LED industry development status and trend analysis

Chinese LED industry started in the last century in 80s, has gone through the imported chip package to import package, homemade wafer materials and devices in several stages. At present, the development of the domestic LED industry chain is relatively mature, LED industry upstream, including raw materials and substrates and other aspects, including the extension of the middle reaches and chips and other links, including packaging, application and other aspects of the downstream. At present, China's LED industry is concentrated in the lower reaches of the industrial chain, small enterprise scale, R & D capability is not strong, a large number of enterprises, and foreign technology level gap is small, it is difficult to form a unique competitive. Compared with the international advanced level of China's industrial enterprises upstream, the general chip brightness, luminous efficiency, antistatic ability, anti leakage ability and overall quality control level and international manufacturers still have gap, and can meet the needs of the market and the small scale production enterprises.

LED status of industrial chain structure

LED industry has the typical structure of the industrial chain is not balanced, generally in accordance with the raw material and the substrate, and epitaxial chip and device packaging is divided into upper, middle and lower reaches of the industry, although the link is not much, but it involves a wide range of technology, technology diversification, the difference between the upstream and downstream of the upstream link into the huge barrier is much higher than the downstream link. The upper and middle reaches is a typical technology or capital intensive industry "three highs": high difficulty, high investment, high risk, and in some areas rely heavily on the technical difficulty, high precision of process technology and equipment is extremely strong, and in the barrier packaging and application industry chain downstream is very low, labor-intensive industry.

LED industry regional distribution characteristics

On China LED industry distribution, the initial formation of the Pearl River Delta, Yangtze River Delta, northern area, Min River Delta region in four regions, each region has formed a relatively complete industrial chain, in more than four regional distribution of more than 85% enterprises LED. At the same time, the national semiconductor lighting project approved Shanghai, Xiamen, Dalian, Nanchang, Shenzhen, Yangzhou and Shijiazhuang for the 7 major industrial base.

The main features of domestic semiconductor lighting in four regions

region

main features

Pearl River Delta (Shenzhen, Foshan, Guangzhou)

LED package of the largest and most concentrated areas of investment, to undertake more overseas enterprises transfer

Yangtze River Delta (Shanghai, Jiangsu, Zhejiang)

Domestic LED industry chain are more active, the most powerful industrial supporting capacity, high end applications, talent, capital is relatively concentrated.

Northern region (Beijing, Dalian, Tianjin,)

LED R & D capability is the strongest, the most concentrated R & D institutions, in terms of epitaxial chip research and development.

Min triangle area (Xiamen, Nanchang)

LED has the largest investment, epitaxial and chip capacity, the larger the size of the chip business, more and more enterprises to invest in the region of Taiwan.

The evolution of LED industrial policy

1996; China began implementing the "green lighting project";

2003, Chinese officially launched the semiconductor lighting industry projects, to the city traffic lights large-scale replacement;

2004, Chinese has set up 5 semiconductor lighting base in Shenzhen, Xiamen, Shanghai, Nanchang, Dalian;

In 2008, the Ministry of science and technology to carry out the "ten city lights" LED application demonstration city project;

In 2009, the Ministry of science and technology to our city was high 10 to 21 seat;

2009, development and Reform Commission and other six ministries issued "the opinions of the development of semiconductor lighting industry".

On promoting the national semiconductor lighting project ", Shanghai, Dalian, Nanchang, Xiamen and Shenzhen have formed a semiconductor lighting engineering industrialization base. Yangtze River Delta, Pearl River Delta, Fujian Delta and the northern region has become a gathering place for the development of China's LED industry. At present, China's LED industry has formed four areas, seven bases of the industrial structure.

Industrial policy environment brings the opportunities of LED

The application of semiconductor lighting and energy-saving emission reduction, environmental protection and other national strategic goals closely together, especially in our country for the implementation of the global financial crisis in the semiconductor lighting industry revitalization plan, also known as upgrading the traditional industry and the cultivation of one of the key areas of emerging industries, this provides an excellent opportunity for the development of semiconductor lighting industry.

Treasury plans to 2009 the central government will increase efforts to promote efficient lighting products, and vigorously promote the use of energy-saving range. Due to the unique advantages of energy saving, emission reduction and environmental protection, LED demand growth in recent years.

Technical level: LED technology has high growth bottleneck, low learning threshold characteristics. Although the domestic integrated circuit manufacturing base is relatively weak, the technological level is relatively low, but some domestic enterprises by hiring overseas technical personnel to join in technology continue to make breakthroughs, technical level of domestic enterprises with good technical level has little difference with Taiwan Dachang, and the overall gap between international manufacturers are constantly narrowing;

Market demand level: LED future main market is the general lighting market, the market capacity is large and scattered end consumer market, is not easy to form a monopoly, the domestic enterprise survival development space is vast, each link and drive the LED industry chain and terminal market growth will very good;

LED industry chain structure: LED downstream packaging are labor-intensive, domestic has the cost advantage of labor force development, the future will still be the main aspects of the development of Chinese LED enterprises. Because of the small size of the enterprise in the packaging area