LED lighting investment opportunities highlight the core technology breakthroughs

According to the national semiconductor lighting engineering research and development and Industrial Alliance (CSA) data show that in 2011 the total size of China's LED industry reached 156 billion yuan, an increase of 30%, the growth rate slowed slightly. ChinaVenture hit the group analysis, and other emerging industries, LED industry is experiencing a stage of excess labor pains. Temporary difficulties to conceal the bright future, in the context of energy-saving emission reduction, as a model of low energy consumption, low emissions, investment opportunities in LED lighting industry highlights. Related enterprises should increase R & D investment, break through the core technology of the industry, continue to reduce production costs, improve product cost, so that the application of LED lighting in more areas. At the same time, the relevant state departments should be introduced as soon as possible industry standards and related support policies, from the policy to guide the LED industry towards a more healthy and orderly direction.

LED industry slowdown in the fastest growing application areas

2011 is a year of ups and downs in the development of the LED industry, although the international macroeconomic situation continues to turbulence, the domestic industry investment situation is still grim, but China's LED industry sectors still maintain a certain growth rate. According to the national semiconductor lighting engineering research and development and Industrial Alliance (CSA) data show that in 2011 the total size of China's LED industry reached 156 billion yuan, an increase of 30%, the growth rate slowed slightly. One of the upstream epitaxial chip, midstream packaging, the size of the downstream applications were 6 billion 500 million yuan, $28 billion 500 million and $121 billion (see Figure 1).

Figure 1 2006-2011 China's LED industry sectors of the scale

In recent years, China's LED industry has developed rapidly, with the support of national policy and the demand of downstream applications, it has formed a relatively complete LED industrial chain system. The LED industry chain includes upstream substrates, epitaxial wafers and chips, midstream packaging and downstream lighting, display and backlight applications (see Figure 2). LED industry listed companies as shown in table 1. From the perspective of the industrial chain, the overall size of the LED application in 2011 was 121 billion yuan, the overall growth rate of up to 34.44%, is the fastest growing segment of the LED industry chain.

Broad prospects for the application of LED lighting investment opportunities highlighted

LED application market is divided into general lighting, landscape lighting, backlight, display and automotive lighting and other fields. 2011 the overall size of China's LED application reached 121 billion yuan, an increase of 34.44%, is the fastest growing segment of the entire LED industry chain. Among them, the most obvious growth in general lighting, the overall share has reached 25%, the market share of the largest application areas, landscape lighting, backlighting applications followed (see Figure 3).

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