LED industry in the coming stormin patent storm

Chinese led enterprise will face patent crisis

Reported in Chinese LED industry especially Chinese LED industry has grown to reach an annual output value of 20 billion yuan today, Chinese LED industry or will face the international giants of patent infringement litigation. It is reported that the current international LED giants and many patents, anglers have been in the collection of relevant evidence, ready to prosecute China's LED production enterprises infringement, if win, China's LED industry or will suffer a major blow.

Certainly do not rule out "the patent for the market to achieve the" reconciliation "may. But offering patent "butcher's knife", is likely to bring market opportunities for these giants at the same time, you may have their own "prey" to China local rivals "arms", so "patent wars", winner, unknown.

Or is affected by this news, LED 13, A shares index in early trading on the market fell sharply in late 1.55%, non-ferrous and rare earth plate strong lift, LED sector index fell 0.13% decline, all day long. All day long only Silan (600460:16.79, +0.1 = 0.6), nationstar (002449:23.91, +0.31 = 1.31), honglitronic (300219) and changelight (300102:30.35, +0.31 = 1.03), Lehman photoelectric (300162:24.39, +0.14 = 0.58) and other stocks LED packaging industry rose, rose there were less than 2%.

China LED industry develops rapidly

LED, namely a light-emitting diode, is a kind of electrical energy into light energy semiconductor devices, LED has the advantages of energy saving, environmental protection, safety, small size, long life, rich colors and other characteristics, known as the third revolution of human lighting, is expected in the future will replace most of the traditional light source.

LED technology at the beginning of the birth, because of the restriction of many factors such as technical conditions, LED only used in home appliances, instrumentation, consumer electronics products, operating state indication, after 40 years of development today, the application of LED has expanded to include automobile tail light, outdoor variable signal, signal, information highway a large outdoor screen and traffic lights and other fields, the application of high brightness LED is the most widely used, accounting for more than 80% of the market LED. With the constantly expanding range of applications, the global LED industry is developing rapidly, only the high brightness LED market will reach $8 billion 250 million (2009 data), is expected to reach $about 20000000000 in 2014, the global high brightness LED market size or, more optimistic expectations that the global LED lighting in the next ten years will be up to 10 trillion yuan the size of the market (RMB).

The application of China LED technology basically synchronized with the international, but Chinese industrialization development is LED compared to the international LED industry development is slow, but since 2000, China LED industry is developing rapidly, as of 2009, a total of more than 3000 kinds of China LED production enterprises (in the upstream of the LED industry wafer and chip manufacturers 25, LED package of about 600 enterprises, with production and processing enterprises around 2500), the total annual output value of 126 billion yuan (2010 data), the wafer and chip output of about 4 billion yuan, LED package LED application value of about 27 billion yuan, about 95 billion yuan, basically formed the Pearl River Delta, Yangtze River Delta, Delta, North Fujian and four industrial clusters in the Pearl River Delta, the output value of the total output value of 35%, the Yangtze River Delta accounted for 40%, accounted for 8% of North Fujian Delta, accounted for 5%.

With China energy-saving emission reduction policies continue to advance, and LED energy subsidies continue to implement, China LED industry will continue to grow. China or LED market size is expected in 2015 will reach 500 billion yuan, compared to 2010, the output value of about 126 billion yuan scale will increase nearly four times, this probably means that the upstream of the LED epitaxial wafer and chip manufacturing, LED midstream and downstream packaging of the LED application in the next five years will achieve four times more growth.

Chinese LED industry or industry reshuffle facing patent crisis

Attractive market prospects, naturally attracted the brightest players to compete ". In this competition, China LED industry or because of the lack of core technology, become the international LED giants patent "butcher's knife" under the "victim", raised the "sheep" as these giants "meat dish".

According to the research, in recent years, China LED industry develops very rapidly, especially since the start of 2003, "Chinese China semiconductor lighting project" since the China LED industry development is very rapid. The face of the growing Chinese LED application requirements, and has low cost Chinese in industrial manufacturing sector of the global There is nothing comparable to this comparative advantage, the development of the LED industry China very quickly, and now has become the world's most China and LED package LED package the capacity of the whole country, accounting for 80% of the ball.

LED package capacity of rapid growth, great gave birth to the upstream of LED wafer and chip demand

But the design, wafer and chip worldwide upstream of the LED technology, production capacity is basically from Japan, Europe and the United States and Taiwan to lead. 2010 Japan LED chip sales of about $3 billion 300 million, accounting for about 45% of global LED sales market share of about Taiwan, about $30% in Europe and America about 20%. China in 2010 and the chip chip output value of about 4 billion yuan, but the localization rate of only about 49%, China's LED output accounted for only about LED of the global epitaxial wafer and chip market less than.

Do wafer and chip LED as the core of the industry chain, Chinese localization rate of only about 49%, about 2 billion yuan, less than the global LED wafer and chip market share of 4%,