LED great game: Japan and South Korea, and Taiwan Chinese, how to play the game?

In 2012, for the LED industry, cross-border mergers and acquisitions cooperation, price war, war, war patent niche channels than inflation and overheating, recruitment is difficult, high prices and other economic crisis is more intense, this year also should pay more attention to the trend of global LED industry than ever!

Throughout the development of the territory of the global LED industry, the European and American countries occupy the high-end market, the market share of about 20% in 2010, Japan and South Korea, Taiwan and mainland Chinese China overall market share has reached 81.3%, Asia has become the main production base of LED. Clearly, the future of the global LED position and market competition, Asia will become the main battlefield.

"In the future, the development of Japan, South Korea, Taiwan, Chinese China, LED industry will be crucial, and the global LED game plays a decisive role. Will be held at the same time the world's largest lighting show and the Asian LED exhibition, the 2012 Asian LED summit, said the person in charge.

Japan

First look at the global LED industry leaders and strong technology development capabilities in japan. Japan has always been a leader in the global LED industry. From 2000 to 2005 years, the market share has reached more than 50%, mainly in SHARP, Toshiba, Matsushita, Nichia and other enterprises on behalf of. Between 2006 and 2010, by the Taiwan economies of scale and low price strategy, as well as South Korea, the mainland government to actively dominate the market, in 2010 the global market share has fallen to 41.5%. But Japan's LED packaging industry output ranked first, in 2009 accounted for 33% of global LED packaging output. However, due to the positioning of high-end products in the Japanese market, the product price is high, the overall output remains the leading position. Moreover, due to the impact of the earthquake in Japan, the Japanese consumer acceptance of LED lighting is high, which is the current Japanese LED lighting market penetration is much higher than other regions. According to the Japanese survey company survey summary Fuji economy "before the results show that the size of Japan's domestic market is expected in 2012 LED lighting will reach 373 billion 800 million yen, 69% higher than the previous year, in 2020 is expected to increase to about 460 billion yen. Japan LED lighting market potential, so many LED companies competing to enter.

At present, Japan is the world's largest LED bulb market, the market share of up to 63%, but in 2014 will be reduced to 40%. Due to the limited power resources and awareness of energy conservation, LED penetration in the Japanese lighting system is high, until 2014 will be the largest lighting market. In addition, after 2011, Taiwan will replace Japan to become the largest supply of LED region; Mainland China in recent years, a large number of LED production, in many applications are also available. The next few years the market will be a substantial development in 2011 due to the oversupply of the market, in the fierce competition at the same time, the sharp decline in prices, which will further enhance the penetration of the LED lighting market.

Of course, Japan in the field of GaN blue, green LED and other breakthroughs in a number of key industries and common technology and the establishment of a patent network in the world, forming a century since the Japanese LED industry in the international leading edge. For example, master production manufacturing materials and manufacturing technology of polycrystalline silicon, monocrystalline silicon and silicon wafer. The external world famous Japanese enterprises have MITSUBISHI, ShinEtsu (two silicon epitaxial wafer Market and two other virtues of enterprise MEMC, Wacker together control 70% of the world's Japanese enterprises to master GaAS substrate); manufacturing technology including Hitachi, Sumitomo electrical wire MITSUBISHI, chemistry, ShinEtsu; Master of organic metal technology is Sumitomo electrical; grasp the technology of phosphor enterprise fundamental special chemical (Nenoto) and formation (Optonix); master MOVCD (commonly known as epitaxial furnace) equipment manufacturing technology including Japanese company Nichia, TOYOTA synthesis, Dayang acid (Sanso) etc..

Nevertheless, due to the high cost, the Japanese LED industry has gradually been the impact of Taiwan, South korea. As an industry analysis, "the Japanese LED company in Japan is very strong, but in the China market is difficult, slow development, mainly is the product price is too high for most of the current is still the price as a measure of Chinese consumers will not foot the bill. "

The Republic of Korea

In Asian countries, South Korea LED industry the most rapid growth in 2002, LED investment industry development, created in 2009 LED backlight LCD TV market, to ensure grain sources and actively expand production, to 2010 market share approaching 10%. Moreover, with Samsung LED, LG Innotek and other large manufacturers such as Seoul, South Korea's LED industry in Asia has risen rapidly, becoming a strong opponent of Japan and taiwan.

Among them, the South Korean government plays a very important role. On the one hand from the top down to the government forces such as Samsung and LG group directly into key industries; on the other hand, issued a series of policy support, such as "15/30 universal plan" and "national green growth strategy" and "green LED lighting development plan", led the whole South Korean LED industry rapid growth downstream. Although the South Korean government and enterprises to actively develop policies, but to expand the LED industry there are still four problems. This is the guarantee of talent, materials, reliability, and the relationship between SMEs and large enterprises. First, the rapid growth of the LED industry can support the lack of professionals. Among them, the low design power of LED lighting appliances is a big problem. New SMEs involved in this area in particular, there is a lack of. The end result is that large enterprises become the center of the LED industry. On the other hand, raw material production is relatively weak. As most of the raw materials are imported, so the