei predicted that last year alone and this year's investment addition, it has to be more than the global needs. I think after the 3 quarter of this year, production capacity will exceed the global demand. He said.

But for most Chinese enterprises is undoubtedly the gospel. Most of China's LED enterprises to the application of the main. Upstream saturation capacity surge will give the downstream more voice.

"We must resolutely to the upstream price, will be more expensive to upstream consumption. Zhang Xiaofei said. Because the downstream profit is not high.

Surge in production capacity from the market continue to stimulate. High tech LED Industry Research Center statistics show that in 2009, ten city million pilot has been installed in the city of about 222 thousand pilot lights, is expected to reach 1 million 120 thousand in 2011. According to the National Bureau of statistics data, the national number of street lamps in about 90 million. If you press each street lamp 5000 yuan, the market size of about $450 billion.

2009 global lighting market, LED lighting output value of about $2 billion 400 million, penetration rate of only 3.3%. The proportion of LED lighting is expected to rise to 50% in 2015, reaching $80% in 2020.

It is based on the positive judgment of the market, the entire LED industry mergers and acquisitions and investment is also extremely fierce.

February 2011, China Securities Journal reported that the industry association statistics show that in 2009 the LED industry announced plans to invest 22 billion yuan. LED investment has obvious signs of warming. 2010, only the listed company LED investment plan on the amount of more than 30 billion yuan. Among them, only three optical plans to invest up to 20 billion yuan. Elec-Tech has announced to invest 4 billion 100 million yuan LED.

Zhejiang sunshine 2010 annual report claimed that the next three years, the total amount of investment in LED will be $1 billion. "I estimate that 1 billion may be over in the next 1 years. Now one hundred million or two hundred million of the investment in the market are embarrassed openings. Zhang Xiaofei said.

The analysis said that in 2010 LED lighting has begun to ferment, compared with the market demand increased in 2009, so LED packaging, LED display companies have also entered the field of LED lighting. At present, only a small number of LED packaging companies in the Chinese market, most of the packaging enterprises have begun to develop and produce LED lighting products.

Relative to the home market, commercial space lighting is undoubtedly easier to allow the price of LED companies to enter. Increasingly stringent energy-saving emission reduction requirements will increase the proportion of LED in commercial space.

LEDinside estimates that from 2010 to 2011 will be the two year of rapid growth and popularity of LED commercial lighting, and LED took off in the application of home lighting will have to wait until 2011, after 2012, especially in 2012 is a key year.

The unfinished industrial layout

Compared to incandescent lamps, LED can achieve energy saving 95%. Incandescent light emitting efficiency is the lowest, and halogen tungsten lamp and its similar. At present, all countries in the world have launched a roadmap for the elimination of incandescent lamps.

The main production process of LED is divided into raw materials, epitaxy and chip, packaging, assembly and application of several links.

At present, the industrial structure is dominated by the Pearl River Delta, the Yangtze River Delta, the southeast and the north. Each region has formed a relatively complete industrial chain.

The higher degree of industrialization in the south, the Pearl River Delta and Yangtze River Delta is the first domestic development and the highest density of industrial areas, focusing on the country more than 80% of the relevant enterprises, and the industrial chain is more complete.

The current size of the industry more than 20 billion, the number of enterprises about more than 4 thousand. "Deputy Secretary General of alliance national semiconductor lighting project, Ruan Jun said:" in addition to the Yangtze River Delta and Pearl River Delta in accelerating the development of LED industry, the country in accelerating deployment, such as Xi'an, Chengdu City Fujian Delta and northwest region. "

Upstream chip manufacturers for the entire industry chain is not small. The chip is the highest profit.

Our country can produce substrate and epitaxial wafer manufacturers including latticepower, Tianfu Thermoelectric, optoelectronics etc.. However, the domestic market, most of the substrate and epitaxial film still rely on foreign enterprises or Taiwan funded enterprises.

Chip production mainly includes three safety optoelectronics, Silan, LIAN and other enterprises in Dalian Lu Mei optoelectronics. At the same time, domestic chip manufacturers are mainly concentrated in low-power chips.

Leader of the packaging industry include Dalian Road, KingSun Furi Electronics, etc..

In the entire industry chain, if the profit is divided into proportion, packaging industry can get about 20%, while chip manufacturing can share the profits of 70%, the lowest profit is assembled. And this happens to be China