LED market bottom: the contradiction between monkeys eat ginger

Due to the sales volume of LED can not keep up with the changes in the cost of the market in this area has been a lot of constraints, so that the market suffered a very heavy blow in this regard, which is currently the biggest bottleneck encountered in the LED industry. Therefore, in order to improve the cost of LED discussion, has not stopped. For the cost of LED also improved in the near future the expert puts forward new thinking to improve LED cost and the industrial process, LED is recognized as the twenty-first Century "green lighting", "high energy" and "long life" and "changeable magic" "environmental protection" "high point" and other characteristics, LED general lighting has become a hot industry most market potential. If the current 1/3 incandescent lamp is replaced by the LED, each year can save electricity for the country 100 billion degrees, equivalent to the Three Gorges project a year of electricity generation.

At present in the LED process, although the sapphire substrate and GaN substrate by Si challenge, but considering the cost and yield of sapphire, still has the advantage in the last two years, can be expected in the next development direction is the large size sapphire substrate and patterned (PSS). Because the sapphire hardness only to diamond, so the thinning and flattening the surface machining is very difficult for it, in the gradual exploration, the industry has formed a set of roughly the same for the sapphire substrate is thinned and planarization process.

Because of the cost and power considerations, many companies began to try to use non sapphire substrate technology to build LED, well-known manufacturers including TSMC solid-state lighting (TSMC SSL), and BridgELux of the US and Japan's Toshiba (Toshiba) combination. In recent years, some developed countries in the world have launched a fierce competition in the field of LED. The United States since 2000 to invest $500 million to implement the national semiconductor lighting program". China's Ministry of Finance in 2008 to implement the "efficient lighting products to promote financial subsidies Interim Measures" will be included in the semiconductor LED lighting.

At present, the use of non sapphire substrate technology to build LED manufacturers, including the famous announced production of TSMC solid-state lighting (TSMC, SSL), and Bridgelux of the US and Japan's Toshiba (Toshiba) combination. From the United States equipment manufacturer Veeco tells the progress of Gan-on-Si, 8 inches of equipment is expected to be the new focus of the future market. German equipment manufacturer Aixtron in addition to talking about Gan-on-Si, also introduced the use of MOCVD equipment, with a higher temperature process to build power supply devices, manufacturers have been purchased and cut into the power market. Japanese equipment maker also launched Gan-on-Si Dayang acid MOCVD equipment products, and emphasizes the niche market.

LED lighting revenue market share of the top ten manufacturers have been included in the market share of the city, and the remaining 70% of the LED lighting market, there are thousands of vendors worldwide food. Since 2012, LED commercial lighting manufacturers continue to increase supply, causing prices to fall significantly, plus 2012 commercial buildings, including office buildings, shops, warehouses and hotel area and the number of growth, but also increase the LED commercial lighting market demand. On the other hand, the lighting design alliance for the 4 foot lamp specification and requirements, in response to the rise of LED commercial lighting market, the United States has the opportunity to replace Japan as the next major market for LED lighting.