Research on semiconductor lighting industry and its development strategy in China

Of China's semiconductor lighting industry (LED industry) has been formed from epitaxial growth, chip manufacturing, packaging, testing, application, standard relatively complete industrial chain, the products are widely used in landscape lighting, backlighting and general lighting etc.. As of the end of 2010, China's LED industry market size of more than 100 billion yuan, according to the 12th Five-Year plan, by 2015 the scale of China's LED industry reached $500 billion, the industry is facing enormous business opportunities. However, China's private science and Technology Promotion Association (hereinafter referred to as the Chinese people's Association) after the investigation found that China's LED industry is still facing many difficulties, and even the formation of a constraint to the sustainable development of the shackles of the industry.

1 the lack of key technologies and core patent

Patent technology is an important means to gain competitive advantage and maintain market share in the world's major LED manufacturers. The domestic LED patent technology is not perfect, the most upstream patent by foreign manufacturers to master the technology, heteronomy, high-end chips from more than 80% overseas or in Taiwan area, the enterprise can not extend to the high-end profit sector; due to the lack of the principle of patent, patent products are sealed, export restriction. Even in the concentration of more than 80% of China's enterprises in the downstream areas of packaging and application is also at a lower level. With the continuous improvement of Moore's law to improve the performance of LED technology, reduce costs, greatly expand the application field, the market space doubled. With advanced technology and good brand image of the foreign LED enterprises occupy the market take cities and seize territory ". Domestic LED companies face enormous challenges of how to further improve their technology and build their own patent defense system.

2 standard and detection means lags behind the industrial technology

LED industry to develop healthily, cannot do without the relevant technology and product standards, but the emerging industrial technology rapid development, has brought the detection technology and standards and other common problems, the lack of product standards, industry standards and complete quality uneven in quality, greatly dampened the market confidence and enthusiasm. On the other hand, the Chinese government attaches great importance to LED industry, and vigorously promote the product demonstration and application form, standardization and quality evaluation method lags behind the technology development and application of the market situation. How to alleviate the contradiction and break through the bottleneck is not only a new task of standardization research, but also a new task in the field of technical quality supervision.

3 the price is too high, the commercial application of difficult

Countries in the last year has started ten city million LED energy saving program, there are already 42 cities included in the plan. However, in addition to decorative LED lighting has been gradually popularized, since the vast majority of LED general lighting applications is confined to the government demonstration project. The main reason for the difficulty of marketing is LED lighting products prices are too high. Because the LED chip in the product cost accounted for 30% or even higher, while China's lighting level of high-end LED chip mainly rely on imports, the price is more expensive, resulting in the same light brightness LED lighting products prices, there is no greater appeal to ordinary consumers.

4 product homogenization competition, the lack of leading enterprises and the leading brand of

China's LED industry, a large number of enterprises, the overall progress has been made, but the size of the enterprise is generally small, the lack of leading enterprises. With the majority of LED manufacturers will pre product development and production of the main module and the solution provider, LED entry threshold is reduced, the market competition. At present, there are 1950 domestic LED packaging enterprises, and the introduction of various types of enterprise LED application of new products less than 530 pieces of LED street lamp enterprises more than 300, the product is basically in the stage of copying each other. Homogenization of competition resulting in price war smoke four, the lack of benchmarking brand, the scale of the enterprise is difficult to grow, the lack of credibility of the industry. Cultivate leading enterprises, accelerate the construction of independent brands is imminent.

The 5 industry investment overheating, low level repeated construction blind

Expo, the Asian Games, ten city million light policy to promote, LED market demand growth. A number of cities in the LED industry as a pillar industry, the domestic LED market outlook, overseas investment mergers and integration of upstream and downstream enterprises to accelerate the process, the traditional lighting companies, state-owned capital, private capital have entered the industry, investment boom. In the upper reaches of the epitaxial film production of key equipment MOCVD, for example, in 2010 to plant installation of imported equipment up to 300 units, the next 3 years, the country plans to import more than 1000 units, more than 10 times in 2008. Without the scientific decision-making and rational planning of LED industrial layout, focus on the introduction of large-scale MOCVD key equipment, may lead to low end chip capacity outbreak, the LED industry again in 2008 and 2009 in China polysilicon investment hot fail in the past.

6 government support policies and industry development is not complete

LED industry is one of the national focus on fostering the development of strategic emerging industries, countries and regions continue to increase in technology research and demonstration project to support capital investment, has introduced a large number of industrial policies, and through the pilot work of application engineering, guidance and support to promote the use of LED lighting products. This series of initiatives to effectively promote the technological progress of China's LED industry. But for the next 5 years will be LED of the key period of the development stage of transition from research and demonstration stage to complete market, as the industry support policy, need more system and meet the industry development status, and refinement in the level of consumption tax cuts, purchase subsidies, government procurement and government grants and concessional loans to the development level of.

To sum up, China's LED