China's LED enterprise level gap within two or three years will be shuffled

As one of the strategic emerging industries in 12th Five-Year, semiconductor lighting (LED) industry, is currently in the fast lane. The letter shows half of the data, as of the end of June, the national total production of light-emitting diode (LED) 39 billion 280 million, growth of 26.4%. This means that the LED industry is still a hot investment.

Prior to the experts predict that by 2015, China's lighting industry will only reach 500 billion of the size of the LED. High market is expected to attract a large number of enterprises among the various sectors of the industrial chain, especially in the downstream link. Industry insiders estimate that the national LED industry chain now has about more than 4 thousand companies.

However, two people from the greater Fujian optoelectronic companies believe that the LED industry will be a big reshuffle in two or three years. As a result of technological innovation and standards, some companies will be eliminated in the development.

National strategy and Industry

LED real product localization rate is not high, the domestic market is basically PHILPS, OSRAM, GE, Panasonic and other lighting giant carve up. China's LED industry started after the implementation of relevant national strategy, especially in July released the "12th Five-Year" National Science and technology plan in the next five years of strategic emerging industries and other industries to support key energy-saving environmental protection industry, among them. One of the key national support includes LED equipment and MOCVD (metal organic chemical vapor deposition) localization.

It is understood that local governments also provide MOVCD subsidies. "LED has the advantages of energy saving, and cold light source, long service life, which belongs to the environmental protection industry, so the state has a set of policies, vice president, Chinese Electronic Enterprise Association Electronic Information Group Chairman Liu Jieming told reporters in Fujian province.

At present, China's LED enterprises are mainly distributed in the Pearl River Delta, Yangtze River Delta, Guangdong packaging output accounted for 70% of the country, is an important production base of LED lighting and trade center. Data show that in the first half of this year, Guangdong LED output reached 14 billion 783 million, accounting for 1/3.

Many local governments have included the development of the LED industry '12th Five-Year' key industries to nurture and support, Liu Jieming said.

In Fujian, due to the adjacent location advantages of Taiwan, the photovoltaic industry is one of the key industries. In early April 2007, Fujian province to support the LED and solar photovoltaic industry, issued the "opinions to promote LED and solar photovoltaic industry development in Fujian province (2007-2001)", is China's first province to introduce such policies.

In March this year, the introduction of the West Strait Economic Zone Development Plan, Fujian and Taiwan cooperation as the main line, which explicitly describes the widening cross-strait industrial docking areas. Promote the photoelectric, bio medicine, energy saving and environmental protection, new energy, new materials, marine and other industries docking, and vigorously attract investment in the upstream and downstream enterprises. "

Liu Jieming introduction, the two sides of the LED industry has a strong complementarity. The mainland market, downstream applications, especially in the field of LED lighting, lighting, manufacturers, product line rich. Taiwan is located in the upper reaches of the river, from the LED material to epitaxial wafers, chips, the upper reaches of the field is much stronger than us.

In fact, many provinces and cities have adopted a number of policies to attract mainstream manufacturers in Taiwan to invest in the mainland. In the reporter visited several companies in Fujian, and harmonious Hongbo photoelectric, Wanban optoelectronics, new century materials are Taiwan enterprises shadow, including materials, technology, talent and intellectual property management system.

During 12th Five-Year, Fujian municipal, transportation, public lighting, LED market has two, thirty billion, Liu Jieming said. For the future trend, China photoelectric Association, said Hu Aihua, Deputy Secretary General of the branch of optical devices, in two to three years, LED will replace the general lighting, and will be a large number of alternatives".

Due to technical enterprises in the middle and lower reaches of the industrial chain

Good in the good policy and industry outlook expectations, all capital strides into the LED industry, but it seems in the industry, the whole industry chain from the package application of the upper and middle reaches of the lower reaches of the epitaxial wafer chip, which is a fatal problem, the chip core technology limited.

For the high-tech industry, the level of technical ability directly affects the application cost and the gross profit margin, even in the whole industry chain.

From the LED industry, the upstream point of view, the entire core technology mastered by Europe and the United States, especially upstream chip. Downstream brands are also in the hands of mainstream companies in Europe and America, which is the most confusing thing on both sides of the LED industry, but also the biggest challenge. Liu Jieming said.

Fujian Hongbo Group Chairman You Yuxian said, LED is the world's most cutting-edge chip should be in the United States and Japan, the biggest Chinese has advantages and competitiveness in lamps. The basic chip by Japan Nichia monopoly, "the whole world is not around the past Nichia, its Blu ray patents are all stuck, it had to buy the patent right, Wanbang photoelectric chairman He Wenming said," we have been on the Nichia's list ".

The other side of the core technology is either to spend a lot of money to obtain authorization, or direct purchase of products. Quanzhou Taiwan investment zone just put into operation this year, the harmonious optoelectronics is so, can only buy imported chips. In the cost of the chip probably accounted for 60%, vice president of the United States, ye ye told reporters.

The domestic chip enterprises in Xiamen three shares, product index is comparable to the international index, the light effect in 100 to 120LM/w, and has mass production. Otherwise, the same side, blue Shiwei Elec-Tech, LIAN and several.