Analysis of the competitive landscape of China's semiconductor lighting industry

Chinese LED basic industry has formed a complete industrial chain, and the initial formation of the Pearl River Delta, Yangtze River Delta, northern area, Jiangxi and Fujian four regions, each region has initially formed a relatively complete industrial chain, more than 85% of the LED enterprise distribution in these areas. National semiconductor lighting project approved the first semiconductor lighting engineering industrialization base for Shanghai, Xiamen, Dalian and Nanchang, reflecting the basic pattern of this industry.

Pearl River Delta region

Semiconductor lighting industry in the Pearl River Delta mainly concentrated in Shenzhen, Guangzhou, Foshan, Dongguan and other places, the most obvious competitive advantage is the application market larger and downstream enterprises in the cluster, is the focus of domestic packaging's largest investment area; Guangzhou has focused on dozens of downstream packaging enterprises, leading edge in the encapsulation and LED application the formation of Shenzhen; "Sapphire epitaxial chip package - - -" the application of a complete industrial chain, the emergence of a number of famous enterprises. The weak link of the Pearl River Delta lies in the relatively weak technical force, and the existing technical forces are too concentrated in a small number of enterprises.

Yangtze River Delta

LED industry in the Yangtze River Delta is mainly concentrated in Shanghai, Jiangsu and Zhejiang. Shanghai has been in the semiconductor chip manufacturing and packaging industry applications showing a good momentum of development, and formed a relatively complete industrial chain and enterprise group; Jiangsu in the LED package and application has begun to take shape; Ningbo has a good industrial base and economic advantage, is the main special lighting domestic production base, development great potential. The advantage of the semiconductor lighting industry in the Yangtze River Delta is that there are a large number of technical and commercial talents, the industrial experience is rich, and the capital strength is abundant.

Northern area

The most concentrated in the North Rd center in Beijing and Dalian as the representative of the research, the strongest, the best domestic technology with epitaxial chip; Dalian in the industrial area has obvious geographical advantages and strong industrial strength, through the introduction of technology and industrialization, Dalian has become China's important industrial base LED. The advantages of the semiconductor lighting industry in the northern region is more R & D institutions and personnel.

Jiangxi and Fujian

Jiangxi Province, from the upstream epitaxial material, the middle reaches of the chip manufacturing to the downstream device packaging are to achieve the scale of production; Fujian Xiamen has chip manufacturing, packaging and application of product development and production of dozens of enterprises, with cluster advantage, talent advantage and location advantage, formed a relatively complete industrial chain and a large industrial scale. Xiamen will also be integrated into the overall planning of Taiwan's regional advantages into its industrial development, hoping to attract Taiwan to form a complete industrial chain and industrial scale.

Source: CSA