"Why most at a loss? "In 2 at the Shandong Taiwan will cross-strait optoelectronics industry innovation and development forum, Taiwan new Au Optronics Co chairman Chen Zhenxian in such a question at the current LED (light emitting diode) industry embarrassment.
Driven by the concept of energy conservation and emission reduction and low-carbon economy, LED industry meteoric rise, led the parties to invest in hot pursuit. Side is the real money investment, while it is the core technology and equipment constraints. Taiwan Jingyuan Au Optronics Co chairman Li Bingjie said, "gathered in the industrial chain of the most low-end of the Chinese LED packaging companies, because of the lack of core technology, pay for substantial expansion sequelae. Even with the core technology of the enterprise, will also face the challenge of high cost down as soon as possible. "
Because of technology and cost of the LED industry reshuffle will be inevitable.
Investment "great leap forward"
Some institutions are expected in 2010 China's LED industry output value will be more than 150 billion yuan, which is the number of times in 2008, and the annual growth rate of 30% of the rapid growth rate of two. Li Bingjie said that this data is not exaggerated, at least only the annual growth rate in Taiwan has more than 50%".
Such rapid growth thanks to the guidance of national policy. In February this year, the first batch of national new industrialization demonstration base of the award, the photovoltaic industry base to occupy 3 seats, LED industry has become a key industry for national development. At the same time, LED initial investment of 100 million yuan to build a low threshold to stimulate the first to launch around.
LED development of funds to attract private investment also thirsty. According to statistics, in recent years wind is cast for the domestic enterprises to invest more than 1 billion 500 million yuan last year, the field of private capital investment has a comprehensive coverage of the entire LED industry chain. Experts predict that this year the amount of investment in the domestic LED industry will reach 60 billion yuan, an increase of $about 10000000000 compared to last year's $500%.
The significant energy saving effect and application prospect of LED lighting need not be stated. Shanghai, World Expo, for example, the use of 1 billion 50 million LED chips in the park, the Expo venue indoor lighting source of about using LED green light source, compared to ordinary incandescent electricity saving of about 90%.
But in the face of such a large-scale investment, the general manager of Shandong tide Huaguang optoelectronics Co., Ltd. Zheng Tiemin can not help but ask: in the LED channel has not been fully developed, these investments are taking into account the market demand? "
Zheng Tiemin said, a lot of investment will be reduced to the excess capacity, and the support of the national policy based on and have launched the project to support long, Zheng Tiemin also expressed concern, "if not as soon as possible the establishment of independent enterprise profitability, even if the government support may not last long. "
Watch technology weakness
Overcapacity is not the only reason why the loss, the more serious is that the LED industry is repeating polysilicon low-end production capacity of the mistakes.
In the industry chain, LED epitaxial wafer with LED chips accounted for about 70% of the industry's profits, LED applications accounted for about 10%-20%, LED packaging is less than 10%. Look at China's LED Enterprises -- currently has more than 3000 LED related enterprises, LED packaging company more than 1 thousand, the application of LED class enterprise is close to 2000, LED epitaxy and chip enterprises was only more than and 60. "Always in the lowest profit margins in the market hovering, talk about profit? Chen Zhenxian is not without worries.
Domestic LED enterprises, but had to face an old problem - the technical content is not high, low innovation ability, lack of core competitiveness. Data show that the relevant countries in the patent application of LED, Japan accounted for 27.9% of the world, China accounted for only about 9.34%, and basically concentrated in the lower reaches of the LED packaging and LED applications, such as the lower reaches of the industry.
LED chip growth tool MOCVD equipment technology, for example, the basic German Ace strong (AIXTRON) Company and the United States Department of Victoria Yi (VEECO) company monopoly, its international market share increased by more than 92%. Li Bingjie said, the lack of core technology, which means that foreign companies will be bound, the domestic small and medium enterprises LED days will be difficult to sustain. "
As for the part of the patent of large LED companies, but also not too optimistic. Li Bingjie said, "the cost is the biggest challenge," in the LED main lighting products, has not widely is the fundamental crux of civil "the price is too high, and the only way to solve the bottleneck is to reduce costs". We want to reduce costs, can not rely on foreign countries, can only rely on their own technical breakthroughs. "Li Bingjie is expected," 5 years to see the outcome. "
Rely on technological innovation to redeem the idea of LED industry, but also the Hisense Group Co., Ltd., chief scientist, Hisense broadband multimedia technology chairman Huang Weiping identity. However, Huang Weiping believes that only technological innovation is not enough, it is important that the high starting point of innovation". He said that the next major growth momentum LED market not only from the LCD panel, automotive lighting and other lighting market, application in optoelectronic information network will be in the "next cake", the data field of the optical communication is the LED application field of high-end, its development is like a raging fire, enterprises can consider technological breakthroughs focus is placed on this, "the market prospects can be expected".
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