Upstream LED lighting from core to start

"Now the profits are enough to keep workers. Although the first half of Quanzhou PV industry output value of 2 billion 485 million yuan, an increase of 376.29%, but many LED lighting business owners are still complaining. Insiders pointed out that the lack of core technology, the application of low profit products, may affect the potential for industrial development.

1 dollars

Tough profit margins

Our new LED light source lamp export average (set) the price is about $6.4, only slightly higher than the minimum prices, according to 20% of the profit ratio calculation, each Taiwan (sets) new LED light source of profit is only about $1, and the recent situation is not optimistic. Deputy general manager of blue High-tech Development Co., Wu Yuanfen said: "recently, the upstream chip costs rose 5% in the fierce market competition makes product prices fell by 5%, encapsulation and application is further compressed profit. "

From the distribution of the profits of the industry chain, the upstream epitaxial, chip concentration of 60% - 70% of the profits, and LED packaging and LED lighting applications, but only occupy a profit margin of 10% - 20%. So why are many Quanzhou optoelectronics companies are still willing to engage in the production of lower profit LED lighting applications?

0.0009%

Technical barrier

"The lack of core technology. Quanzhou LED industrial technology innovation strategic alliance, said the chairman of the Yellow River Bridge, for most companies, this is a move. Purification technology of local enterprises and foreign production of solar cell grade silicon material compared to the enterprise, far, do not look at only 0.0009%, which is a very difficult to overcome the technical difficulties. "

It turned out that for the production of solar cells polycrystalline silicon, the purity of the silicon needs more than 99.9999%. This refining technology is still basically in the hands of a few companies in developed countries, Quanzhou and even the majority of domestic polysilicon production enterprises, the purity of 99.999% silicon. This technical difference, just like a candidate took 1 points, another candidate took the test scores of 100. "The staff of the Municipal Economic and Trade Commission equipment and information industry management department said.

Domestic enterprises from industrial silicon from the quartz stone, to $1 / kg the price of exports; and because the advanced refining technology, foreign enterprises and production of the polysilicon chip processing for industrial silicon solar cell manufacturing 99.9999% purity; domestic solar companies with dozens of times or even 100 times the price of these imported polysilicon chip making light, encapsulated into a variety of LED lighting and display of products exported to foreign countries. Most rely on imports of chips, companies can only do light, packaging, application and other links. "Water bridge" said plainly, is a low profit industry chain link in domestic, high technology content, high profit link in foreign countries. "

100 million yuan

Difficult to cross the threshold of funding

The core technology is not one or two years to be tempered. Reporters learned from the Municipal Economic and Trade Commission, in addition to the technical reasons for the chip, Quanzhou optoelectronics industry, enterprises engaged in the downstream production of LED lighting, with the previous industrial characteristics also have a great relationship.

Some companies from traditional resin technology industry switch, good at all kinds of design, LED lighting applications in their view is more handy. Technically speaking, the upstream chip production is difficult, the threshold of 100 million yuan to $200 million, and the chip product development cycle is long, large uncertainty. At present, there are few research and development companies in China, mostly in the laboratory stage. Light source, packaging and other upstream and downstream technology research and development also requires continuous investment of tens of thousands of dollars. The threshold of the downstream LED application industry is only a few million dollars, so companies to enter the LED industry, the choice of more than the application of the upstream light source manufacturing, packaging links.