2012 China LED industry opportunities and challenges coexist

2011 for China's semiconductor lighting industry can be described as ups and downs, the annual high opened low, the latter half of the significant incremental slowdown, the industry media called the winter".

In the winter, the more you need to invest in the next spring

In the face of pressures of opportunities and challenges, more LED companies choose to face the reality and actively respond to the first half from 2012 China's most influential industry event - Green Lighting Shanghai organizing committee to understand, jointly built by the national semiconductor lighting engineering research and Industry Alliance and Reed Exhibitions of the "2012 Shanghai International New & Light new energy lighting exhibition and Forum (Green Lighting Shanghai 2012) by the Blitz, many domestic and foreign leading enterprises to exhibitors, booth sales unpopular. The author and some representatives of the person in charge of the industry in 2012 to communicate the situation, we have expressed the same view, that is: the more in the winter, the more the need for the next spring investment.

At present, a large number of LED companies including CREE, PHILPS, Nichia, Seoul semiconductor, EPISTAR, and far away, three, ROHM, Stanley, KISCO, semiconductor group, Hangzhou, billion light optoelectronics, Yantai Debon, zhongkewanbang, Shengpu photoelectric, Sanan optoelectronics, invenlux, Otsuka electric etc. have reserved booth.

2012 China LED industry opportunities and challenges coexist

In 2012, multiple pressure release, the domestic production capacity in the global market demand growth slowed, the policy of government subsidies is not clear under the new stage Chinese LED industry will enter the industry structure change and competition mode of reforming.

First of all, in 2012 the gradual release of upstream production capacity, epitaxial chip price pressures will continue, the localization rate steadily, domestic and international competition spread to high-power chips.

2011, the total number of domestic MOCVD reached 720 units, according to the current company after the introduction of the equipment to adjust the plan, is expected in 2012 MOCVD installed capacity will be maintained at around 300 units. In 2011, the domestic enterprise chip revenue growth of 30%, reaching 6 billion 500 million yuan, but far less than MOCVD growth rate of 106%, which also reflects the domestic chip production capacity failed to give full play to the 2012 price pressure will continue epitaxial chip.

2011, the domestic GaN chip capacity growth of 12000kk/ months, but the capacity utilization of less than 50%, the annual output of only 71 billion, but the localization rate reached more than 70%. At the same time, the domestic chip has been through the way of small chip integrated breakthrough in lighting applications; high power lighting chip 20% of the market share is still low, but with the development of innovation and improving the quality of the products, the overall trend is the domestic chip share increased slightly, foreign chip price is expected to exceed 6000RMB/K.

Although at the end of 2011 LED market increment slowdown, but still come from Japan and Taiwan area, China upstream projects settled, which also caused the competition trend in 2012 domestic LED epitaxial chips, in international macroeconomic situation turmoil, domestic upstream industry investment will be more cautious.

Secondly, the 2012 package, high-quality enterprises will be more integration of industry resources, product structure to highlight LED, SMD LED, incremental profits to maintain the overall market trend, in cooperation with the upstream and downstream integration has become a new mode of packaging enterprise breakthrough.

In 2011, LED packaging companies to nationstar, REFOND, honglitronic led gradually force, have entered the market in 2012, capital and packaging business cooperation will be more closely and active.

2011, the overall size of China's LED packaging industry reached 28 billion 500 million yuan, representing an increase of $25 billion in 2010, the output was increased from 133 billion 500 million in 2010 to only $182 billion, an increase of 36%. 2012, the domestic packaging output will remain above 30% growth, but due to the profitability of the upstream and downstream costs and demand squeeze, resulting in overall output growth will not exceed 20%.

From the product structure, highlighting the LED value reached 26 billion 500 million yuan, accounting for more than 90% of total sales package LED SMD LED package; the most significant growth, has become a mainstream product, the encapsulation of LED in 2012, SMD and LED highlight the proportion will have greatly improved.

LED packaging enterprises as the industrial chain of intermediate links, often need to bear from the vertical and horizontal two aspects of the competition, although in 2011 the capital involved added some LED packaging companies compete, however, the integration of breakout is still a burden falls on the shoulders of the packaging enterprises. According to the author was informed that the current number of packaging enterprises have launched a cooperation with the domestic traditional lighting manufacturers, joint investment, cooperation and construction of the model may become a breakthrough in this new attempt on the road.

In 2012, LED applications will maintain rapid growth, lighting, landscape, the backlight is still pulling the growth of three carriages, LED lighting applications further from outdoor lighting to room, the international market demand and domestic policy will become a key factor in the growth rate of LED lighting. There are many variables in the competition pattern of LED lighting application, and the enterprises with the advantages of capital, scale, technology, brand and market channel become the main body of industrial integration.

2011, the overall size of China's LED application reached 121 billion yuan, the overall growth rate of up to 34%, is the fastest growing sectors of the semiconductor lighting industry chain. Among them, the growth of lighting applications is very obvious, the overall share has accounted for 25% of the entire application, the market share of the largest application areas, backlighting, landscape and other applications also maintained a rapid growth.

According to the Ten City million pilot city research statistics, the current pilot projects have been implemented in more than 37 pilot cities of more than 200