LED lighting set off a new revolution in energy-saving emission reduction market into a price war

LED lighting "energy saving" trouble

Energy saving and emission reduction has become one of the most important issues facing the Chinese society today and in the future. Not long ago, in order to complete the 11th Five-Year emission reduction tasks in the planning, some areas have even taken the power restriction and other means. When people for energy conservation and emission reduction "racking their brains", LED with its remarkable "energy saving and emission reduction" effect is quietly set off a new revolution.

LED industry outbreak"

Over the years, developed countries have heavily supported the development of LED lighting industry. 1998, Japan spent 6 billion yen to start the twenty-first Century light plan, the United States since 2000 to invest $500 million to implement the national semiconductor lighting plan; the same year, the EU has announced the launch of a similar Rainbow Project

China's LED industry started in 1970. June 2003, under the support of the National 863 program, the Ministry of science and technology for the first time proposed the development of semiconductor lighting program, which opened the curtain of the rapid development of China's LED lighting.

China's rapid growth in LED sales for the first time, starting from the 2003 large-scale urban traffic signal replacement. This is only a signal, which led to the high growth of China's semiconductor lighting market 61%. In the "national semiconductor lighting project", China's LED industry has initially formed a LED epitaxial wafer production, chip preparation, chip package and LED application products, a relatively complete industrial chain. Shenzhen, Nanjing and other major cities have responded to the call, the huge amount of money to set up industrial parks and industrial bases, and the promulgation of relevant industrial development planning.

According to the Ministry of Electronics Department deputy inspector Guan Baiyu introduced, along with the rapid pace of expansion of domestic LED development of technology and industrial scale, China has become the fastest development of LED lighting industry, one of the greatest potential for regional. At present, China has initially formed the Pearl River Delta, Yangtze River Delta, the northern region, Jiangxi and Fu (state) Xiamen (gate) area of the four major lighting LED gathering area.

At present, LED is mainly used in some special fields or special lighting lighting market, such as landscape lighting, industrial lighting, backlighting, automotive lighting, railway lighting and government in promoting the street lighting, but also widely used in other fields. According to statistics, in 2008, LED backlight in flat-panel TVs, notebooks and other market share of more than 20% in 2009 more than 50%, in 2010 reached more than 70%. Because of its broad market prospects, LED industry in recent years, rapid warming in the country.

The past two years, due to the promotion of favorable policies, LED industry to a big outbreak. At this stage, the number of people engaged in the industry reached more than 50 thousand people, research institutions, enterprises, more than 4 thousand enterprises, of which more than more than 50 upstream enterprises, more than more than packaging enterprises, more than 1000 downstream enterprises in the application of more than 3000.

The outbreak of LED, to a large extent, to benefit from the Ministry of science and technology in December 2008 to carry out the Ten City million pilot LED application demonstration city. In March 16th this year, the Ministry of science and technology division of the original 10 cities to the 21. The future of the city will receive central subsidies in public spaces such as roads, tunnels, parking and gas stations and other places, the installation of LED lighting.

In order to speed up the development of China's LED industry, the national development and Reform Commission and other 6 departments jointly issued the 2009 "semiconductor lighting industry development", for the development of China's LED industry out of a bright future: in 2015, semiconductor lighting industry market share by increasing year by year, functional lighting reached about 20% LCD backlight source, more than 50%, landscape decoration and other products on the market share of more than 70%.

The National 863 plan of new materials in the field of expert group's chief expert Xu Jian said the day before, according to the "12th Five-Year" plan, semiconductor lighting project to 2015 chip localization rate will reach 70%, the industry reached 500 billion yuan, related enterprises are facing tremendous business opportunities.

Market into a price war

However, behind this aura, but it is a worrying scene. A recent report released by the relevant departments of Guangdong Province, the United States, Japan and Europe, LED companies, with more than 80% of the LED chip core technology patents, while domestic enterprises with similar patents have less than 10%.

For a long time, upstream of the LED wafer and chip based technology is the core market, several major foreign industrial giants such as TOYOTA, Lumileds, Nichia, synthesis of Cree, Osram and other monopoly, occupy about 70% of the output value of the whole industry chain, which also makes the structure of the LED industry chain of our country is not reasonable.

It is understood that the LED industry chain, including chip R & D and production, epitaxial film growth, LED packaging and LED applications. The first two belong to the upstream industry, profits accounted for about 70% of the entire LED industry; the latter two are midstream industries and downstream industries, low profits.

Due to the late start, compared with developed countries in Europe and the United States, there is a considerable gap between the domestic LED industry in terms of market size and technology. The reason is mainly the lack of core patents, especially the key light, high-power LED lamp heat balance, a durable and efficient phosphor patent, has been Europe America and Japan monopoly, suppresses the development of industry in china.

At present, China's LED related enterprises have reached thousands, but the real core technology companies do not. The current LED industry heat on the surface, a lot of small plant technology R & D strength is weak, mostly buy pieces of assembly, its chip technology from abroad to buy more, and some companies even in the LED lamp equipped with fans to heat.