Analysis of the main investment opportunities in domestic semiconductor lighting industry

According to the domestic semiconductor lighting industry development situation, the current domestic investment opportunities mainly from the following aspects:

Acquisition and use of technology, patents and related personnel;

Explore and grasp emerging and key markets;

Industrial integration opportunities brought about by adjustment of domestic industrial structure;

Investment opportunities brought by overseas industrial transfer.

1, new technology development opportunities

As in the growth stage of the life cycle of industrial development in the technology driven by high-tech industry, bring the industry breakthrough in the emergence of new technology and application always so as to form a new application market, and also bring many opportunities for investment. According to the current state of technology research and development and market demand for semiconductor lighting in the future, the most likely to break through in the following areas of technology, led the industry to enter another wave of development.

Industrialization of MOCVD equipment;

Growth of SiC single crystal with high quality and low cost;

Epitaxial ultraviolet LED on sapphire substrate;

Fabrication of Si substrate on GaN chip;

GaN, LiAlO2, ZnO, AlN and other new substrate epitaxy and chip technology;

Power based GaN chip manufacturing;

High efficiency and high power LED packaging technology;

Organic silicon material for 100lm/W power LED packaging

100lm/W power white LED manufacturing technology;

100lm/W semiconductor lighting integration technology;

Integration technology of automobile headlamp system;

Indoor Intelligent LED lighting system;

Large size LCD backlight;

Development of power LED lamp module.

The above technical direction, domestic research institutes in some areas has made a breakthrough, has brought good opportunities for overseas investment; technical team, especially overseas students have certain technical production experience have returned entrepreneurship, has also brought a number of technology has a number of independent intellectual property rights and grasp the global trend of industrial development, the domestic investors are ideal partners; in addition, with the integration of Taiwan industry, enterprise technology production department with the change of technology team or technical backbone enterprises to leave the business or elsewhere, most of them, as the preferred target. These technical team or backbone has a wealth of production experience and channels, is a very good investment targets.

2, market exploration and grasp

In the development of the market, the major investment opportunities are mainly focused on the exploration of new applications and the grasp of key applications.

As a new type of semiconductor lighting, solid light source, with a long life, energy saving, environmental protection, safety, rich colors and other significant advantages, will be another leap after incandescent lamp, fluorescent lamp lighting in the history of mankind. At present, semiconductor lighting has been in the backlight, automotive, landscape, architecture, signal and special lighting and other applications to form a larger industrial scale, its development potential is also generally optimistic about.

In addition, the discovery of new LED applications and business applications can also bring many new investment opportunities. Especially in terms of energy saving, environmental protection, security, LED, there are many business opportunities to be excavated.

On the current application of technology and product development trends, the following market areas will have a greater investment opportunities:

LCD backlight module;

Solar LED lamps;

LED street lamp;

LED car light;

LED emergency lighting products;

LED display application;

LED indoor commercial lighting fixtures.

3, the domestic industrial structure adjustment

With the formation of the domestic LED market scale and the gradual improvement of the industrial environment, the domestic industrial structure is in a period of adjustment. In this period, after years of development, the domestic enterprise technology has formed a good accumulation, production technology tends to mature, the market channel gradually straighten out, is about to form a higher level of profitability. At the same time, these enterprises are also faced with the rapid expansion of the scale of production pressure on the demand for funds is very urgent. For investors, mergers and acquisitions or equity more mature domestic enterprises, and rapidly expand the size of the industry, to enhance the level of profitability to achieve substantial returns is also very good investment options.

In addition with the aggravation of the market competition, in the chip, package and application link will appear the cooperation between enterprises and mergers and acquisitions, but also an opportunity to try to enter the industry and quickly occupy a certain position in the market investors.

4, Taiwan industrial transfer

Cost pressures and market driven factors, Taiwan LED company to transfer to the mainland trend, according to incomplete statistics, Taiwan LED packaging manufacturers in mainland China's production capacity has accounted for more than 60% of its full capacity, from the beginning of 2006, the extension / transfer of the chip industry has increased rapidly. The transfer of these industries for the development of domestic industries to bring a lot of investment opportunities.

The success of the case is transferred from Taiwan to the domestic industry, most of Taiwan industry in the mainland capital market and other aspects need to seek partners, with capital, market and application of resources for domestic enterprises to bring industry investment and development opportunities. Cooperation with the Taiwan mature companies in the mainland has many advantages, such as the support of Taiwan's more mature technology, and bring a wider market channels.

Source: CSA Information Department