Wu Ling: LED lighting industry integration and development critical moment approaching

From the current situation of the pilot demonstration, basically achieved this goal, such as Guangzhou, Shenzhen and other places to carry out the exploration of "contract energy management mode, and the Zhejiang area for the promotion of LED enterprises abroad and achieved good results. LED backlight output growth rate of 160%, in 12th Five-Year, the average annual growth rate of more than 40%.

In the LED industry, 12th Five-Year quadruple report, one of the figures of concern: in 2010 China's LED industry contracted program total investment of 217 billion 885 million yuan, up by a large increase of 248.6%.

In such a rapid growth, the development of the LED industry is still much space? What are the areas of rapid development opportunities? Enterprises in the grasp of policy and market orientation and should avoid what risks? The day before interviewed on these issues the national semiconductor lighting engineering research and Industry Alliance Secretary General Wu Ling.

Since the end of 2009, the Ministry of science and technology, "Ten City million" semiconductor lighting application engineering pilot for the driving effect of the LED industry is very obvious, but there are negative voices. Prior to the union of the pilot cities thoroughly, how should the effect of the implementation of the policy? This year will continue to promote the policy? In addition to the government to promote the development of LED industry will also have what support?

Wu Ling: for the Ten City million light evaluation can not be across the board. We believe that the purpose of the policy is to enhance the reliability, quality and technical level of semiconductor functional lighting through technical innovation, application innovation and technology integration. From the current situation of the pilot demonstration, basically achieved this goal, such as Guangzhou, Shenzhen and other places of the energy management contract (EMC) mode, and the Zhejiang area for the promotion of LED enterprises abroad and achieved good results; Harbin will LED energy-saving lighting and intelligent control are combined. However, due to the lack of guidance and technical specifications at the beginning of the pilot, individual places or detours. From this point of view, with the "ten city lights" gradually mature and norms, policies will continue to promote, and the scale will increase; if last year or exploration, then the policy this year for the nurturing role of industrial development and the market will really play out. In addition, the NDRC and other relevant departments are studying the roadmap to replace the incandescent lamp, in particular is leading the development of the "12th Five-Year" energy industry planning, is expected to introduce of LED incandescent lamp, halogen lamps and other lighting products inefficient subsidies.

The past two years, LED industry has set off a boom, the local government will also have LED as a key industry culture, and to use land tax and other incentives to attract enterprises to settle down, in this case, whether China's LED industry overcapacity situation will be focused on the future?

Wu Ling: LED industry chain is very long, involve wide, widely used. Can not easily say the whole industry overcapacity, from the current investment situation, is the emergence of the upstream epitaxial equipment purchase quantity, according to the technical ability of general lighting and so on, therefore the development process has a significant structural imbalance. With the technical ability to improve the general lighting, as well as the rapid expansion of the market, I believe that after 3-5 years of industrial integration, the prospects for the semiconductor lighting industry will be very broad.

The next 5 years, the growth of China's LED market space? What segments exist opportunities?

Wu Ling: in 2010 China's semiconductor lighting output value of 120 billion, the next two years will quadruple the value of five. 2010 China's general lighting output growth rate reached 150%, in 12th Five-Year the average annual growth rate of more than 55%. LED backlight output growth rate of 160%, in 12th Five-Year, the average annual growth rate of more than 40%. The next 3-5 years will be a critical moment for the integration and development of semiconductor lighting industry. According to the alliance with the relevant enterprises jointly estimates, LED lighting products of halogen lamp, incandescent lamp, CFL lamp in 2011 has been a substitute for advantage, T8 grille lamp, 150W high pressure sodium lamp, high pressure sodium lamp at 2012 250W with advantages of substitution. The fastest in 2013 LED on the 15W home energy-saving lamps will also appear to replace the advantages. Therefore, indoor lighting products in recent years will be the main push bulb, lamp, lamp, lamp and other outdoor plane; will be the main push 250 Watt lamp and tunnel lamp. In addition, it should be noted that, LED is not only a technological progress, but also the terminal application of the product in the business model and service model revolution.