Led semiconductor lighting incandescent lamp, fluorescent lamp, is the fourth human after energy-saving lamp illumination method of the revolution. Because of the energy saving, environmental protection, long service life, rich color and other characteristics, LED has become the 21 st century the most promising, artificial light.
The data show that in 2010 the global LED lighting application products market scale for 4 billion us dollars, up 40.4%, and the rapid growth. Expected in 2014, global LED lighting application products is scale will reach $62.5 billion in 2010, 15 times, a compound rate of 73.3% in.
With the global LED lighting market sustainable growth and the Chinese government policy support. It is estimated that by 2014, China LED lighting the size of the market will reach 90.89 billion yuan, the year at a compound rate of 69.2%.
Foreign enterprises with technology advantage in the Chinese market. Final
LED light source technology was classified as "1025" strategic new industry, the country from the strategic value, so the development of semiconductor lighting industry because of energy saving of the great significance, according to estimation: the illume of total power, in 2010, 12% of the total capacity of up to 3 trillion degrees, and if semiconductor lighting into a third of lighting market, can power saving 30%, namely the annual energy saving 100 billion degrees, at least equivalent to a capacity of the three gorges project.
The national development and reform commission and 6 departments jointly promulgated the semiconductor illumination energy conservation industry development opinions "(hereinafter referred to as" opinions ") is put forward, "by 2015, semiconductor illumination energy conservation industry production value at an average rate of about 30%, and in the product market share increased year by year, functional lighting reached about 20%, the liquid crystal back light above the 50%, landscape decoration products market share up to 70% above objectives such as".
The opinions of stressed, although our country semiconductor illumination energy conservation industry development is a positive progress, but still face many problems needed to resolve, including patent and lack of core technology, industry overall level is low, standards and testing system has not been set up, low level blind investment is serious.
The 2010 high brightness LED the market review and outlook, said the report, in 2010 China LED manufacturers of global high brightness LED the market only 2% of the total output value ratio, and related technology still lag behind the international leaders about three to five years. Our country LED chips and device products mostly in small power and perfection of fields, including small power chips fields of 3 Ann optoelectronics, and other enterprises. Domestic chip although can be purchased for 1/10 of the import chip, less than one dime RMB, but still only accounts for less than 10% of the domestic market. In addition, high brightness LED chip, the device type power more than 80% are dependence on imports. Extension with key equipment production MOCVD and extension of substrate, sealing a high performance the silica gel, the epoxy resin, phosphor and other raw materials to basic rely on imports.
In the whole industry chain, in the upstream of the highest profit. And the core of the patent technology concentrated in Japan Nichia (day), and the United States, sharp Cree (Osram (Germany), one of the few Osram) and overseas giant hand. In the field of extension and chip, the United States and Japan enterprise also is in the monopoly advantage, took more than 60% of the profits. Most Chinese enterprise, can be in only LED to the end of the chain, assembly field for the remaining 40% of the profits, a lot less than LED enterprise depend on the government municipal engineering survive, with earnings. Subsidies
Tongfang shares denounce is gigantic endowment r&d break international monopoly
At present, overseas industry giant holds the key technology of semiconductor lighting in China, "energy conservation and emission reduction of high demand" background, the key of the nationalization significance specific huge chip.
A few days ago, along with tongfang LED semiconductor industry base of nantong put into operation, LED for foreign enterprises high-end products monopoly awkward pattern is expected to be broken. On August 8, tsinghua tongfang semiconductor LED industry base of nantong formally put into production. Once published, that is, in the news industry paid attention. It is expected that this industry base every year more than 20 one hundred million yuan form sales and profits of nearly 500 million yuan. An industry consultant, analysts say the project is built, to fill the gaps in China in high brightness, high power LED extension piece, chip production field blank, will also boost the development of the shares to raise the level of product research and development, make really become research and production of the all-round development of high technology companies.
Let the LED industry more exciting is that industrial base of nantong development was put into production, means that high brightness light emitting diode (LED) high-end products for foreign the embarrassment of monopoly was broken pattern. It is reported, after completion of nantong semiconductor lighting base, will and tsinghua group in Beijing, guangzhou, shenyang LED denotation, and chips base together form the radiation the high brightness LED chips and LED application products industry base cluster.
Tongfang relevant person in charge of shares in an interview, said if LED lighting industry in long-term development, only two ways: either have their own core technology, and then to rise to the leading enterprise; Some big enterprises or do form a complete set, as time passes lose competitiveness and then collapse or transformation. In the two road, chose the first road development.
It is reported, tongfang of nantong LED semiconductor shares industrial base independent investment more than 30 one hundred million yuan, of which LED to the extension of production 48 sets of annual output of 2.4 million piece, built high brightness LED extension and form a complete set of blue light of the production capacity, LED chips and investment of 100 million DuoYuan LED technology center, will solve domestic LED products technology content is low, the problem of low added value, and formed from material, extension chip, chip packages, optical design and application of the complete industry chain, and has LED extension and chip manufacturing patent nearly almost items.
An industry consultant, analysts said nantong semiconductor industry base LED put into production, means China semiconductor lighting market much-needed key technology not only realized the localization in China, and industrial raw materials, middle LED LED devices and encapsulation and downstream products to the development of all LED application will have profound influence.
