Continental LED development centralized terminal lighting

According to media reports from the mainland in the 21st century, Tang Guoqing, director of the Semiconductor Lighting Professional Committee of the China Lighting Association, said that in the field of LED lighting, companies with chips, epitaxial wafer technology and manufacturing capabilities will make up 70% of the industrial chain, and chip packaging will account for 20%. %, the remaining 10% was obtained by terminal lighting. However, under the state subsidy and the low-carbon performance of all development zones, the mainland has rushed into the LED industry before it has developed its core technology, and even more than 90% of mainland LED companies concentrate on terminal applications such as street lights and landscape lights.

Tang Guoqing pointed out that even if it is an upstream epitaxial wafer and chip manufacturer, not all manufacturers can have high profits. The global LED core technology is mainly controlled by major lighting manufacturers such as Cree, Osram, and Philips. Several vendors can obtain excess profits. However, there are only 62 companies with LED chip production capacity on the mainland, and there are only a few companies with large packaging capabilities. There are not many companies with good profitability.

However, Tang Guoqing does not believe that the 90% of LED companies are said to be loss-making is correct, we must look at the position of the manufacturer in the LED industry chain layout, the mainland chip packaging industry, it should be 90% to make money, Determine the profit level according to the yield level of each family. However, if the manufacturer is an end product manufacturer, it is true that most manufacturers do not make money.

Whether the mainland LED companies make money depends mainly on the position of the company in the industry chain and the product layout. Tang Guoqing further clarified the example to Sanan? q For example, when the company manufactures red-yellow light products, the profits are quite low, but profits are improved when the blue-green light products and the front lighting are changed. In addition, Silan Micro, for example, has no profit when there are no epitaxial wafers and only a chip production line. After increasing the capital and expanding the wafer manufacturing capacity, profits have also increased.

LED is widely used in the World Expo. Hao Luoxi of Tongji University pointed out that the Expo Park uses 1.05 billion LED crystals, of which 80% of indoor lighting uses LED green light sources, indicating that LED applications will become more widespread in the future. Christopher James, vice president of Cree's business, said that in terms of industry scale and application, the mainland is already a big LED country, but there are still 3 to 5 years gaps in technology compared with top companies in Europe, America and Japan.

In order to change the situation of the mainland's enterprises with insufficient technology and emphasis on medium and low-level products, the National Development and Reform Commission of the mainland announced the “Opinions on the Development of Semiconductor Lighting Energy-saving Industry” to encourage the localization of LED devices and expect to achieve large-scale organic metal chemical vapor deposition (MOCVD) in 2015. ) Equipment, key materials, and chip-country production rates reached 70%, and there were about 3 to 5 upstream chip companies, and about 10 backbone companies with market influence. As for the dilemma of reversing the 90% of companies' striving for 10% of profits, I am afraid it will take some time to reach them.