The LED industry is an emerging strategic industry with energy conservation, environmental protection, high driving force and high growth. This industry received strong support from the state and local governments in 2009. The 60th anniversary of the National Day has become another highlight of LED applications after the Beijing Olympics. At the same time, LED streetlight demonstration projects have also been implemented in various places. In April 2009, the Ministry of Science and Technology promoted the development and innovation of semiconductor lighting core technology to promote energy conservation and emission reduction, and launched the “Ten Cities and Ten Thousand Miles†LED Street Light National Plan. 21 domestic cities have launched pilot projects for semiconductor lighting application engineering. In the past year, China's LED application demonstration has been very successful. In addition to lighting, LED has also performed well in large-screen display, backlight, automobile and other fields. It can be said that China's LED application is in the forefront of the world and is leading in the world. Level. With the strong support of the state and local governments, the overall level of China's LED industry has been rapidly improved by the application.
Policy: support continues to increase
The Ministry of Science and Technology, the National Development and Reform Commission, the Ministry of Industry and Information Technology and other departments have been increasing support for scientific research and technology applications in the field of semiconductor lighting through the National 973 Program, the 863 Program, the High-tech Industrialization Demonstration Project, and the Electronic Development Fund. Strength. Professor Jiang Fengyi, vice chairman of the Optoelectronics Branch of China Optical Optoelectronics Industry Association and Vice President of Nanchang University, said in an interview that in recent years, the 863 project, the Electronic Development Fund, the National Development and Reform Commission and various local governments have all given the development of the LED industry. The key support, from the LED core's epitaxial materials, chip manufacturing to device packaging, product applications have given corresponding support and funding, played a key role in the overall improvement of the LED industry.
In April 2009, the state promulgated the "Electronic Information Industry Adjustment and Revitalization Plan". The plan clearly stated that in the next three years, the electronic information industry should focus on nine key areas, ensure the stable growth of the backbone industry, and achieve breakthroughs in strategic core industries. The new application will drive three major tasks of new growth, including improving the R&D production capacity of semiconductor lighting products. In the implementation of measures to expand domestic demand, it is also explicitly proposed to support the promotion of LED (light-emitting diode) energy-saving lighting products, and to study the introduction of incentive policies for the promotion and application of semiconductor lighting.
If the planning support for the LED industry is not clear enough, then on October 12, the six national ministries and commissions (National Development and Reform Commission, Ministry of Science and Technology, Ministry of Industry and Information Technology, Ministry of Finance, Ministry of Housing and Urban-Rural Development, and AQSIQ) jointly formulated The “Opinions on the Development of Semiconductor Lighting Energy-Saving Industry†was released, and the development goals and policy recommendations for the LED semiconductor lighting energy-saving industry were clearly put forward. Let's take a look at the development goals of the semiconductor lighting energy-saving industry. By 2015, the average annual growth rate of the semiconductor lighting energy-saving industry will be around 30%; the market share of products will increase year by year, and the functional lighting will reach 20%. The source has reached more than 50%, and the market share of landscape decoration and other products has reached more than 70%; the independent innovation capability of enterprises has been significantly enhanced, and large-scale MOCVD (metal organic source chemical vapor deposition equipment) equipment, key raw materials and more than 70% of chips have been localized. 3-5 upstream chip-scale production enterprises; industrial concentration is significantly improved, and there are about 10 leading enterprises with independent brands and large market influence; initially establishing a semiconductor lighting standard system; achieving annual energy saving of 40 billion kWh, It is equivalent to 40 million tons of carbon dioxide emissions per year. Focusing on the above development goals, the development opinions also clearly stated that it is necessary to actively implement incentive policies to promote the development of semiconductor lighting energy-saving industries.
Careful study of the development goals proposed by the opinions, we can easily find that while encouraging the application, the localization of LED upstream material equipment is also proposed as a key content. Therefore, it is also clear in encouraging policies to encourage the procurement of domestic MOCVD equipment and establish use. The risk compensation mechanism of domestic equipment supports the localization of key equipment. The opinion also proposed to include semiconductor lighting products and key equipment in the catalogue of energy-saving and environmental protection products, and enjoy corresponding encouragement policies.
