Save the LED industry rational development of Homeopathy

At the beginning of November, the national development and Reform Commission issued the "China phasing out incandescent roadmap" gave a fillip to the known lighting revolution LED market. In the face of the backlight market fell sharply, the industrial development of the chaos, general lighting can become the LED industry "savior"? The future is grim reality

At the fair electronics show this year, LED is undoubtedly one of the hot spots. The high-end LED lighting market is less affected by the economic downturn, the high-end market in the field of lighting giant more pursuit of product quality, so they will invest in high-end materials. Those low-end packaging market in the enterprise, the economic downturn is more obvious. In the future, one of the company's strategic focus is the LED market. Chen Zhengming, deputy director of the great science and Technology Co., Ltd. in an interview with reporters at the show, showing confidence in the LED lighting market. This is the world's second largest SMD thick film chip resistor manufacturers this year, through the production of LED ceramic packaging substrate officially sounded the clarion call to enter the high-end market in LED. China Electronics (CEC) under the Systech company business operations director Wei Jiang also hold the same view, he believes that the current LED lighting business closures just downstream market reshuffle process, some of the core competitiveness of the low-end manufacturers will be eliminated, while in high power LED lighting driver chip hard crystal gate science and technology is optimistic about the company's future growth.

LED faces great potential for development, but there are also some difficult problems affecting the healthy development of the industry. In the China Electronics and information industry network, China Electronics Equipment Co sponsored the 2011 China (Shanghai) LED industry health development summit forum, Xiamen Hualian Electronics Co., Ltd. chairman Fan Yubo laments.

LED effect of 150lm/w (LM / W), LED light efficiency of 120lm/w, accounting for 30% of the lighting market, the annual saving 100 billion kwh, reduce carbon emissions 98 million 990 thousand tons; 2020 LED Lamps lighting market accounted for 50%, the annual saving 340 billion kwh, equivalent to 4 of the Three Gorges Hydropower station. However, the reality is not so ideal. Fan Yubo said that at present China's industrialization power LED light efficiency is in the range of 100 ~ 110lm/w, LED lamp light effect between 80 ~ 85lm/w; also large LED lighting and traditional lighting price gap, the cost become the promotion of LED lighting the way; in addition, the first half of 2011 Chinese LED lighting output of more than 60 million, 76% of the world the above LED bulbs in China LED bulb production, mainly for export, export accounted for more than 82% of the proportion of 60 million, only 6 million only in the domestic lighting market share, a distance of 30% and a long way to go.

It is worth emphasizing that, in spite of the experienced initial start-up stage and high brightness LED, "11th Five-Year" at the end of China's LED industry has begun to take shape, and has entered a period of rapid development, but in the upstream industry chain lucrative field, China is still in the short board. And do not talk about the lack of localization of key equipment, even if the company purchased the key equipment abroad, but in the upstream production technology is still a long way to go. "From the current technical level of the whole industry and the development trend, our country extension chip technology is still in the primary stage of development, the product is still low, so the material improvement and enhancement of photoelectric conversion efficiency, cost control and production technology progress is still facing future opportunities and challenges. "Chinese Dianke thirteenth professor Zhang Wansheng said.

Argument overcapacity

This year on the LED industry investment overheating, overcapacity and known as a LED Chinese argument can be heard without end, the city of Shenzhen a LED manufacturers will be more closures of excess capacity for further expansion of debate. However, the reporter saw, while experts talk about the overheated investment, excess capacity, while the enterprises heavily suck to the LED industry, especially the upstream industry, the whole industry becomes restless.

Zhang Wansheng told reporters that due to the rapid development of backlight and general lighting last year forecast too optimistic, resulting in excessive investment into the upper reaches of LED.

Sapphire is the most serious investment overheating: manufacturers (including construction of) a total of 41, a total investment of 44 billion 700 million yuan, production capacity is about 330 million pieces per year, far greater than the actual demand; LED epitaxial chip overheating investment in the second, there are 85 manufacturers, manufacturers in the construction of a total investment of 96. 183 billion 500 million yuan. MOCVD total planning for 4519 units, the current actual has 543 units, in 2011 to more than 1 in July to increase the number of more than 200 units, is expected to be China's LED chip production capacity will reach 10 times in 2010. Sapphire substrate from the beginning of 35 U.S. dollars / piece down to the current $13 to $15 / piece, an average decline of 50%; LED chip average price of $25%, the largest decline of up to 42%. But positive price decline is not pouring cold business investment, this year can be described as "Sapphire", only in October this year, the industry put on sapphire substrate 2, and the investment is striking: October 28th, the giant energy GCL-Poly sapphire project officially put into operation, an investment of $300 million. October 26th, Hao Tian photoelectric 100 kg class LED sapphire crystal project is also officially put into operation, the target is an annual output of 30 million LED sapphire substrate. The general manager of the company said that the project's total investment of 2 billion 200 million yuan. In addition, LED industry another giant Sanan optoelectronics will invest 2 billion 500 million yuan in Fujian Quanzhou (Lake) Photoelectric Industrial Park to build a sapphire substrate material factory, and strive to 2 years to complete. Amethyst photoelectric intends to cast 2 billion 900 million yuan in Xinjiang production of sapphire crystal etc..

For overcapacity risk that executives has in fact be aware". Hao Tian opto