Recently, the Development and Reform Commission and other six departments jointly issued the "Semiconductor Lighting Energy-Saving Industry Development Opinion", which outlines a bright future for the development of China's LED industry: In 2015, after the market share of semiconductor lighting energy-saving industrial products increased year by year, functional lighting reached About 20%, the LCD backlight reaches more than 50%, and the market share of landscape decoration and other products reaches more than 70%.
Under the call of a bright future, the LED industry has renewed its enthusiasm, and investment and expansion have become a trend in recent times. At the same time, the industry broke the news that the core technology patents of foreign industries have expired. In this context, the reporter rushed to the 4th LED Industry Theme Summit held in Shenzhen recently, aiming to find out whether the LED industry, which is deeply troubled by technology, can usher in a new development opportunity.
The upstream chip market is dawning
"In domestic LED companies, 8 out of 10 companies that use high-power chips are chips produced by foreign companies. About 5 of the 10 companies that use low-power chips are domestic chips." Dr. Zhang Xiaofei, CEO and Director of the LED Industry Research Center, summed up the current status of domestic LED companies in the upstream epitaxial wafer and chip field.
For a long time, the core basic technology of LED upstream epitaxial wafer and chip market has been monopolized by several foreign industry giants such as Nichia, Toyota Synthetic, Lumileds, Cree and Osram. Several large foreign companies have core technology patents, accounting for about 70% of the output value of the entire industrial chain, which makes the structure of China's LED industry chain very unreasonable. According to relevant statistics, the total output value of China's semiconductor lighting in 2008 was nearly 70 billion yuan, of which the output value of chips was only 1.9 billion yuan, the output value of packaging was 18.5 billion yuan, and the output value of applied products was 45 billion yuan.
The main upstream technologies of the LED industry chain include substrate design, epitaxial wafer generation, and finally chip formation. According to the different requirements of luminous efficiency, it can be divided into high power chips and low power chips. In terms of applications, low-power chips are mainly used in mobile phones, notebook computers and TV indicators, etc., where the requirements for luminous efficiency are not very high, and high-power chips are mainly used in fields where the market prospects are good for street lighting.
Wu Xuming, a technical expert who worked at the Institute of Semiconductors of the Chinese Academy of Sciences, told reporters that low-power chips do not require high quality materials for epitaxial wafers, so it is relatively easy to do. Many domestic LED companies have mastered low-power chip technology. Since the beginning of this year, domestic enterprises have made relatively obvious progress in technology, and the technology tends to mature. Wu Xuming pointed out that high-power LEDs have high requirements for epitaxial materials. If the material growth quality is not high, the conversion efficiency of the chips will be low and the heat will be high.
In addition to the epitaxial material problem, the main technical difficulties of high-power chips are: secondary optical design, thermal design and power system design. However, he said that the gap between the current domestic level and the international leading technology in the high-power market is shrinking. Taking Sanan Optoelectronics as an example, it is now possible to produce a luminous efficiency of 80 lm/W. The international indicator is that the luminous efficiency is 100 lm/W. Based on this, the level of Sanan Optoelectronics differs from the international level by 2-3 years. In addition, due to the expiration of foreign patents in core infrastructure technology, industry analysts also pointed out that upstream enterprises will also bring benefits such as reduced use costs.
Responding to the gradual advancement of technology is the enthusiasm of enterprises involved in the upstream market is heating up. Under the stimulus of demand in downstream applications, many companies are beginning to expand production, and Sanan Optoelectronics has expanded 18 MOCVD equipment to 33 this year. In addition, some companies with relatively mature technology in the field of small chips are also preparing to launch high-power chips. At the LED Industry Summit Forum, the reporter met Xu Xin, the person in charge of Jianlong Semiconductor Lighting Co., Ltd. to develop a high-power chip project. He told reporters that the company's low-power chip market is developing very well, and the company is preparing to proceed. Enter the high power chip market.
Mid-stream packaged enterprise financing is active
In view of the huge market demand that LED can expect, LED companies began to smell the opportunity of industry development to find funds, and VC/PE also turned their attention to the LED market.
According to Han Songhan, director of industry research at Bolong Industrial Investment Co., Ltd., some domestic funds, especially venture capital, have given up their wait-and-see attitude and started to invest in LED companies. LED companies, especially midstream packaging companies, have also shown strong Financing needs. According to him, among the domestic LED companies, many packaging companies in the midstream of the industry have already won the favor of VCs.
