Long: China LED industry pattern towards the stage of integration

As the world trend, long, long time. After experiencing investment fever, price war, shuffle tide, LED industry is moving towards the stage of industrial integration. With the support of the national policy and the downstream market demand, China's LED industry has developed rapidly, forming a more complete LED industrial chain system from the upstream chip, the extension to the middle reaches of the package and then to downstream applications. After the ups and downs of China's LED industry in 2012, in the "market chaos" and "policy landscape" of the dual situation, ushered in a new pattern of 2013.

1, the Pearl River Delta LED industry regional characteristics

At present, China's LED industry in the mainland has initially formed the overall industrial spatial structure of the Yangtze River Delta, Pearl River Delta, Bohai and other three regional agglomeration development. Among them, the Pearl River Delta and Yangtze River Delta is the most concentrated area, LED industry, industry chain is complete, the relevant enterprises more than 80% of the country, is the mainland LED industry's fastest growing region, industry obvious advantages.

All along, the Pearl River Delta region of the LED industry are walking in the forefront of the mainland, Guangdong province is the LED industry as one of the three strategic emerging industries, the overall competitiveness of the LED industry ranked highest in the country, the country's leading industrial scale, and formed as a leader in Shenzhen City, Guangzhou - Shenzhen axis, the industrial chain to both sides of a shaft extending radiation pattern. Up to now, the Pearl River Delta region has become the most concentrated areas of domestic industry, is an important production base and trade center of the country's LED.

As we all know, the LED industry in the Pearl River Delta region is more inclined to the packaging and application level of the middle and lower reaches. After more than ten years of development, the Pearl River Delta region of the LED industry has gradually formed a new feature. Zhongshan Jiangmen area enterprise (from traditional lighting companies in transition to) pay more attention to product design, products tend to panel lights, ceiling lamps, kitchen lamps and other personal Home Furnishing and office lighting products, elegant and beautiful and the price gradually transparent. Shenzhen, Guangzhou, Dongguan direction of the enterprise in product design is more biased in modular, intelligent, humanization, products in favour of lamp, lamp, lamp used in high-end commercial lighting engineering products.

2, the Yangtze River Delta has become China's most concentrated areas of the LED chip area

The Yangtze River Delta region is the main focus of the middle and upper reaches of LED in china. The largest investment development zone, the environment is good, labor enrichment, so the region has established a large number of epitaxial chip manufacturing and packaging enterprises, the industrial chain is available, a larger scale. With Shanghai, Yangzhou, Ningbo, Hangzhou, four national semiconductor lighting industry base. On behalf of the enterprise Shanghai blue, Hangzhou Silan azure etc..

Over the past three years, the Yangtze River Delta region, the rapid growth in the number of LED chip companies, mainly in the region with several cities competing to launch MOCVD subsidy policy. Among them, Jiangsu Yangzhou is the home of the first proposed cash subsidies for MOCVD City, including Taiwan attracted China canyuan photoelectric, Xiamen changelight, Zhongke semiconductor, etc. Elec-Tech companies to invest in Yangzhou. In addition, Shanghai has been in the semiconductor chip manufacturing and packaging applications show a good industrial development trend, and formed a relatively complete industrial chain and enterprise group.

It is worth noting that, after years of development, the Yangtze River Delta has also formed a representative of the Anhui region of the Yangtze River Delta emerging industrial clusters. Anhui LED industry select cut from the upstream industry chain LED epitaxy and chip manufacturing process, to promote the development of upstream substrate, MO source of raw materials and key equipment, packaging and application to the downstream development of backlight, display, automotive and general lighting and other fields, to create a complete industry chain gradually. At present, the province has more than and 20 sapphire substrate materials, packaging and application products manufacturing project is about to invest. And has introduced has introduced Wuhu Sanan optoelectronics, electronics, big bang, Elec-Tech Qinshang, Hefei rainbow blue and a number of backbone enterprises.

3, Taiwan industrial integration trend is obvious

In recent years, due to capacity and sustained release of market volume is not fully open, Taiwan LED industry is also facing a "winter" crisis, in response to the industry downturn, LED enterprises in Taiwan began to gradually move toward the road of industrial integration. The acquisition of Guangjia from Ronda Wellypower, EPISTAR with canyuan shares Sanan Optoelectronics in the case, it is not difficult to see, Taiwan LED company merger integration trend more obvious.

In the upstream, Sino US Aquamarine and trillion far Taiwan LED material industry will be merged into "big alliance era". "New trillion far" has thus become the largest LED sapphire substrate factory, towards the global leader. After the merger, not only the formation of the whole industry chain manufacturing model, while the scale has also been greatly improved. In chips, EPISTAR through the acquisition of Guangjia, besides reducing the equipment investment amount, also can avoid duplication of investment caused by overcapacity worries. Industry estimates, in 2013 will be able to turn the loss of a wide spectrum of gallium, crystal electricity is no longer tired of the transfer of investment, you can improve the overall operating performance, both costs are down, is a win-win situation.

The package has been completed, Lunda industry chain vertical integration, while Wellypower is good at manufacturing and sales in LED packaging, lighting products, is the largest supplier of China Electric Manufacturing Corporation T5 lamp. The two sides will deepen cooperation after the merger, Lunda with CLP, the two sides to further enhance the original advantages of the LED lighting market in Taiwan area.

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