China LED industry support policies have more maneuverability

Refinement of the Chinese LED industry development goals in 12th Five-Year the NDRC recently joint six ministries jointly issued the "planning" semiconductor lighting energy industry, introduced the 12th Five-Year development goals, China LED industry main tasks, key projects and support measures; the key objectives include: 2015 LED industry total output value of 450 billion yuan (including 180 billion yuan of lighting products), 11-15 compound annual growth rate of 30%, LED lighting penetration rate reached 20% (mainly to replace the traditional incandescent lamp, energy saving lamp permeability remained unchanged at 70%), chip localization rate reached more than 80%.

Clear the key objectives of policy support

1) lighting applications: focus on the promotion of public lighting (such as street) and indoor commercial lighting (such as lamp, lamp, lamp), to enter into Home Furnishing lighting (such as bulbs); 2) key technology areas: 4 inches above the substrate, epitaxial chip fabrication, wafer level IC, 3D/ drive power supply; 3) equipment and materials in the field of technology and testing equipment, MO source, phosphor, packaging material for cooling.

Clear the promotion path and measures

1) the establishment of standard system, improve the access threshold; 2) to establish a dynamic industry leader system, higher efficiency of production subsidies more, promote the upgrading of industrial technology; 3) the intensity and scope of subsidies gradually expanded, LED bulb and lamp is expected to enter the scope of subsidies, public lighting promotion or speed; 4) domestic attention and with the technical level of domestic enterprises to upgrade, we expect the future from lighting products to chip will be inclined to domestic enterprises.

The whole industry is good, industry chain boom is expected to rebound we think: the future of local government policy support LED more rule-based, in the macro economic recovery in the background, LED industry chain of the overall economy is expected to rebound; we expect LED lighting applications sector short-term benefit and the highest level of technology to enhance the integration of NVC recommended chip + pipeline the elec-tech.

National semiconductor lighting energy saving industry planning identified LED core materials, equipment and key technologies, in line with the following technical direction of the enterprise and the product is expected to get the government from R & D to the market policy support

Substrate preparation technology for LED lighting substrate material and large size substrate technology and process.

Core equipment manufacturing, multi chip MOCVD and other production equipment localization of key technologies.

Large size substrate high efficiency blue LED epitaxy, chip technology; high efficiency green light, red light and yellow light LED epitaxy, chip technology; integrated circuit technology chip level light source technology.

Packaging and system integration technology: key technologies, design and development of high efficiency white LED device packaging; multi system integrated packaging technology; phosphor coating technology.

High efficiency, low cost LED driver technology, high efficiency, high reliability and low cost LED driver power supply (including power supply chip).

Interior and exterior lighting product integration technology high quality, low cost, multi function LED module, light source, lamp standardization, seriation research; structure, heat dissipation, optical system design; new heat sink material development.

The development of intelligent lighting system key technology control protocols and standards; the development of intelligent and multi-functional lighting management system based on Internet, Internet of things and cloud computing technology.

LED innovative applications of modern agriculture, aquaculture, medical, communications and other special areas of application technology and system development; beyond the traditional lighting system solutions.

OLED lighting key technologies: high efficiency, high reliability, low cost OLED material development; white OLED devices and large size OLED lighting panel development; design and development of high efficiency and long life OLED lamps.

The downside of LED industry include: (1) if the global economy continues downward, accelerate structural surplus backlight, Taiwan chip may again impact on the formation of mainland chip factory; (2) the progress of the implementation of energy-saving lighting Chinese subsidy is lower than expected.