Ding Baoyu, a partner of Tongchuang Weiye, the first batch of professional venture capital institutions in China, told reporters that Tongchuang Weiye has selected three companies in the LED industry for investment. In September and October 2009, Dalian Road was continuously invested. Mingguang Technology Co., Ltd. and Shenzhen Maoshuo Power Technology Co., Ltd.
He said that although there are many LED manufacturers, the scale of the company is small, the brand is mixed, and the market is chaotic, the LED industry is in an upward channel of development of the industry. The country already has a clear policy support orientation, domestic laptops, LCD TVs, The rigid demand for applications such as street lamps and automobiles will enable the industry to develop rapidly. In addition, it is worth mentioning that some domestic enterprises have begun to attach importance to obtaining technology patents through their own development or other channels. For example, Dalian Luming has patented technology in LED lighting technology.
It is understood that the current financing scale of LED companies is still relatively small, basically a project will not exceed 50 million yuan, the company's funding sources are currently mainly to create investment funds. Han Songhan revealed to reporters that due to the small scale of LED enterprises, bank loan financing is basically unworkable. Therefore, LED enterprises are most eager to go public, but the current enterprises are also facing immature technology, relying heavily on upstream enterprises, market competition and business models. It is difficult to innovate and other issues, so listing financing is difficult to pass in the short term.
Despite the need to face these risks, Han Songhan told reporters that many venture capital companies are willing to invest because the current development status of Chinese LED companies is very similar to that of Taiwan from 2000 to 2001. The development prospects of enterprises are bright, but enterprises need Through financing to increase scale and reduce costs, it will promote market demand and gain the promotion and development of the overall industry.
Downstream applications are facing an outbreak
At the LED Industry Summit Forum, Chen Yingchun, deputy mayor of Shenzhen, pointed out that the LED industry in Shenzhen is at the peak of development. The reason why the industry is sought after is that it belongs to the new energy field, energy conservation and environmental protection, and policy encouragement; there are great breakthroughs in technology and technology, which bring broad market prospects; in addition, the attention of local governments also brings about the development of the industry. Opportunity.
According to Liu Liang, an analyst at Industrial Securities, the sales of LED-backlit LCD TVs in the second half of this year were hot, exceeding expectations before the market. LED backlight LCD TV shipments this year are estimated at more than 5 million units, conservatively estimated that next year's LED-backlit LCD TV shipments will be 15 million units.
In addition, attracting companies to pay attention to the LED lighting market. According to the “Ten Cities and Ten Thousand Miles†program launched by the Ministry of Science and Technology, the LED lighting market has huge business opportunities. Driven by these visible targets, LED companies are preparing for a rainy day. Even some lighting companies, electrical companies and other companies related to the LED industry chain are also very concerned about this market, trying to get a piece of it. Guo Changchang, a person in charge of a lighting company in Zhongshan, Guangdong, told reporters that the industry is in front of business opportunities, and if there is an opportunity, they also hope to participate.
In addition to enterprises, the government's investment promotion efforts are also strengthening. Jiangmen High-tech Zone is currently promoting their LED industry parks nationwide. "We are very eager to attract LED companies to settle in our industrial park with preferential policies. This is an emerging market and we will provide the most favorable policy support." Fei Weidong, deputy director of Jiangmen High-tech Zone, at the Industrial Forum The company issued an invitation.
"The spring of the LED industry is coming, and it needs a timely rain, that is, the government's support." He Lin, director of the industrial platform of China Merchants Technology Group, believes that in the long-term development, the world lighting industry is undergoing transformation, and many countries have proposed to eliminate incandescent lamps and promote them. The energy-saving lamp program will make the semiconductor lighting energy-saving industry a new economic growth point in the future. As China's industrial structure adjustment and development mode change, the semiconductor lighting energy-saving industry, as an important measure for energy conservation and emission reduction, has ushered in a new period of development opportunities. In the early stage of enterprise development, the government gave LED enterprises sufficient subsidies, and the regulations made the market more standardized, which can help enterprises to overcome the difficulties in the early stage of development and usher in the rapid growth of the industry. ( Securities Times)
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