LED witness the development of China's high tech industry

China's LED lighting industry with the footsteps of the spring of 2013 entered a period of rapid development. Review the July 2012 release of the "semiconductor lighting technology development" 12th Five-Year "special plan", which clearly put forward to cultivate 20-30 leading enterprises, and points out that the "12th Five-Year" state of the chip rate to reach 80%. After thirty years of evolution, just entered the stable development of China's LED lighting business, the next five years will continue to accelerate the pace of development.

Unlimited Business Opportunities mighty wave crashing on a sandy shore

China's LED industry started in 1970s, but due to the slow development of technology, price and other factors. From June 17, 2003, China's Ministry of science and technology led the establishment of cross sectoral, cross regional, cross industry "national semiconductor lighting project coordination leading group", means that the China LED industry entered a rapid development period, including epitaxy, chip, packaging and application of products upstream and downstream industry chain.

At that time a lot of companies, it seems to smell the potential business opportunities for LED lighting, with a bright future for the future of LED lighting, swarming began to invest. Because LED lighting technology is not yet mature, the product is still expensive. At the same time, due to the lag in the development of industry standards, many manufacturers introduced products, different performance, poor interchangeability, a serious lack of versatility and compatibility. These are significantly increased the difficulty of the popularity of LED lighting. From 2003 to 2007 into the LED industry companies, mostly in the long night before dawn suffered.

After 2007, with the introduction of a series of national policies to encourage the introduction of the industry prospects. October 2011, the national development and Reform Commission issued a formal announcement of the Chinese government to eliminate incandescent lamps and roadmap, and from October 1, 2011 to September 30, 2012 as a transitional period. According to the road map, by 2016, will be a total ban on the sale of a variety of incandescent incandescent lamps.

The development of semiconductor lighting technology "12th Five-Year" special plan clearly said: with the city to speed up the process of lighting products consumption will be further increased, the energy consumption pressure needs to be relieved by the large-scale application of energy-saving products, and semiconductor lighting LED is a effective solution.

Decorative landscape lighting market has been the largest application of LED lighting market. 2010, China LED decorative landscape lighting market reached 7 billion 350 million yuan, an increase of 27.6%. In the future, in the country to support the development of energy-saving environmental protection industry policy support, LED decorative landscape lighting will continue to serve as the main driving force for the rapid development of China's LED. CCID Consulting Industry Statistics issued by the early 2011 report, predicted that by 2015, China LED decorative landscape lighting market size will reach $25 billion. In addition, Chinese LED indoor lighting is still in the early stages of development, but the indoor lighting market growth is very fast. 2010, China LED indoor lighting market sales reached 110 million yuan, an increase of 57.1%.

This has been in full swing in the LED industry and poured a spoonful of oil. 2011, LED industry investment fast, the price of related products and equipment is also running high. Then, a 150W lamp, if the machine thermoelectric module brands, prices to sell more than 5000 yuan is normal, depending on the warranty period, if we take into account the maintenance and customer service and marketing costs, the final installation contract is likely to sign 10000 yuan or more.

MOCVD is the core part of the LED epitaxial wafer production of key equipment, but also the largest single investment in the manufacturing sector of the equipment, the number of enterprises also determines the size of production capacity. The development of epitaxial chips, you must first buy MOCVD.

For a while, MOCVD was the major manufacturers as a printing press sought after, equipment manufacturers orders after two years is not uncommon. If an enterprise under the most advanced equipment for the production capacity of the largest models, the price certainly not cheap, and other chip production processing equipment, the market price is also a sudden surge in the demand raised a lot, resulting in the factory cost is very expensive.

At the same time, LED application market is still in the incubation period, heavy industry policy has not yet been introduced.

2010-2011, many companies are difficult to support R & D and market development of high input and low returns, sadly out of the market.

Lead the industry ahead of the layout

Although the economies of scale of the LED chip industry is very obvious, but the LED chip companies need to invest a lot of investment in fixed assets, only through mass production to low average cost. LED chip is highly dependent on technical competitiveness, the need to continue to invest a lot of research, which requires sufficient capital strength and revenue scale to support. In the environment of energy saving and emission reduction, as well as the development and Reform Commission to encourage the development of the semiconductor lighting industry, the local government to give appropriate support to LED companies, some companies have received varying amounts of subsidies.

LED belongs to the high-tech industry, production technology and product performance continues to improve, the industry can continue to closely follow the LED industry's technological progress, it is crucial for the company. Once the technology is backward, it will lose the performance price advantage, losing market share or even a loss, more unable to upgrade the level of technology, and ultimately will form a vicious cycle. In addition, the cost advantage of the scale of production capacity, the market size is also critical for expansion.

According to the national semiconductor lighting engineering research and development and Industrial Union statistics, in 2012, the overall size of China's semiconductor lighting industry reached 192 billion yuan. However, China's semiconductor industry is still large and not strong, relying on core equipment