Application: Drive industry to transfer to China
In April 2009, the Ministry of Science and Technology announced the pilot project of “Ten Cities and Ten Thousands†semiconductor lighting application engineering. In the following months, LED street lighting projects were launched in various parts of the country, especially in pilot cities, such as Shenzhen, Dongguan, Nanchang and Shanghai. Tianjin, Shijiazhuang, etc.
In addition to lighting applications, LED is another big application area. LED display also shines with the 60th anniversary of the founding of New China. It can be said that the LED application in 2009 drove the overall industry chain to jump.
Guan Jizhen, director of the LED Display Application Branch of China Optical Optoelectronics Industry Association, said in an interview with China Electronics News that it is necessary to objectively analyze and understand the actual technical level of China's LED field. "The domestic chip materials should have a good foundation in meeting the display application. The two LED displays in the central position of Tiananmen Square on the 60th anniversary of the founding of New China have adopted domestic LED materials, showing good results. For LED Lighting and application development can be said: LED has been mature and extensive in display applications, and there is a lot of room for improvement; applications in the field of special lighting are progressing rapidly and development is on the rise; applications in the field of general lighting are beginning to take off, with unlimited prospects. Development has a long way to go." Guan Jizhen believes.
With the application, the investment around the LED industry is also getting hotter. In the first half of 2009, LED projects were launched all over the country, and the total investment budget has exceeded 20 billion yuan. At the same time, global industry giants are also paying close attention to the development of the Chinese market. CREE announced that Huizhou invested in a chip factory, Xuming Nanhai set up a chip factory, and Jingyuan Dalian to form a chip factory. It can be seen that the LED industry is gradually shifting to China. At the same time, we are not difficult to find that with the continuous popularization and deepening of LED applications, the competition in this industry is becoming more and more fierce. CREE announced that Huizhou's investment in the chip factory has made China's LED chip industry, which is still in a weak position, face increasingly harsh competition.
Zibo, director of the Semiconductor Lighting Engineering R&D and Industry Alliance Office, said in an interview with China Electronics News that in 2009, capital's attention to the LED industry is rising, and various capitals are accelerating into the LED industry. “Private capital is actively involved in investing in the LED industry, and the scale of investment is growing rapidly. The investment field involves the entire industrial chain. In recent years, venture capital has invested more than 1.5 billion yuan for domestic enterprises. The huge orders of upstream equipment show the concern and promotion of capital for the LED industry. "Zibo said.
Market: Competition is intensifying Industry integration is inevitable
It is an indisputable fact that the number of domestic LED companies is large but the scale is generally small. It is difficult for domestic LED companies to cope with fierce international competition. Experts believe that at this time, whether industry integration is horizontal integration or vertical integration and cross-industry integration will become a trend. Including horizontal integration of similar products, vertical integration of upstream, downstream and some cross-industry integration, such as the integrated circuit industry into the LED field, coal and steel real estate industry investment LED industry.
For the international LED manufacturers to set up factories in China and the rapid penetration of international lighting companies in the LED field, Chen Hesheng, president of Anhui Wenrun Photoelectric Co., Ltd., said in an interview with China Electronics News that in a positive sense, this The phenomenon is a prelude to the development of LED lighting industry towards standardization and real industrialization. "We can already see the rapid development and growth of the LED lighting industry, but from another perspective, the domestic LED lighting industry is repeating the traditional lighting industry and it is basically difficult to avoid. The cooperation of domestic enterprises is not without Maybe, but cooperation also needs leaders. At present, there is no leader in the domestic LED lighting industry, and even who is the potential leader.†Chen Hesheng said.
In order to occupy the huge market brought by the new technology of LED for a long time, international big companies have carried out long-term planning and powerful operations through mergers, acquisitions and cross-licensing of patents, and have achieved their own territory and status. Large companies in Europe, America and Japan are basically vertically integrated. They not only have advanced technology in the industry chain, but also have market channels and strong financial guarantees. In contrast, Chinese companies can only be regarded as guerrillas. And so far, these guerrillas are independent. Dr. Liang Bingwen, chairman of Suzhou Najing Optoelectronics Co., Ltd. and researcher of Suzhou Institute of Nanotechnology, Chinese Academy of Sciences, said in an interview with China Electronics News that China's corporate alliance is something that many people dream of.
