Depth interpretation: who set off LED lighting companies listed financing tide

Between January 2011 and April 2012, just 16 months, there are 15 LED lighting companies listed or will be off. However, listed since 1996 to 2010 Sanan optoelectronics, 15 years, but there are 9 involved in LED business company landed the Shanghai and Shenzhen stock exchange. Recently, a large number of LED lighting companies choose to advance into the IPO, its listed acceleration behind the formation of what is the reason?

The Ministry of science and Technology issued 7 "semiconductor lighting science and technology development this year," 12th Five-Year special plan (Draft) "(hereinafter referred to as the" plan "). According to the "planning", by 2012, Chinese, semiconductor lighting industrial scale to reach 500 billion yuan (hereinafter referred to as yuan), at the same time, focus on the cultivation of 20 - 30 of the core technology, with more independent intellectual property rights, independent brand enterprises, and built 50 "Ten City lights" pilot city. At the same time, the plan requires that by 2015, more than 80% of the chip to achieve localization, large-scale MOCVD equipment, the realization of the localization of key raw materials, LED product cost reduced to 1/5 in 2011. Some media said that the recent policy of good news, Sanan optoelectronics, Lehman photoelectric, LIAN electronics, Silan, Xiamen XinDa LED lighting companies listed shares generally rosy.

The lack of upstream downstream patent and core technology of the low level of blind investment and overcapacity are frequent

In fact, views on the development of semiconductor lighting industry the national development and Reform Commission and other departments jointly issued earlier "(hereinafter referred to as the" opinions ") has clear requirements, at all levels of development and reform, finance, science and technology departments to encourage the purchase of domestic MOCVD equipment, the use of domestic equipment to establish risk compensation mechanism, to support the localization of key equipment will promote the semiconductor; lighting products and key equipment in energy saving and environmental protection products catalog, enjoy the corresponding incentive policies; to promote the semiconductor lighting products included in the list of energy-saving products in government procurement. In the field of roads, industrial and mining enterprises, commercial buildings and families choose to promote the relatively mature semiconductor lighting products, the conditions are ripe to be included in the scope of financial subsidies to support the policy.

Semiconductor lighting (LED) is a kind of semiconductor solid light emitting device. Based on LED, this new technology is a new type of green light source, which is considered as the trend of the future development and the fourth generation lighting source. Due to the characteristics of LED, such as energy saving, environmental protection, long life, small size, etc., it can be widely used in various fields such as indication, display, decoration, backlight, general lighting and urban nightscape. LED industry has also been recognized as the most promising emerging industries in the field of lighting.

In recent years, some developed countries in the world have launched a fierce competition in the field of LED. Since 2000, the United States invested $500 million to implement the national semiconductor lighting program, the EU announced in July 2000 launched the rainbow project". Supported by the 863 program, the Ministry of science and technology in 2003 for the first time proposed the development of semiconductor lighting program in June. However, from the perspective of industrial chain division of substrate material - epitaxial wafer - chip package application "on the Chinese in substrate materials, epitaxy and chip preparation LED upstream industry patent and the lack of core technology phenomenon obviously, at the same time, the industry in the middle and lower reaches of the low level of blind investment and overcapacity situation often occur, leads the industry overall level is not high. LED industry standards and testing system has yet to be established and improved.

Semiconductor lighting technology and industry have the opportunity to leapfrog development

This month, 7 promulgated the plan pointed out that in recent years, many developed countries / regions have arranged special funds to support domestic or regional semiconductor lighting technology innovation and industrial development. Today, the industrial development was explosive growth, has reached a critical moment to seize the commanding heights of the industry. In the national R & D investment continued support and market demand pull, China's semiconductor lighting technology and industry has the opportunity to leapfrog development.

According to the "planning", by 2015, industry of luminous efficiency of white LED devices to reach international advanced level (150-200lm/W), LED light / light efficiency reached 130lm/W, two organic light emitting tube (OLED) lamps light efficiency reached 80lm/W, silicon semiconductor lighting, intelligent lighting system, innovative applications and solutions reached the international advanced level, forming the core patent 300.

In the research field of semiconductor lighting technology, especially the "planning" requirements, by 2015, the breakthrough of white LED patent barriers, the luminous efficiency of international advanced level; of large size Si white LED substrate preparation technology, strengthen the single chip white, ultraviolet light emitting diode (UV-LED), OLED lighting is a new technical route study; breakthrough of high efficiency, the core component of industrialization technology of high reliability and low cost; enhance the reliability of LED devices and systems; to realize the localization of core raw materials specially prepared and key facilities, upgrading the industrial manufacturing level and profitability.

"Planning" at the same time, before 2015, to focus on substrate materials, epitaxy and chip preparation, LED light source and lighting applications, detection method and equipment of semiconductor lighting technology innovation chain, the construction of National Engineering Technology Research Center, to strengthen the transformation of scientific and technological achievements into productive forces.

Also worth mentioning is that in the mode of business promotion, "planning" proposed to study the semiconductor lighting intellectual property strategy, the establishment of patent early warning analysis system; strengthen the cooperation with foreign patent organization. Promote and promote the business model of software, services and solutions, through extensive research and