LED core technology by foreign monopoly pattern will not change

LED is called the fourth generation light source or green light, is a kind of semiconductor device. In 1955, Radio Corporation America RubinBraunstein found GaAs (GaAs) infrared radiation effect and other semiconductor alloys, in 1962 the United States Ge Corp (GE) NickHolonyakJr developed visible light LED. However, the real LED took off in 1990s after the emergence of white LED, began to gradually be taken seriously, more and more widely used.

In recent years, LED is facing explosive growth, mainly due to rapid growth, the national policy support and the downstream TV backlight demand caused by the decline in the cost of future large-scale general lighting replacement. It can be said that the next 5 years, will be the golden period of growth in the LED industry.

The world's five largest manufacturer of LED

In the face of global climate change and rising energy prices, governments have begun to put some energy intensive products as the primary object of disabled, such as the incandescent light bulb is the most obvious case. Incandescent bulbs from the European Union and Japan began to ban, followed by successive governments. From countries to disable incandescent bulbs to observe the timetable, after 2012, most countries began to gradually disable incandescent bulbs, but also for LED lighting brings huge business opportunities.

Really have the strength in the LED industry chain on the whole business the company is relatively small, mainly the United States, Japan and South Korea's leading enterprises. At present, countries with larger scale LED five manufacturers are the United States of CREE (Cree), Germany's OSRAM (Osram), Holland PHILPS (Philips), Japan's Nichia (Nichia) and South Korea (SeoulSemiconductor) Seoul semiconductor.

LED upstream monopoly by foreign manufacturers

LED industry has formed a complete industrial chain in the world, a large number of United States, Japan, Europe, Chinese Taiwan and South Korea and other countries and regions of the enterprises, mainly concentrated in the substrate, epitaxial wafer, chip and package.

The core technology LED high brightness LED epitaxial growth and chip manufacturing technology, with high technological content and added value, is a typical technology intensive and capital intensive industries, the field has been the industry companies competing to climb the heights of industry. At present, the United States and Japan in the core components of the raw materials and device design has the advantage of technology, in the leading level in the world, including Japan's Nichia and TOYOTA synthesis, Cree of America, Osram of Germany in the world semiconductor lighting patent market temporarily in technology monopoly. In terms of sales and market share, these large companies are also in the absolute leading position.

For the production of LED chip, the industrial chain of the front substrate material is the first to consider the issue, need to choose according to the requirements of LED equipment and devices. At present, the SiC is used as the substrate of chip production enterprises mainly include: the United States Cree company, Norstel company, SiCrystal in Europe and Asia tankeblue Semiconductor Co. Ltd and NionSteel company, the American Cree company's SiC chip technology and the production and sales volume are in a leading position in the world, accounting for about 80% of the market share. However, the application of high prices will still hinder the SiC chip.

In addition to substrate, epitaxial wafer also belongs to the LED industry upstream end. At present, LED epitaxial wafer production technology mainly uses MOCVD, the world can produce the equipment of the enterprise, but 3 to 5. The world's two largest MOCVD producer for the German AIXTRON and the United States VEECO, which occupy more than 90% of the global MOCVD supply market share, in a monopoly position.

From Market Research Report of VLSI research institutions in 2008 April and GartnerDataquest research institutions in 2009 May was informed that in 2008 AIXTRON, the global market share of about 72%, VEECO's global market share of about 19%.

In the past year, MOCVD equipment needs a sudden surge, also let VEECO have the opportunity to grab AIXTRON orders. According to information released by the Gartner Research Institute in March 2010, AIXTRON company's MOCVD product market share of 68%.

Japan LED packaging factory the highest market share

According to research firm LEDinside statistics, in 2009 the global LED packaging factory of the total operating income reached $8 billion 50 million, growth of 5% in 2008. If by region, Japanese manufacturers the highest market share, but decreased year by year; Chinese Taiwan manufacturers market share of 17%, ranking second, increased year by year; South Korean manufacturers market share jumped from 9% in 2008 to 15% in 2009, ranked third in the world. In recent years, with the rapid expansion of China's packaging enterprises and their capacity, the global market share of China's packaging industry increased steadily, with a market share of 11% in 2009.

To individual manufacturers operating revenue, early entry into the large-size Backlight Market LED suppliers, revenue growth trend in the financial crisis, such as South Korea, Seoul, Japan SamsungLED semiconductor manufacturers such as TOYOTA synthesis. In the business income ranking, Nichia 2009 Japan ranks first in the world, followed by the German Osram and American Cree and other traditional LED enterprise, China Taiwan Lite billion light and also entered the top ten. The top ten packaging companies operating income of $5 billion 200 million in 2009, the rest of the company's total operating income in 2009 was $2 billion 850 million.

In addition, the current patent technology is a major global LE