"Many people, including myself, have worked hard on this, but now it seems that unless there is a crisis or a major event, everyone feels that there is a problem of survival if they don't cooperate. Otherwise, this can only be a good wish. At present, many companies feel that they can live a peaceful life. Although it is very hard, after all, the scattered status quo needs to produce many small bosses, and the boss feels very attractive. In addition, the Chinese environment It is very difficult to cooperate, and the cost of cooperation is very high. Therefore, it can only be done at this time, only waiting for the opportunity." Liang Bingwen believes.
Whether it is integration or comforting your own little days, it is a prelude to change. It can be said that our production capacity is leading globally and the technical level is also obviously improved. However, international brands have not yet been formed, and there is still no brand enterprise with global influence. Who will take advantage of the rapid development of the industry to become an international industry giant like GE and PHILIPS, which is worth looking forward to.
Technology: speed up and speed up costs further
LED technology advancement and industrial upgrading have been developing very rapidly in recent years. The development of LED epitaxy, chip, package, driver circuit, display application, lighting control and other related technologies is very fast, and the cost performance of the product is obviously improved, which brings unlimited hope for LED lighting from being possible to reality. At present, the gap between China's LED industry and the world's first-class level is not large, about 2 years to 3 years. As a measure of the industrial level of light efficiency, foreign countries are currently generally 100lm / W-130lm / W, (mostly 100lm / W), domestic 80lm / W-100lm / W, the gap is not large. Moreover, the unit technology with independent intellectual property rights in China has already appeared. The reporter learned in the interview that China has shown unit technology with independent technology property rights in LED epitaxial materials, chip manufacturing, device packaging, phosphors, etc. Some core technologies have Originality has laid a foundation for the expansion of China's LED industry to a certain extent.
But at the same time, we should also see that although China's LED semiconductor lighting energy-saving industry has made positive progress, it still faces many problems that need to be solved urgently. Among them, the lack of patents and core technologies is restricting the development of the industry. At present, the mainstream technology patents for semiconductor lighting are mostly controlled by developed countries, and the patent risks faced by enterprise development are increasing. Guan Jizhen believes that LED lighting is developing behind huge industries and markets, and there is still a very sharp technical competition and market competition. The international lighting giant has been peeked at LED lighting and the Chinese market for a long time. When the LED technology matures and the lighting industry market is formed, it is the time to enter it quickly by the usual means. Therefore, in the process of developing China's LED lighting, we must learn from the experience and lessons, and strengthen the preliminary research and preparation in terms of industrial layout, market access, and non-tariff trade barriers.
With the rapid improvement of technology and the further reduction of cost, the application market will become more and more broad, and the application will develop in depth. At the same time, the industry competition will become more intense, especially in the high-end application level, the competition will become increasingly cruel, such as backlight, lighting, etc. . LED lighting products must be solved in order to get a large-scale promotion and application of three major problems, one is cost, the other is luminous efficiency, and the third is intellectual property. Especially for intellectual property issues, since the core patents of LED mainstream technology have been monopolized and cross-authorized by international giants, patents have become the focus of global competition.
Experts also gave suggestions for future industry development, and in terms of policies, they should be more clear and prominent. The corresponding financial subsidy policy was introduced to encourage the promotion of the use of such energy-saving and environmentally-friendly high-tech products. At the same time, it will correctly guide the development of the industry, avoid low-level redundant construction, correctly guide the industrial development of various places, and form differentiated features. Continue to increase investment in research and development, comprehensively enhance LED core technology, and improve the overall level of China's LED industry. Establish a national-level LED engineering technology research center, build a LED technology development platform with Chinese characteristics, overcome the common technical difficulties of the industry, and radiate the country. At the same time, it is necessary to start the LED research and development work of LED key equipment and production type MOCVD as soon as possible to reduce the LED manufacturing cost.
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