LED epitaxial chip lag industrialization scale has not yet formed

According to the analysis, the customs statistical data of 2004~2007, LED, China exports increased year by year, exports from 12 billion 200 million in 2004, rose to 31 billion 200 million in 2007, the annual compound growth rate of 36.7%; export amount from 590 million yuan in 2004, an increase of 2 billion 30 million yuan in 2007, a compound annual growth rate of 51%. In the first half of 2008, exports of LED257 billion, exports amounted to $1 billion 270 million. It is expected that in 2008 the annual export volume of 40 billion 600 million, exports amounted to $2 billion 760 million, an increase of 30% and last year, respectively, and 27.6%.

The reason of rapid growth, China LED exports, in recent years to promote the national semiconductor lighting project ", formed a national semiconductor lighting project industrialization base in Shanghai, Dalian, Nanchang, Xiamen and Shenzhen, the development of enterprises, especially the rapid extension of chip scale packaging companies continue to maintain rapid growth, lighting application great progress. In the rapid growth of the industrial scale at the same time, the domestic industrial structure has been greatly improved, gradually increase the share of high-end products, such as display chip, SMD and large package of products, lamps and other lighting products have obvious progress. In addition, a large number of Taiwan LED industry to the mainland of China, but also to improve the capacity of mainland China LED greatly. According to the national semiconductor lighting engineering research and development and Industry Alliance reported that in 2007 China's LED production has reached 82 billion, chip production of up to 38 billion. According to the export price projections, LED total sales reached $3 billion 10 million, an increase of about 25.0.%, exports accounted for 67.4% of total sales.

At the same time, China, LED imports also increased year by year, imports from 14 billion 800 million in 2004, rose to 40 billion 100 million in 2007, the annual compound growth rate of 39.4%; imports from 1 billion 630 million yuan in 2004, an increase of 3 billion 10 million yuan in 2007, a CAGR of 22.7%. The first half of 2008, has imported LED219 billion, the amount of imports amounted to $1 billion 760 million. It is expected that in 2008 the annual import volume of 48 billion 900 million, imports amounted to $3 billion 970 million, an increase of 22% and last year, respectively, and 32%. From the volume of imports and exports, in recent years, imports have been greater than the export volume of 50~90 billion; from the import and export amount, the amount of imports has been greater than the export amount of $8~12 billion, but also showed an upward trend. Although Chinese, LED production has greatly increased, but the production of LED chip, wafer production is still limited, its products with low grade based, industry scale is small, can only meet the needs of domestic packaging companies, amount of 20%~30%, most of the high performance LED and power LED products are to be imported.

[expert interpretation]

Peng Wanhua: LED epitaxial chip lag small-scale industrialization

The basic situation of epitaxy, chip industry: to carry out LED epitaxial chip research and development units across the country, including universities and research institutes, a total of 15, of which part of the unit is carrying out basic research on III-V compound semiconductor epitaxy, chip development, industrial production of the 23 enterprises, which do not only part of the unit chip the extension, is to build a 5 ~ 6. It is expected that in 2008 the production of high brightness LED chip more than 30 billion, of which GaN based blue, green chips about 8 billion ~ ~ 10 billion. Chip production growth in recent years, more than 75%, from 2007 to date, the domestic new MOCVD design about about 40 units, plans to purchase more than 100 units.

From the present stage, the main problems in the extension and the chip industrialization are as follows: first, the core technology of innovation and independent intellectual property rights is less, it is difficult to compete with foreign counterparts. Second, high performance LED chip and power LED chip, the current domestic rarely, still need a large number of imports, which seriously restricts the development of the entire LED industry. Third, the domestic extension, many research results of the chip, such as the extension of new technology, the new structure of the chip, the new technology is difficult to promote the application in the enterprise, which may be a system problem. Fourth, the domestic epitaxial, chip enterprise scale of industrialization is small, lack of R & D strength, production is low, product cost is high, lack of competitiveness.

Source: LED chip network